Sponsored by Florida Association of Insurance Agents (FAIA)

Separate registration required.

Tuesday, August 21, 2018

9:00 – 3:45 pm
Crystal Ballroom J1
Convention Level

9:00 – 10:00 am
Workers’ Compensation Large Deductible Plans, Self-Insured Programs and the Use of a Captive to Secure Workers’ Compensation Coverage

Moderator:
Frank Pennachio
Co-Founder
Oceanus Partners
St. Petersburg, FL

This breakout session will define each one of these worker’s compensation plans and how best to approach your clients to put them to use. Placing workers’ compensation coverage can be a challenge for agents, but using these types of vehicles can create a cost saving advantage and be better operational for the policyholder.

10:00 – 10:15 am
Break

10:15 – 11:15 am
Integrating Professional Employer Organizations (PEO) and The Independent Agency System

Moderator:
Paul Hughes
CEO
Libertate Insurance
Orlando, FL

Panel:
Phil Urso
Senior Vice President of Sales
CoAdvantage
Tampa, FL

Andrew Olwert
President
Next Level
Sarasota, FL

Robert Rodriguez
Engage HR
Senior VP
Ft. Lauderdale, FL

Troy Reynolds
President
Stonehenge Insurance Agency
Orlando, FL

Historically, licensed insurance agents and Professional Employer Organizations have had some success in developing partnerships together and there have been more than a few PEO’s born out of the independent agency model. The agency brings the PEO insurance sophistication and deal flow and the PEO brings the independent agency value-added services such as payroll, human resources and regulatory compliance. It seems like the perfect integration of professional services, potentially in a one-stop arrangement in an integrated manner. There have also been misunderstandings and mistrust of the PEO model. Our panelists will explore the following subjects in detail to include but not limited to:

– Historic issues with the distribution relationship between independent agents and PEOs
– Changes in the national regulatory landscape for PEOs and independent agents when transacting co-employment
– Current definition of a PEO and value propositions
– Health insurance as a PEO driver and its impact on PEOs
– What does the future bring for PEOs and how do independent agents fit in?

We anticipate a lively and dynamic discussion with each panel member being successful in deploying the PEO model with or as independent agents. We anticipate a diverse audience of independent agents, PEO’s, regulators, claims adjusters, and others that provide third-party support to independent agency operations and PEO’s.

11:15 – 12:15 pm
Top 10 Issues Facing Agents in the Workers’ Compensation System

Moderator:
Dave Newell
Director of Education
Florida Association of Insurance Agents
Tallahassee, FL

Speakers:
Brian McCoy
Bureau Chief-Division of Investigative & Forensic Services
Division of Workers’ Compensation Fraud
Jacksonville, FL

Laurie Zdanis
President and CEO
MCIM
Bradenton, FL

What are the top 10 issues facing agents in the work comp system? Placement of coverage, fraud, the JUA, law and statute changes to name a few. Agents will learn from a panel, including the Division of Workers’ Compensation Fraud, on how the system is being impacted. This session will help you become a better agent, but more importantly how to reduce your exposure to an E&O claim.

12:15 – 1:15 pm
Lunch (on your own)
Purchase lunch in the Exhibit Hall. Visit the “Comp Time” Diner… grab & go, or sit and network with clients and exhibitors!

1:15 – 2:15 pm
Importance of Safety Programs for Small Employers

Moderator:
Dave Newell
Director of Education
Florida Association of Insurance Agents
Tallahassee, FL

Speakers:
Jim Smith, MS, CSP
Director, Risk Control Services
Arthur J. Gallagher & Co.
Boca Raton, FL

Paul Esposito, CIH, CSP
President and Owner
STAR Consultants, Inc.
Arnold, MD

This presentation will discuss the basic safety program elements needed for small businesses. Such programs are needed for small employers just as for large employers. In small businesses, we see workplace fatalities occurring at unacceptable rates. Workplace injury costs can make it difficult for small businesses to obtain needed/affordable coverage. It is the agent that oftentimes has the most contact with employers/insureds and it is essential that they have a working knowledge of how to help their customers establish these needed programs. This streamlined presentation is intended for agents who can provide valuable assistance to their customers.

2:15 – 2:30 pm
Break

2:30 – 3:30 pm
Physicians Panel- RTW-MMI- Disability –Doctor and Claim Staff; Pain Management- Opioids- Medical Marijuana- Physician Dispensing

Moderator:
R. Stephen Coonrod, Attorney
McConnaughhay, Coonrod, Pope, Weaver & Stern, PA
Tallahassee, FL

Panel:
Adam Oliver, M.D.
Neurosurgeon
Tallahassee Neurological Clinic
Tallahassee, FL

Susan Griffee, M.D.
Gult Coast Pain Institute
Pensacola, FL

Agents will learn the process from a doctor’s perspective for an employee returning to work after an injury, reaching maximum medical improvement, and receiving a disability rating if warranted. This panel of physicians will also tackle pain management strategies as they relate to medical marijuana, opioids, and other issues.

3:30 – 3:45 pm
Wrap Up

Dave Newell
Director of Education
Florida Association of Insurance Agents
Tallahassee, FL