Membership Resource Packet

Our Exclusive Company Sponsors

Partner Sponsors

Industry Supporting Sponsors

Vendor Supporting Sponsors

American Risk Management Resources Network LLC Badger Mutual Insurance Co. Bedford Underwriters Ltd. Berkshire Hathaway GUARD Insurance Companies CapSpecialtyChubb Group Of Insurance Cos. Cincinnati Insurance Co. Compass Specialty RiskContinental Western Group Dairyland Auto & Dairyland Cycle Erickson-Larsen Inc. Erie Insurance Group

Frankenmuth Insurance Germantown Mutual Insurance Co. Grand General AgencyGrinnell Mutual Reinsurance Company Hastings Mutual Insurance Co. ICW Group J.M. Wilson League of WI Municipalities Mutual Insurance Markel Specialty CommercialMidwest Family Mutual Insurance Company Mt. Morris Mutual Insurance Company Nationwide

Pekin Insurance Co. Risk Placement ServicesSelective Insurance Company of America Sheboygan Falls Insurance Co. SIAA Specialty Lines Underwriters Inc. State Auto Insurance Cos. United Fire Group United Heartland Western National Mutual Insurance Westfield Insurance Willis Programs

Emergency Fire & Water Restoration LLCFGS the Restoration Company Gates Auto Body Imperial PFSInsurance Concepts In Motion Inc. Insurance Marketing Group of Wisconsin, Inc.

Midwest ITNohre & Co.Premium Assignment Corporation Service Master Restoration/Superior ConstructionTrilogy Health Solutions

As independent agents together, our strong membership establishes us as one of the leading member associations in the state. The IIAW provides the tools, knowledge and protection to serve your clients effectively and build a successful agency. Serving over 5,000 agency members at over 600 locations, in addition to 76 supporting companies, we are the largest and most influential independent insurance agent association in Wisconsin.

With our national association the Independent Insurance Agents & Brokers of America (IIABA), our broad grassroots network helps us stay on top of and one step ahead of what’s important to independent agents today.

The Big “I” offers what agencies need to succeed in today’s rapidly changing business environment We are a(n): • Business Builder• Advocate• Thought Leader• Partner for the Future

The IIAW is Proud to Partner With Proud Sponsors Of

Who we are . . .

We Are Independent...Together

Visit us online at www.iiaw.com

Exclusive Insurance

Services and Products YOUR Agency NEEDS

Join today at www.iiaw.com

Agency Operations & Risk Management ServicesErrors & Omissions and Cyber Liability CoverageE&O - As a Big “I” member, professional liability is just one of your significant member benefits. Designed by and for agents, our E&O policy includes essential features that provide solid coverage. Furthermore, the program is administered locally by the professional staff of the IIA of Wisconsin. This means we’re familiar with the competitive E&O environment in our region. Our risk purchasing group allows us to provide “members only rates” for the best possible pricing. We offer state of the art Errors and Omissions Loss Control seminars that help your agency stay ahead of E&O claims trends and qualify for BIG discounts. We have a risk manager on staff to assist your agency.

Cyber - The IIAW has partnered with Arlington/Roe & Co., Inc. to offer an exclusive discounted program through Beazley to help protect their agencies from information security breaches. This program is a holistic risk management process that will help train your staff on privacy compliance in addition to handling data breach notification and third party suits.

A Business BuilderBrand Awareness and Community Involvement Trusted Choice® & TrustedChoice.com - Created through an alliance of the IIABA, Trusted Choice®, the IIAW and key insurance carriers, TrustedChoice.com is a powerful industry initiative to expand the national visibility of independent agents to online consumers, enhance consumer appreciation of the independent agents’ value proposition, and advance the independent agents’ expertise in online marketing. The Trusted Choice co-brand offers a way to brand with TrustedChoice.com and gain access to statewide and national advertising campaigns and marketing reimbursement dollars. Our partnership with the Green Bay Packers Radio Network has been instrumental in spreading the word about Trusted Choice independent insurance agents.

Community - Supporting the local efforts of our member agencies, the IIAW is committed to strengthening our community outreach throughout Wisconsin with valued partnerships including: • Make-A-Wish Wisconsin • American Heart Association of Wisconsin • IIA of Western and Northwestern Wisconsin

An AdvocateGovernment and Regulatory Affairs Our Government Affairs team has been on the frontlines of many important legislative issues advocating for the continued role of independent agents and regulations favorable to the industry. We are competing against powerful and influential groups that do not share the industry’s interests. The IIAW partners with Lee Government Relations to give us a strong voice inside the Capitol that advocates for the independent agency system. Our active political giving campaigns, especially the Insuring Wisconsin Growth Fund Conduit, is an important tool to give us access to key legislators. Your industry expertise is vital to educating our state and national legislators.

Whether it‘s in state Legislature or the insurance commissioner‘s office, on Capitol Hill or with carriers, the Big “I“ works to protect and promote the independent agency system through common sense, pragmatic initiatives including:• Year-Round Capitol Influence through Government Affairs• Day on the Hill Event• Legal Advocacy• Voice in the Media• Nationally Recognized and Award Winning Government Affairs Representation

• USO of Wisconsin • UW-Oshkosh, Center for Insurance and Risk Management

Independent Insurance Agents and Brokers of AmericaThe IIABA is the nation’s oldest and largest association of independent insurance agents and brokers, representing a network of more than 300,000 agents, brokers and their employees nationally. Your IIAW membership automatically provides you with membership in the IIABA.

Benefits of IIABA Membership include:• Leading technical insurance and agency management information• Advocacy on issues that matter — in state legislatures or on Capitol Hill• Perpetuation through student education programs

and young agent leadership development• Access to flood insurance programs• Exclusive online market access• Creating public awareness • Benchmarking using the Best Practices Study and Agency Universe Study

For more information about our member benefits, please see the additional inserts in the pocket of this folder.

