Resources Risk & Insurance Podcast

On this episode of Streamlining Insurance, I sit down with Rahul Daryanani, CFA—an investor with deep experience across venture capital and insurance—to unpack how AI and automation are transforming the industry from the inside out.We dive into:Where VCs are still excited to invest in insurtechThe real-world impact of AI on underwriting, claims, and distributionHow startups should approach building for legacy industriesWhat's hype vs. what's real in the automation revolutionWhether you're a founder, operator, or insurance veteran, this episode offers a sharp look into what's next for the future of insurance. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Protect what matters most.Gain confidence in commercial property coverage by enrolling in the CIC Commercial Property course. Identify exposures, apply the latest forms, and deliver smarter coverage solutions. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

We go beyond the surface to talk:How AI and automation are actually transforming insurance workflowsWhat it takes to launch and scale a successful insurance innovation eventWhy Ohio became an unexpected hub for insurtech collaborationThe art of matchmaking the right vendor to the right buyerHow to tap into sponsorships and corporate support without losing authenticityWhether you're trying to enter the insurtech space, plan a high-impact event, or simply keep up with what's next in AI and digital transformation—this episode is packed with practical insights.Listen to more Streamlining Insurance Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

In this episode of Streamlining Insurance, host Darren Bloomfield sits down with Nick Coenen and Charles Sybert from Wikifri to explore how innovation and human connection drive success in a rapidly evolving insurance landscape. Nick and Charles—leaders in insurance technology, consulting, and business development—share insights on: How economic uncertainty is reshaping insurer and MGA buying behaviors Why strong relationships still power effective teams (even as technology transforms the industry) Where insurers and vendors often get misaligned—and how to bridge the gap How AI, automation, and emerging technologies are streamlining operations Strategic frameworks for startups, investors, and insurance leaders looking to scale smartly Whether you're navigating tech investments, leading modernization efforts, or building your career in insurance, this conversation delivers clarity, practical advice, and a forward-looking roadmap.Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Ready to Specialize in Contractors? Take the next step in your professional journey and become a go-to resource for contractor clients. Register now for the Contractors RiskPRO course and earn your certification while gaining real-world tools you can use immediately: https://riskeducation.org/riskpro-contractor/ Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Own Your Expertise. Elevate Your Career.The Certified Insurance Counselor (CIC) designation isn't just a credential—it's a commitment to excellence, a mark of dedication, and a signal to clients and colleagues that you're serious about your craft. Whether you're just starting out or looking to sharpen your edge, the CIC program empowers you with practical, real-world knowledge taught by seasoned professionals.Join a community of driven insurance leaders who are setting the standard. Your journey to becoming a trusted advisor starts here.

