It’s Back! The Ultimate Producer Training Program


June 25 – 29, July 9 – 13, July. 23 – 26 | San Marcos|30 CE Credits | Cost
Act Now! Class size is limited.
All classes in San Marcos: Embassy Suites San Marcos Hotel & Conference Center 

Understanding the language in commercial insurance policies is important, but understanding how to apply that knowledge is essential. For nearly 20 years, IIAT’s Producer Development Program has trained hundreds of new producers, saving you time and money by shortening the learning curve and giving managers tools to effectively monitor progress.

The program is a solid foundation for:

  • Anyone transitioning from personal to commercial Insurance
  • New hires who need a solid foundation in commercial insurance
  • Individuals with experience who are looking for a better understanding of commercial insurance
  • Anyone looking for a foundation in the commercial insurance sales process

The program includes five days of technical training in commercial lines, five days of sales and marketing training and two-and-a-half days dedicated to guidance on building a quality book with mandatory ethics training for all licensees. View the curriculum.

“Our new producers came back from the program with a level of knowledge, commitment, and desire that we never experienced. We could not be more pleased with this overall experience.” – Allan Brumley, AAI, CIC, of Texas Insurance Managers in Harlingen

ACT NOW! Class size is LIMITED! 

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Contact Sheridan Roe at 512.493.2428 for more details.

Sponsored by


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2018 Future One Agency Universe Study Closes Soon

The March 8 edition of the Big “I” News & Views invited all Big “I” members to participate in the 2018 Future One Agency Universe Study. The study will only be open for only a few more days—don’t miss this opportunity to participate!

The Big “I” has been conducting this important research since 1983. As the independent agency system grows and evolves, the study provides critical benchmarks and insights for national, state associations and insurance carriers. Participants receive a snapshot of the survey results, and are entered into a contest for the chance to win cash prizes!

Zeldis Research, an independent market research firm, conducts this study to ensure the quality and confidentiality of the data. All data is reported in the aggregate—no individual agency data will be shared.

If you can’t locate your unique link to participate in the survey, contact IIABA’s Madelyn Flannagan.

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Calling All Innovators: Win Big with the ePayPolicy InsurTech Award!

We have some exciting news to share! ePayPolicy, IIAT’s electronic payment processor of award+logochoice, recently announced they will officially be accepting applications for the ePayPolicy InsurTech Award.
The Award aims to recognize the insurance agency that has best-leveraged technology in order to improve sales, marketing, and customer service in 2018, and will be rewarded to one lucky agency.
That agency could be yours!
About the Award
The winner will take home $7,500 in prizes, including a $1,000 cash prize, complimentary consulting time with insurance experts Mike Stromsoe and Chris Paradiso, a free two-year subscription to ePayPolicy’s payment processor, and much more (terms and conditions apply). 

Click here to submit an application for the ePayPolicy InsurTech Award.

ePayPolicy is accepting applications now through Wed., July 18, 2018. The winner will be announced on Wed., August 1, 2018.
Applications are open to all agencies in the United States and are not exclusive to ePayPolicy customers (so be sure to spread the word!).
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Licensing Changes

The expiration date for your license has changed to the last day of your birth month. You can see the new date online. To look up a license on the TDI website, go to  This change does not affect continuing education credits or other requirements.

Licensing neon Sign on brickwall

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Ask Regina

Q. Our insured’s son has moved out of the house and took a car that is titled in his father’s name. The car is insured on a PAP with the father as the named insured. Does the son still have coverage for driving his father’s auto?

A. Yes, the son still has coverage as a permissive user for liability on his father’s policy, reginajust as anyone would have coverage that the father might loan his vehicle to. However, the son no longer has coverage for other vehicles that he might drive such as a rental or any other non-owned auto. If at all possible, it would be best to transfer the title and put the auto in the son’s name and write the son his own PAP.

One other option pertains to an old manual rule from the Texas Automobile Manual, Rule 72:

The Personal Auto Policy “may be used to afford coverage to joint named insureds who are residents of the same household”, whether the automobile is jointly owned by the joint named insureds or not. If the joint named insureds do not jointly own the auto, the PAP may still be used to afford coverage to joint named insureds who are related by blood, marriage or adoption, including a ward or foster child; and who are not residents of the same household” so long as both conditions below are met:

  1. the auto is owned by one or more of the joint named insureds who are residents of the household address shown in the policy, and
  2. the joint named insured who is a resident of a different household is the primary operator of the auto.

Note: The name of each named insured (father and son) must be shown in the policy Declarations. The address of the first named insured shall be the address shown in the policy and shall be the address used by the insurer for notice purposes.”


