Heartland Chapter

Upcoming Chapter Meeting

When:  Wednesday, May 1, 2013
Time: 12:00pm - 2:00pm
Where: AXIS Insurance
1201 Walnut, Suite 1800 Kansas City, MO 64106

Please have your lunch orders to Kay Williams (kay.williams@axiscapital.com) by April 23rd.   

See the attached menu for ordering options.

Agenda:

• Welcome and introductions.
• SBS
• NIPR
• Vertafore (Sam Meyer, Libby Meyer)
• SILA SILA CE Provider Subgroup (SCEPS) – Barb Gavitt, AD Banker
• SACS (SILA Agent Carrier Subgroup) Update

Affiliations (Tina Wirtz, The IMA Financial Group, Inc.)
Common Terminology (Kelly Entrekin, McGriff Siebel)
License Copies vs. PDB (Leona Schwab, US Risk)
Uniform Appointment Application  - ACORD 821 (Debbie Gregory, Lockton Companies)
SILA Preferred Workflow (Dan Corridon, GEICO)
Treatment of Personal Information (Paul Willis, AXIS)
Just In Time Appointments (Celeste Neilsen, The Hartford)
Producer Training Tracking (Dan Langer, Mutual of Omaha)
Agency/Carrier Contracting (Vicki Rose, Liberty Mutual) – New Task Group
e-Signatures (Sandy Von Ruden, Nationwide) - New Task Group
Background Checks (Pam Streifel, Allianz Life) - New Task Group
Record Retention (Mara Buffington, Beecher-Carlson) - New Task Group

• SILA Surplus Lines Subgroup and SILA Surplus Lines Steering Committee-Melissa Stratton
• SILA National News Update

Neal Kounkel
CBIZ
Phone: 913-234-1795
E-mail: nkounkel@cbiz.com

Georgia Fain
Farmers Insurance
Phone: 913-564-6428
E-mail: georgia.fain@farmersinsurance.com

2013 Chapter Meeting Schedule: 

Heartland Chapter Meeting Minutes

• October 31, 2012
• July 25, 2012
• April 25, 2012
• January 25, 2012

2011

• January 26, 2011
• April 27, 2011
• July 27, 2011
• October 26, 2011