The Institute's Webinar "Stress, Savings and Stability: Reframing Life Insurance for Today's Families"
2026-03-04 10:00 - 11:00 UTC
Balancing the needs of both parents and children has become the new financial tightrope for millions. This course explores how life insurance can serve as a tool for stability amid mounting pressures of caregiving, rising costs, and delayed retirement. Examine why traditional coverage often falls short and learn how modern strategies such as hybrid life and long-term care products, living benefits, and policy laddering can bridge the gap. Through practical examples, gain insights into helping families create sustainable protection and peace of mind for generations to come

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Autonomous Vehicles: Innovation, Liability and the Road Ahead"
2026-03-05 10:00 - 11:00, 2026-04-08 10:00 - 11:00
Autonomous vehicles (AV) are already on the road, changing how risks are understood, managed, and insured. Explore the five levels of autonomy, modern applications in personal and commercial use, and how liability is migrating from drivers to manufacturers, OEMs, and software developers. Examine regulatory updates, legal battles, and innovations in claims processes that leverage data, drones, and AI. Special focus will highlight the “chaotic middle” where AVs and human drivers coexist, creating new behavioral and psychological risks. Leave with a clearer view of insurance’s evolving role in this transformation.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar " Backyards and Beyond: What Today's Underwriters Really See"
2026-03-11 10:00 - 11:00
From viral trampoline stunts to drone surveillance, underwriting looks a lot different today. This session explores how new and traditional data sources—social media, geospatial imagery, and AI—reveal insights into risk and behavior. Learn how lifestyle cues, home upgrades, and online content can impact liability decisions and claims outcomes. Examine the fine line between innovation and invasion as carriers balance efficiency, privacy, and fairness. Leave better equipped to advise clients, handle claims ethically, and build confidence in a data-driven marketplace.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Virtual Care in Workers Comp Claims: Balancing Benefits, Boundaries, and Fraud Prevention"
2026-03-12 10:00 - 11:00
Telehealth is no longer a temporary solution—it’s become a core component of workers’ comp claims management. Understand how virtual care improves access, accelerates return-to-work outcomes, and reduces costs across industries from construction to healthcare. Review common fraud schemes and the systemic safeguards designed to prevent misuse. Regulatory shifts, billing complexities, and clinical limitations will be addressed to provide a balanced perspective. Leave with actionable strategies to maximize the value of telehealth while minimizing risk in their workers’ compensation programs

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Weathering Change: Mapping the Insurance Impact of Climate Migration"
2026-03-18 10:00 - 11:00, 2026-04-09 13:00 - 14:00
Climate-driven migration is accelerating across the country as floods, fires, heat, and infrastructure stress push people out of high-risk zones and into regions previously considered stable. These shifts are altering capacity, pricing, and claims patterns across personal and commercial lines. Examine where people are moving, why it matters for insurers, and how market mechanics, reinsurance, and regulation respond. Develop practical tools for identifying coverage gaps, communicating with displaced customers, and navigating operational challenges created by rapidly changing population distribution.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Risk Financing Redefined: The Captive Advantage"
2026-03-19 12:00 - 13:00
Captive insurance is transforming how organizations finance risk, offering flexibility, stability, and strategic control. This webinar explains what captives are, why companies build them, and how they fit alongside other risk financing tools. Examine major structures, regulatory scrutiny, ethical challenges, and real scenarios where captives succeeded or stumbled. Explore trends reshaping the captive landscape including emerging risks, innovative reinsurance arrangements, and evolving expectations for governance. Whether evaluating a potential captive or seeking clarity around current market conversations, you’ll gain a grounded, practical understanding of this evolving sector.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

Free Friday Ethics Webinar
2026-03-20 10:00 - 11:00, 2026-04-17 10:00 - 11:00
“The Character Clause: Ethics, Sports, and the Business of Winning Right” This engaging and thought-provoking ethics course challenges insurance professionals to consider the connection between character, performance, and leadership. Using analogies from college athletics and examples from real-world business, participants will examine how pressure and culture influence ethical decision-making and personal leadership. Through personal reflection, worksheet activities, and the creation of their personal Character Clause, learners will leave equipped to act with integrity, even when the stakes are high.

Instructor: Sara Bradshaw Ray, CIC

CE: 1 Ethics credit

EmpowerHER 2026
2026-03-25 09:00 - 17:00 | Coles Garden, 1415 NE 63rd St, Oklahoma City, OK, 73120, United States
Registration opens Jan 15, 2026

Here we go

REGISTER NOW

Registration Closed:

EmpowerHER is back—and it's bolder, brighter, and more energizing than ever! Approved for 4 hours of general continuing education credit.

This full-day event is designed for women in the Oklahoma insurance industry who are ready to grow, connect, and lead with purpose. Whether you’re just getting started, stepping into leadership, or looking to reignite your passion, EmpowerHER 2026 offers the inspiration, tools, and community to help you thrive.

With March as Women’s History Month, we’ll celebrate not just the women who came before—but the leaders we’re becoming today. Expect a fun, casual vibe, practical takeaways, and meaningful moments you’ll carry with you long after the day ends.

