EAST

January 25-27, 2016 The Ritz-Carlton, Cancun – Cancun, Mexico

TABLE OF CONTENTS

LETTER FROM BOB O’LEARY, PRESIDENT & CEO...... 1

SCHEDULE OF EVENTS...... 2 Monday, January 25...... 2 Tuesday, January 26...... 2 Golf Tournament, Catamaran Boat Tour, Beach Party...... 3 Wednesday, January 27...... 4

GUEST SPEAKER ...... 5 OFFICE OF THE CEO ATTENDEES...... 6 - 7 PHLY CONFERENCE ATTENDEES...... 8 - 11 PREFERRED AGENT ATTENDEES...... 12 - 15

NOTES...... 16 - 18

Welcome to the Preferred Agent Conference

Bienvenida (Welcome) to the 2016 Philadelphia Insurance Companies Preferred Agent Conference. We’re excited to have our valued partners join us for the next couple of days and I think you will find our time together both informative and enjoyable.

The theme of this year’s conference is Celebrating 20 Years of Preferred Partnerships. Our first conference was held just outside of Philadelphia in Conshohocken, PA and we had 18 Preferred Agents attend. Much has changed in the past twenty years, but our commitment to you is stronger than ever. We realize that we would not have been able to accomplish all that we have without your help. During this conference we will explore our vision for the future and how we can continue to work together to achieve success.

Thank you for your dedication to PHLY. We hope you enjoy your time at the Ritz Carlton, Cancun. Please do not hesitate to let us know if there is anything we can do to make your experience more enjoyable.

Sincerely,

Bob O’Leary President & CEO Philadelphia Insurance Companies

1 SCHEDULE OF EVENTS

MONDAY, JANUARY 25

6:00 PM Opening Reception Bob O’Leary

TUESDAY, JANUARY 26

7:30 – 8:30 AM Breakfast Buffet

8:30 – 9:00 AM Opening Remarks Bob O’Leary

9:00 – 9:30 AM Preferred Agent Franchise Value Brian O’Reilly

9:30 – 10:00 AM Underwriting Update John Glomb

10:00 – 10:15 AM Break

10:15 – 10:45 AM Claims & Risk Management Services Bill Benecke

10:45 – 11:30 AM Commercial Lines Division Update Scott Bayer, Kurt Hines and Ed Titus

11:30 – 12:00 PM OCEO Panel Discussion Moderator - James Arconti

12:15 PM Golfers meet in front of the Ritz lobby to be transported to the Golf Course Beach Party participants may make their way to the beach located behind the hotel Catamaran Boat Tour participants meet in front of the Ritz lobby

6:30 PM Reception

7:30 PM Awards Dinner

2 GOLF TOURNAMENT TUESDAY, JANUARY 26TH 12:15 PM

PHLY SCRAMBLE (BEST BALL) GOLF TOURNAMENT

Golfers report to the front of the hotel lobby at 12:15pm to be transported to the Riviera Cancun Golf Course. Golf balls will be handed to you while boarding the bus. Lunches will be on the carts. On course contest will consist of: Longest Drive The longest tee shot that lands – and stays! – in the fairway, wins the longest drive. Shortest Drive Here, the prize goes to the shortest drive in the fairway. Bit of a consolation prize for messed-up tee shot… Closest to the Pin The tee shot on a par 3 hole that comes to rest nearest the pin gets the prize.

Longest Putt The winner is the person sinking the longest putt on a specific green.

CATAMARAN BOAT TOUR & SNORKELING ADVENTURE TUESDAY, JANUARY 26TH 12:15 PM

Participants meet in front of the Lobby at 12:15 pm.

Towels will be provided by the Ritz while boarding the bus.

You will board a boat and be transported to your own private island for the afternoon where you will have an opportunity to snorkel, enjoy the view, and grab lunch and drinks!