Grow With UsIndustry Collaboration and Networking OpportunitiesThe Big “I” believes in strength in numbers. Our sponsors are committed to helping you succeed and grow your business. Once you join our Association, you will be welcomed and encouraged to use our services, attend our events featuring nationally renowned speakers and top industry experts, and serve on our committees. Helping you grow your business is our number one priority. Our innovative and industry leading events and networking opportunities include:Day On The Hill - March IIAW Annual Convention - MaySales & Leadership Conference in Partnership with the UW Madison School of Business - JulyFall Planning - SeptemberUW-Madison Professional Development Programsand other timely and relevant Conferences and Seminars

The Thought LeaderEducation, Training and Professional DevelopmentThe Big “I” creates original content daily—information that helps agents sell more efficiently and effectively. From whitepapers and research to print and online content, Big “I” agents have a wealth of resources at their fingertips to help them run a better agency.Resources include:• Groundbreaking Research• Access to Legal and Accounting Insurance Experts• Innovative Education and Training• Virtual University• Partnership with the UW-Madison School of Business • Online New Hire Training through New Level Partners• Useful and Practical Publications from MarshBerry, the IIABA and more

Partner For The FutureThe Big “I” is building a strong future for the independent agency system by attracting new talent to the industry and cultivating a better educated and more diverse workforce. • Project InVEST - Financial Literacy and Future Talent Generator• Leadership Development Program• Access to Perpetuation and Agency Valuation Experts

©2016 Swiss Re. All rights reserved.

Swiss Re Corporate Solutions

Your E&O Carrier

Program Features

Continuously provided Agent’s E&O coverage since 1960’s with no prior market withdrawls

Admitted carrier with solid financial strength – “A+” by A.M. Best

We are the 30 year endorsed carrier for the IIABA and all Big “I” state associations nationwide

Highly experienced underwriting team dedicated to this program

In-house claims staff, primarily licensed attorneys, who are your resource to assist with any claim or potential incident

Our claims team partners with seasoned panel council well versed in agency law

Premium credit of 10% for E&O Risk Management class completion

Premium credit up to 20% annually with loss free experience

New Enhancements and coverages added to policy in 2016!!

Automatic Renewals for eligible insureds – No application required!

Flexible underwriting for independent insurance agencies of all sizes, including both P&C and L&H-only agencies

Member agents, like you, provide oversite and input through our PLC committee

Experienced State Association Program Managers assist with E&O questions and renewals

Prompt underwriting services, turn-around time, and policy delivery

Leader in policy innovation and solutions for unique and emerging agency exposures

Complimentary access to “E&O Happens” risk management website, an exceptional resource www.iiaba.net/eohappens

Umbrella and EPL policies available

Various payment plans available to meet your needs

Competitive & stable premiums for all agency sizes

IIABA Member benefit Agents’ E&O Insurance & Risk Management Program

50 Years experience protecting your business, reputation, and assets. Endorsed by the IIABA and all Big “I” state associations nationwide. Experience, partnership, and strong commitment make this Agency E&O program a benchmark in the industry.

Experience - Stability - ExpertiseCompare the IIABA-Swiss Re Corporate Solutions Agents E&O Program and policy and see why our track record of experience, stability and expertise is second to none.

Swiss Re Corporate Solutions

Your E&O Carrier

Policy Highlights

Broad duty to defend even if claim or potential claim is groundless, false, or fraudulent

Broad definition of “Professional Services”

“Other Related Services” coverage includes but is not limited to the agency’s advertising, notary public, and carrier draft authority activities

Defense costs in addition to the limit of liability

Claims-made policy form with broad claim reporting provision

Ability to provide full prior acts coverage for acquired entities

Crisis Management Coverage(New) up to $20,000 per policy period

Insolvency coverage included in policy for placement with carriers rated B+ or better by A.M. Best or carriers covered by a state guaranty fund

Aggregate or Each Occurrence deductible options available

Deductible Reduction Feature – Ability to reduce your deductible by 100% up to $25,000

First & Third Party Breach of Data coverage included in policy form

$25,000,000 limit capacity available

Catastrophe Extra Expense coverage limit of $25,000/$50,000 agg With options available up to $100,000/$250,000 agg

Subpoena coverage limit options up to $50,000

Regulatory Defense coverage limit of $60,000

Multiple Extended Reporting Period options are available

Expansive definition of Insured includes current and former employees, independent contractors, and leased or temporary employees

Reimbursement for loss of earnings or use of temporary staff due to attending depositions or trials provided at $750 per insured per day, max of $30,000 per policy period

Punitive and exemplary damages included where permitted by law

Personal Injury definition includes false arrest, detention, humiliation, libel, slander, and wrongful entry of a premise or dwelling

Optional coverage available for EPL, Real Estate E&O, Investment Advisor, Employee Benefits

Liberalization clause for broadened policy provisions

Insured’s consent required to settle any claim- see our liberal softened hammer clause

No contractual liability exclusion

Worldwide coverage

For more information on the E&O program and the features and benefits of the Swiss Re Corporate Solutions policy please contact your state administrator.

Please refer to the policy form SP 4 584 for complete policy language. The above is for general informational purposes only. Please refer to the policy form for complete policy language. All policies are individually underwritten. If you have any questions, feel free to contact a Swiss Re Corporate Solutions representative. Insurance products underwritten by Westport Insurance Corporation, Over-land Park, KS, a member of Swiss Re Corporate Solutions. Swiss Re Corporate Solutions offers innovative, high-quality insurance ca-pacity to mid-sized and large multinational corporations across the globe. Our offerings range from standard risk transfer covers and multi-line programs, to highly customized solutions tailored to the needs of our clients. Swiss Re Corporate Solutions serves custom-ers from over 40 offices worldwide and is backed by the financial strength of the Swiss Re Group.