This Year’s Speaker/Topic Lineup:

The Girl in the Rotunda BIGiOK’s own lobbyist Jami Longacre shares her story of navigating government and advocacy work in a male-dominated field. Whether through an interview or personal storytelling, this session highlights courage, influence, and persistence.

Meet Your Future Self National speaker and MyNetwork facilitator Julie Webb delivers a fresh, innovative take on the importance of pausing to reflect on how far you've come. In this session, you’ll craft a Milestone Map, celebrating both the highs and the lows of your journey. Together, we’ll honor your experiences and use them as a foundation to design a purposeful and inspiring path toward your Future Self.

Paths with Purpose PanelThree powerful women. Three very different paths. One purpose-driven panel. Featuring:

LeAnn Sanderson, COO of One General Agency (and our Presenting Sponsor)

LaVeta Breath, Director of Risk Management, City of Oklahoma City

Denise Johnson, BIGiOK President & CEO Their stories will inspire and affirm the value of your own journey—wherever you are right now.

Giving Back: Dress for Success

We’re proud to continue supporting Dress for Success with a professional clothing drive throughout the month of March. Bring your donations and hear how your contributions make a real difference in the lives of women in our community.

What Else to Expect:

A fun, relaxed atmosphere with plenty of high-impact content

Intentional networking activities to spark new relationships

Snacks, lunch, door prizes, and fun surprises throughout the day

A fresh, new EmpowerHER ’26 t-shirt when you arrive

CE credit: All sessions pending approval

And of course, we’ll close with Popsicles on the Patio—likely a new favorite tradition!

Registration Closes: Please note registration closes Wednesday, March 11th at 5pm CST or when we reach capacity.

Hotel Reservations:

BIGiOK is pleased to offer you a discounted rate at the Ellison, Oklahoma City, A Tribute Portfolio Hotel- (6201 N. Western Ave. OKC, OK 73118) CLICK Here to make your reservation. Please use the code “E2498” to get our special BIGiOK Discounted Rate.

Refunds/Cancellation:

Event cancellation policies are subject to change- Please contact us if you need to change your registration.:

Cancellations made 45 days or more in advance of the event date will receive 100% refund.

Cancellations made within 30-44 days of the event will receive a 50% refund.

Cancellations made 8-14 days before the event will receive a 25% refund.

Cancellations made within 7 days of the event are non-refundable.

Standard Opens: Thursday, January 15, 2026 - Wednesday, March 4, 2026 (or when sold out)

Pricing:

Member: $140

Non-Member Agent: $175

Partner Company Add'l Seat: $150

Associate Member (Company): $199

Non-Member Company: $240

Final "Late" Registration: March 5 - 11th

Member: $175

Non-Member Agent: $225

Partner Company Add'l Seat: $200

Associate Member (Company): $250

Non-Member Company: $290

other current month calendar items

The Institute's Webinar " Personalized or Problematic: Exploring the New Age of Insurance Pricing "
2026-04-01 12:00 - 13:00, 2026-04-30 10:00 - 11:00
Emerging data-driven technologies are revolutionizing how insurers assess and price risk. Explore how telematics, wearables, and AI-powered analytics are redefining risk pooling and raising complex ethical, regulatory, and social questions. Learn how personalization impacts fairness and accessibility, uncover strategies for maintaining transparency and trust, and review how insurers and regulators worldwide are adapting. From the “black box” problem to the call for algorithmic accountability, participants will examine where technology enhances value—and where it challenges the very principles of shared protection.

Standard Webinar Price: $64.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Backyards and Beyond: What Today's Underwriters Really See"
2026-04-02 10:00 - 11:00

2026-04-07 08:00 - 2026-04-08 19:00
Omni Hotel, OKC directions

Agenda

Parking for the Omni Information

All action happens on the 2nd floor of the Omni Hotel.

Dress Code: Casual – add your western flair for extra style points!

Trade Show Drink Tickets are attached to your name tag packet – don’t loose’em!

April 7th

7-8 a.m.- Golf Registration (coffee to fuel your swing)- Lincoln Park East, 4001 NE Grand Blvd.

8 a.m.- Shotgun Start

Two drink tickets + boxed lunch to keep you energized.

No liquor on beverage carts, but a bar will be ready for cocktails

Tip: Bring cash—card lines move slower than a cattle drive 🐄

5-8 p.m.- Open Time for Company Dinners

8-10 p.m. – “Keys for a Cause: OKPac Edition”– Location- Oklahoma Station 1-4 located on Omni’s second floor.

Live Entertainment featuring a dueling piano bar

$20 OK-Pac Donation at the door – (Cash, Personal card or check only)(2 Drink Tickets Provided & Light Desserts Provided)

Pre-purchase song request options:

$100 VIP ( yellow card) Immediate Jump to the front of the playlist and be a VIP!

$20 Standard Request (white card)

PRO TIP: BRING CASH– it keeps the music movin’ faster than a prairie wind!