BEACHGOERS TUESDAY, JANUARY 26TH 12:15 PM

Make your way to the beach located behind the hotel at 12:15 pm - bring your suntan lotion and enjoy a nice relaxing afternoon on the beach - lunch included! WEDNESDAY, JANUARY 27

7:30 – 8:30 AM Breakfast Buffet

8:30 – 9:00 AM New Products & Product Expansions Bob Pottle & Michael Flood

9:00 – 9:30 AM HCC Bill Burke

9:30 – 10:00 AM Breakout Sessions #1 1. E&S/Environmental Scott Bayer, Biju Joy, Ted Nienburg, Susan Doering 2. New Profit Share Bob Pottle and Ted Brogan 3. Management & Professional Liability George Schalick and Bill Misita 4. Ease of Doing Business (IT/Risk Management/Customer Service) Andrew Peel, Mark Konchan and Seth Hall

10:00 – 10:15 AM Break

10:15 – 10:45 AM Breakout Sessions #2 1. E&S/Environmental Scott Bayer, Biju Joy, Ted Nienburg, Susan Doering 2. New Profit Share Bob Pottle and Ted Brogan 3. Management & Professional Liability George Schalick and Bill Misita 4. Ease of Doing Business (IT/Risk Management/Customer Service) Andrew Peel, Mark Konchan and Seth Hall

10:45 – 12:00 PM Guest Speaker Rick Reilly

12:00 PM Closing Remarks Bob O’Leary

12:15 PM Buffet Lunch to close the meeting

4 GUEST SPEAKER

RICK REILLY ESPN ANALYST, MONDAY NIGHT FOOTBALL Wednesday, January 27th - 10:45AM

Eleven-time National Sportswriter of the Year Rick Reilly is a front-page columnist for ESPN.com. He also delivers human-interest features for ESPN’s and essays for SportsCenter.

Reilly joined ESPN in 2008. His “Life of Reilly” weekly column for ESPN.com reflects his unique, breezy, hilarious style. While on-site for ESPN’s Monday Night Football games, Reilly appears on both the pre-game Countdown and post-game SportsCenter alongside Stuart Scott, Trent Dilfer, Ray Lewis and Steve Young. Similar to his columns, Reilly offers thoughtful MNF-themed weekly television features for Countdown.

Reilly, who has made appearances on PTI and various ESPN radio programs, is also an essayist for SportsCenter and a contributor to the company’s coverage of golf majors and other championship events, including the Ryder Cup, NBA Finals, NCAA Final Four, Super Bowl and BCS Championship.

Reilly was ESPN The Magazine’s back-page columnist and he has been the host of ESPN’s Homecoming with Rick Reilly, a one-hour one-on-one interview show that goes deep inside the life of America’s greatest athletes. The program has featured the likes of John Elway, Magic Johnson, Michael Phelps, Jerry Rice and Dwayne Wade discussing their rise to success.

Reilly joined ESPN after 23 years at Sports Illustrated, where his work graced the pages of the publication from 1985 until 2007. His popular “Life of Reilly” column was the magazine’s first signed weekly opinion column in its history; it ran on its last page for 10 years.

In addition to Reilly’s award winning magazine writing, he is the author of 10 books, including his latest – “Sports from Hell, My Search for the World’s Dumbest Competition.” The book was a finalist for the 2011 Thurber Prize. It’s the account of his three-year search for the dumbest sport in the world.

An accomplished author and screenwriter, Reilly’s titles include the New York Times bestsellers “Hate Mail from Cheerleaders”, “Missing Links”, “Shanks for Nothing”, and “Who’s Your Caddy?” His collection of columns — “The Life of Reilly: The Best of Sports Illustrated’s Rick Reilly” – also was a New York Times bestseller. He co-authored “The Boz,” the best-selling autobiography of bad-boy Oklahoma linebacker Brian Bosworth; “Gretzky,” with hockey superstar of the Los Angeles Kings; “I’d Love to but I Have a Game” with NBC announcer , and the “The Wit and Wisdom of .” Reilly also co-authored the movie “Leatherheads,” a romantic comedy centered on the 1924 Duluth Eskimos of the fledgling NFL, starring George Clooney, Renee Zellweger and John Krasinski. The film rights to his “Missing Links” were also sold to actor Steve Carell.

