KIA&B 2017 Vol. 22, No. 4 | Page 3

TABLE OF CONTENTS KANSAS INSURANCE AGENT & BROKER July/August 2017 Vol. 22, No. 4 The bimonthly magazine of the Kansas Association of Insurance Agents 10 OFFICERS OF KAIA President Lyle Davidson | lyledavidson@thedavidsonagency.net President-Elect Scott Strong | sstrong@strongsinsurance.com VP/Treasurer Lee Gleason | lgleason@kfsa.com Secretary/Assistant Treasurer Kristy Wilson | kwilson@kellermaninsurance.com National Director Cindy Hower | chower@kellermaninsurance.com Immediate Past President Dusty Davis | ddavis@ici.insurance BOARD OF DIRECTORS Zone I Director Jo Erin Stuteville | joerin@elliottinsurancegroup.com Zone II Director Kevin Campbell | kcampbell@unitedagencyks.com Zone III Director Doug Smart | doug@smart-ins.com Zone IV Director Lucas Raleigh | lucas@raleighinsurance.biz Zone V Director Jolene Biggs | biggjo@insurance-planning.com Zone VI Director Alan Schlesener | aschlesener@kellerleopold.com Director at Large Monica Meininger | snelinc@ucom.net Director at Large Ron Bolz | bolzins@embarqmail.com FEATURES 10 E&O Recording Phone Conversations 16 cover story 16 One Year in Review: Reflecting on Change 21 Leadership & Development Conference DEPARTMENTS 26 Clients for Life: From First Sale to Long-term Relationship President’s Message 2 Industry Partners Program 3 Executive Director’s Message 4 Commissioner’s Column 7 Director at Large Chad Fuqua | chad@fuquainsurance.com Young Agents Profile 9 Director at Large Kevin O’Brien | kevin.obrien@reillyinsurance.com Company Profile 28 Continuing Education Classes 29 Young Agents Chair Cooper Chapin | cooper@stephens-ins.com Kansas Filings Report 31 K A I A S T A F F & C O N S U LT A N T S Executive Director | David Hulcher Director of Agency Operations | Bob Harris Vice President-Finance | Shannon Bower Vice President of Marketing & Membership | Joan Sutton Events and Education Coordinator | Morgan Schultz Senior Insurance Services Representative | Sherri Snyder KANSAS ASSOCIATION OF INSURANCE AGENTS 815 SW Topeka Boulevard | Topeka, KS 66612 785.232.0561 | 800.229.7048 w w w.k aia.com Insurance Services Representative | Amanda Hanson Insurance Services Representative | Katie Hobson Executive Assistant | Barbara Cobuluis AScK Consultant | Colin Davidson Legal Counsel | Will Larson POSTMASTER: Send address changes to Kansas Insurance Agent & Broker, c/o Kansas Association of Insurance Agents, 815 SW Topeka Blvd., Topeka, KS 66612. (785) 232-0561. Kansas Insurance Agent & Broker (ISSN#1069-1847) is published bimonthly by Agency Services Corporation of Kansas (AScK), a subsidiary of the Kansas Association of Insurance Agents, 815 SW Topeka Blvd., Topeka, KS. (785) 232-0561. Periodicals postage paid at Topeka, KS 66612, and additional mailing offices. The Kansas Association of Insurance Agents was formed September 1, 1992, through the merger of the Professional Insurance Agents of Kansas (PIAK) and the Independent Insurance Agents of Kansas (IIAK). The Association is affiliated with the Independent Insurance Agents and Brokers of America (IIABA).