April 8th

Be prepared for CE credit

Scan the QR code after any approved session

Fill in your:

First Name (of which your license is held under)

Last Name (of which your license is held under)

National Producer Number (NPN)

Stay for the whole session to get your credit – no sneak-outs, partner!

7:30-8:30 a.m.- Registration & Light Breakfast

Got allergies? Grab the special meal card from your name badge packet. Hand it to Omni staff to get your custom cowboy plate

8:30 a.m.- “Insurance Commissioner Candidate Forum“ moderated by Jeff Berrong and featuring candidates Chris Merideth (R-Edmond), Marty Quinn (R-Owasso), Greta Shuler (R-Shawnee), and Bob Sullivan (R-Inola) – Oklahoma Station 1-4

9:30 a.m.- “Strengthening Oklahoma’s Buildings to Withstand Hazardous Weather: The Problem. The Solution. The How.” – Oklahoma Station 1-4 (*Approved for 1 Hour of General CE)A Fortified Homes Panel featuring experts from NWS, IBHS, and OID.

Hail and severe wind cause a lot of d a.m.age to homes and buildings in Oklahoma. Did you know that cost-effective construction practices exist that can reduce the impact and costs of these events? Attend this session to hear from three speakers who will share evidence-based practices for how buildings get d a.m.aged and what can be done to build stronger, the role the insurance industry can play to help reduce costs for everyone, and an incentive program that is being administered through the Oklahoma Insurance Department. Attendees will have the opportunity to ask the panelists questions.

10:15 a.m.- Networking Break

10:30-11:20 a.m.- Breakout Sessions – Various Locations

“The Tech Stack Truths”- Casey Nelson – Pinion (*Approved for 1 Hour of General CE)

A detailed walkthrough of how agency tech stacks should be structured. Visualizes key system relationships ( a.m.S, CRM, VOIP, Forms, E-Signature, etc.) and explains what “good integration” really means.

“E&O Exposures in Gray Areas & How to Address Them” – Letty Martinez – Route 66 (*Approved 1 Hour of General CE)

We’ve all faced having to explain to a client, that just because they want it covered, doesn’t mean they can get it insured. Or, better yet, what if what they want isn’t in their best interest? Requests like these can get tricky, fast. In this class, we’ll take a look at some common client requests and provide helpful E&O risk mitigation tips you can use to bring a bit more certainty to some of the gray areas within insurance.

“Strengthen Oklahoma Homes: Building Resilience for the Future”- Ashley Scott – Bricktown (*Approved for 1 Hour of General CE)

The Strengthen Oklahoma Homes Program provides grants to Oklahoma residents for residential wind and hail mitigation on new and existing, owner-occupied, primary resident single-family homes. Funding for this Program is provided by the insurance industry in Oklahoma and is not funded from the state’s general budgets. Attendees will leave this session with a deeper understanding of the criteria for grants, coverage of grants, insurance premium savings, information on contractors and evaluators, and a stronger appreciation for the Strengthen Oklahoma Homes Program overall.

“Building Resilience: Using IBHS Science to Reduce Losses and Strengthen Oklahoma Homes” – Rachael Gauthier – Myriad (*Approved for 1 Hour of General CE)

Severe weather events—hail, wind, tornadoes, and wildfire—pose significant risks to Oklahoma homes and businesses. This session, led by meteorologist and science producer Rachael Penton Gauthier, explores how the Insurance Institute for Business & Home Safety (IBHS) translates cutting edge research into actionable strategies for risk mitigation. Attendees will learn about the FORTIFIED Program, building code impacts, real-world damage investigations, and science-based solutions for severe weather and wildfire resilience. Discover IBHS resources to educate clients, reduce claims, and build stronger communities. The session includes case studies, practical mitigation tips, and a Q&A tailored for insurance professionals.

11:20-11:55 a.m.- Break (Grab Lunch- Foyer – head back to main room)

11:55-1:30 p.m.- Luncheon, Updates, Awards – Oklahoma Station 1-4

Insurance Commissioner: Glen Mulready (15 Minutes)

New Designee Awards (10-15 Minutes)

BIGiOK Updates Featuring President: Denise Johnson (15 Minutes)

Keynote: “Battling the Hidden, Building Hope: Transforming Mental Health at Work” – Justin Goodman

Mental health struggles often stay buried beneath “I’m fine,” quietly draining energy, focus, and hope long before anyone sees the cracks. In this session, we’ll uncover the hidden pressures your people are carrying and show how Project 55 is equipping everyday people—not just HR or leadership—with practical tools to respond. You’ll walk away with concrete strategies you can use immediately to make sure no one on your team has to fight their battles alone.

BIGiOK Awards- (20-25 Minutes)

1:00-4:00 p.m.- Partner Showcase Set Up- Oklahoma Station 5-8

1:30-1:40 p.m.- Networking Break

1:40-2:30 p.m.- Breakout Sessions- Various Locations

“The Tech Stack Truths”- Casey Nelson – Pinion (*Approved for 1 Hour of General CE)

A detailed walkthrough of how agency tech stacks should be structured. Visualizes key system relationships ( a.m.S, CRM, VOIP, Forms, E-Signature, etc.) and explains what “good integration” really means.

