Afleveringen
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In this Episode of Nat Alliance Now, Awkward Insurance Podcast hosts Dustyne Bryant and Ashley Fitzsimmons are taking over, with the mission to dive deep into Pet Insurance insurance with guest, Mike Bechthold from Nationwide Pet Insurance. Join us as we explore the invaluable benefits Pet Health Insurance offers and the common misunderstandings that might be holding you back from providing this essential coverage to your clients. Discover where insurance professionals can tap into the growing demand for pet insurance and gain insights into what you need to know to effectively sell pet insurance to your clients. Whether you're an insurance professional seeking new markets or a pet owner curious about safeguarding your furry friend's health, this episode is for you.
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Listen now and nominate a colleague who is making a similar impact in our field!
Matthew K. Cashion, Jr., CIC, CRM (Matt), born and raised in Little Rock, was enrolled in the seventh grade at Pulaski Academy upon its inception by his parents. Before graduating in 1977, he attended Boys State and served as state president of the Future Business Leaders of America (FBLA). His next phase of life found him following in the footsteps of his next older brother, Ted, graduating from Westminster College in Fulton, MO in 1981 with degrees in Economics & Business Administration and Accounting, and a fiancee, Susan Pippin. While at Westminster, he served as a member of the collegeâs prestigious Skulls of Seven Society and is a Sigma Chi. After graduation, he joined the family agency alongside both brothers, Benson and Ted, and his father, Knight, and marrying his college sweetheart in the spring of 1982.
Education and industry involvement was instilled in the agency fiber by Knight and continues as part of its DNA today. Soon after joining the agency, his father sent him to the Reliance Insurance Companyâs Agent Surety School in 1983. In 1986, Matt received his Certified Insurance Counselor Designation and completed the requirements for his Certified Risk Manager designation in 2004. Additionally, Knight gave him the opportunity to attend surety industry association meetings, where he found his business passion. With mentors from all over the country
providing wind in his sails, Matt volunteered his way through the ranks of the National Association of Surety Bond Producers (NASBP), serving as a Regional Vice-President, Board Member, various committee memberships and chairmanships, and in 2003-2004 he served as the youngest national president.
His lane through NASBP was via education. Attending its Level 2 surety school in 1986, he discovered a second passion; teaching. Returning to the associationâs school two years later, Matt was recently honored as the longest tenured instructor for NASBP clocking in 35 years of volunteer service to thousands of students from every state in the union as well as seven foreign countries. Further participation has included curriculum development and review of all levels of the associationâs educational offerings on contract surety, text editing of The Basic Bond Book, curriculum review for The Institutesâ AFSB designation as well as recording select course introduction videos.
Having just completed another term as chair of NASBPâs Professional Development Committee, Matt is currently serving as co-chair of the Annual Meeting Program committee for a record sixth time.
NASBP honored Matt with the Presidentâs Award in 2004, the John J. âJackâ Curtin Presidents Award for Distinguished Service in Surety Education in 2009, the Bruce T. Wallace Award for Career Contributions in 2013 (its highest award), and the John J. âJackâ Curtin Award again in 2023, becoming the only two time recipient.
Matt also followed the leadership example set by his business partner, Jim Allbritton, serving as president of The Independent Insurance Agents of Arkansas (Big I - Arkansas) in 2015-2016. In 2021, Big I honored Matt with its highest award, the Allan Kennedy Memorial Award.
An unintended consequence of volunteer service to various construction trade associations over the years has resulted in awards from the Associated Builders and Contractors of Arkansas (ABC) (2020 - Phillip Joiner Award for leadership) and Associated General Contractors of Arkansas (AGC) (2011 - Distinguished Service Award; 2021 - Presidentâs Award). After having served as a founding member of National AGCâs Surety Industry Advisory Council and acting as its Outreach and Education Task Force Chair in 2001, AGC inducted Matt into its Consulting Contractors Council of America in 2009.
Further involvement has included presentations and speaking opportunities all over the country to various groups ranging from the AICPA, the National Home Builders Association, local surety associations, trade associations (AGC, ABC, ASA, NAWIC), universities, engineers, and as a convention keynote speaker in Puerto Rico.