Reilly began his career in journalism in 1979 at his hometown paper the Boulder Daily Camera, while a sophomore at the University of Colorado, from which he graduated in 1981. He wrote for the Camera for two years. He went on to the Denver Post and the Los Angeles Times before moving to Sports Illustrated in 1985.

Reilly has won numerous awards in his 30-year writing career, including the prestigious New York Newspaper Guild’s Page One Award for Best Magazine Story and the Denver Press Club’s 2009 Runyon Award for Outstanding Contributions to Journalism. He has been voted National Sportswriter of the Year 11 times, and on three occasions his columns have been read into the record in the U.S. Congress. An astronaut even once took his signed trading card into space.

Outside of writing, Reilly is founder of the anti-malaria effort “Nothing But Nets” (NothingButNets.net), a partnership with the United Nations Foundation, which has raised over $40 million to hang mosquito nets over kids in Africa, where 3,000 children die every day from the disease. Every dollar raised by “Northing But Nets” goes to buying nets.

5 OFFICE OF THE CEO ATTENDEES

BOB O’LEARY PRESIDENT & CEO PHILADELPHIA INSURANCE COMPANIES

Mr. Bob O’Leary’s insurance career began in 1977 as an Industrial Sales Representative for American Mutual Insurance Company. He later joined Universal Underwriters in 1979. In 1982, Mr. O’Leary joined Maguire Insurance Agency, which became Philadelphia Insurance Companies (PHLY) in 1986. Mr. O’Leary has held several titles throughout his years at PHLY, becoming President & CEO in February of 2013.

Mr. O’Leary holds a B.A. in Economics from Trinity College in Connecticut, and he earned the Chartered Property Casualty Underwriter designation in 1987. He is married with three sons.

JOHN GLOMB EXECUTIVE VICE PRESIDENT & CHIEF UNDERWRITING OFFICER PHILADELPHIA INSURANCE COMPANIES

Mr. John W. Glomb, Jr.’s career began as a management and professional liability underwriter with National Union, a member company of American International Group. His tenure with AIG consisted of assignments in New York, Chicago, and finally San Francisco as a Regional Vice President. Mr. Glomb also worked for six years at Banc of America Securities LLC in the Financial Institutions Investment Banking practice. He joined Philadelphia Insurance Companies in 2007 as Senior Vice President of the Management and Professional Liability division. In 2009, he took on responsibility for PHLY’s entire Underwriting department as Senior Vice President. Mr. Glomb was appointed Chief Underwriting Officer in January 2011. He currently serves as Executive Vice President and Chief Underwriting Officer.

Mr. Glomb received a Bachelor of Arts in Economics from the University of Pennsylvania and was a four year member of the nationally ranked Heavyweight rowing team. Mr. Glomb was a member of the United States Heavyweight rowing eight that won a gold medal at the World University Games. Mr. Glomb also received a Master of Business Administration with a concentration in Finance and Strategic Management from the Wharton School of the University of Pennsylvania. He currently serves as a member of the Board of Trustees of AIM Academy - a school (grades 1-12) for children with language- based learning differences. Mr. Glomb and his wife Franny live in Wyndmoor, PA with their four children.

6 BRIAN O’REILLY EXECUTIVE VICE PRESIDENT & CHIEF MARKETING OFFICER PHILADELPHIA INSURANCE COMPANIES

Mr. Brian O’Reilly currently serves as Executive Vice President and Chief Marketing Officer of Philadelphia Insurance Companies (PHLY). He began his career with Philadelphia Insurance Companies as a Marketing Representative in 1990 and has held various positions since then, including Regional Sales Manager and Assistant Vice President of Marketing. Before becoming Senior Vice President of Marketing in 2011, Mr. O’Reilly served as Regional Vice President where he grew the Metro Region from $95 million to $325 million in annual business.

