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Webinar Faculty


Steve is a seasoned business and technology veteran speaking on using technology in practical ways that are down to earth, effective, and will actually improve profits. Steve understands that talking about technology can overwhelm some people and his excitement and passion about using technology is contagious. For the last 15 years he has crossed the nation speaking at places like SAFECO, AAA, Nationwide, as well as small and midsize engagements. Steve knows how to translate what some people think of as “geek-speak” into practical terms that connect with his audience. From business management systems to social media, Steve is able to analyze what’s happening now and explains its implications for the future. Steve knows that everyone is at a different place in their view towards technology—but he integrates “the good, the bad, and the ugly” of technology to be used to make your efforts more effective, practical and ultimately, more profitable.


Chris, like most true believers in insurance, stumbled upon this business accidentally; specifically, after graduating from college and needing a job. After beginning in this business as a life-health agent, he graduated to property-casualty sales where he first met the greatest mine of comedy material existing today, the ISO forms. Following several years as a producer and independent agency manager/owner, Chris spent many years as a full-time educator/VP-Education for the Florida Association of Insurance Agents and VP-Education for the Independent Insurance Agents and Brokers of America. Those years found him traveling about the country teaching seminars on everything from agency management to the claims made CGL. It has also taught him the absolute truth of Jimmy Buffet's famous observation about those who make a career of the property-casualty business: "If we weren't all crazy we would go insane. Chris is now a speaker, consultant, seminar leader and training developer.


Kevin is president of the Florida Insurance School of Continuing Education (FISCE) and the CE Partnership. He started his insurance career as a marketing intern before pounding the pavement as a commercial lines agent in Orlando, FL. He is a National Faculty member for the National Alliance for Insurance Education and Research’s CIC and Certified Insurance Service Representative (CISR) programs. As an industry journalist, his articles have appeared in a variety of trade publications. His insurance television career, short-lived but quite glorious, once saw him serve as the expert adviser on an insurance-themed infomercial (yes- you read that correctly). Kevin is a graduate of the University of Central Florida.


Nicole spent more than a decade as an agent and manager independent agency in Springfield, Illinois. She attended The Hartford School of Insurance and achieved her PLCS designation in 2005, CISR designation in 2007 and CIC designation in 2009. Nicole’s business focus is the ethical sales and service of personal lines, small commercial, and small farm and agri-tourism products. She teaches National Alliance CISR modules, Errors & Omissions, Ethics, and customer service and professional development topics. She frequently teaches for the Independent Insurance Agents of Illinois as well as other IIAs and PIAs, insurance carriers, and trade associations throughout the country. 


Robin has been writing and presenting insurance education programs to the insurance industry for over 30 years. She formed Insurance Education & Training Associates (IETA) in 2003, after serving the Independent Insurance Agents of Rhode Island (IIARI) for sixteen years; first as Director of Education and subsequently as Assistant Executive Vice President. This, followed a lengthy career in both underwriting and sales with insurance agencies and companies. Even during her agency and company days, Robin created education courses to present to her peers as a volunteer instructor for IIARI. Robin is a technical insurance and agency management expert with the Independent Insurance Agents & Brokers of America’s Virtual University. This role, coupled with her extensive background in both the agency and company ranks, and her love of teaching, adds a unique dimension and immediate and practical value to the programs she presents to insurance professionals countrywide. Robin is also the author of Swiss-Re’s current E&O program – “E&O Management – Meeting the Challenge of Change”.


Jerry retired as President of Northside Insurance Services on December 1, 2003, after 36 years as an independent agent. He continues as CEO of Insurance Litigation Counselors and Ed Trak Insurance Seminars, providing litigation support, expert witness services, consulting in agency management, marketing, training and errors, and omissions management. Jerry is engineering his own success and is considered one of the industry's most dynamic and creative marketers. He was honored as Marketeer of the Year in 1989 by IMMS and National Professional Agent of the Year by PIA in 1987. Jerry served as PIA National President in 1993. Driven to advance agents' interests, Jerry is a strong advocate of continuing education. He earned his CIC designation in August 1983 and has been a member of the National Faculty for the Society of Certified Insurance Counselors since 1986. Jerry has a Bachelor of Science degree in business and criminal justice from Brenau University in Gainesville, Georgia, and a law degree from John Marshall University School of Law. 