“The BIGiOK Education Advantage”- Josh Reasnor – Route 66

Unlock the full value of BIGiOK education. This session highlights BIGiOK’s newest program—featuring 31+ designations, FREE CEU opportunities, licensing prep courses, and training pathways for new and existing staff. Learn how to strategically use BIGiOK education resources to strengthen your agency from top to bottom.

“Strengthen Oklahoma Homes: Building Resilience for the Future”- Ashley Scott – Bricktown (*Approved for 1 Hour of General CE)

The Strengthen Oklahoma Homes Progr a.m. provides grants to Oklahoma residents for residential wind and hail mitigation on new and existing, owner-occupied, primary resident single-f a.m.ily homes. Funding for this program is provided by the insurance industry in Oklahoma and is not funded from the state’s general budgets. Attendees will leave this session with a deeper understanding of the criteria for grants, coverage of grants, insurance premium savings, information on contractors and evaluators, and a stronger appreciation for the Strengthen Oklahoma Homes Program overall.

“Building Resilience: Using IBHS Science to Reduce Losses and Strengthen Oklahoma Homes” – Rachael Gauthier – Myriad (*Approved for 1 Hour of General CE)

Severe weather events—hail, wind, tornadoes, and wildfire—pose significant risks to Oklahoma homes and businesses. This session, led by meteorologist and science producer Rachael Penton Gauthier, explores how the Insurance Institute for Business & Home Safety (IBHS) translates cutting edge research into actionable strategies for risk mitigation. Attendees will learn about the FORTIFIED program, building code impacts, real-world damage investigations, and science-based solutions for severe weather and wildfire resilience. Discover IBHS resources to educate clients, reduce claims, and build stronger communities. The session includes case studies, practical mitigation tips, and a Q&A tailored for insurance professionals.

2:30-2:45 p.m.- Break

2:45-3:45 p.m.- “Unlocking AI to Boost You and Your Agency’s Potential”- Dale Steinke – Oklahoma Station- 1-4 (*Approved for 1 Hour of General CE)

From CSR to CEO, whether you’re new to AI, or already using it, discover how to more effectively harness the power of artificial intelligence to boost your personal productivity and drive agency-wide results. In this interactive session, you’ll learn how to get more effective outputs from generative AI tools; hear firsthand how agencies like yours are using AI tools to be more productive; and get a comprehensive overview of the vendors and service providers that are helping agencies create smarter workflows, offer standout client service, and create more future-ready businesses. This session is designed for insurance professionals at all levels.

3:45-4 p.m.- Networking Break (Head to Partner Showcase)

4-7 p.m.- Partner Showcase (Trade Show) – Oklahoma Station 5-8

Special Giveaway: $1,000 and $2,000 for agents! Get your card stamped by all partners to enter and have a chance to win.

7-9 p.m.- Partner Showcase Move Out

Please Note: Sessions that are continuing education approved are for producer/CSR General Credit.

presenters

Justin Goodman

Justin Goodman brings over 20 years of insurance industry expertise as a third-generation professional in the field. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. As CEO and co-founder of Total CSR, he has developed training programs that have reached more than 70,000 customer service representatives, account managers, and producers across the United States. He also serves as Managing Director and co-founder of Project 55, a non-profit focused on transforming mental health outcomes in the workplace. His work has earned him recognition as one of the 2024 Insurance Journal Agents of the year and named to Insurance Business Magazine’s Hot 100 list.

Jeff Berrong

Moderator, Insurance Commissioner Candidate Forum

Jeff Berrong is a third-generation co-owner of his family’s independent insurance agency, Ed Berrong Insurance Agency, Inc., which has been in business since 1948 and now has locations in Weatherford and Edmond. In addition to being very involved in the Weatherford community, Jeff has enjoyed a lifelong interest in public policy, government, history, and politics. He currently serves as board chair of the Oklahoma Policy Institute and also frequently guest hosts Flash Point on KFOR Channel 4. Jeff has previously moderated numerous candidate forums and roundtable discussions and is honored to be part of the BIGiOK’s first ever Insurance Commissioner candidate forum.

Bob Sullivan

OID Commissioner Candidate

Bob Sullivan is a fourth-generation Oklahoman, husband, and dad who has spent the last two decades protecting Oklahoma families and small businesses as a property and casualty insurance professional. He’s a fighter, not a career politician—known for helping clients navigate complex coverage issues and standing up to “big insurance” when it matters most. Bob is active in his community as an Eagle Scout and former president of the Rotary Club of Southside Tulsa, and he has served in leadership roles with Youth Services of Tulsa, Youth at Heart, Clubhouse Tulsa, and MODUS. He is also a member and leader at Calvary Baptist Church in Inola.

