January 25-27, 2016 the Ritz-Carlton, Cancun – Cancun, Mexico
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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 Monday Night Countdown 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 Wayne Gretzky of the Los Angeles Kings; “I’d Love to but I Have a Game” with NBC announcer Marv Albert, and the “The Wit and Wisdom of Charles Barkley.” 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.