History
AAMGA was established in 1926 and has continuously
served the interests of companies and agents for more
than three quarters of a century. Membership in the
Association is highly selective. Those managing general
agents admitted to the ranks of the nationals association
must first have demonstrated high standards of excellence
and experience, integrity and company representation.
Facilities include full underwriting, production and claims
staff who supervise and perform such services for
companies.
History
In 1983, the AAMGA opened its membership ranks to
domestic and foreign insurance companies, underwriters
and other organizations that provided significant insurance
related services to the MGA system. To be eligible, these
companies must have been in business for more than one
year and be nominated by three or more active members.
In order to enhance the AAMGA's leadership role this vital
segment of the insurance industry, the Association' Board
of Directors has developed a group of significant member
services.
Membership
Membership in the Association is highly selective. Those
managing general agents admitted to the ranks of the
Association must first have demonstrated high standards of
excellence and experience, integrity and company
representation. Membership criteria, and the AAMGA’s
vetting process of all prospective members have been
identified as two of the main reasons why so many
domestic and international markets view the AAMGA as
representing the “gold standard” in the wholesale insurance
industry.
Membership in the AAMGA is broken down into five main categories:
Active Members: Managing General Agents
Associate Members: Domestic and international insurance companies,
Lloyd’s of London Syndicates and Underwriters, and the Corporation of Lloyd’s,
London Market Insurance Companies, London Market Brokers, wholesale
insurance brokers, reinsurance and retrocessional insurance companies,
captive insurers, and other risk bearing entities
Business Service Members: Law firms, insurance premium financing
companies, third-party administrators, document reproduction companies,
information technology and automation entities, industry trade publications, and
other commercial enterprises who serve the wholesale insurance market and
managing general agents
Honorary Members
State Stamping & Surplus Lines Offices
AAMGA Board
The management, affairs, business, and concerns of the
Association are conducted and managed by a Board of
Directors of nine (9) active members of the Association,
consisting of the President, President-Elect, two (2) Senior
Vice Presidents, two (2) Regional Vice Presidents, two (2)
Regional Directors, and Immediate Past President.
The Board meets monthly by telephone conference, and in
person at regularly scheduled meetings in February, May,
June, and November.
AAMGA Board
AAMGA Board
AAMGA Board
AAMGA Board
AAMGA Board
AAMGA Board
Council of Presidents (Past Presidents)
David F. Anderson
Joseph A. Howse
Ray R. Johnston
Marie E. Welch
Louis T. Mastos
Avrohm I. Wisenberg
Robert P. Welch
Wesley C. Duesenberg Jr.
Peter B. Scobie
Louis A. Williams
Gregory A. Allgeier
Thomas B. Rogan
Fred Steves
Ed Calabrese
1980-1981
1981-1982
1982-1983
1983-1984
1984-1985
1985-1986
1986-1987
1987-1888
1988-1989
1989-1990
1990-1991
1991-1992
1992-1993
1993-1994
Pasadena, CA
Houston, TX
Montgomery, AL
Oklahoma City, OK
Reno, NV
Houston, TX
Corte Madera, CA
Atlanta, GA
Eau Claire, WI
Marshall, TX
Louisville, KY
Miami, FL
Houston, TX
Ft. Lauderdale, FL
Council of Presidents (Past Presidents)
Victor D. Giordano
1994-1995
Wayne, PA
Preston H. Gough Jr.
1995-1996
Jackson, MS
Charles T. Deering
1996-1997
Durham, NC
James Ryan
1997-1998
Louisville, KY
Paul Davis
1998-1999
Rockwall, TX
James A. Roe
1999-2000
Indianapolis, IN
Leonard T. LoVullo
2000-2001
Buffalo, NY
Baron D. Garcia
2001-2002
Oklahoma City, OK
Robert S. Giles
2002-2003
Eau Claire, WI
Ronnie C. Moore
2003-2004
Bowling Green, KY
Joseph P. Hutelmyer
2004-2005
Burlington, NC
Francis Johnson
2005-2006
Charleston, SC
Scott Anderson
2006-2007
Fargo, ND
Thomas K. Albrecht
2007-2008
Montgomery, AL
AAMGA Staff
Bernd G. Heinze, Esq.
