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Big I Emerging Leaders: E&O Tips & Tricks, Managing Claims and WhirlyBall!
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Big I Emerging Leaders: E&O Tips & Tricks, Managing Claims and WhirlyBall!

11/13/2025
When: Thursday, November 13th, 2025
1:00 PM - 5:00 PM
Where: WhirlyBall Brookfield
185 S Moorland Rd
Brookfield, Wisconsin  53005
United States
Contact: Evan Leitch
evan@iiaw.com
608-210-2971


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$10 to Attend - 1 CE Included 

1:30PM - 2:20PM: E&O Tips & Tricks: Stay One Step Ahead, Approved for 1 WI CE (Presented by Evan Leitch, IIAW Director of Agency Solutions)
Get an inside look at how E&O claims unfold—and how to stop them before they start. This session dives into agency standard of care laws, the key steps of an E&O claim, and the range of possible outcomes. Through real-world examples and best practices, you’ll learn how to tighten procedures, strengthen documentation, and cut your agency’s risk.


2:30PM - 3:00PM: Lessons from the Loss - Agency Panel on Managing Claims
The handling of a claim is where client relationships are made or broken. This panel will address the finer points of claims handling for agents new to the process. Deep and practical insights from tenured agents who have seen the pitfalls of mismanagement first hand. All agents have received the traditional training; now come see how it applies to the real world.

Come join the IIAW’s Emerging Leaders Group for an afternoon of fun and education as we explore the often overlooked art of Claims Management. 

Panelists: Kevin Miller (M3 Insurance), Tom McInerny (R&R Insurance), Adam Coole (The Insurance Center).

3:00PM - 5:00PM: WhirlyBall, Apps and Drinks.
Mix a little friendly competition with great food and drinks. Join us for an afternoon of WhirlyBall—a fast-paced mash-up of bumper cars, lacrosse, and basketball—along with appetizers and a drink ticket. It’s the perfect way to unwind, connect with peers, and share a few laughs off the conference floor.


Interested in sponsoring our event? Contact Evan Leitch at evan@iiaw.com.