Bob’s professional credentials include CIC, CRM, CPCU, Associate in Fidelity & Surety Bonding, and Certified Environmental Specialist. He works with Alera Group in Tulsa and previously served at Rich & Cartmill (2010–2022). Bob and his wife, Jennifer, are proud parents to Sulley and Linley—and dog parents to their adopted pup, Sammy.

Chris Merideth

OID Commissioner Candidate

Chris Merideth has spent almost twenty-five years in the insurance industry, working alongside agents, legislators, and community leaders to modernize insurance and make it work for families in Oklahoma and across the country. As Government Affairs Manager for Farmers Insurance, he’s helped shape reforms and championed stronger building standards like the FORTIFIED Homes program. Chris brings a vast national perspective on how other states are tackling the risk crisis and wants to apply best practices in Oklahoma. Chris is running for Insurance Commissioner because he believes the answer to the crisis we’re facing isn’t in the past — it’s going to take new thinking, new leadership, and collaboration across the state to lower rates by reducing costs, risks and restore trust in our system.

Marty Quinn

OID Commissioner Candidate

Marty Quinn is a small business owner, insurance professional, Oklahoma state legislator (2010-2022) and long-time conservative leader with a passion for protecting the people of Oklahoma. He has over 4 decades of industry experience, from local agent and manager to agency owner. His legislative experience brings one of the most conservative and pro-taxpayer voting records in Oklahoma and has been an advocate for small businesses, families, and Oklahoma communities. During his tenure, he served as Asst Majority Leader and Chairman of Insurance & Retirement Committee. Marty will be a strong voice for taxpayers and businesses – striking the right balance between regulating the industry and enabling companies to thrive, while ensuring consumers benefit from a competitive market, fair coverage and the timely honoring of their claims. He will stand up for fairness, accountability and opportunity. As proud parents of 2 grown children, Lynsay and Tyler, Marty and his wife Kelley have shared more than 40 wonderful years together. A former deacon and teacher at Blue Starr Church of Christ, Marty brings the same Christian values of integrity, compassion and humility that have guided him throughout his life to his service for the people of Oklahoma as Insurance Commissioner.

Greta Shuler

OID Commissioner Candidate

With over a decade of experience in the insurance industry, Greta became known for a client first approach and a commitment to excellence. Greta consistently ranked as a top agent among 2800 agencies throughout the US, Canada and Puerto Rico, until she moved into management where she also ranked as a top sales manager for years, earning recognition for exceptional sales and service. Since beginning her career, Greta specialized in helping hard working Oklahoma families cover what matters most. After earning numerous awards in insurance, including the Million Dollar Club and President’s Club, Greta made the tough decision to leave her demanding sales career and grow a small business to make more time for her young family. She successfully operated businesses for over eight years until a tornado destroyed her livelihood and everything she spent many years building in April 2023. While rebuilding the destroyed business, Greta delved back into insurance to help an agency owner friend. As a city councilwoman for the City of Shawnee, Greta voted to pass a municipal bond for her Alma Mater, Oklahoma Baptist University, to help rebuild after their loss sustained from the same tornado that destroyed her primary business. Meetings with OBU revealed they had been without insurance for months after the torndao due to the carrier not being able to acquire reinsurance—something Greta, as Insurance Commissioner, felt she could have helped solve. A few months later when her district caught on fire, the experience of evacuating people from their homes that day in March of 2025 made Greta realize Oklahomans need an insurance commissioner who is boots-on-the-ground and experienced in loss firsthand. Shortly after this myriad of lifechanging events, Greta decided to pursue her goal from young agenthood to run for State Insurance Commissioner.

Casey Nelson

Casey Nelson is a dynamic professional with a unique background. Casey spent nine years as a high school teacher and coach before diving into the insurance world in 2015. Since then, he’s served as COO of a successful agency and even managed a roofing company. In 2021, he founded StakWise, where he brings his passion for teaching, technology, and sports together to help independent agents optimize their operations through data automation. Casey is equal parts teacher, nerd, sports fan, and all-around relatable guy. His mission is to empower agencies to leverage their technology in a way that’s both effective and easy to understand

Dale Steinke

Dale Steinke is Director of the Agent for the Future Advisors for Liberty Mutual and Safeco Insurance, representing an informational resource that drives innovation in the independent agency system. As an artificial intelligence (AI) advocate and evangelist, Dale empowers independent insurance agencies to adapt to rapid changes in technology and evolving customer expectations, equipping agents with digital tools and strategies to attract prospects, impress clients and drive business growth. As a former journalist with over 20 years of experience in digital-first marketing and sales enablement, Dale shares valuable insights for integrating technology into sales, marketing and agency operations with a strong focus on how AI is reshaping our industry. A self-described usability geek, Dale continuously explores and shares innovative ways for agents to leverage emerging technologies, from generative AI tools to operational agency solutions. A trusted authority in the industry, Dale shares his expertise through one-on-one coaching, podcast interviews, in industry publications and mainstage conference sessions.