For more information about Swiss Re Corporate Solutions, please visit: www.swissre.com/corporatesolutions.

©2016 Swiss Re. All rights reserved.

IIAW Agency Member Benefits

Take Advantage of Everything your Membership in the IIAW offers!

Membership in Wisconsin's Premier Association for Independent Insurance Agents entitles you to exclusive products and consultative services! The Independent Insurance Agents of Wisconsin and the Independent Insurance Agents and Brokers of America provides the tools, resources and knowledge to help you serve your clients effectively and grow your agency. We are your go to source for information for your business. We do the work so you don't have to. Our Value is Finding Your Solution. Just pick up the phone and call!

Business Solutions ! Consultative Services

! InVEST Program

! Best Practices

! Big “I” Retirement Services for your Agency

! Big “I” Employee Benefits Program

! Big “I” National Flood Insurance Program

! Big “I” Markets

! Virtual Risk Consultant

! Agency Universe Study

! Market Share Report

Insurance Products and Services

! Swiss Re Errors & Omissions Insurance Program

! Beazley Cyber Liability Insurance Program

! Philadelphia EPLI Program

Risk Management Services

! Errors and Omissions Loss Control Seminar

! E&O Happens Website

! Claims Prevention Resources

! Access to Wisconsin’s Top Defense Attorneys

! Mergers and Acquisition, Personal Lines and Commercial Lines Checklists

! Sample Agency Procedures

! Monthly Articles and weekly e-newsletters

! Free Legal advice pertaining to potential claims

! Free legal documents and disclaimers

! Mock E&O Trials

! Survey of Agents E&O Litigation

! A practical guide to E&O Risk Management

! Online Compliance Materials

! Training and Awareness Programs

! Claims Assistance and Legal Loss Assistance Hotline

Government, Regulatory, and Legal Affairs

! Award winning Year-Round Capitol Hill (WI &DC) Government Affairs Representation

! Day on the Hill Events (WI & DC)

! Legal Advocacy and advice

! Special Legislative and Regulatory Publications, Seminars and Webinars

! Voice in the Media- Public Relations

! IIAW Legal Briefs and Guidance

! IIABA Memoranda and FAQs

! Legal Services Hotline

! Agency-Insurance Company Contract Review

! State Political Giving Program- Insuring Wisconsin Conduit Fund and PAC

! Federal Political Giving Program- InsurPAC

Brand Builder ! Trusted Choice Co-Brand

! TrustedChoice.com

! Advertising on Green Bay Packers Radio Network

! Digital Advertising

! Providing Support to: Make-A-Wish, USO-Wisconsin, MACC Fund, SFM Foundation, Trusted Choice Disaster Relief Fund, Independent Insurance Agents of Western and Northwestern Wisconsin

Networking Events

! Annual Convention

! Sales and Leadership Conference

! Fall Planning Strategy Session

! Day on the Hill

! Committee Opportunities

! MUCH MORE

Professional Development & Education

! Producer, CSR New Hire Training

! Emerging Leaders Development Series

! Online and Classroom CE

! Best Practices Webinar Series

! National Conferences

! Designations, and much more

RECEIVE THE FOLLOWING PUBLICATIONS: IIAW & IIABA INDEPENDENT AGENT MAGAZINE, WEEKLY E-NEWSLETTER, COUNTERPOINT BY MARSHBERRY, IIABA INSURANCE NEWS & VIEWS, IIABA TWO FOR TUESDAY, IIABA VUPOINT. RECEIVE DISCOUNTS FROM THESE COMPANIES: AGILITY RECOVERY, CALIPER, UPS, HERTZ, IMPERIAL FINANCING, INSURBANC, MINES PRESS, DOCUSIGN

For more, go to IIAWSolutions.com

Exclusive$12,500

Partner* $3,995

Industry$895

Vendor$595

ADVERTISING & SPECIAL RECOGNITIONDiscount on advertising in Wisconsin Independent Agent (WIA) magazine 10% 5%

2 complimentary ads/profiles (one each) in spring and fall WIA magazines ($2,300 value!) XLogo on cover of spring and fall WIA magazines (2 total - $2,500 value) XRecognition as supporting company member in weekly Spotlight e-newsletter and WIA magazine after enrollment period (circulation of 650 agency principals) X X X X

Press releases published in WIA magazine’s Members in the News feature X X X X

Recognition in IIAW Membership Directory Logo + ad/profile Listing Listing Listing

One day use of training room at IIAW headquarters (member price: $400) 2 free 1 free 50% off 25% off

Recognition in Membership Resource Packet Logo Logo Name Name

Publicity on IIAW.com and social media platforms Logo Logo Name Name

Hyperlink to your website from IIAW.com and IIAWSolutions.com X

IIAW CONVENTION - Annually in MayRecognition as event sponsor on signage and digital and direct mail marketing LogoPriority booth selection in exhibit hall tradeshow 1st 2nd

Tradeshow booth package - includes 2 full registrations ($950 value!) 1 free package10% discount & discounted

member pricing

Discounted member pricing

Discounted member pricing

VIP status and privileges X w/ committee service

w/ committee service

w/ committee service

Exclusive Company Sponsorship - highest level of recognition at convention and in all materials promoting the event X

Opportunity to contribute door prizes to event X X X X

Recognition of hosting evening reception X

LEADERSHIP CONFERENCE (Partnership w/ UW-Madison) - Annually in July

Recognition as event sponsor on signage & digital and direct mail marketing Logo Name w/ Silver sponsorship**

w/ Bronze sponsorship***

Opportunity to contribute to event X X X X

Exclusive sponsorship opportunities X

FALL PLANNING - Annually in SeptemberRecognition as event sponsor on signage & digital and direct mail marketing Logo NameOpportunity to serve on IIAW committees and invitation to annual Fall Planning event with complimentary registration and accommodations X X X X