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ICT Produces Documentary on Hurricane Harvey

The Insurance Council of Texas (ICT) recently premiered its new documentary on Hurricane Harvey before 1,000 first responders at the Coastal Bend Hurricane Conference in Robstown.  The video describes the catastrophic damage and the people who lived through the costliest storm in Texas history.  The Coastal Bend Emergency Management Association invited ICT’s Mark Hanna and executive director Albert Betts to attend the 2-day event and asked Hanna to introduce the video.

“Despite 150 mph winds and the devastation brought on the coastal residents of Rockport, Port Aransas and surrounding towns, most of the nation’s focus on Harvey centered on its torrential rainfall and the resulting flooding that submerged Houston and southeast Texas,” said Hanna.  “While we try to document all of the damage along the Texas coast, the documentary focuses on where the storm made landfall and those who experienced it.” It had been 47 years since the Rockport/Port Aransas area was hit by a hurricane.

Shortly after the storm, ICT estimated insured losses from Hurricane Harvey at $19 billion, with most of those losses coming from flood claims to homes, business and vehicles.  The Texas Department of Insurance recently estimated that losses would be approximately $19.4 billion.

The 11-minute documentary on Hurricane Harvey can be viewed here:

Hurricane season officially begins June 1, but Texas’ deadliest storms have typically occurred later in the summer. In order to help coastal residents prepare for hurricanes and better understand their insurance coverages, ICT conducts a “Hurricane Tour” each August that travels from Port Arthur down to the Rio Grande Valley.  ICT’s Hanna, along with a group of weather experts, local insurance agents, and staff from the Texas Department of Insurance, provide information on flood insurance, windstorm coverage, homeowners insurance, and disaster preparation. During last year’s Hurricane Tour, Hanna was in the middle of the Hurricane Tour when Harvey was only hours away from making landfall.

You can also find more information on Harvey and other hurricane preparedness information on our Hurricane Central webpage ICT Hurricane Central

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How Are We Doing at IIAT?

We want to know about your membership experience and how we can best serve you!IIAT_Move-Forward-Together-logo

By completing our Membership Survey, you can let us know about your membership journey and where IIAT can make improvements to better help you and your agency.

The survey should take you approximately 5 minutes and responses are anonymous. Please provide your feedback by Tuesday, May 15.



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Final Month of Fundraising: Contribute to IMPACT Today!

Fundraising for IMPACT, IIAT’s state political action committee (PAC), is coming to a close and IIAT’s regional vice presidents and governmental affairs team have been working hard to meet their goal for 2018.

The investments that you make to the PAC are directly contributed to candidates and elected officials who fight for independent agent causes at the state Capitol. It is because of your continued support that IIAT and IMPACT are not only recognized but well known by members of the Texas Legislature.

Please help IIAT continue to be a force in Austin and across the state by contributing online now!  Click the button below to contribute online or print a contribution form. You can also call IIAT’s Jill Douglas directly at (512) 493-2454  with your personal and partnership payment information.  Thank you!


Contributions to this campaign are not deductible for tax purposes. Consult your tax advisor. Corporate contributions are not permitted for this campaign

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Ask Regina

Q. We have a GL audit that we cannot collect. The insured no longer carries GL but weregina still write other lines of insurance for them. Can we cancel the other policies for non-payment of the audit to the agency?

A. No, each policy stands on its own. If an insured has an uncollected balance on audits, expired or canceled policies, and the agent writes other insurance for the same insured, monies collected or return premiums must be applied to the applicable policy.

Existing insurance may not be canceled for nonpayment of premium when the insured has renewed coverage with the promise to pay the old balance but has paid only for the renewed policies. If the insurance in force is paid, it cannot be canceled for nonpayment due to a past due balance on other policies.

However, the Workers’ Compensation Division of the Texas Department of Insurance does not object to an insurance company canceling a current workers’ compensation policy for failure to pay premium due on a prior policy written by the same company. They would require a 30-day notice of the cancellation.

Also relating to unpaid balances is the question of holding claim checks for claims where the policy premium has not been paid. An agent may not hold a claim check due to an unpaid balance and a company cannot refuse to pay a covered claim on a current, in-force policy because premium is owed.

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Learn the ABCs of Trusted Choice®

As the consumer brand for independent insurance agents and brokers, Trusted Choice® not only shares the value of independent agents with consumers, but also gives agents a competitive advantage by applying the ABCs of Trusted Choice.

Trusted Choice offers a complete toolbox of resources, content and development opportunities to assist, brand and connect independent insurance agents. Here’s how it works:

  • Assist: Take advantage of free resources, tools, training and financial support available to you.
  • Brand: Leverage the national branding power of Trusted Choice by cobranding with your agency.
  • Connect: Connect with consumers and earn quality leads through

Are you taking advantage of all the free tools Trusted Choice offers to help boost your business? It’s as easy as ABC. Differentiate your agency from the competition by using the storehouse of content, advertising and training resources available on the Trusted Choice resources website.

For more information, contact Demarcus Johnson.

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