Ashley Scott

Ashley Scott is the Deputy Commissioner of External Affairs at the Oklahoma Insurance Department. In her role, Ashley is responsible for Government and Community Affairs, the Consumer Assistance division, the Strengthen Oklahoma Homes division, and PBM-related issues at the national level. During the 18 years she has served the State of Oklahoma, Ashley has earned a reputation for integrity, authenticity, and diligence. Previously, Ashley served as the legislative liaison at the Oklahoma State Department of Health and has a long history of policy work at the Oklahoma State Capitol. She began working at the House of Representatives in 2007 and quickly rose through the ranks, working under the Majority Floor Leader, the Speaker Pro Tempore, and as the legislative coordinator for two Speakers. Ashley has a bachelor’s degree in English from the University of Central Oklahoma. Ashley was born and raised in Choctaw, Oklahoma, where she now resides with her husband, Mark, and their three daughters.

James LaDue

James G. LaDue is a master Instructor for the National Weather Service Warning Decision Training Division. While at WDTD, he is a team leader in developing courses for NWS forecasters on the warning decision-making for winter storms, severe thunderstorms and tornadoes. He recently served as acting Director of the National Windstorm Impact Reduction Program at the National Institute for Standards and Technology. In 2007, James led a team to develop and disseminate the EF-Scale course to the NWS. He has led further development in training to cover all aspects of damage surveying that the NWS conducts. James currently chairs and is co-founder of a standards committee on estimating wind speeds of severe storms within the American Society for Civil Engineers (ASCE). The committee’s goal is to develop a consistent research to operations path on all available methods in estimating wind speeds from post-storm damage such as the EF Scale to wind speed measurements using radar and anemometry. He was also the co-founder and first of the committee on engineering resilient communities in the American Meteorological Society (AMS). He is a member of the AMS, ASCE and the National Weather Association (NWA). He currently is an American Meteorological Society Certified Consulting Meteorologist. James received an editor’s award for exceptional paper reviews in 2018 from the AMS, and has been on several team awards including the Larry R. Johnson Award from the NWA, the DOC Gold Medal Team award in 2014, and DOC Bronze Medal Team award in 2005.

Rachael Penton Gauthier

As a Meteorologist & Science Content Producer, Rachael Penton Gauthier is a meteorologist and science content producer at the Insurance Institute for Business & Home Safety (IBHS). She transforms resilience research into engaging content through the Disaster Discussions podcast, live events, and media campaigns like Hurricane Ready and Thunderstorm Ready. Her work spans wind, hail, wildfire, and wind-driven rain, and she is an FAA- certified drone pilot supporting post-event assessments and field studies. Previously Chief Meteorologist and reporter at KALB-TV, Rachael holds a B.S. in Meteorology and an M.S. in Geoscience and is an AMS Certified Broadcast Meteorologist.

Rachel Riley

Rachel Riley, Director, Southern Climate Impacts Planning Program, University of Oklahoma, has over a decade of experience co-producing useful and usable research and information that helps communities and states in the South Central U.S. better plan for and respond to climate-related challenges. She has expertise in climate adaptation and hazard mitigation planning, communication, decision support tool evaluation, and social science methodologies. Riley holds a B.S. in meteorology from Iowa State University and an M.S. in interdisciplinary studies (communication and meteorology) from the University of Oklahoma.

Greg Sandrock

Greg Sandrock is a primary owner of The Cornerstone Agency in Tampico, Illinois. He was installed as Big “I” chair elect in September 2025. Sandrock was the president of Big I of Illinois and served as their national director, prior to joining the Big “I” Executive Committee in 2022. Over the years, he has taken on key leadership roles, including serving as a member and chairman of the Big “I” Crop Task Force, as well as a member of the InsurPac Board of Trustees, the Big “I” Steering Committee, and the Big “I” Government Affairs Committee. In particular, Sandrock is a passionate advocate for the importance of crop insurance. Using his expertise and strong connections on Capitol Hill, he makes sure farm agents’ concerns are heard and addressed during crucial farm bill negotiations. Sandrock owns The Cornerstone Agency along Todd Mickley and his sons, Luke and Tyler. It is a family-owned business that serves clients across Illinois and the Midwest from five locations.

Letty Martinez

Letty Martinez is an E&O Account Executive at the Independent Insurance Agents of Texas (IIAT), where she has served since 2019. In her role, she helps agencies navigate professional liability needs with a strong emphasis on service and industry expertise.

She brings more than three decades of insurance experience, beginning in agency accounting and expanding into personal lines, commercial lines, financial products, client service, and executive risk management. Letty is known for her methodical, detail-oriented approach and her commitment to delivering thorough, reliable support.

Prior to joining IIAT, Letty held positions in both small and large agencies, including more than ten years specializing in the marketing, placement, and servicing of Management Liability coverages for private and public companies. Her responsibilities also included developing workflows and procedures, serving as a liaison with insurance carriers, and working directly with underwriters to achieve optimal client outcomes.

Her broad industry background, combined with her CIC and CISR designations, reflects her deep expertise and long-standing commitment to supporting insurance professionals.