Outside of the industry, Matt has offered his time to a variety of civic organizations including Pulaski Academy, Alzheimerâs Arkansas Programs and Services, the Metropolitan YMCA, and the Heflin Youth Foundation. Additionally, he has received gubernatorial appointments to the Information Network of Arkansas and the Contractors Licensing Board, where he has served as Chair.
Combining his passion for teaching and his greatest blessing, Matt and his wife have co-led various small groups at their church for over 30 years, most recently post college single adults. Pushing the comfort zone limits, he even became an ordained minister during the pandemic in order to perform a requested wedding service for a couple that had met in the class.
His most recent passion and greatest joys are found in spending time with his six amazing grandchildren. His daughter Rachel and her husband Dr. David Rainwater, have three wonderful girls. His son, Matthew K. Cashion, III (Tripp) and his wife Kara, have two amazing girls and his only grandson (Matthew K. Cashion, IV aka Knight).
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Try the Directory out: https://webapi.scic.com/SCICSearchDirectory/Learn more about this Online Designee Directory here: https://www.scic.com/new-online-directory-launched-for-designation-holders/.
If you are a dues-paid designee and not appearing in the directory results, simply opt-in via your PROfile.
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Richard Clarke, CIC, CPCU, RPLU
Dick Clarke is a veteran of the property/liability insurance industry, having worked as underwriter, broker and consultant through hard and soft market cycles. He was formerly Senior Vice President with the regional brokerage, J. Smith Lanier & Co. headquartered in Georgia, having retired late in 2016.
He publishes articles and teaches on a variety of executive liability, cyber and E&O subjects, and functions as an expert witness, a consultant to buyers of commercial insurance, and to insurance companies concerning product development. He is a teacher in CE programs for several professional insurance organizations. His books are listed for purchase on Amazon.com, with the most recent, Executive Liability Insurance: From the Basics to an Advanced Approach having entered its fifth edition in 2012. (This work is currently being updated, with a revised, sixth edition available late in 2019.) Additionally, this book was translated into Japanese for the Risk Management community in Japan, in 2013. Clarke provided content and editing for The National Alliance's on-line course on Directors and Officers Liability insurance (2015 to present), and was an original recipient of the CPCU Society's "Distinguished Instructor in Insurance" award, in 1996.
He holds several professional designations.
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As a pioneer in innovative marketing, Peter has brought unique approaches to an industry that can be considered mundane. With a fresh perspective, he has started an insurance-focused marketing communications company, a successful podcast, spearheaded on-the-fly interviews at industry events, and constantly challenges his clients to think outside the box.
Peter's dedication to excellence is evident as he shares how he earned the CIC Designation to better understand the industry and write better content for his clients. This showcases his conviction towards continuously improving his craft, ultimately leading him to leverage his CIC knowledge to target his client's marketing efforts better.
Join us as Peter shares his inspiring journey as a marketing communications leader and how a mindset of continuous learning has made him a true difference maker in the industry.
Are you an Insurance Marketer looking to understand the industry better? The Introduction to Insurance for Marketers course explores the fundamentals of the insurance industry through a marketing lens and examines key terminology to effectively market to consumers, businesses, and agencies.
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Join Nat Alliance NOW Host, Mitch Dunford, as he discusses the exciting developments and innovations rolling out in 2024, with President & CEO William Hold, MBA, CRM, CISR, and Chief Experience Officer Danielle Janecka.
The trio discusses Exclusive Update Options for Dues-Paid Designees, New Dynamics of Service Self-Paced Series, the new Learning Portal, the Community Social Platform, and advice to designees on maintaining annual update requirements.
