Wednesday, March 26
Organizational Culture - Solution to Creating an Ethical and Productive Agency Approved for 3 hours ETHICS Most ethics courses are reactive rather than proactive. This course attacks the ethical discussion with a unique twist. Create an
organization through culture, hiring practices and teamwork to greatly reduce the likelihood that an ethical breech will occur. Buckle up,
this will be different from most courses you will ever attend, but may just leave your agency not only ethical, but more productive than ever.
(This course is also offered on our ABEN network. Please be sure you do not duplicate a class)
PRESENTED BY: Terry Tadlock 
Terry is a 43-year veteran of the insurance industry. In an attempt to enjoy a little slower paced life, he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) and South East Coastal Underwriters (SECU) in beautiful Hilton Head Island, South Carolina. Terry is part owner and responsible for the day to day operations of CPI and SECU. Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations providing a variety of educational courses and consulting services. Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an expert witness. Terry began his career in 1979 in Florida. The majority of his time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time, he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations. Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriter (CPCU) and Construction Risk and Insurance Specialist (CRIS) professional designations.
Insurance in the Age of Intelligence: Unlocking AI, Automation, and Integrations
Join us for a conversation on essential tools and strategies to boost efficiency, enhance customer experiences, and manage cyber risks in an AI-driven world. Explore the evolution of staffing and outsourcing, focusing on RPA and Virtual Assistants. Learn to optimize your tech stack for better integrations and efficiency. Stay competitive by diving into emerging technology trends and innovative solutions in the digital landscape. PRESENTED BY: Jason Furst, COO 
Jason's 20 years of programming radio stations nationwide includes the privilege of leading iconic brands such as WBT, WSYR, and WHAM. His experience engaging large audiences led to serving as the digital voice for the Charlotte Knights, the Triple-A baseball affiliate of the Chicago White Sox. A background in broadcasting, including leadership, strategy, and brand management, and a passion for technology made it easy for Jason to transition into the digital space. At Catalyit, he leads day-to-day operations, product development, and marketing.
Turbulent Times: Property/Casualty Insurance at the Crossroads: Focus on South Carolina Markets This presentation will provide a fast-paced overview and outlook for the property/casualty insurance industry. Topics discussed will include underwriting performance, premium growth, catastrophe loss trends, personal and commercial lines highlights, and problems in South Carolina's tort system. The presentation will also provide an analysis of key economic issues affecting insurers and policyholders, including economic growth, interest rates, employment and policies of the new Trump administration—including tariffs.
PRESENTED BY: Dr. Robert Hartwig 
Robert Hartwig (Ph.D., University of Illinois, 1993) is clinical associate professor of finance and co-director of the Risk and Uncertainty Management Center. His research focuses on insurance markets and structures, risk management, risk-bearing capital market instruments, the financing of technology risks and venture capital in insurance markets. He makes frequent presentations to insurance industry management, boards of directors, regulators and legislators. Prior to joining the Darla Moore School of Business, he was president and economist for the Insurance Information Institute in New York and in prior positions worked for Swiss Re, the National Council on Compensation Insurance and the U.S. Consumer Product Safety Commission. He has also served as an adjunct professor at Florida Atlantic University. His professional experience includes expert witness testimony and testimony before numerous congressional and state legislative committees. He holds the Chartered Property Casualty Underwriter (CPCU) credential and speaks frequently in the media on all issues related to insurance markets. Industry Issues CE Session (Filed for 1 hour P&C credit) Hear from those "in the know" about state and federal insurance issues including tort reform and liquor liability.
Diane Cooper, DOI Deputy Director Russ Dubisky Brian Flynn ![]()
Brian is a senior vice president and director with McGuireWoods Consulting, assisting a diverse group of clients with government affairs strategies across the country. In addition, he represents clients before the legislature, local governments and executive branch agencies in South Carolina. Through his national practice, Brian works with S&P 500 companies to resolve regulatory and legislative issues impacting their business operations. In addition, he represents clients before the legislature, local governments and executive branch agencies in South Carolina. With experience on a range of issues including energy, healthcare, transportation, pharmaceutical, alcohol, retail and non-profit advocacy, Brian has helped pass legislation related to emerging transportation, alcoholic beverage control laws and the energy industry. He has extensive experience in developing and implementing comprehensive government, grassroots and public affairs strategies for his clients. Prior to joining McGuireWoods Consulting, Brian worked on a number of political and grassroots campaigns, and worked for Congressman Joe Wilson. Upon graduation from The Citadel, Brian took a commission in the Army as a Military Intelligence Officer. In 2010, he was deployed to Afghanistan with the 1-178th Field Artillery Battalion and served as the unit's Tactical Intelligence Officer. He is currently a Captain in the South Carolina Army National Guard and serves as the legislative liaison. Brian lives in Columbia with his wife, where they are raising their two daughters. Education · The Citadel, The Military College of South Carolina, BS, Business Administration, 2006 Publications · Author, "South Carolina Election Summary", McGuireWoods Consulting LLC, November 9, 2016 · Author, "South Carolina Certificate of Need Law Remains in Force", April 15, 2014 Events · Moderator, South Carolina Election Recap and 2021 Legislative Outlook, November 9, 2020 Affiliations · Board Member, Sexual Trauma Services of the Midlands |
Thursday, March 27
Closing Session
Minimizing your exposure to Error and Omissons claims
This course is designed to provide insurance agents with essential knowledge and strategies to minimize their exposure to Errors and Omissions (E&O) claims. Participants will engage in a thorough exploration of critical concepts, including: - Compliance with State and Federal Laws
- A 360 degree view of an E&O claim
- The Role of Agency Procedures
- E&O Issues of Certificates of Insurance
By the end of the course, agents will have a deeper understanding of E&O risk management and be equipped with practical tools to enhance their professional practices and protect their agencies.
PRESENTED BY: Jason Sabo TRA,ASA  Jason Sabo is an experienced Business Consultant with a proven record of helping agencies improve their sales, operational & workforce, strategic and financial management strategies. Jason works with IIANC members to help them grow and take their agencies to the next level with increased revenue, improved workflows and long-term strategic planning. Prior to joining IIANC, Jason worked with OneAmerica as a regional sales director and Farmers Insurance as the agency business consultant. He also brings experience from working in an insurance agency as account executive for both personal and commercial lines books of business. Jason graduated from Franklin Pierce University with B.S. in Business Management.
Fun facts about Jason:
- I have a beautiful wife named Emily, and two daughters named Harper and Kennedy
- I Played Ice Hockey in college
- I love spending time with my family outdoors hiking, camping, bike riding, & water skiing.
| |