Outside of work, Letty enjoys staying active by taking long walks in her neighborhood, hiking local trails, or spending time on the treadmill. She values time with her family—especially her husband and daughter—and enjoys traveling together to explore new beaches. She is also a doggie mom to her two miniature poodles, Wally and Koby (aka Baby Shark).

Josh Reasnor

A proud father of two fierce soccer-playing daughters, one 19 and one 6, who run circles around him on and off the field.

A former Security Forces NCO in the United States Air Force, Josh earned the prestigious John Levitow Award, the highest educational honor offered by the USAF and deployed in support of the Global War on Terrorism four times in six years. He holds degrees in both Business and Communications, as well as a Master of Science in Strategic Leadership.

His career has taken him from the USAF to training in Mayo Clinic’s Division of Leadership and Organizational Development to standing up clinics in the Oklahoma City metro area to nonprofit work with a local Oklahoma charity. Today, Josh serves as Chief of Staff and Chief Operating Officer of Big I Oklahoma where he oversees daily operations, shapes strategic direction, and helps independent insurance agents across the state thrive in a rapidly changing industry.

When he’s not chasing his girls around the soccer field, Josh sits on the board of the Oklahoma Society of Association Professionals as the VP of Education. He’s excited to lead today’s session on the latest changes to Big I Oklahoma’s continuing education offerings.

Lodging

Omni Oklahoma City Hoteldirections100 Oklahoma City BlvdOklahoma City, OK 73109(405) 438-6500

PARKING:

Hotel Valet: Overnight $39

Event Rates: 0-4 hrs $18, 4-8 hrs $20, 8+ hrs $39

Self-Park Garage Nearby: $2/hr, $10 after 5 hrs

Things to do in downtown OK

showcase

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Numerical listing

BOOTH / NAME1 The Hartford2 Pennsylvania Lumbermens Mutual Insurance Company3 ICW Group4 Farmers Alliance Mutual Ins Co5 National American Insurance Company (NAICO)6 SmartChoice7 Travelers Insurance8 Lava Automation9 Progressive10 Berkley Management Protection11 Southwest Risk, LP12 Summit13 Freedom Premium Finance14 Philadelphia Insurance Companies15 CompSource Mutual17 Mid-Continent Group19 Risk Placement Services Inc.20 LUBA Workers’ Comp21 Chubb22 Lumen Select Insurance23 One General Agency25 Eagle Agency/BIGiOK27 Ironpeak28 HawkSoft, Inc.29 QuoteWell30 InsBOSS31 COMP Risk Management, Inc33 AF Group34 RLI Insurance Company35 The National Security Group36 Markel37 AmTrust Financial Services, Inc.38 Taber Brokerage39 AndDone40 Imperial PFS41 Equity Insurance Company42 Johnson & Johnson43 White Oak Exchange44 WORKS2445 Mercury Insurance46 Chris-Leef General Agency, Inc47 Tokio Marine HCC – Surety Group48 Graham Rogers Insurance49 One Agents Alliance (OAA)50 Producers XL51 Specialty Insurance Managers52 Burns & Wilcox53 Steadily54 US Premium Finance55 Amwins Specialty Auto56 AmWins57 Main Street America Insurance58 Insurance Specialties59 BBSI60 CRC Tapco61 ePayPolicy62 National General, an Allstate company63 Berkshire Hathaway Homestate Companies64 Med James, Inc.65 Foremost Insurance Company66 Liberty Mutual Insurance68 Jencap69 Stonetrust Workers’ Compensation70 Vesper Risk71 AMERISAFE72 RT Specialty73 Equipment Insurance International74 EMC Insurance75 Paragon Insurance Holdings76 CRC Group77 Catalyit78 Openly79 Malarkey Roofing Products80 Columbia Insurance Group

Alphabetical listing

BOOTH / NAME 33 AF Group 71 AMERISAFE 37 AmTrust Financial Services, Inc. 56 AmWins 55 Amwins Specialty Auto 39 AndDone 59 BBSI 10 Berkley Management Protection 63 Berkshire Hathaway Homestate Companies 52 Burns & Wilcox 77 Catalyit 46 Chris-Leef General Agency, Inc 21 Chubb 80 Columbia Insurance Group 31 COMP Risk Management, Inc 15 CompSource Mutual 76 CRC Group 60 CRC Tapco 25 Eagle Agency/BIGiOK 74 EMC Insurance 61 ePayPolicy 73 Equipment Insurance International 41 Equity Insurance Company 4 Farmers Alliance Mutual Ins Co 65 Foremost Insurance Company 13 Freedom Premium Finance 48 Graham Rogers Insurance 28 HawkSoft, Inc. 3 ICW Group 40 Imperial PFS 30 InsBOSS 58 Insurance Specialties 27 Ironpeak 68 Jencap 42 Johnson & Johnson 8 Lava Automation 66 Liberty Mutual Insurance 20 LUBA Workers’ Comp 22 Lumen Select Insurance 57 Main Street America Insurance 79 Malarkey Roofing Products 36 Markel 64 Med James, Inc. 45 Mercury Insurance 17 Mid-Continent Group 5 National American Insurance Company (NAICO) 62 National General, an Allstate company 49 One Agents Alliance (OAA) 23 One General Agency 78 Openly 75 Paragon Insurance Holdings 2 Pennsylvania Lumbermens Mutual Insurance Company 14 Philadelphia Insurance Companies 50 Producers XL 9 Progressive 29 QuoteWell 19 Risk Placement Services Inc. 34 RLI Insurance Company 72 RT Specialty 6 SmartChoice 11 Southwest Risk, LP 51 Specialty Insurance Managers 53 Steadily 69 Stonetrust Workers’ Compensation 12 Summit 38 Taber Brokerage 1 The Hartford 35 The National Security Group 47 Tokio Marine HCC – Surety Group 7 Travelers Insurance 54 US Premium Finance 70 Vesper Risk 43 White Oak Exchange 44 WORKS24