The insurance industry is undergoing a major digital transformation, and AI is at the center of it. In this episode of Alliance Insights, host Darren Bloomfield and guests Mike Roy of Dark Matter and David Derigiotis of Flow Specialty, discuss how AI and Automation are reshaping workflows, enhancing efficiency, and redefining the broker-carrier relationship. We dive into the ROI of AI investments, the challenges of tech adoption, and how the E&S Market is leading innovation. Plus, we discuss how companies can future-proof their teams and prepare for the evolving workplace. Whether you're navigating changes or leading it, this conversation offers key insights for thriving in the next era of insurance.Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Join us as we discuss how RiskPRO Certification equips professionals with essential skills to identify, assess, and mitigate risks, earning them a respected credential that enhances credibility and career opportunities. Featuring insights from industry leaders, this episode will uncover why specialized risk management education is more important than ever in an evolving insurance landscape. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Looking Ahead: Take Action NowPlanning ahead ensures that businesses, families, and individuals can return to operation quickly and efficiently.Want to deepen your expertise in disaster planning and risk management? Consider earning your CRM designation through the Risk & Insurance Education Alliance. Learn how to develop comprehensive disaster plans that go beyond the basics and truly protect what matters most. Browse upcoming CRM Control of Risk courses: https://pro.scic.com/course-schedule/?name=Control%20of%20Risk Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Join CEO & President Will Hold, Chief Marketing Officer Mitch Dunford, and Chief Experience Officer Danielle Janecka as they explore:✅ The evolution of the Alliance's culture and its commitment to supporting industry professionals.✅ AI-powered advancements with AlliBot, the game-changing knowledge assistant for designees.✅ The launch of self-paced learning, microlearning for update credit, and new Risk Pro Series certifications.✅ Expanded support for designees affected by disasters, with flexible extensions and enhanced communication.✅ Participant experience enhancements, including live chat support, text reminders, and website upgrades.✅ The Alliance's rebranding and its renewed focus on delivering practical education that meets industry needs.This episode is packed with insights into how the Alliance is innovating to better serve the insurance and risk management industry. Tune in now to stay ahead in your professional journey! Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Kathy Fraley retired as the Service Center Director for the Travelers Select Service Center located in Spokane, Washington and Colorado Springs, Colorado. Her teams were responsible for providing direct service to insureds and agents in all states. Kathy has spent more than 30 years in the agents and carrier ranks. Her career started in the underwriting side at a carrier and after 4 years moved to the agency side. Prior to joining Travelers, Kathy retired after 28 years as a partner/owner from Propel Insurance where she held the position of Vice President of Marketing and Commercial Operations located in the Pacific Northwest. Kathy developed a passion for the industry and feels it is important to give back to the industry by teaching. She has been a teacher in the Junior Achievement program and enjoyed working with students as they learned about community involvement. Kathy earned her CIC designation in 1987 and has previously served on the CISR Board of Governors. She also acts as an instructor and Education Consultant for various programs with the Risk & Insurance Education Alliance. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Amber is consistently one of Burns & Wilcox's top producers.  She writes a book of business of $50 million and manages all underwriting activities for the Burns & Wilcox, Salt Lake City office. Her accomplishments have been recognized across the Burns & Wilcox international network, receiving the company's "Top Producer Award" for 10+ consecutive years, as well as the "Top New Business Income Award" for many of those years.Amber can attribute much of her success to her competitive focus. Prior to starting her insurance career, she graduated from the Salt Lake City Police Academy and was certified to be an officer.Amber belongs to the Utah Surplus Lines Association and is a Certified Insurance Counselor (CIC). She also has served on many Carriers advisory boards. She is actively involved in the community outreach programs within Burns & Wilcox, including volunteering at Ronald McDonald House Charities, The Road Home & For the Kids Charity.Amber's biggest accomplishment is her family. Amber loves spending time with her husband Brady and their 3 beautiful daughters. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Ivan Hudson, Director of the UCA Center for Insurance & Risk Management and Lecturer, joined the College of Business faculty in the fall of 2023. Before UCA, he began his career at the Little Rock Regional Chamber of Commerce and later worked with the Winthrop Rockefeller Foundation as a program associate. In 2009, he joined the Arkansas Scholarship Lottery's start-up team, serving in various roles, including Procurement Director. After completing his MBA at the University of Arkansas at Little Rock in 2012, Ivan the insurance industry when he founded the Ivan Hudson Agency. He obtained a Series 6 and Series 63 license by 2014. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Vince Staub, MS, CRM, CCP, is a distinguished executive and leader with over 30 years of experience in risk management, compliance, corporate security, and Environmental Health & Safety (EHS). As the President of Risk Managers International and a Managing Partner at Make the Shift Consulting Group, he drives innovative strategies that enhance organizational resilience. Vince's career began at age 16 as a YMCA Day Camp leader, laying the foundation for his lifelong dedication to leadership. He has held prominent roles, including Chief Risk & Security Officer for a major multinational semiconductor company and National Faculty Member at The National Alliance for Insurance Education and Research. With a Doctor's Degree in Strategic Leadership and multiple certifications, Vince combines extensive knowledge with a passion for community service, serving on various boards and leading youth leadership initiatives.   Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Learn more about Marine & Energy Insurance in a PROFocus courses: Course Schedule Steven Paul Weiss, MS-Inc, CPCU, AMIM, NAMS-CMSSteven's experience in Ocean and Inland Marine Insurance includes over 35 years of experience as a Marine Surveyor, Loss Adjuster, Direct Insurance and Reinsurance Underwriter following his eight years of active and reserve service with the U.S. Navy.Steven has recently started Incarnation Specialty Underwriters an Ocean and Inland Marine Delegated Underwriting Authority focused on Cargo, Project Cargo, Transportation and other lines.Previously as Senior Vice President/Chief Underwriting Officer at Munich Re Specialty Group Insurance Services, Steven was responsible for a team of Ocean and Inland Marine Underwriters writing over 140 million in direct premium at loss ratios below 40%. He worked closely with underwriters, brokers, and assureds to minimize risk and maximize return for both parties. Steven has extensively travelled and worked internationally, opening offices in Latin America while at Liberty and worked with insureds on 6 continents.Steven's passions include family, gardening, Sporting clays, the Houston Marine and Energy Insurance Conference and mentoring and developing incoming or current colleagues in the Insurance Space.A lifetime learner and self-professed insurance nerd, Steven received his BA-History from Virginia Military Institute, MS – Insurance Management from Boston University and the Associate in Marine Insurance Management and Chartered Property and Casualty Underwriter certification from the American Institute for CPCU.  Steven is also an active member of the National Association of Marine Surveyors serving as a president (first for 4 years) and now as an International Regional Vice President.In March 2023, Steven was honored with the St Mary's Greehey School of Business “Risk Management Professional of the Year”    Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Discover how you can make a difference and help other high school students "Own their potential" by becoming an Emerging Talent Partner!Established in 1991, the Center for Insurance and Risk Management (also known as The Katie School of Insurance and Risk Management) supports Illinois State University's nationally recognized undergraduate insurance and risk management program and actuarial science program. We are committed to the preparation of future industry leaders by supporting strong industry involvement with our students, innovative teaching by outstanding faculty, cutting-edge applied research, and a student-centered learning environment. See the Business Insurance video on how the Katie School is preparing the next generation of insurance leaders. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Empower the Future of Risk & Insurance​Give back and help support educating and inspiring the next generation of professionals by becoming an Emerging Talent Partner or by bringing the CISR High School Program to your community!Emerging Talent Partners ProgramCISR High School Program About Our Difference Maker: ​Anne is a native Hoosier and a graduate of Indiana University.  She began her insurance career in 1978 as a receptionist at an independent insurance agency. She has held every position at an agency including receptionist, assistant, producer, sales manager, carrier liaison as well as owning her own agency. When Anne sold her agency, she served as executive director of I.T.D.I., an insurance training and development project for the state of Indiana. Anne joined Arlington/Roe in 2004 and retired as a full-time employee in 2019. She currently helps part-time with Sales & Marketing for Minnesota.Anne has always been involved with the Big I (Independent Insurance Agents) and the PIA (Professional Insurance Agents) throughout her career.  Mentoring young people and promoting insurance education has always been a passion of Anne's.  She served on the Indiana State University Insurance & Risk Management Advisory Council. She assists with the Ivy Tech and CISR high school insurance programs in collaboration with other insurance schools like Ball State, Butler and Indiana State. In her spare time, Anne likes to do other volunteer work, travel, garden and do fun activities with her family and grandchildren. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Get the Industry's Latest Insights on Automotive Mobility Risk!The report sheds light on critical violation trends influencing the industry's current and future state of driving risk. SambaSafety tapped into an extensive database of motor vehicle record (MVR), telematics, and compliance, safety, and accountability (CSA) data to offer never-before-seen insights – from violation frequency to the probability of costly claims.Download Now! Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Learn more about the Risk & Insurance Education Alliance's rebrand. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

