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IIABA / Swiss Re Corporate Solutions E&O Programs Conference May 19-20 | St. Louis, Missouri
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2 IIABA / Swiss Re Corporate Solutions E&O Programs Conference Tuesday, May 19 - Morning 2 TimeTopicPresenter 7:30 a.m.Breakfast Opens - Served until 8:30 am 8:00 – 8:20 a.m.Opening Comments/Program Updates (20 min.)Sabrena Sally 8:20 – 8:45 a.m.2014 Program Results - Actuarial (25 min.)Matt Elliott 8:45 – 9:05 a.m.Jupiter/CI BIZ/Policy Decisions Updates (20 min.).Wayne Merrill 9:05 – 9:25 a.m.FIDO Updates (20 min.)Dick Schmidt, Mark Wolf 9:25 – 9:45 a.m. Pop-up Topics and Questions from Administrators (20 min.) Jenn: Addressing Liberty Mutual Concerns (15 min.) Jim: 5 Items to Help you with your Audits (5 min.) SRCS Staff 9:45 – 10:00 a.m.Coffee Break (15 min.) 10:00 – 11:00 a.m.Claims Updates (1 hr.) Robin Lafollette, Nicole Yarbrough, Ellen McCarthy, Jim Redeker 11:00 – 11:30 a.m.Claims Discussion Topics (30 min.)Sandy Goffstein, Missouri Defense Counsel 11:30 – 11:40 a.m.Stretch Break (10 min.)
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3 IIABA / Swiss Re Corporate Solutions E&O Programs Conference Tuesday, May 19 - Afternoon 3 TimeTopicPresenter 11:40 – 12:00 p.m. We hear you! (20 min.) Acquisitions and Merger supplement updates EPL No application Risk Management credit changes INCONCERT documentation changes Susan Dowdall 12:00 – 1:30 p.m.Lunch and Group Activity (1.5 hrs.) 1:30 – 1:45 pmEase of Doing Business Projects – Update (15 min.)Sabrena Sally 1:45 – 2:45 p.m.Application Processing Workout – "Now" VS. "What If?" (1 hr.) State groups assigned in advance. Discussion: Map current process/brainstorm around friction points/write up findings. 2:45 – 3:00 p.m.Share Ideas from Processing Workout (15 min.) Representative from each group present, from their table or from podium, high points of their discussion. 3:00 – 3:15 p.m.Coffee Break (15 min.) 3:15 – 3:40 p.m. IIABA Pop-up Topics and Questions from Administrators (25 min.) Mark Wolf/IIABA Staff 3:40 – 4:20 pm. SRCS Pop-up Topics and Questions from Administrators (40 min.) Wayne: How to handle an issue when it isn't in E&O Happens (15 min.) Shirley: Vanishing Deductibles (10 min.) Louise: Goodwill Payments (15 min.) SRCS Underwriters
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4 IIABA / Swiss Re Corporate Solutions E&O Programs Conference Tuesday, May 19 – Afternoon/Evening 4 TimeTopicPresenter 4:20 – 5:00 p.m.Activity To Be Announced (40 minutes)SRCS Underwriters 5:00 – 6:00 p.m.Cocktail Reception (1 hr.)Hosted by A. J. Wayne & Associates 6:00 – 6:10 p.m. Group Gathers in Lobby to Board Buses for: Saint Louis Science Center http://www.slsc.org/ 6:10 - 6:30 p.m. Buses Depart at 6:10 for 6:30 arrivalPlan your visit: http://www.slsc.org/slsc-mobile-app 6:30 – 9:00 p.m. Tour Planetarium on your Own, Scavenger Hunt and Open Barhttp://www.slsc.org/planetarium 7:30 – 8:30 p.m. Buffet Dinner and Live Narrated Star Show 9:00 p.m. Buses Begin to Depart for Hotel
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5 IIABA / Swiss Re Corporate Solutions E&O Programs Conference Wednesday, May 20 - Morning 5 TimeTopicPresenter 7:30 a.m.Breakfast Opens, served until 8:30 8:00 – 8:25 a.m.FSIC Updates/New Form/Agency Alliances (25 min.)Stewart Brettingen, Gary Keener, Randy Wood 8:25 – 9:25 a.m. SRCS Pop-up Topics and Questions from Administrators (1 hr.) Annette: Breach of Data updates (20 min.) Terri: How to explain losing experience credit for expense only claims (10 min.) Lee: Insured vs. Insured (15 min.) Art: SRCS vs. WIC marketing stance (15 min.) SRCS Staff 9:25 – 10:00 a.m. IIABA Pop-up Topics and Questions from Administrators (35 min.) Mark Wolf/IIABA Staff 10:00 – 10:15 a.m.Coffee Break (15 min.) 10:15 - 10:40 a.m.What's Planted in your Garden? (25 min.) SRCS Underwriters –Creating a strategic plan to capture larger agencies/identify tactics/timeline planning. 10:40 – 11:05 a.m.Re-Mark-etable Agency Visits (25 min.)Mark Shackelford 11:05 – 11:30 a.m.Post Marketing Call/Quoting – What comes next? (25 min.)SRCS Underwriters 11:30 – 11:45 a.m. Final Q&A, Meeting wrap-up (15 min.)Sabrena Sally
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Legal notice 7 ©2015 Swiss Re. All rights reserved. You are not permitted to create any modifications or derivative works of this presentation or to use it for commercial or other public purposes without the prior written permission of Swiss Re. The information and opinions contained in the presentation are provided as at the date of the presentation and are subject to change without notice. Although the information used was taken from reliable sources, Swiss Re does not accept any responsibility for the accuracy or comprehensiveness of the details given. All liability for the accuracy and completeness thereof or for any damage or loss resulting from the use of the information contained in this presentation is expressly excluded. Under no circumstances shall Swiss Re or its Group companies be liable for any financial or consequential loss relating to this presentation.
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