ADDITIONAL BENEFITSAttend January Board of Directors meeting which includes complimentary dinner (and accommodations) the night before with the Board and participation in a strategy session X

Receive all print communications, including monthly WIA magazine X X X X

Receive all electronic communications including weekly Spotlight e-newsletter, EdZone, etc. X X X X

Member login and access to IIAW.com X X X X

Access to IIAW Membership Directory X X X X

Free posting to IIAW Career Center (job posting) X X X X

Discounted member pricing on prelicensing and continuing education classes X X X X

Opportunity to sponsor CE classes X X X X

ADDITIONAL SPONSORSHIP OPPORTUNITIES * Partner Level sponsors are automatically upgraded to Gold sponsors which includes the Leadership Conference and Fall Planning event ($1,500/each!). This is available

to any insurance company or similar risk-bearing entity seeking affiliation with independent agents. In addition, these entities derive a majority of their revenue from non-retail insurance sales (e.g., E&S agencies, managing general agents, reinsurance intermediaries, etc.).

** Industry supporting company sponsors can upgrade to Partner Level or purchase additional Silver sponsorship of the Leadership Conference ($1,000!). This is available to any insurance company or similar risk-bearing entity seeking affiliation with independent agents. In addition, these entities derive a majority of their revenue from non-retail insurance sales (e.g., E&S agencies, managing general agents, reinsurance intermediaries, etc.).

*** Vendor supporting company sponsors can purchase additional Bronze sponsorship of the Leadership Conference ($500!). This membership is for entities having affinity relationships with the insurance industry or with insurance agents (e.g., premium finance companies, automation vendors, adjusting firms, law firms, industry consultants, publishers, and TPAs).

SUPPORTING COMPANY MEMBER BENEFITS

V IS I T I IAW.COM FOR MORE INFORMAT ION!

Insuring Wisconsin Growth Fund Conduit

What Is The IIAW Conduit? Like the IIAW Political Action Committee, the conduit is a voluntary donation that is designed to take our association to the next level in state government affairs advocacy. Unlike the PAC, donors contribute funds to their personal conduit account. What this means is that donors have complete control of how the funds are distributed.

Our Government Affairs Committee will solicit individual donors for authorization to use a portion of their donation for a particular candidate(s). Conduit donors may accept or decline this solicitation. In addition, donors may direct the conduit to distribute their funds to any candidate of their choice at any time.

Why Is The IIAW Conduit Important? Every day, legislation is introduced that could affect your business. Proposed legislation often includes increased reporting and additional requirements leading to unnecessary regulations of our industry. In some cases, we support legislative initiatives and work with legislators to gain passage of favorable measures. We are protecting the role of agents moving into the future.

Why Should I Donate? Collectively, our resources result in sizable contributions that give our Association increased visibility and credibility. Legislators will remember who we are and take the time to listen to our concerns. They may even champion our cause. By no means do political contributions buy votes; they instead open the door for the IIAW to have our voices heard loud and clear on issues that are important to us.

IIAW Conduit Member Benefits

Member benefits include:

• Invitation to exclusive reception with legislative leaders during the biannual Day On The Hill. • Insuring Wisconsin Conduit lapel pin. • Legislative pocket directory. • Opportunity to represent the IIAW at legislative events and fundraisers. • Recognition in IIAW publications and Association events.

Donate ONLINE Today!

IIAW Conduit Donation Form INSURING YOUR VOICE IS HEARD IN THE CAPITOL!

Please indicate if you would like to make a one time payment or recurring monthly contributions (until canceled).  

• Governor’s Club ___$500+ or ___$42 a month • Senator’s Club ___$250 or ___$21 a month • Representative’s Club ___$100 or ___$9 a month • Cabinet Member ___$50 or ___$5 a month • Other Amount ___$___ or ___$__ a month

All fields required and must be reported to the Government Accountability Board: Name: _______________________________________________________________ Agency: ______________________________________________________________ Title:_________________________________________________________________ Business Address:______________________________________________________ City, State, Zip: ________________________________________________________ Phone: __________________________________E-Mail _______________________ Home Address: ________________________________________________________ City, State, Zip: ________________________________________________________ I authorize the IIAW to publish my name in IIAW publications as a IIAW Conduit contributor:

YES or NO (circle one)

NO CORPORATE CHECKS OR CREDIT CARDS We accept personal VISA, MasterCard, checks, and ACH withdrawals

ACH Donation: Account #___________________ Routing #____________________ Bank Name:__________________________________________________________ Credit Card Donation #:_______________________________Exp. Date: __________ Billing Address:________________________________________________________ Cardholder Signature:___________________________________________________

Please make check payable to: Insuring WI Growth Fund Conduit

Mail to: IIAW, 725 John Nolen Dr., Madison, WI 53713

Questions? Call 608.256.4429

IIAW Conduit contributions or gifts to a political action committee are not deductible as charitable contributions for income tax purposes.

Donate Online at IIAW.com

What  Would  You  Do  If  Your    Agency  Had  A  Data  Breach?  

80%  of  businesses  fail  to  recover  from  a  breach  because  they  do  not  know  this  answer.    Responding  to  a  breach  is  a  complicated  process  that  requires  the  assistance  from  many  different  professionals.    Failure  to  notify  the  effected  individuals  “without  unreasonable  delay”  could  cost  your  agency  up  to  $1,500,000  in  fines  from  government  agencies.    Add  this  to  the  $200,000  average  cost  to  comply  with  notification  laws,  the  legal  liability  and  the  reputational  harm  caused  by  the  breach  and  you  can  quickly  see  how  this  exposure  can  be  devastating  to  your  agency.    

