AAMGA Scholarships for RMI Students & AAMGA RMI Professors Advisory Board


Allen Seward, Ph.D.
Director, Baylor Business Fellows
Hankamer School of Business
Baylor University

From: Bernie Heinze [mailto:bernie@theheinzegroup.com]
Sent: Tuesday, November 10, 2015 10:46 AM
To: Bernie Heinze
Subject: AAMGA Scholarships for RMI Students & AAMGA RMI Professors Advisory Board
Importance: High

Good Morning Professor:

Each year the AAMGA Education Foundation conducts a White Paper Research Contest for students enrolled in Risk Management & Insurance Programs, at Colleges and Universities across the country. The contest allows students to differentiate themselves by researching a topic of relevant interest or an emerging risk within the wholesale insurance industry, and to receive one of three $1,000 scholarships, an all-expense paid trip and registration to the 90th AAMGA Annual Meeting, May 22-25, 2016 at the JW Marriott Desert Ridge Resort in Scottsdale, AZ for them and their professor or advisor, and the opportunity to shadow an AAMGA member during their meetings at the conference. The winning papers are also published in the May issue of Wholesale Insurance News magazine.

I invite you to share this information with your RMI students.

This year the Education Foundation is teaming up with the Association’s Emerging Issues & Trends Committee. The topics have been sorted into three categories based on areas of work and research the Committee is undertaking on developments within the industry.

Please click on this link to see and share a full copy of the 2016 White Paper Brochure.

Research Criteria: Focusing on the Wholesale Insurance Perspective

There are a number or emerging issues and trends taking place in today’s market impacting the wholesale insurance industry:

Industry Concerns Impact on the Wholesaler
· Increasing Capacity
· Federal and State Regulation
· Standard Markets Infringing on E&S Market
· Entrance of Nontraditional Companies into Insurance Industry
· Increasing Consolidation (Retailer, Wholesaler, Carrier)
· Erosion of Wholesale Distribution Value Proposition

Emerging Risks and how wholesalers can best address them
· Autonomous Vehicles
· Increasing Cyber Exposures
· Global Climate Change
· Impact of Hydraulic Fracking on Insurance Exposures
· Growth of Peer to Peer Sharing Economy

Technology and the Wholesaler
· Big Data Enables Use of Predictive Analytics
· Widening Technology Gaps
· Internet of Things
· Preparation for the Seamless User Experience
· Increasing Challenges in Workforce Dynamics

Students mayselect a topic from one of the three above categories, and provide a White Paper supporting the trend, including reference to source documents. Links to source documents are acceptable to control the length of the paper. The Papers shall examine and include:

· Implications – what potential implications does this trend present to the wholesale insurance market?
· Opportunities – what opportunities does the trend provide to wholesale insurance professionals and the market?
· Threats – what are the potential threats or impacts of the trend to the wholesale insurance marketplace?
· Provide insights and take a ways from what you have researched

Papers should be 4-6 single spaced pages with 1 inch margins, using 12 point Arial or Times New Roman font. Past year’s winning papers can be viewed here: http://www.aamga.org/education/whitepapers.

Papers are to be submitted to Bernd G. Heinze, Esq., Executive Director of the AAMGA: bernie no later than 5:00pm on February 15, 2016. The papers will be reviewed and scored by a team of AAMGA members, with results being announced by March 15, 2016.


RMI Professors Advisory Panel

You also may have heard that we have put together a RMI Professors Advisory Board. The group will meet by conference call quarterly so we can learn from you what you are hearing from the students, and to discuss what we are seeing in the insurance marketplace that can be translated into curriculums to make students better prepared. If you have not already responded indicating your interest and contact information, please do let me know so I can add you to the list. We very much look forward to your input and guidance as we look to help facilitate the pipeline of opportunities for students seeking to enter our profession.

Kind regards,


PS: For those not already aware, the American Association of Managing General Agents represents over 500 wholesale insurance domestic and international MGA’s, brokers, program administrators and managers, aggregators, insurers, reinsurers, Lloyd’s underwriters and the London Market, as well as other international underwriters and companies. Gross written premium among the wholesale underwriters amounted to $32 billion in 2014. The AAMGA Education Foundation provides CE and leadership classes for members in the US, Canada and the UK, and works with University and College RMI programs, and Gamma Iota Sigma chapters. You can read more about the organization on ourwebsite.