Mr. O’Reilly holds a B.A. in History from Lafayette College. He sits on the Board of Governors of Notre Dame High School (Lawrenceville, NJ) and Board of Trustees of Kidsbridge, Inc. (Trenton, NJ). He holds the Certified Insurance Counselors (CIC) and Registered Professional Liability Underwriter (RPLU) designations. He lives in Lawrenceville, NJ with his wife and two children.

BILL BENECKE EXECUTIVE VICE PRESIDENT & CHIEF CLAIMS OFFICER PHILADELPHIA INSURANCE COMPANIES

Mr. William J. Benecke currently serves as Executive Vice President and Chief Claims Officer of Philadelphia Insurance Companies (PHLY). He began his insurance career with Ohio Casualty Insurance Group in Hamilton, OH and Philadelphia, PA. Mr. Benecke has been employed in the Claims Department for Philadelphia Insurance Companies since 1990. He was promoted from a Senior Claims Examiner to the position of Claims Manager in 1992, to Vice President of Claims in 1993, to Senior Vice President of Claims in 1999, and in 2008 he was promoted to the position of Executive Vice President & Chief Claims Officer. He has executive oversight responsibilities for the Claims, Risk Management Services, and Compliance departments. Mr. Benecke is responsible for the claims processing, reserving, and settlement practices of the Company’s National Claims Operations. Under Mr. Benecke’s leadership, he and his claims team have received, processed, managed, and settled over one million claims valued in excess of $10 billion.

Mr. Benecke holds a B.A. in Business Administration from Rutgers University and he earned an Associate in Claims from the Insurance Institute of America. He continues his insurance studies as a candidate for the CPCU and RPLU designations. Mr. Benecke is married with three sons and resides in West Chester, Pennsylvania.

7 PHLY CONFERENCE ATTENDEES

DON ALLEN SCOTT BAYER AVP, Underwriting SVP, E&S Underwriting [email protected] [email protected] 609.512.3889 610.233.9343

JAMES DECKER SUSAN M. DOERING VP, Underwriting VP, Director, Environmental [email protected] Underwriting 610.592.7921 [email protected] 610.592.7925

JOHN DOYLE SETH HALL SVP, Underwriting SVP, Customer Service [email protected] [email protected] 610.731.6723 610.617.7673

KIMBERLY HAMILTON CLARION HESSE VP, Underwriting VP, Claims [email protected] [email protected] 610.731.3174 267. 707.2 939

KURT HINES BIJU JOY SVP, Underwriting VP, E&S Underwriting [email protected] [email protected] 917.209.5469 516.306.5360

JOHN KIRBY MARK KONCHAN VP, Claims VP, Risk Management Services [email protected] [email protected] 610.233.8744 215.280.6438

TSUYOSHI MAEDA KEVIN MCCANN AVP V P, S u re t y [email protected] [email protected] 610.538.2305 973.879.4635

ROBERT MORGAN TED NIENBURG SVP, Underwriting VP, E&S Underwriting [email protected] [email protected] 215.622.3067 516.418.1819

CONFERENCE SPEAKER

8 PHLY CONFERENCE ATTENDEES

JANE NORTH ANDREW PEEL SVP, Claims SVP & CIO [email protected] [email protected] 484.689.9193 610.617.7626

JULIE PERKINS GEORGE SCHALICK AVP, CORE, Underwriting VP, Underwriting [email protected] [email protected] 913.333.5006 610.716.0516

ANDREW SHOCKEY PAUL SIRAGUSA AVP, Risk Management Services VP, Underwriting [email protected] [email protected] 610.937.2 94 3 610.731.7882