Independent  Insurance  Agents  of  Wisconsin  has  partnered  with  Arlington/Roe  &  Co.,  Inc.  to  offer  our  members  an  exclusive  program  to  help  protect  their  agencies  from  information  security  breaches.    This  program  is  a  holistic  risk  management  process  that  will  help  train  your  staff  on  privacy  compliance  in  addition  to  handling  data  breach  notification  and  third  party  suits.    This  program  offers  the  following  benefits:    

• Available  To  IIAW  Members  Only   • Up  To  50%  Off  Premium  • No  Encryption  Requirement   • IIAW  Members  Are  Pre-­‐Qualified  For  Enrollment*  • HIPAA  Compliance  Tools   • On-­‐Line  Compliance  Materials  • Step-­‐By-­‐Step  Procedures  for  Compliance   • Staff  Training  Programs  • Newsletters   • Expert  Support  On-­‐Line  • Data  Breach  Coach  To  Help  With  Notification   • Regulatory  Fines  and  Penalties  • Forensic  Investigators   • Public  Relations  Firms  • Privacy  Counsel  • Call  Center  • Credit  Restoration  Services  

• Notification  Costs  Outside  Limit  of  Liability  • Credit  Monitoring  • Security  &  Privacy  Liability  

*Some  restrictions  apply.  Agencies  over  $5M  in  revenue,  over  50%  benefits  or  with  prior  losses  need  to  be  underwritten.    

To  Bind:  1.  Choose  the  option  number  and  premium  from  the  chart  on  the  left.    Make  check  payable  to:  Agents  Assistance  Corporation  2.  Complete  the  application  and  addendum  attached.  3.  Attached  check  to  app/addendum  and  mail  to:  Agents  Assistance  Corporation,  725  John  Nolen  Drive,  Madison,  WI  53713    

Companies  with  revenues  less  than  $1,000,000     Option  #1   Option  #2   Option  #3  Limit  of  Liability  Agg.   $250,000   $500,000   $1,000,000  

Retention   $2,500   $2,500   $2,500  Notification  Limit    Legal,  Forensics  &  PR  (outside  limit  of  liability)  

25,000  records  $250,000  

50,000  records  $500,000  

100,000  records  $1,000,000  

Notification  Threshold   100  records   100  records   100  records  Sublimits        Security  &  Privacy  Liability   $250,000   $500,000   $1,000,000  Regulatory  Def.  &  Penalties   $250,000   $500,000   $1,000,000  PCI  Fines  &  Penalties   $250,000   $250,000   $250,000  Website  Media  Liability   $250,000   $500,000   $1,000,000  Cyber  Extortion   $250,000   $500,000   $1,000,000  Data  Protection  Loss  and  Business  Interruption  Loss  

$250,000   $500,000   $1,000,000  

Premium  less  than  50%  benefits   $257.50   $515.00   $772.50      

 

If  you  would  like  additional  information  or  if  you  have  questions,  please  contact  one  of  the  people  below:  

IIAW  Director  of  Agency  Services  Meggen  Gagas  P:  608.210.2975  meggen@iiaw.com  

IIAW  Program  Administrator  John  Immordino  P:  800.878.9891  Ext:  8732  jimmordino@arlingtonroe.com  

Data  Breach  Program  Pricing  Premium  Includes  WI  SL  Taxes  

 

 Companies  with  revenues  from  $1M  to  $2M     Option  #1   Option  #2   Option  #3  Limit  of  Liability  Agg.   $500,000   $1,000,000   $1,000,000  

Retention   $2,500   $2,500   $2,500  Notification  Limit    Legal,  Forensics  &  PR  (outside  limit  of  liability)  

50,000  records  $500,000  

50,000  records  $1,000,000  

100,000  records  $1,000,000  

Notification  Threshold   100  records   100  records   100  records  Sublimits        Security  &  Privacy  Liability   $500,000   $1,000,000   $1,000,000  Regulatory  Def.  &  Penalties   $500,000   $1,000,000   $1,000,000  PCI  Fines  &  Penalties   $250,000   $250,000   $250,000  Website  Media  Liability   $500,000   $1,000,000   $1,000,000  Cyber  Extortion   $500,000   $1,000,000   $1,000,000  Data  Protection  Loss  and  Business  Interruption  Loss  

$500,000   $1,000,000   $1,000,000  

Premium  less  than  50%  benefits   $566.50   $875.50   $978.50    

 Companies  with  revenues  from  $2M  to  $3M     Option  #1   Option  #2   Option  #3  Limit  of  Liability  Agg.   $500,000   $1,000,000   $1,000,000  

Retention   $2,500   $2,500   $2,500  Notification  Limit    Legal,  Forensics  &  PR  (outside  limit  of  liability)  

50,000  records  $500,000  

50,000  records  $1,000,000  

100,000  records  $1,000,000  

Notification  Threshold   100  records   100  records   100  records  Sublimits        Security  &  Privacy  Liability   $500,000   $1,000,000   $1,000,000  Regulatory  Def.  &  Penalties   $500,000   $1,000,000   $1,000,000  PCI  Fines  &  Penalties   $250,000   $250,000   $250,000  Website  Media  Liability   $500,000   $1,000,000   $1,000,000  Cyber  Extortion   $500,000   $1,000,000   $1,000,000  Data  Protection  Loss  and  Business  Interruption  Loss  

$500,000   $1,000,000   $1,000,000  

Premium  less  than  50%  benefits   $772.50   $978.50   $1133.00    *   Companies  with  revenues  of  $3M  or  greater  should  contact  Meggen  Gagas,  IIAW  Director  of  Agency  Services,  for  more  information:

             

IIAW  Director  of  Agency  Services  Meggen  Gagas  P:  608.210.2975  meggen@iiaw.com  

IIAW  Program  Administrator  John  Immordino  P:  800.878.9891  Ext:  8732  jimmordino@arlingtonroe.com  

Enhanced Profile Listing

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Custom Video in Profile

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Recorded Referral Phone Calls

Referral / Opportunity Metrics

Agency Nation Discount

Want more information? 855.372.0075

Want more information?