Tune in to this enlightening podcast episode and discover how the National Alliance for Insurance Education & Research is embracing innovation and change in 2024. Its going to be a GREAT year. -
Jake Holehouse | President and CEO of HH Insurance Group
Jake Holehouse is the President of HH Insurance in St. Petersburg, FL. He founded HH Insurance with his father, Ron Holehouse, in June 2018 and they have experienced rapid growth since the agency has opened. Jake grew up in the insurance industry working for his fatherâs agency throughout high school, Holehouse Insurance in St. Petersburg, FL. After graduating from Florida State University, Jake worked for American Strategic Insurance (ASI) as a national account manager, specializing in the national home builder accounts. Following ASI, he decided to work alongside his father again at Holehouse Insurance. They grew the business at an astronomical rate, eventually selling the agency to Regions Insurance, an affiliate of Regions Financial Corporation. Following Regions Insurance, Jake worked at Heritage Insurance Holdings as an Executive Vice President of Business Development and assisted in product expansion from 3 states to 13 states. Seeing the opportunity of opening a new independent agency, Jake opened HH Insurance in June 2018. HH Insurance has rapidly grown in 5 years from 3 team members to a team of over 45 and continues to win multiple service and sales awards. In Jakeâs time at Florida State University, he earned a Bachelors and Masters degree in Risk Management and Insurance. Jake sits as an advisor to the risk management and insurance program at Florida State University, as well as multiple local community service positions.
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SambaSafety Report: From Perception to Practice: An Insight into Insurer Data Strategies and Sentiments
John Barbagallo, former President of Commercial Lines at Progressive, brings 40 years of insurance experience to SambaSafety. As a Strategic Advisor, he specializes in leveraging technology and data to drive profitable growth, enhance decision-making, and foster continuous process improvement within the insurance industry. He has played a crucial role in pioneering advancements with telematics that helped capture market-leading positions in Commercial Auto.
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Join the Head of Faculty & Academic Development, Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR as he hosts special guests from Utica National Insurance Group: Tabitha DeGirolano, Errors & Omissions Risk Management Specialist, and Mark R. Angelucci, Senior Vice President and Insurance Agents Errors & Omissions Segment Leader.
In this episode, the trio emphasizes the critical role of ongoing education for insurance agents, noting how crucial it is for agents to stay informed on coverages and effectively manage their operations.
Utica National Insurance Group is dedicated to supporting agents throughout the claims process by providing tailored resources and education opportunities, aligning with their strategy for client claims management. Agents can access Utica National's E&O program through their local independent agent association, such as the National Association of Professional Insurance Agents or the Independent Agents and Brokers of America State Association. These associations serve as the exclusive distribution source for Utica National Insurance Group's E&O program.
Tune in to gain valuable insights into the unique offerings of Utica National's E&O program. Agents will learn how they can benefit from direct access to underwriters and risk management specialists, comprehensive resources, and personalized support throughout the claims process. The National Alliance remains dedicated to empowering insurance professionals to achieve success in their careers by providing resources like this. -
Take charge of your professional future and earn the esteemed CIC (Certified Insurance Counselor) Designation!
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Risk management veteran Lance Ewing CRM, ARM, ERMP reveals the keys to success, embracing change, and inspiring the next generation of industry professionals.âEmphasizing the importance of risk management in all industries and highlighting how being a risk management professional means being a leader, Lance inspires listeners to embrace the dynamic world of risk management with his passion for the industry.
Tune in to hear about his involvement with the Risk and Insurance Management Society (RIMS), where he served as the National President from 2003 to 2004. RIMS helped him shape and lead the society, and travel internationally to promote risk management. He also discusses his participation in the Sports and Entertainment Risk Management Alliance and his efforts in preventing human trafficking.
Get inspired as Lance Ewing takes us on a journey of innovation, generosity, and tells us how we all can make a difference in the risk management and insurance industry.
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Claire Richardson, CISR, Captive Consultant at Hylant Global Captive Solutions, and National Alliance Board Member, hosts our inaugural Difference Makers podcast episode! On this special episode, Claire is joined by Chief Marketing Officer, Mitch Dunford and Bob Rogers, CLU, ChFC, a fantastic teacher and mentor for the National Alliance.
Tune in as the trio looks back at previously featured Difference Makers to discover what makes them and future guests so unique.
Claire Richardson- Captive Consultant at Hylant Global Captive SolutionsMitch Dunford- Chief Marketing Officer at The National Alliance for Insurance Education & ResearchBob Rogers- Life & Health Academic Director at The National Alliance for Insurance Education & Research -
Adrian Jones is a Partner at HSCM Ventures, the venture capital investment arm of Hudson Structured Capital Management Ltd., an alternative asset manager in re/insurance and transport.⯠Before joining HSCM in 2021, he was Deputy CEO of P&C Partners at SCOR, the worldâs fifth-largest reinsurer, where he set-up and led SCOR P&C Ventures.⯠From 2010 to 2016, he was head of strategy at RenaissanceRe, a Bermuda-based reinsurer.⯠He started his career in 2001 at Bain & Co.