ED TITUS NOBUFUMI YASUE SV P, S u re t y VP & Corporate Liaison [email protected] [email protected] 610. 517. 6 0 4 5 484.800.5247

REGIONAL MARKETING ATTENDEES

EASTERN TERRITORY MIDWEST TERRITORY DAN SHEA BOB POTTLE SVP, Marketing SVP, Marketing [email protected] [email protected] 860.841.0765 630.310.4226

METRO REGION - NY

JASON IVINS BILL MISITA Regional Sales Manager RVP, Marketing [email protected] [email protected] 609.610.0971 516.319.5239

CONFERENCE SPEAKER

9 PHLY CONFERENCE ATTENDEES

METRO REGION - PA & NJ ANDY BRINER KEVIN MCCABE Regional Sales Manager RVP, Marketing [email protected] [email protected] 609.512.3156 215.275.6000

JOE MCNEILL MIKE RICCA Sr. Marketing Representative AVP, Marketing [email protected] [email protected] 609.512.3870 610.206.7890

MID-ATLANTIC REGION WILL AYERS REED BOOKER Sr. Marketing Representative VP, Marketing [email protected] [email protected] 202.870.8843 443.253.2947

HEATHER BOWLIN TED BROGAN AVP, Marketing RVP, Marketing [email protected] [email protected] 717.480.0579 717.371.0595

NORTHEAST REGION JAYME DORR GREG FERRIERO AVP, Marketing AVP, Marketing [email protected] [email protected] 860.616.3084 781.297.6551

BROOKS MARTIN IAN RIDER RVP, Marketing Regional Sales Manager [email protected] [email protected] 781.297.6526 339.237.128 4

CONFERENCE SPEAKER

10 PHLY CONFERENCE ATTENDEES

TOKIO MARINE RALPH SALCE VP, Ocean Marine [email protected] 646.341.1076

AJ FLOOD

WILLIAM FLINKER MICHAEL FLOOD AVP, Underwriting VP, Underwriting [email protected] [email protected] 630.452.0160 914.260.9549

HCC INSURANCE HOLDINGS, INC. BILL BURKE President & COO [email protected] 713.904.0067

CONFERENCE SPEAKER

11 CONFERENCE ATTENDEES

First Last Name Name Agency Name City/State Telephone E-mail Guest Attending Michael Andersen Arthur J Gallagher Co. Whippany, NJ (617) 901-9889 [email protected] James Arconti Rose & Kiernan, Inc. Danbury, CT (203) 240-8782 [email protected] Maureen Arconti Allen C Bentson Agency, Allen Bentson Staten Island, NY (908) 963-9523 [email protected] June Bentson Inc. Capacity Coverage Ron Bergstein Mahwah NJ (201) 218-6180 [email protected] Beth Bergstein Company of NJ Inc Capacity Coverage Antoinette Jay Bergstein Mahwah, NJ (201) 481-9925 [email protected] Company of NJ Inc Bergstein Philip Bilello Total Management Corp Hempstead, NY (516) 983-1595 [email protected] Theresa Bilello Carl Bloomfield The Graham Company Philadelphia, PA (856) 924-1208 [email protected] Sarah Cirelli Mike Boardman Hickok Boardman Insurance Burlington,VT (802) 343-9440 [email protected] Marsh McLennan Agency - Zachary.brandau@rutherfoord. Zachary Brandau Virginia Beach, VA (757) 810-6994 Katherine Brandau Mid Atlantic com HUB International New charles.brophy@hubinternational. Charles Brophy Wilmington, MA (617) 680-6694 Kathleen Brophy England, LLC com NBT-Mang Insurance George Busch II Norwich, NY (315) 520-3673 [email protected] Christina Busch Agency Marsh McLennan Agency Jack Butcher White Plains, NY (917) 225-9392 [email protected] LLC Beth Caldwell Sylvia Group Dartmouth, MA (508) 965-5772 [email protected] Kevin Caldwell Anderson & Catania Surety Joseph Catania Wilmington, DE (856) 404-1786 [email protected] Kelly Catania Services, LLC Michael Cauley HWP Insurance Washington, DC (202) 213-1767 [email protected] Ed Bonifant Brown & Brown Empire Alexandra John Condon Syracuse, NY (315) 430-8526 [email protected] State Condon Sheila Conley Assured SKCG White Plains, NY (914) 523-3301 [email protected] George Conley