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.

Learn more about AlliBot.Meet the Alliance: Beth Benhart.

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 college's 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 Company's 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 countryproviding 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 association's 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 association's educational offerings on contract surety, text editing of The Basic Bond Book, curriculum review for The Institutes' AFSB designation as well as recording select course introduction videos.Having just completed another term as chair of NASBP's 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 President's Award in 2004, the John J. “Jack” 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. “Jack” 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 - President's Award). After having served as a founding member of National AGC's 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, Alzheimer's 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).

Learn more about the FSU Intercollegiate Insurance Sales Challenge: https://business.fsu.edu/departments/rmi/dr-hold-program/events/insurance-sales-challenge

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.  

Richard Clarke, CIC, CPCU, RPLUDick 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.

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. Register Now

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 GroupJake 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 father's 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 Jake's 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.

SambaSafety Report: From Perception to Practice: An Insight into Insurer Data Strategies and SentimentsJohn 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.

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!CIC Program OverviewCIC Courses

Risk management veteran Lance Ewing CRM, ARM, ERMP reveals the keys to success, embracing change, and inspiring the next generation of industry professionals.​Emphasizing 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.

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 world's 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.

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.Learn MoreMeg 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 & Determined℠.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 bachelor's degree in 1988. A 30-year veteran of the insurance industry, he began his insurance carrier in 1990 as an Underwriter for Allstate – 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 – MS, AL, TN, FL, and Houston, TX – 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 “baby girl” 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.

Unlock your full potential and supercharge your professional growth with the CIC Designation Program.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 “I” 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 “I” and chaired the Big “I” Finance Committee. He is active in the Society of Certified Insurance Counselors and the Insurance Risk Management Institute. He was elected to the Big “I” 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 “I”) is the nation's 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 insurance—property, casualty, life, health, employee benefit plans and retirement products—from 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 & Determined℠.   

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.ClassroomWebinar 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. ClassroomWebinar 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.  ClassroomWebinar 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. Webinar 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 tomorrow's challenges! Register for a 2023 course today. ClassroomWebinar 

Victoria Lane is Lloyd's Archivist. She manages Lloyd's Collection of around 10,000 objects and is working on research projects to understand the links of Lloyd's market to the historic Transatlantic slave trade through the Collection:The transatlantic slave trade (lloyds.com). Prior to coming to Lloyd's, she worked at Shakespeare's 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 Library's 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 Lloyd's. With 62% of Lloyd's global premium in 2021, the Americas is Lloyd's largest market for insurance (E&S in the US) and reinsurance. In addition to market development, Lloyd's 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 Lloyd's. Hank received his BA from the University of California, Berkeley, and has completed an executive leadership program at The Wharton School.  He's a member of the Board of Overseers at the Hank Greenberg School of Risk Management at St. John's 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.

Podcast Discussion Topics include:Shipping Containers and Chicken LegsChanging the lives of Insurance and Risk Management Students100% job placement for all UHD graduatesPricilla Oehlert, CIC, CRM, ARMMs. Oehlert promotes the IRM program to insurance industry, community colleges, and other potential students at UHD. She helps IRM majors obtain internships and full-time jobs by networking with businesses and attending insurance industry events with them. Ms. Oehlert consults IRM Council members for advice and resources. She teaches three Certified Risk Manager courses in the IRM program's Risk Management Theory & Practice course. Ms. Oehlert got an Executive MBA from Arizona State University and a BA in Economics/Finance from South Carolina. She also holds CIC, CRM, and ARM certifications. Ms. Oehlert 35 years in risk management and insurance. Director of Risk, Safety, and Environmental at Rental Service Corporation, she obtained much of her experience. She also planned and developed online and classroom risk management curriculum, faculty, operations, and business development of the five courses that make up the globally renowned Certified Risk Management (CRM) and Certified School Risk Manager (CSRM) certificates.

Did you know CICs can also attend the conference to receive National Alliance update credit? Registration is open! For more information visit https://mcief.org/annual-conference/ 

To learn more and to order visit: https://nationalalliancebooks.com/collections/new-products/products/fundamentals-of-life-health-insuranceTom Faulconer, JD, CFP(r), CASL, ChFC, CPCU is a 1985 graduate of Butler University and a 1988 graduate of the Indiana University School of Law at Indianapolis. He began his career at Indiana Farm Bureau Insurance as Advanced Sales Counsel, was promoted to Manager of Agent Training, and Director of Agent Development, and was named Senior Vice President and Chief Marketing Officer in 2010. While at Indiana Farm Bureau Insurance, in addition to continuing his legal work and education, Tom earned several professional designations including the Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, and the Chartered Property and Casualty Underwriter.  He also earned Series 6, 7, 63 and 26 securities registrations, served as the Office of Supervisory Jurisdiction in Indiana for EquiTrust Marketing Services (Broker-dealer), and introduced variable products to the company's field force. His insurance training courses have been taken by hundreds of insurance professionals and he has presented numerous continuing education courses. Tom is currently a member of the faculty of Risk Management and Insurance at Butler University. 