Karin has over 30 years in the insurance business, and is currently a partner with ADIA Wealth Network for Penn Mutual Life Insurance Co. She holds the CLU (Chartered Life Underwriter) and the LUTCF (Life Underwriter Training Council Fellow) designations. Karin is a long-time member of the Society of Financial Service Professionals, serving on its Board in 2013. For over 20 years, Karin has served as an instructor for The Florida Insurance School, writing and teaching state-certified CE courses for life and health agents. She has spent over 13 years as a Community Relations Manager and certified Credit Counselor for Consumer Credit Counseling Service, teaching budget, credit and home buyer workshops in both English and Spanish. Karin is licensed in life, health, variable, auto and home insurance. 


Kym is founder of K.M. Associates, Insurance Management & Training Consultants which specializes in training and consultant services to the insurance industry. With over 30 years of experience in insurance, Kym brings to her clients a wealth of experience. Her diverse background includes agency and risk management, sales, claims and customer service. Kym has designed, developed and delivered continuing education and professional training programs on a national level for a variety of clients including professional organizations, insurance companies, agencies and insurance brokerage firms. She has also served as a state faculty member of the Independent Insurance Agents and Brokers of New Jersey (IIABNJ) since 1992. Additionally, Kym is a national faculty member of Independent Insurance Agents & Brokers of America (IIABA) for providing their E&O Risk Management Programs, and a national faculty member of Polestar Performance Programs which provides sales and coaching to insurance professionals.


Jerry graduated from the University of West Florida and later played professional golf before entering the insurance industry. In 1975 he began as an agent with a direct writer, and moved to management in 1980. In 1984, he and his wife formed and operated their own independent agency. In 1988 he assumed an additional position as Director of Education for the Professional Insurance Agents of Florida, In 1989, he rejoined his agency full-time and headed up the life and financial services department. He continues to operate a life and financial services agency, Rhinehart & Associates, in Panama City, Florida. Jerry is a member of the National Faculty for the Society of CICs. He is a director and past-president for the Tallahassee Chapter of CLU and ChFC. He also served as director and secretary/treasurer for the PIA of Florida and is a past Agent of the Year for that organization. Since 1986, Jerry has conducted more than 1,000 programs on topics like Estate Planning, Long-Term Care, Life Insurance, Annuities, Business Perpetuation, and Health Insurance. He frequently writes articles for various insurance trade magazines on these topics.


Terry is a 34-year veteran of the insurance business. He currently serves the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) in Hilton Head Island, SC. Prior to joining CPI, He was owner and CEO of Florida Insurance Educators, Inc., an insurance education and consulting firm that worked with state and national organizations. Terry speaks across the nation and writes technical articles for a variety of insurance publications. He has spent the last 25 years specializing in Commercial property subjects, including Business Income and all areas of Personal Lines. He began his career in 1979 as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing.


Cathy has been with the E&K Agency in Eatontown, NJ since 1996, currently serving as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents, brokers and insurance companies. She is a National Faculty member of The National Alliance, speaking in both the Certified Insurance Counselor (CIC) and Certified Insurance Service Representatives (CISR) programs. She has taught both pre-licensing and continuing education courses for PIA, Brookdale Community College and other institutions. She has written courses and articles on various insurance topics and has served as an expert witness.


David Has been with Bowen, Miclette & Britt of Florida and its predecessor for 17 years. He is a commercial producer focusing on construction, manufacturing and healthcare risks. His special area of expertise is experience modification analysis. Over the last 10 years, David has had the opportunity to address The National Alliance audiences in more than 30 states.



In December 2016, after more than 17 years of service, Bill retired from the Independent Insurance Agents & Brokers of America where he served as Assoc. VP of Education and Research and was the founder and director of the Big “I” Virtual University.  He is the former Director of Education & Technical Affairs for the Insurors of Tennessee and, prior to that time, he was employed by Insurance Services Office, Inc. He is a graduate of the Illinois Institute of Technology with a B.S. degree in Fire Protection & Safety Engineering. Bill now blogs on insurance industry issues at and delivers keynote presentations in conjunction with his consulting practice of the same name.