855.372.0075

Harness the full power of Trusted-Choice.com at a discounted price.*

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The IIAW is proud to partner with the PACKERS RADIO NETWORK in driving consumers to YOUR AGENCY through

TRUSTEDCHOICE.COM.

LISTEN FOR OUR STATEWIDE ADS ALL SEASON LONG!

VISIT IIAW.COM TO LEARN MORE AND BECOME A MEMBER OF OUR WINNING TEAM.

MARKETINGREIMBURESEMENT

PROGRAMCreate An Optimal Brand Experience

Trusted Choice® will pay you to enhance your brand. We will reimburse a portion of expenses incurred in 2017 by Trusted Choice agencies in cobranding advertising and marketing materials; and in creating or updating a digital presence to include the Trusted Choice logo, link to the Trusted Choice website and Pledge of Performance. Available for all agency locations who have not been reimbursed for a digital upgrade in 2016. All agency members can be reimbursed up to $500 for the tier 2 digital update as a one-time reimbursement.

All funds reimbursed are on a first come first served basis. New members or first time users of the MRP can be reimbursed up to $1250 if they take advantage of both tiers 1 and 2.

Available for new members and first time MRP users only. The MRP will reimburse up to $750 for use of the Trusted Choice logo on anyconsumer-focused items. All agency locations will be reimbursed at 50% of the invoice amount, up to a $750 maximum reimbursement

per member location. This includes, but is not limited to, Freedom Campaign ad

materials, promotional items, original advertising (non-Freedom campaign ads), or collateral items likebusiness cards or stationery. Reimbursements will be made at 50% of the invoice amount, up to $750 max reimbursement.

Tier 1

Tier 2

Trusted.Choice@iiaba.netor visit independentagent.com/mrp to apply today

Available for all agency locations who have not been reimbursed for a digital upgrade in 2017. All eligible agency locations will be able to be reimbursed up to $500 for a digital upgrade using a web developer/vendor. This will include updates to an agency’s website, social media, or mobile app.

2017 Trusted Choice®

Marketing Reimbursement Program (MRP)

Guidelines

In order to deliver the brand experience to your customers consistent with Trusted Choice, Trusted Choice will reimburse a portion of expenses incurred in 2017 by Trusted Choice agencies in cobranding advertising and marketing materials; and in creating or updating a digital presence to include the Trusted Choice logo, link to the Trusted Choice website and Pledge of Performance. This is not meant to replace your agency’s brand, but to complement it by including the Trusted Choice branding in your marketing efforts. Reimbursement will only be made for use of the Trusted

Choice logo (not the IIABA association logo, which looks very similar). All reimbursements will be made per the tiered schedule below. There are four guiding principles of the Marketing Reimbursement Plan:

- Allows for any activity involving the Trusted Choice logo in external messaging with consumer impact for new members and first time MRP users; and for an updated

digital presence for all members. - The application must provide reasonable documentation that an expense was incurred

and paid. - The nature of the expense is reasonably correlated to the external messaging and

promotes the Trusted Choice brand to consumers. - The MRP will not reimburse ongoing expenses like website

hosting/maintenance, directory listings, subscriptions to marketing services,

expenses for yellow pages ads, or other phone book type advertising.

Tiered Reimbursement Schedule

There are 2 levels of reimbursement provided by the MRP in 2017: Tier 1: Available for new members and first time MRP users only.

The MRP will reimburse up to $750 for use of the Trusted Choice logo on any consumer-focused items. All agency locations will be reimbursed at 50% of the invoice amount, up to $750 maximum

reimbursement per member location. This includes, but is not limited to, Freedom Campaign ad materials, promotional items, original advertising (non-Freedom campaign ads), or collateral items like business cards or stationery. Reimbursements will be made at 50% of the invoice amount, up to $750 max reimbursement. For Freedom Campaign ad materials and customizations email Trusted.Choice@iiaba.net. Freedom Campaign ad materials can be customized free of charge by Trusted Choice and returned to you ready

for your vendor.

Tier 2: Available for all agency locations who have not been reimbursed for a digital upgrade in 2016. All eligible agency locations will be able to be reimbursed up to $500 for a digital upgrade using a web developer/vendor. This will include updates to an agency’s website, social media, or mobile app.

These must be updated in conjunction with the website and social media checkups that are offered by

Trusted Choice. The checkup is required, and suggestions will be made to the agency for website improvements. Website updates are required to include the Trusted Choice logo, Pledge of

Performance, and link to the Trusted Choice website, in addition to the website checkup performed by Trusted Choice. Social media and mobile app updates need to include the Trusted Choice logo, in addition to the social media checkup. All Reimbursements will be made at 50% of the invoice amount, for expenses incurred specific to the update. Invoices for website hosting/maintenance are not acceptable for reimbursement.

New members or first time users of the MRP can be reimbursed up to $1250 if they take advantage of both tiers 1 and 2. All eligible agency members can be reimbursed up to $500 for the tier 2 digital update as a one-time reimbursement. All funds reimbursed are on a first come first served basis. Trusted Choice reserves the right to deny any request for reimbursement that uses the Trusted Choice logo in a manner that is not consistent with the Trusted Choice Brand Style Guide or the guidelines of the MRP. Only the Trusted Choice logo is eligible for

reimbursement from the MRP. To apply for reimbursement, a Trusted Choice Agency must submit to Trusted Choice:

- the completed reimbursement application form (on the next page of this document) - the approved design proof/sample/picture of each of the materials to be reimbursed (in

color if possible)

- invoice(s) or receipt(s) showing proof of payment

All invoices must be dated in 2017. Applications can be mailed to the address on the form or emailed to Trusted.Choice@iiaba.net. Applications are considered in the order they are received. Allow a minimum of 8 to 10 weeks for processing, but be aware that it may take longer depending on volume of applications received at any given time.