Executive Director
610-225-2363
[email protected]
Marty Bair
CFO
610-225-2669
[email protected]
Paul A. Spector, Esq.
Deputy Executive Director
610-225-2639
[email protected]
Sarah Selverian
Controller
610-225-2636
[email protected]
Martha A. Heinze
Director of Meetings
610-225-2362
[email protected]
Jeff Henry
Director of Education
610-225-0352
[email protected]
Caitlin Skelton
Assistant Director of
Meetings
610-225-2360
[email protected]
Christine Grose
University Administrator
610-225-2365
[email protected]
Jacqui Spuhler
Executive Assistant
610-225-1999
[email protected]
Ryan Friel
University Administrator
610-225-2377
[email protected]
Lisa Herko
Receptionist
610-225-1999
[email protected]
Mark Stackhouse
Webmaster & Creative Director
610-225-1999
[email protected]
Headquarters
150 South Warner Road, Suite 156
King of Prussia, PA 19406
Voice: 610-225-1999
Fax: 610-225-1996
E-mail: [email protected]
Our Committees
One of the greatest assets of the AAMGA is its committee structure. The
committees provide the Association and its members with the ability to focus on
strategic objectives in the areas of responsibility assigned to member experts
which comprise each group. The Committees are also the “incubators” of the
AAMGA’s – and our industry’s - future leaders. A Board Member is assigned by the
President each year as liaison to each of the respective committees, and works
hand-in-hand with the committee chairs and members. The Standing Committees
and Board Liaisons are:
Committee
Liaison
Committee
Liaison
• Automation & Technology:
Bob Schacher
• Meetings:
R.C. Chaffin
• Ethics:
Tom Albrecht
• Membership:
Wayne Forest, Sr.
• Governmental Affairs:
Mark Rothert
• Under Forty Organization:
Corinne Jones
• Marketing:
Tony Glotzbach
• University Curriculum Committee: Rob Giles
By-Laws on Elections
Article VI - Election
Section 1 a.
Board Positions and Qualifications
i.
Each year a President-Elect shall be elected from among the two sitting Senior Vice Presidents. A nominee for
the office of President-Elect shall have served at least two of the previous six years as a Board of Directors
member. The President-Elect, if willing, able, and available to serve, shall automatically be elevated to the office
of President the year following his or her election as President-Elect.
ii.
Two new Directors shall be elected annually from the active membership representing Eastern and Western
regions of the USA.
iii.
The other positions on the Board will be filled by the existing members advancing into those positions as
follows: the sitting Directors from the Eastern and Western Regions will move into the positions of Eastern and
Western Vice President, respectively; similarly, the Eastern and Western Vice Presidents will advance into the
positions of Senior Vice President for their respective region.
iv.
In the event of a vacancy of any position on the Board of Directors, or the withdrawal of a candidate standing for
election to a position on the Board, an emergency meeting of the Board of Directors shall be held to determine
the best procedure to implement in regard to succession or otherwise filling the vacant position.
b.
Whenever mail balloting is used to elect officers or directors, a member may vote for a candidate other than those
nominated by the Nominating Committee by writing in the candidate’s name on the ballot.
c.
If there are three or more candidates for a particular office and no one of these candidates receives a majority of the
votes cast on the first ballot, those candidates receiving the least number of votes shall be dropped from the ballot. A
run-off election shall be held between the two candidates who received the highest number of votes cast.
By-Laws on Elections
Article VI – Election Continued
Section 2 a.
The Board of Directors shall establish criteria for qualification for those nominated for the office of Regional Director
and shall delineate the states comprising East and West Regions. Only candidates from the respective regions
meeting the established qualifications shall be nominated by the Nominating Committee, and/or be counted as a valid
on any write in ballot. Minimum criteria for qualification shall include at lest two years active membership in the
Association and the demonstrated ability and desire to serve the Association as evidenced by a past active committee
participation or leadership at regional meetings or other official Association meetings.