Sean Cottrell Starkweather Shepley East Providence, RI (401) 578-7088 [email protected] Michael Culnen USI Insurance Services West Orange, NJ (973) 714-4800 [email protected] Lourdes Culnen Robert Culnen C&H Agency, Inc Totowa, NJ [email protected] Lisa Culnen Affiliated Insurance Sean Daly Warwick, RI (401) 374-8803 [email protected] Theresa Daly Managers Dina Daniele The Graham Company Philadelphia, PA (215) 450-0300 [email protected] Charles Daniels III Rose & Kiernan, Inc Fishkill, NY (845) 558-5658 [email protected] Lisa Daniels Tom Delark Hub International Northeast New York, NY (215) 990-4010 [email protected] Katrina Delark Frank DiTucci MacDonald Vaccaro Burlington, MA (781) 771-1338 [email protected] Maria DiTucci Kevin Dougher Johnson Kendall Johnson Newtown, PA (215) 962-9745 [email protected] Doug Friel Richard Famigletti Arthur J. Gallagher Co. Garden City, N.Y. (516) 528-2468 [email protected] Joann Famigletti John Forlivio John M. Glover Agency Norwalk, CT (203) 451-0431 [email protected] Wanda Forlivio Jeffrey Fox USI Insurance Services LLC Bedford, NH (603) 918-6449 [email protected] Kristin Fox Heather Kevin Gallagher Sovereign Insurance Group Devon, PA (610) 329-4562 [email protected] Gallagher Dominic Gallo Cool Insuring Agency, Inc. Latham, NY (518) 783-2665 [email protected] Susan Gallo Shoff Darby Companies, Melissa Gatto Norwalk, CT (203) 209-0173 [email protected] Inc. Gerelli Insurance Agency, Deborah Gerelli Cold Spring, NY (845) 661-1901 [email protected] Gregg Gerelli Inc.

12 CONFERENCE ATTENDEES

First Last Name Name Agency Name City/State Telephone E-mail Guest Attending Michael Gleason Arthur J. Gallagher Co. Pittsburgh, PA (412) 680-1665 [email protected] Associates of Glens Falls, Chuck Gohn Glens Falls, NY (518) 744-5989 [email protected] Jennifer Gohn Inc. Bruce Grau and Associates, Bruce Grau Hunt Valley, MD (410) 984-5098 [email protected] Kathleen Bonsall Inc. Paul Green Maury, Donnelly Parr, Inc. Baltimore, MD (443) 386-4350 [email protected] Meredith Green

Sean Hickey Rose & Kiernan, Inc East Greenbush, NY (518) 229-7183 [email protected]

Philip Hodson CPH & Associates Chicago, IL [email protected]