Jess McWilliams – Jess is the Education Sr. Director with Insurance Agents & Brokers (IA&B) and has been with the Association for 24 years, joining directly out of college.  Jess loves working with the association members and education participants to navigate their continuing education needs and career goals  She loves the Pittsburgh Steelers and spending time traveling with her husband, Nate and two daughters, Delaney and Ava.Jason F. Ernst – Jason F. Ernest, Esq. is President & CEO of Insurance Agents and Brokers (IA&B), a professional trade association serving independent insurance agents in Pennsylvania, Maryland and Delaware. Prior to his current role, Jason oversaw IA&B's legal, government and industry affairs, as well as its marketing and communications efforts. He continues to engage with member agents on a daily basis to assist them with legal compliance and offer statutory, regulatory and contractual analysis and interpretation. Jason also works with insurance carriers in matters of mutual interest, and he oversees IA&B's lobbying efforts in Harrisburg, Annapolis and Dover. During his 17-year tenure with IA&B, Jason has ingrained himself within the independent insurance agent community. He uses this knowledge and expertise to help IA&B members become better agents. Jason is an undergraduate of The Pennsylvania State University, where he majored in Public Policy. He attended law school at Widener University and became licensed to practice in Pennsylvania in 2005. While at IA&B, Jason has argued successfully before the Insurance Department and the Commonwealth Court, where he represented the interests of independent agents. He resides in Hershey, PA with his wife Lisa and son Brayden.

Dave Newell graduated from the University of North Florida in 1984 and began his insurance career in 1987, as a claim representative with a large property and casualty insurance carrier. In 1990, Dave moved to Tallahassee to continue his career as a field claim representative. In 1997, Dave obtained his property & casualty license and became a producer with a large local independent insurance agency. In July of 2008, Dave joined FAIA being the Citizens' Liaison for FAIA, and in September 2011 added the director of education to his slate of responsibilities. In May of 2017, he added responsibility for workforce development and the Good Works Fund. During Dave's career, he has gained considerable knowledge and expertise in both the carrier and agency side of the insurance business. He has served as a board member, Past President, and Catastrophe Chair for the local board in Tallahassee. In 2001, he held the position of Insurance Chair for the United Way Campaign.Kyle Ulrich, CAE began his career at the Florida Association of Insurance Agents in 2004 and has led the organization's political and legislative advocacy efforts since 2013, most recently as the senior vice president of Government Affairs. During his tenure, the association helped numerous independent insurance agents and candidates win elections to the Florida Legislature in both the House of Representatives and the Florida Senate, which has significantly strengthened FAIA's political influence. Under Kyle's leadership, FAIA has advocated for and passed numerous legislative and regulatory reforms and has also defeated adverse legislation. Notably, the association has been the driving force behind legislation such as agent licensing modernization, assignment of benefits reform, and doing away with the diligent effort requirement for commercial lines.

Get a FREE digital copy of the newest edition of the Wisconsin Professional Agents magazine here.PIA of Wisconsin Ryan Butzke CIC, CISR Ryan is a P&C producer at Northbrook Insurance Associates Inc. with 22 years of experience in the insurance industry.  Ryan is the current President of PIA in Wisconsin and a past President of IMAGE of WI.  He believes attaining the CIC & CISR designations from The National Alliance is key to a producer selling success.  Ryan also completed The National Alliance School of Producer Development in 2002 at FSU.  His interests include anything outdoors, WI sports teams, & spending time with family.    Brenda SteinbachBrenda is the Education & Convention Director, she has been with PIAW for 38 years. She is the driving force behind PIA Wisconsin's hugely successful education programs and annual convention. Arranging dates, locations, topics, speakers, food, CE credits, schedules, audio/visual and the myriad of other details can only be accomplished by someone who is extremely well organized and focused. She's an expert at the organization's internal procedures and is always looking for ways to make the dues and program investments more valuable. Pete Hanson, CISRIn 2018 Pete was recruited from Anchorage, Alaska, where he served as CEO of a trade association in the hospitality industry. A native of Madison, Pete has 20 years of experience in Wisconsin government and government relations. He also brought to PIAW fourteen years' experience in trade association management. 