Thanks for the courtesy of your time. We look forward to working with you.

Bernd G. Heinze, Esq. | Executive Director AAMGA | 610 Freedom Business Center | Suite 110 | King of Prussia, PA 19406

( Tel: 610.992.0022 (main)
( Tel: 610.992.0001 (direct)
( Tel: 215.990.9990 (mobile)
( Fax: 610.992.0021
* Email: bernie

AAMGA Upcoming Events

  • 2016 Automation Conference: March 5-7, 2016 in Dallas, TX
  • AAMGA University East: March 15-15, 2016 in Charlotte, NC
  • 90th Annual Meeting: "Expanding Globally | Responding Locally:" May 22-25, 2016 at the JW Marriott Desert Ridge Resort, Scottsdale, AZ

Click here to get a free copy of the current issue of the AAMGA’s Wholesale Insurance News; recognized by the Insurance Marketing and Communications Association for journalistic excellence and outstanding achievement.

Gamma Iota Sigma Members – The FM/2 Live Online Intensive Prep Class Being Offered on October 17th & 18th

"The two day extensive tutoring course for the FM exam was extremely helpful, as I did pass shortly after. I am working towards passing exam P . Are there any similar tutoring courses for the P exam?” -Connor M.

Dear Dr. Seward:

We will greatly appreciate it if you will communicate the FM/2 Live Online Two-Day Intensive Prep Class scheduled for October 17th & 18th to students at your school sitting for the exam. We are very confident that those individuals who sign up for this class will find it to be an invaluable exam preparation resource, and improve their chances of passing the FM/2 exam.

The FM/2 Live Online Two-Day Intensive Prep Class Offers Students:

a. The teaching of valuable strategies, techniques, methods, and shortcuts for improving the approach and direction in attacking and solving a wide range of FM/2 problems in a much more effective and efficient manner.

b. The review of specific syllabus topics which most students generally find difficult to master.

c. A live interactive learning environment in which students are encouraged to ask questions of the instructor.

d. All students will receive a full video recording of the two day class following its conclusion.

In the more than three years that we have been offering this class, we have received tremendous feedback from past students who have communicated to us how valuable the class was in raising their level of problem solving ability which significantly contributed to them passing the exam.

For more Information and to Register for the FM/2 Intensive Prep Class, please click one of the 3 options below:

1. The Actuarial Bookstore @

2. ActuaryExamTutor.com @

3. Actex Publications @

If you have any questions regarding the class, please do not hesitate to call us @ 1-855-SOA-EXAM or (212) 874-4105 or email us at info..

Yours truly,

Howard M. Heller
(212) 874-4105

Gamma Iota Sigma Members – Check This Out: Travelers Insurance Career Opportunities


I was hoping you can share this information with the rest of the Alpha Pi chapter of Gamma Iota Sigma at Baylor. I will be conducting on campus interviews through the career services center for the Underwriting Professional Development Program that we have available in several locations in Texas and across the country.

The position is a wonderful opportunity for someone interested in the insurance industry and we are looking for bright talent with the analytical and marketing ability to have a successful tenure at Travelers. The position starts with a wonderful training program in which you are exposed to various aspects of business insurance amongst side others from offices throughout the country.

I am attaching the job description for you to review.

I appreciate you sharing this and hope to get some great talent! Candidates will want to submit their resume through career services as well as send me their information via email.- the position will be open until next Wednesday!

Katie Bishop | Senior Consultant | University Relations
385 Washington Street | South Building, Floor 2
St Paul, MN 55102
W: 651.310.3500 C: 651.236.7332 F: 888.504.4971


Gamma Iota Sigma Upcoming Events!

Hi Gamma Iota Sigma members,

Thank you to those who came to our last meeting on October 1st. We had Mr. Wes Bailey, the President of a local Brokerage company called Bailey Risk Management & Insurance, speak to us about his role as an agent. Those who attended learned a lot and had the opportunity to gain deeper insight into an agent’s role and unique experiences that Mr. Bailey has had in the insurance industry.