Hoffman Insurance Greg Hoffman Wellesley MA (617) 281-2103 [email protected] Jamie Hoffman Services, Inc. Joseph Joyce Keystone Insurers Group Northumberland, PA (570) 490-5406 [email protected] HUB International New amanda.keaveney@ Amanda Keaveney Wilmington, MA (978) 661-6646 Jeff Keaveney England, LLC hubinternational.com Patrick Kennedy Arthur J Gallagher Co. New York, NY (773) 425-6218 [email protected] Elizabeth Kennedy Richard Knudson Brown & Brown, Inc Bethlehem,PA (973) 432-4403 [email protected] Insurance Professionals of Karl Krantz Sturbridge, MA (508) 864-3888 [email protected] Jane Armstrong New England Tompkins Insurance Mark Kreydt Batavia, NY (585) 455-6236 [email protected] Marcie Kreydt Agencies, Inc. Brown & Brown of Garden Alan Labadorf Garden City,NY (516) 297-5297 [email protected] City Brown & Brown of Garden Michael Labadorf Garden City, NY (516) 241-5842 [email protected] City jlamberg@lambfinancialgroup. Josh Lamberg Lamb Financial Group New York, NY (215) 680-8571 Cara Lamberg com Patrick Larkin, Esq. Arthur J. Gallagher Co. Media, PA (610) 724-1606 [email protected] Susan Larkin

Mike Lawley Lawley Insurance Buffalo, NY (716) 863-4909 [email protected] Kirsten Lawley

Bill Lawley Lawley Insurance Buffalo, NY (716) 870-3683 [email protected] Patti Lawley James Lewis EHD Lancaster, PA (610) 745-8296 [email protected] Dana Lewis James Loomis The Loomis Company Wyomissing, PA (610) 698-7500 [email protected] Jan Loomis Robert Lull The Capacity Group Mahwah, NJ (201) 370-8844 [email protected] April Lull John Lynch Boynton & Boynton Fair Haven, NJ (732) 861-4785 [email protected] Olavo Macedo Jr. Risk Strategies Company Randolph, MA (617) 320-5921 [email protected] Carolyn Macedo Technology Insurance David Mallow Manalapan, NJ (732) 642-7321 [email protected] Babette Mallow Associates LLC James Mannino Alliant Insurance Services New York, NY (917) 881-6791 [email protected] Lauren Mannino John Manougian Insurance rmanougian@ Robin Manougian Silver Spring, MD (240) 401-0855 Agency, Inc. manougianinsurance.com Chris McCrady Simpson McCrady Pittsburgh, PA (412) 215-3546 [email protected] Jennifer HUB International New shawn.mclaughlin@ Shawn McLaughlin Wilmington, MA (617) 293-9150 Becky McLaughlin England, LLC hubinternational.com Andrew Meloni Brown & Brown of NY, Inc. Rochester, NY (585) 455-4233 [email protected] Laura Meloni Ronald Miller CFS/Evans Agency Hamburg, NY (716) 864-4491 [email protected] Michael Mitchell The Graham Company Philadelphia, PA (267) 975-8540 [email protected] Karen Mitchell OneGroup - Bailey Haskell Pierre Morrisseau Syracuse, NY (315) 225-7627 [email protected] Joye Morrisseau Insurance