If you are unsure about an item or use of the logo, want to get pre-approval of an item or proof prior to printing, or need to check if your agency (or branch locations) is eligible for tier 1 reimbursement, email us at Trusted.Choice@iiaba.net or call 800.221.7917.

2017 Trusted Choice®

Marketing Reimbursement Program (MRP) Application

PLEASE REVIEW THE GUIDELINES FOR REIMBURSEMENT, INCLUDING THE CHANGES FOR 2017 and COMPLETE ALL OF THE INFORMATION REQUESTED BELOW. TRUSTED CHOICE®

WILL NOT CONSIDER ANY REIMBURSEMENT REQUEST WITHOUT ALL REQUIRED INFORMATION AND MATERIALS.

RETURN: � THIS FORM, WITH ALL INFORMATION REQUESTED

� APPROVED DESIGN PROOFS FROM THE VENDOR or SAMPLE/PICTURE OF ITEMS

� COPY OF INVOICE or RECEIPT SHOWING PROOF OF PAYMENT (must be dated in 2017)

DATE:_______________________ AGENCY NAME:______________________________________________________________ (Please print clearly the exact name that should appear on the check, as it appears in Trusted Choice®)

MAILING ADDRESS:_________________________________________________________________ CITY:______________________________________ STATE:_________ ZIP:____________

CONTACT:___________________________________________________________________ PHONE:___________________________ EMAIL:____________________________

TOTAL AMOUNT SPENT:_____________________________ REIMBURSEMENT AMOUNT SOUGHT:___________________________________ FOR TIER 2 DIGITAL REIMBURSEMENT PLEASE PROVIDE APPLICABLE WEB or SOCIAL MEDIA ADDRESS:___________________________________________________

Additional Comments: Send in this completed form and all required supporting materials to:

Trusted Choice®, Inc. Attention: MRP 127 South Peyton Street Alexandria, VA 22314 OR BY EMAIL TO: Trusted.Choice@iiaba.net

Applications are processed in the order received. We accept applications for reimbursement through February 2018, provided invoices are dated in 2017 – and if funds allocated to the MRP have not been exhausted.

Big “I” independent agents are part of the largest insurance (property/casualty/life/health)

marketing force in Wisconsin. Reach this important audience efficiently and effectively by advertising in Wisconsin Independent Agent magazine and Spotlight, our e-newsletter. You reach more than 5,000 Wisconsin independent agents, from the largest in the state to the smallest.

RatesFull Page Covers (4-color only) 8.5" x 11" trim, .125" bleed, 8.25" x 10.75" live area

Back Cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $562

Inside Front Cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $547Inside Back Cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $547

Full Page 8.5” x 11” trim, .125” bleed, 8.25” x 10.75” live area . . . . . . . . . . . . . . . . . . . . . . . . $5042/3 Page Vertical 4" x 9.75" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $369

2/3 Page Horizontal 8” x 6.75” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $369

1/2 Page Vertical 3.625” x 9.75” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3001/2 Page Horizontal 7.5” x 4.75” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3001/3 Page Vertical 3.25” x 9.75” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2271/3 Page Horizontal 8” x 2.75” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2271/4 Page Horizontal 3.75” x 4.875” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $192

Inserts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $562

Four-Color (any size) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$670 additionalSee back for deadlines, requirements and specifications for submitting your print ad.

Readership6,500 Wisconsin

Insurance Agents & Their Employees

1,000 Supporting Companies and Their Employees

500 Others Including

Advertisers and Associations8,000 Total Readership

DiscountsColor costs are non-discountable. 15% discount to

advertising agencies or 10% discount to a

one-year contract of 12 insertions.

IIAW Ad Contract 725 John Nolen Drive, Madison, WI 53713 P: 608.256.4429 F: 608.256.0170

The company or individual listed herein contracts for space with the following terms in Wisconsin Independent Agent, the monthly official publication of the Independent Insurance Agents of Wisconsin, and/or Spotlight, the IIAW’s weekly e-newsletter.

Name of Advertiser: __________________________________________________ Contact: ______________________________________

Address: ____________________________________________________________ Phone: ________________________________________

City, State, Zip: _____________________________________________________________________________________________________

Advertising Agency (if applicable): ____________________________________________________________________________________

Address: ____________________________________________________________ Phone: _______________________________________

City, State, Zip: _____________________________________________________________________________________________________

Size of ad (circle one): 1/6 1/4 1/3 1/2 2/3 Full Page Size of e-newsletter ad (circle one): 2” x .75" 2" x 2" 2" x 4"

Pricing on reverse

For ____________ months, beginning with _____________________________(month), _______________ (year)

Terms of payment: __________________________________________________________________________________________________

Special Instructions: _________________________________________________________________________________________________

Signature: __________________________________________________________________________________________________________

Please sign and email to eric@iiaw.com. We will sign and return your copy.

Wisconsin Independent Agent and Spotlight E-NewsletterAdvertising Rate Card

Advertising DeadlinesThe advertising deadline is the 5th day of the preceding month. (For example, an ad to be published in the May issue would be due on April 5th.) Neither the advertiser nor its agent may cancel after the deadline. No changes or insertion orders accepted after

the space reservation deadline. If materials are not received by the deadline, publisher may repeat most recent advertisement or publish nothing, billing for space reserved.

Ad PlacementAll ads, except reserved covers, will be placed at publisher’s discretion. Placement requests are considered but not guaranteed. Publisher reserves the right to reject or cancel any advertising for any reason.

