1. The New Paradigm in Working with the Pennsylvania Insurance Department

2. Road Map
Our Panelists
The Cards
Panelists Insight
Open Discussion

3. Panelists
Claire Pantaloni, Senior Director of Industry Affairs, Insurance Agents and Brokers of
Sam Marshall, Esq., President and CEO, Insurance Federation of Pennsylvania
Vincent Phillips, Principal, Phillips & Associates, (PAHU, Sparks Club)
Ron Gallagher, Moderator, President, PAMIC;

4. Panelists Insight & Open Discussion

5. 2
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7. Summary
All personnel in Executive Offices – new at change of Administration
All 4 Deputies new to position (no more than 2 years in position)
4 of 6 Dept. Counsel new to Department
4 of 7 Bureau Directors new to position (no more than 2 years in position)
What Does This Mean?
Overall less regulatory experience
More reserved thought processes
Risk averse decision making
Recommended Response
Be clear about your issue but not condescending
Tell them what you need and why
Explain things: Don’t assume they have more insight than you
Make them part of the process not just the “gate keeper”
Be patient