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Gain confidence and sell insurance successfully. Through both instructor-led and open-forum sessions in a safe, virtual environment, producers will learn new and relevant methods for building relationships with ideal clients, create accountability for progress toward their goals, and build a community of peers to support their growing insurance careers.
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Meg McKeen, CIC- With over 20 years of insurance industry experience, Meg McKeen, CIC, founded Adjunct Advisors LLC in 2018 with the essential belief that we can do more for insurance professionals. Meg has extensive experience in underwriting, leadership, as an insurance agent, and is now an industry consultant. She has been involved in thousands of insurance negotiations and now holds space for insurance professionals as they grow their sales and leadership acumen through private coaching, consulting engagements, and the podcast she hosts: Bound & Determinedâ .Scott Stricklin, CIC, CRM, CRIS- Scott Stricklin is a born and raised Mississippian, with the exception for a few years in Southern California and East Tennessee. A graduate of the University of Mississippi with a bachelorâs degree in 1988. A 30-year veteran of the insurance industry, he began his insurance carrier in 1990 as an Underwriter for Allstate â Spent 7 years there in Underwriting and Sales Management. Moved into the Commercial arena in 1997 with Liberty Mutual. Since then, he has worked with several agencies and National Brokers. Currently with Fisher Brown Bottrell Insurance, headquartered in Jackson, Mississippi. With a presence in 5 states â MS, AL, TN, FL, and Houston, TX â His main focus as a Commercial Producer is working in the construction industry, with emphasis on Sub-contractors, such as Heating & Cooling, Electrical, Mechanical, Plumbing, and Restoration. Another area of focus in the Healthcare area, specifically with Addiction Recovery and Substance Abuse facilities. He holds the CIC and CRM designation, as well as the CRIS (Construction Risk & Insurance Specialist) and is working toward his CPCU designation. He has one daughter, his âbaby girlâ who is 24 years (LOL). Scott is an avid sports fan, he follows his alma mater, the Ole Miss Rebels, and is also a big New Orleans Saints fan. A lifelong lover of music, he also sings and plays guitar at several venues throughout the state. -
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John R. Costello, CIC, CRIS: John Costello, CIC, CRIS, is vice president and construction practice member at USI Insurance Services in Rochester, New York. Costello was installed as Big âIâ chairman in September 2022. Throughout his career, Costello has volunteered in a variety of professional and community service organizations. He is former chairman of the Independent Insurance Agents & Brokers of New York, past president of the Independent Insurance Agents of Monroe County and was the 1995 Monroe County Insurance Professional of the Year. He formerly served on the board of directors of the Big âIâ and chaired the Big âIâ Finance Committee. He is active in the Society of Certified Insurance Counselors and the Insurance Risk Management Institute. He was elected to the Big âIâ Executive Committee in 2016. Costello has nearly 40 years of experience in the insurance industry. After graduating from Villanova University with a degree in finance in 1976, he worked as an underwriter for General Accident Insurance before serving as president for Costello Agency Inc. for 12 years. In 1995, he became partner at Costello, Dreher, Kaiser Insurance Agency and joined First Niagara Risk Management in 2003 as vice president. Through a series of mergers and acquisitions, Costello served at Key Insurance & Benefits, then USI Insurance Services, specializing in the construction, manufacturing and hospitality industries. In his local community, Costello was the chairman of the board of Bishop Kearney High School and is past vice chair and treasurer of OASIS Adaptive Sports, a charity supporting disabled veterans. He is a former board member and past president of hospice facility Sunset House, former president of Brook-Lea Country Club, and is the former director and a current member of the National Ski Patrol at Bristol Mountain. Costello also serves as secretary of the board at Oak Hill Country Club. He resides in Fairport, New York. Founded in 1896, the Independent Insurance Agents & Brokers of America (the Big âIâ) is the nationâs oldest and largest national association of independent insurance agents and brokers, representing more than 25,000 agency locations united under the Trusted Choice brand. Trusted Choice independent agents offer consumers all types of insuranceâproperty, casualty, life, health, employee benefit plans and retirement productsâfrom a variety of insurance companies. Gerald F. Hemphill, CIC, LUTCF: President of National Association of Professional Insurance Agents (PIA National) An independent insurance agent in the metro-Richmond, Virginia area since 1993, Gerald F. Hemphill represents all lines of insurance, specializing in commercial and life insurance risks. He was an agent for a large domestic carrier for five years and has been principal of his own agency ever since. In 1996, Gerald earned his LUTCF (Life Underwriter Training Council Fellow) designation, and in 2002, completed his CIC (Certified Insurance Counselor) designation. He is a graduate of Campbell University and Fork Union Military Academy. In addition to his designations, he holds a property and casualty, life, health, and annuity license. Hemphill was President of the Professional Insurance Agents Association of Virginia/DC in 2010 and has served on the National Board of PIA since 2013. He was named the PIA of Virginia/DC Agent of the Year in 2012. Gerald and his wife have two daughters, Ashley and Taylor, and three grandchildren. -
Learn more about the Dynamics Producer Coaching course!