Mechanical RequirementsPrinting: Sheet-fed offset Binding Method: Saddle-Stitch

Trim and Bleed SpecificationsTrim Size: 8.5"W x 11"HFull Page Bleed: .125" out from trim sizeKeep all live matter .125" in from trim size

Submitting Your AdsThe PDF/X-1A postscript level 2 files may be submitted by e-mail to eric@iiaw.comWhen constructing ads, all graphics and photos should be saved at 300 dpi. Images taken from Web are 72 dpi, which is not acceptable for printing. Do not apply style attributes to basic fonts, instead physically select the font from your Font menu.Full-color pictures should be saved as CMYK. Please no RGB or spot colors. Test your color separations by printing them to a laser. If your output is not four pages, your ad will not print properly.

Ads should be submitted in a high-resolution for print PDF file. PDF/X files work best for this. When creating files, make sure all fonts are embedded and outlined (no True Type fonts), and that bleeds and crop marks are selected.Please note on full-page ads that bleed, the bleed must be included in your page size before making the PDF.You may be charged if modifications are needed to your artwork. We will consult you prior to making any changes that will result in additional expenses.

ProofsTo ensure that your ad runs properly, pleas submit a proof copy at 100 percent of the size as you wish it to run. For color ads, an accurate color proof will help ensure that we get the colors right. If no color proof is provided, we can’t be responsible for a poor color match. Proofs should be e-mailed to Eric Schwartz at eric@iiaw.com.

Wisconsin Independent Agent Magazine is published monthly and delivered in print and electronically. Issues are mailed at the beginning of each month.

Spotlight E-Newsletter Ad Sizes and PricesOur Spotlight e-newsletter is e-mailed weekly (about 50 times per year), usually on Wednesdays, to approximately 5,000 members.The ads are clickable and may be linked to your website or any site of your choosing.Ad sizes and rates are displayed to the right.With questions, contact Eric at IIAW at (608) 256-4429 or eric@iiaw.com

2" x 4"$750

2" x 2"$625

2" x .75"$500

725 John Nolen Drive, Madison, WI 53713Phone (608) 256-4429 www.iiaw.com

Wisconsin Independent Agent Print Magazine Specs

Best PracticesBe better. The Big “I” Best Practices study provides a chance for all Big “I” members to learn from the top agencies across the United States. The comprehensive product line delivered via research, resource guides and webinars provides key strategies to help improve overall agency performance and increase agency value. Look to Best Practices in 2014 for a new perpetuation guide and webinar series as well as an updated customer service tool. Jennifer Becker, jennifer.becker@iiaba.net, Director of Education Programs

InVESTFuel the future. InVEST is an insurance education program in high schools and colleges that promotes insurance as a career opportunity connecting agents, brokers and carriers with potential employees. Opportunities are available to volunteer in one of the more than 520 classrooms. In 2014 InVEST will reach more than 18,000 students creating insurance savvy consumers and future recruits. Jennifer Robinson, jennifer.robinson@iiaba.net, InVEST Program Director

Virtual UniversityFind analysis. The Big “I” VU links agents to insurance research, coverage analysis, sample forms, court cases and white papers. With more than 2,000 searchable articles your employees have a wealth of knowledge at their fingertips. Have a tough question? The Ask an Expert service is like adding more than 50 insurance experts to your staff at no charge. Bill Wilson, bill.wilson@iiaba.net, Associate VP, Big “I” Virtual University

Young AgentsLead the way. The Big “I” national Young Agents program encourages industry involvement, from opportunities to speak with legislators to sales, leadership and technology training. The Young Agents Leadership Institute is the annual gathering of the nation’s best and brightest. Let the Young Agents help you perpetuate your agency inquire about scholarship opportunities for the Big “I” Legislative Conference and leadership meeting. Susie Bonner, susan.bonner@iiaba.net, Director, Agent Development & Marketing

DiversityBe diverse. The Big “I” Diversity Task Force is charged with fostering and creating a profitable independent agency distribution force that reflects, represents and capitalizes on the opportunities of the diverse U.S. population. Find seven free webinars and implementation guides to help agencies create a roadmap for marketing to today’s consumer. Madelyn Flannagan, madelyn.flannagan@iiaba.net, VP Agent Development, Education and Research

Agents Council for TechnologyWork smarter. ACT is always looking for ways to help agents work smarter, save time and market their services. With workgroups made up of agency, carrier and vendor representatives tackling issues such as mobile strategies, real-time, ACT creates white papers, offering agents guidance on everything from social media and carrier interface to securing client data. Ron Berg, ron.berg@iiaba.net, Executive Director, ACT

The Big “I”WORKING FOR YOU

Resources to Educate, Retain, and Perpetuate

www.independentagent.com

STAFFCONTACTS

725JohnNolenDr.,MadisonWI53713! IIAW.com! P:608.256.4429! F:608.256.0170

MattBanaszynskiExecutiveVicePresident

608.256.4429Matt@IIAW.com

MaryMorrisonAdministrator,InsuranceServices

608.210.2972Mary@IIAW.com

EricSchwartzCommunicationsSupervisor

608.210.2976Eric@IIAW.com

KatieGoswitzEvents&EducationCoordinator

608.210.2977Katie@IIAW.com

KimKrampFinancialSupervisor&

InsuranceServicesSupport

608.210.2973Kim@IIAW.com

MalloryCornellDirector,RiskManagement

608.210.2971Mallory@IIAW.com

Join today at iiaw.com

Matt Banaszynski Executive Vice President

O: 608-256-4429 F: 608-256-0170 matt@iiaw.com

Independent Insurance Agents of Wisconsin 725 John Nolen Drive Madison, WI 53713

www.iiaw.com