13 CONFERENCE ATTENDEES

First Last Name Name Agency Name City/State Telephone E-mail Guest Attending Nasipak- First Niagara Risk Suzanne Rochester, NY (585) 455-5646 [email protected] Allan Chapman Chapman Management Dick Naylor Sterling Risk Advisors, Inc. Atlanta, GA (404) 210-9559 [email protected] Jackie Naylor Colleen Nelson Austin & Co., Inc. Albany, NY (518) 937-1084 [email protected] George Sperow Intermarket Insurance Amanda Henry Olszewski Huntington, NY (631) 421-2424 [email protected] Agency Olszewski The HDH Group A HUB Jack Onodi Pittsburgh, PA (412) 508-5347 [email protected] Deneen Onodi International Company Brian Partlow Partlow Insurance Winchester, VA (540) 667-4980 [email protected] Courtney Partlow Daniel Peck Brown & Brown Rochester, NY (585) 820-5799 [email protected] Elaine Lyons Borden Perlman Salisbury Jeremy Perlman Ewing, NJ (609) 731-0961 [email protected] Danielle Gaines & Kelly Renaissance Alliance Ron Peters Wellesley, MA (508) 735-1976 [email protected] Susan Peters Insurance Services, LLC HUB International New john.piazza@hubinternational. John Piazza Wilmington, MA (978) 661-6654 Ashley Piazza England, LLC com David Pilon Bouvier Insurance West Hartford, CT (860) 712-9531 [email protected] Nicole Pilon North Shore Risk Steven Potolsky Lake Success, NY (516) 526-8361 [email protected] Helen Katehis Management LLC William Rhodes BB&T - The Addis Group King of Prussia, PA (267) 972-0246 [email protected] Kimberly Rhodes William Roberts Brown & Brown Metro Mt Laurel, NJ (732) 670-7187 [email protected] Maria Roberts John Rumschik M&T Insurance Buffalo, NY (716) 864-1895 [email protected] Barbara Rumschik Marc Salerno Salerno Brokerage Syosset, NY (516) 603-2577 [email protected] Sami Satouri Quest Insurance Chantilly, VA (703) 626-1353 [email protected] Raja'a Satouri Howard Savitt Brown & Brown of MA Dedham, MA (617) 803-1591 [email protected] Amy Savitt Armfield, Harrison & David Schaefer Leesburg, VA (703) 868-9178 [email protected] Caroline Schaefer Thomas, Inc Edmond Shea Babb Inc Pittsburgh, PA (412) 304-1950 [email protected] Carolyn A Lyle Willis of Greater John Sherlock Radnor, PA (610) 254-5611 [email protected] Philadelphia Starkweather & Shepley David Soforenko East Providence, RI (401) 480-1115 [email protected] Kristin Soforenko Insurance Brokerage, Inc. Kathy Cassetta Cassetta Agency Inc. Buffalo, NY (716) 876-7718 [email protected] Joanne Barbati Tony St. Leger USI Insurance Services LLC White Plains, NY (914) 772-0819 [email protected] Jim Stoddard, Jr. Haylor Freyer & Coon, Inc. Syracuse, NY (315) 345-8083 [email protected] Nichelle Lafluer Brett Studner Odell Studner Group Radnor (484) 213-4400 [email protected] Lisa Schneider Wells Fargo Insurance Mark Susco Pittsburgh, PA (412) 400-9615 [email protected] Barbara Susco Services USA, Inc. Telamon Insurance & Greg Susco Westwood, MA (857) 636-0697 [email protected] Financial Network Insurance Professionals of Bill Szafarowicz Sturbridge, MA (413) 575-1015 [email protected] Kim Lofgren New England Tooher Ferraris Insurance Chris Tallcouch Wilton, CT (203) 912-3656 [email protected] Ann Tallcouch Group Ryan Towle Davis Towle Group, Inc. Concord, NH (603) 496-5854 [email protected] Beth Towle Lisa Tyner Marshall & Sterling Poughkeepsie, NY (845) 464-4060 [email protected] Denny Tyner

14 CONFERENCE ATTENDEES

First Last Name Name Agency Name City/State Telephone E-mail Guest Attending Conner Strong & Buckelew Franz Wagner Philadelphia, PA (215) 704-1185 [email protected] Kristine Wagner Companies Inc. Patrick Walsh Arthur J. Gallagher Co. White Plains, NY (847) 922-3811 [email protected] Edward Walsh Jr Walsh Duffield Cos., Inc Buffalo, NY (716) 308-5284 [email protected] Ginna Walsh HUB International New david.whitlock@hubinternational. David Whitlock Norwell, MA (617) 817-8059 Tory Whitlock England, LLC com Thomas Young Exude, Inc Philadelphia, PA (610) 675-5776 [email protected] Jess Young Scalzo, Zogby & Wittig, Stephen Zogby New Hartford, NY (315) 794-1328 [email protected] Noreen Sheridan Inc.

15 NOTES

16 17 18 Thank you for joining us at the 2016 Preferred Agent Conference One Bala Plaza, Suite 100, Bala Cynwyd, PA 19004 800.873.4552 | PHLY.com

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