Section 3 –
A member of the Board of Directors, who has served for two consecutive years or more and is not elected as
President-Elect, shall not be eligible for reelection as Director until at least one year has elapsed.
Code of Ethics
The principals, officers and employees of AAMGA members have
certain obligations to one another, to the insurance industry, and
to the communities in which business is conducted.
Our goals and obligations fall into six broad categories.
1. Financial
2. Intra-organizational
3. Relationships with our sub-producers
4. Relationships with insurance companies
5. Legal responsibilities
6. Community obligations
Code of Ethics
1. Financial:
As AAMGA members, we must meet all financial obligations (i.e. debts owed, premiums due
companies, returns due to sub-producers and insureds, and other matters) on a timely basis.
2. Intra-Organizational:
As AAMGA members, we must compete fairly and honorably in the marketplace, making no false
statements or misrepresentations about other AAMGA members or competitors.
3. Relationships with Our Sub-Producers:
As AAMGA members, we must serve our sub-producers to the utmost of our ability, and in so doing
must:
•
Research and remain current on the financial stability of companies with which we place
business;
•
Encourage continuing education and training for ourselves and our staffs; and
•
Make no misrepresentation of what coverage is being provided.
Code of Ethics
4. Relationships with Insurance Companies We Represent
As AAMGA members, we will faithfully execute the underwriting guidelines of the companies we
represent.
As AAMGA members, we must act in the utmost good faith and gather all data necessary to make a
proper underwriting decision before putting an insurance company at risk.
As AAMGA members, we are obligated to remain current on the laws and regulations affecting
insurance companies, in those states in which we have authority, advising companies to the best of
our ability on statutes and practices which affect them.
5. Legal Responsibilities
As AAMGA members, we are required to observe all insurance and other applicable state and federal
laws and regulations.
6. Community Obligations
As AAMGA members, we will take an active part in the recognized civic, charitable and philanthropic
movements which contribute to the public good of our communities.
It is a privilege, not a right, to belong to the AAMGA. Our AAMGA membership is a "badge of honor."
We pledge to conduct ourselves in a manner befitting the privilege of membership in the American
Association of Managing General Agents.
Our Strategic Plan
Our
Vision
Our
Mission
Our Core
Values
Our Goals
Vision 2018 Project
In order to examine the current state of our industry and how it will change in the future,
the AAMGA chartered a committee of industry thought leaders who will meet regularly
throughout the year to discuss trends and opportunities. Some of the initiatives being
examined and discussed are:
• How will insurance products and services be distributed in the next 10 years;
• What insurance products and services will consumers and producers be interested in;
• How will the dynamics of the market change;
• How can wholesale insurance agents become more competitive and obtain a greater edge;
• How will current regulatory and compliance issues reshape the way in which business is
done;
• What can the AAMGA do to help educate, retool and retrench the inherent value of
managing general agents and other Association members to fully maximize the potential and
value proposition;
• How will the continued globalization of risk and insurance products impact US MGA’s and
coverholders of binding authorities;
• What will the alternative market look like in the next 10 years;
• What can the Association and members do to interest high school and college students on
the benefits of a career in the insurance profession.
Vision 2018 Project
This special group’s opinions and conclusions will be shared with all AAMGA members
in the Association’s publications and meetings. These findings will also enable
Association members to look at their own marketing, services and products and
adapt to market and consumer change as warranted.
At present, the 2018 Group is comprised of the following industry experts:
•
Tom Albrecht: Southern Insurance Underwriters
•
Scott Anderson: Concorde General Agency
•
Robert Fulwider: Independent Insurance Agents & Brokers of America
•
John Hayden: American Modern Insurance Group
•
Chris Jameson: Max Specialty Insurance Company
•
John Latham: Markel Corporation
•
Gary Clark: Miller (UK)
For more information on the Vision 2018 Project, please contact Bernie Heinze.
The insurance industry is huge.
Our profession is a very honorable one.
The world, especially ours, is very small.
Respect is earned. Relationships are key.
Your ethics and integrity can open doors
or slam them shut.
You only have one reputation –
Protect it, cherish it.