Mark your calendars!!! We have many exciting upcoming events!
Please see the below list for details.

Upcoming Events:

October 8-10: Gamma Iota Sigma International Conference in Chicago, Illinois
This conference is a yearly conference that provides students the opportunity to network with industry professionals, meet students from other Gamma Iota Sigma chapters, hear speakers from a wide variety of roles on a variety of topics, learn about internship and job opportunities at the career fair, and travel to a new place and visit a landmark or two! Conferences are open to members of Gamma Iota Sigma and all costs associates with the conference (travel to/from, hotel, and food) is reimbursed by Baylor. Registration has closed for this event but this is definitely an event that you will want to plan to attend next year.

October 22: Speaker Michael Wright from Travelers at 5:00-6:00 pm in Foster 302
Michael Wright will speak on opportunities for Baylor students doing energy risk management and insurance (which is what he does at Travelers).

October 23: Alumni Homecoming Bar-B-Que at 6:30-8:00 pm at The View
This year, we will be holding an alumni barbecue during homecoming week in which both current members and alumni members will be invited. Our hope is that this will allow current members to see what previous members are doing and allow for a social, fun, relaxed event for people to enjoy. Please mark your calendars for this exciting event!

November 4: Webinar on Predictive Analytics at 2:00-3:30 pm
This webinar will be great for those of you interested in actuarial science, but also those of you interested in other aspects of the insurance industry! This webinar will be held by the Casualty Actuary Society (CAS) and will cover:
– What is data science / predictive analytics? How does it impact the actuarial profession?
– How to learn and what things to focus on
– How the next generation of actuaries will push the world forward

November 5: Speaker Jim DuCharme CEO and President of Prime Therapeutics at 6:00-7:00 pm
Prime Therapeutics is a sister company to Blue Cross Blue Shield. It manages coverage for medicine to health insurers, employers, and seniors on Medicare. Prime Therapeutics serves over 26 million members, processes claims, offers clinical services for people with complex medical conditions, and delivers medicine to their members.

November 12: Speaker Tom Chase and Rhett Dawson from Insurors Indemnity at 5:00-6:00 pm
Come to this meeting to learn about a local Waco commercial property and casualty reinsurance company. The speakers will cover unique topics that usually aren’t covered in RMI classes like surety and managing general agency in addition to sharing their experiences in the industry.

November 19: Bowling at the SUB
We will finish the semester off with a social gathering as a way to get reconnected before the break! Tentatively, the plan is to go bowling together at the SUB. More details on this will come later.

I look forward to seeing you all at these exciting upcoming events!

Rachel Shriver
Gamma Iota Sigma, Alpha Pi chapter President

Heart of Texas CPCU Society Chapter Scholarship Program – Spring 2016 Semester only (Deadline: November 13)

The Heart of Texas CPCU Society Chapter is pleased to announce the availability of a one-time $1,000 scholarship for a Baylor University or University of Mary Hardin Baylor student. This scholarship opportunity is open to sophomores, juniors, seniors, or graduate students with a major in insurance, risk management, or business. The applicant must have a minimum 2.75 GPA (4.0 scale) and must not be receiving full reimbursement of educational expenses from an external source, such as an employer

See the attached Heart of Texas CPCU Society Chapter Scholarship Program Application:

CPCU Scholarship.pdf

GIS Pizza Night

Hi all,

Since we are gaining new GIS members, we would like to celebrate and get to know each other by having a pizza night!

WHO: All current and new GIS members
WHERE: Shorty’s Pizza Shack – 1712 S. 12th St.
WHEN: Thursday, September 17th 5:00-6:00pm

Please let us know if you can come by Monday, September 14th so we can have an idea of how many will be joining. Email me (Melissa Sutton) at melissa_sutton@baylor.edu to RSVP. If you need a ride, please let me know in your email so we can work out a carpool situation.

If you are not currently a member but are planning on joining, membership forms will be sent out within the next few days–please complete them and turn in your membership fee before pizza night if you would like to come!

Hope to see you there!


Melissa Sutton
Gamma Iota Sigma, Alpha Pi chapter
Co-Vice President

News about the Alpha Pi Chapter at Baylor University


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