Can you ensure commercial clients are protected?Develop environmental awareness and understand how to help businesses manage and transfer their environmental exposures with the NEW Certified Environmental Strategist Self-Paced Course!Learn More!

The Outstanding CSR of the Year competition started in 1991 to honor customer service representatives and account managers who have made significant contributions to the insurance and risk management industry. The competition is sponsored by the Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC)—proud member organizations of The National Alliance.We encourage you to nominate your best customer service representatives and account managers to compete for the Outstanding CSR of the Year award. The competition is open to any insurance customer service representatives or candidates primarily responsible for customer service regardless of affiliation or professional designation. Candidates interested in participating in the competition may also nominate themselves.“Transferable Skills are learned from experience which includes prior careers, education, volunteer work, or personal encounters. What are the top three skills you transferred from outside the insurance industry to your current job role? Discuss how you leverage your skills, continue to develop and evolve them, and how you transfer your expertise to others to ensure perpetually exceptional customer service.” 

Learn about the many different update options, topics to help you get your annual update or finish earning your designation.James K Ruble Online MEGA Seminar – Mix and match topics and change your selections on your own.On-Demand MEGA – A self-paced online video program of some of our most popular James K. Ruble sessions to take at your own pace.Instructor-led Online CIC, CRM, CPRM, CISR, and CSRM designation programs.Newly Revised Self-Paced CISR Online Courses.Refreshed participant PROfile experience.

Learn more about the CISR High School Program and schedule a demo for your school! 

For information on joining IMCA, visit www.imcanet.comFor information about Channel Harvest Research, visit www.channelharvest.net Peter van Aartrijk, CIC (“R-trike,” as in “bike”) is founder of Fairfax, VA-based insurance marketing-communications firm Aartrijk. He started his career as a newspaper reporter, where he learned how to question the status quo. He has worked with insurance carriers, agents, brokers and related industry business partners for decades. Peter and his Aartrijk associates support insurance organizations seeking to innovate and create a new employee and customer brand experience.Amy Hourigan is the director of marketing and communications at HAI Group, a carrier that specializes in providing insurance, risk management services, and professional development training to the U.S. multifamily affordable housing industry. A 25-year marketing veteran with both agency- and client-side experience, Amy serves on the board of the IMCA and is the former co-chair of the organization's promotions and communications committee.Kevin Jenné is the research director for Channel Harvest Research and Aartrijk. He has previously led research and insights teams at Liberty Mutual/Safeco Insurance and Washington Mutual Bank. He holds the Insights Professional Certification (Master level) from the Insights Association. Reach him at kevin@Aartrijk.com. 

Part 1: Understanding an Insured's ContractPart 2: Additional Insureds and Certificates of InsurancePart 3: Contractors and the Commercial General Liability PolicyThe PROFocus Contractors course will be held December 16-17, 2021.  Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars.  He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation.  He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.Cathy Trischan, CIC, CRM, CPCU has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting.   She began her insurance career upon graduation from Rutgers University in 1987.  She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies.  In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.  She is a National Faculty member of The National Alliance, speaking in the CIC, CISR, and Ruble programs.  She also serves as a mentor for new CIC and CISR faculty.  Cathy is a regular presenter for various agents' associations and other organizations and has taught both pre-licensing and continuing education courses.  She has written courses and articles on various insurance topics.  A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM, and CPCU.Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR is the Director of Faculty Development, a National Faculty Member, and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004.  He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.