Meg McKeen, CIC: With over 20 years of insurance industry experience, Meg McKeen, CIC, founded Adjunct Advisors LLC in 2018 with the essential belief that we can do more for insurance professionals. Meg has extensive experience in underwriting, leadership, as an insurance agent, and is now an industry consultant. She has been involved in thousands of insurance negotiations and now holds space for insurance professionals as they grow their sales and leadership acumen through private coaching, consulting engagements, and the podcast she hosts: Bound & Determinedâ .
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Certified Insurance Counselors Program (CIC)
The 2023 CIC course schedule is now available! Be the first to register for this nationally recognized and highly respected insurance designation program.
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Certified Risk Manager Program Program (CRM)Are you responsible for risk management at your organization?
Browse the upcoming CRM courses. This program is great for accountants, attorneys, financial and insurance professionals, and specialists in loss control.
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Certified Insurance Service Representative Program (CISR)The practical CISR Program includes 9 courses focused on minimizing E&O claims and understanding and analyzing risks and exposures.
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Certified Personal Risk Manager Program (CPRM)Top agents, brokers, and insurance companies with high-net-worth clients recognize CPRM as the leading designation for professionals providing insurance and risk management services. Browse the 2023 course schedule.
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Certified School Risk Manager Program (CSRM)Do you work for an educational institution? Are you an agent who insures educational institutions? CSRM courses are designed to help you learn to identify risks and plan for tomorrowâs challenges! Register for a 2023 course today.
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Victoria Lane is Lloydâs Archivist. She manages Lloydâs Collection of around 10,000 objects and is working on research projects to understand the links of Lloydâs market to the historic Transatlantic slave trade through the Collection:The transatlantic slave trade (lloyds.com). Prior to coming to Lloydâs, she worked at Shakespeareâs Globe and ran a consultancy in art archives with Judy Vaknin, working with artists and cultural organizations on their heritage and memory. She has mainly worked in the arts sector including at Tate and the Henry Moore Institute in Leeds, is an oral history interviewer for the British Libraryâs National Life Story Collection and has co-edited the bookAll This Stuff: Archiving the Artist.Hank Watkins is regional director & president of the Americas region for Lloydâs. With 62% of Lloydâs global premium in 2021, the Americas is Lloydâs largest market for insurance (E&S in the US) and reinsurance. In addition to market development, Lloydâs colleagues in the Americas provide claims, regulatory, and media relations support to the syndicate writing business in the region. Over the past 40 years, Hank has held a range of underwriting, client management, and leadership positions in the United States and Europe at Chubb, Marsh, HRH, and Lloydâs. Hank received his BA from the University of California, Berkeley, and has completed an executive leadership program at The Wharton School. Heâs a member of the Board of Overseers at the Hank Greenberg School of Risk Management at St. Johnâs University and is on the boards of BritishAmerican Business, the Insurance Industry Charitable Foundation (Chair, Board of Governors) and the Insurance Federation of New York.
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