Omni OKC map

The Institute's Webinar "When Man's Best Friend Bites: The Cost and Coverage of Canine Claims"
2026-04-07 10:00 - 11:00
What starts as a routine interaction with a dog can quickly become a complex and costly liability claim. Explore today’s dog-bite exposure by reviewing claim frequency, severity drivers, and post-COVID behavior shifts shaping losses. Examine how homeowners, renters, and umbrella policies respond to animal liability, including common exclusions and sublimits. Analyze legal frameworks, litigation trends, and breed-based underwriting restrictions influencing outcomes. Apply a practical claims playbook that guides effective action from first notice through resolution, while reinforcing underwriting and prevention strategies that reduce repeat incidents and escalating costs.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Unconventional Dwellings: When the Form Doesn't Match the Risk"
2026-04-14 10:00 - 11:00
Explore how unconventional dwellings are reshaping property risk and exposing gaps in standard insurance approaches. Barndominiums, manufactured homes, modular construction, and shipping container homes each present distinct structural, regulatory, and behavioral challenges. Examine how these dwelling types affect underwriting decisions, policy form selection, replacement cost accuracy, and claim outcomes. Attention is also given to lifestyle risk, occupancy patterns, and owner behavior that often drive losses more than construction materials alone. Gain practical strategies to assess risk, communicate coverage issues, and navigate complex claims with greater confidence.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar " When Man's Best Friend Bites: The Cost and Coverage of Canine Claims "
2026-04-14 10:00 - 11:00

The Institute's Webinar "Stress, Savings and Stability: Reframing Life Insurance for Today's Families"
2026-04-15 10:00 - 11:00
Balancing the needs of both parents and children has become the new financial tightrope for millions. This course explores how life insurance can serve as a tool for stability amid mounting pressures of caregiving, rising costs, and delayed retirement. Examine why traditional coverage often falls short and learn how modern strategies such as hybrid life and long-term care products, living benefits, and policy laddering can bridge the gap. Through practical examples, gain insights into helping families create sustainable protection and peace of mind for generations to come.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "The Financial Planning Pyramid: Simple Steps to Protect Income, Assets and Legacy"
2026-04-19 09:00 - 10:00
Explore financial planning through a practical pyramid framework that shows how each layer of financial security supports the next. Starting with cash flow, emergency reserves, and risk management, this webinar builds toward wealth accumulation, retirement income, healthcare planning, and legacy considerations. Emphasis is placed on recognizing gaps, avoiding common planning missteps, and understanding how insurance products fit within a broader financial picture.

Standard Webinar Price: $64.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Insuring Small and Medium Businesses in the Age of Cybercrime: Coverage Trends and Best Practices"
2026-04-21 10:00 - 11:00
Cyber threats aren’t just a big business problem— small and mid-sized enterprises (SMEs) are increasingly in the crosshairs, yet often underprepared. Explore the essentials of cyber insurance for SMEs, including key coverages, policy types, and underwriting considerations. Learn how to identify common cyber exposures, present strong submissions, and help clients avoid costly coverage gaps. A real-life ransomware case study and discussion of emerging regulatory and market trends round out this session. Whether you’re placing coverage or adjusting claims, this webinar equips you to become a trusted cyber advisor to your SME clients.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar " From Hackers to Havoc: The Evolution of Cyber Risk "
2026-04-23 10:00 - 11:00
Cyber threats have grown in sophistication, scale, and impact — transforming from simple hacks into profit-driven attacks. Explore the history and evolution of cyber risks, analyze today’s most prevalent threats, and review recent breaches that have reshaped the industry. Examine changes in cyber insurance requirements, regulatory trends, and proactive measures that can dramatically reduce your organization’s risk. With practical insights on the five pillars of cyber hygiene, security culture, and readiness testing, you’ll leave better equipped to identify vulnerabilities and build resilience.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

caution sign data unlocking hackers

The Institute's Webinar " Small Business Planning in 3D: Benefits, Protection & Exit Strategies "
2026-04-28 10:00 - 11:00
Examine how a simple 3D planning lens can transform small business conversations. This program connects three critical dimensions: stabilizing the workforce through core and voluntary benefits, protecting operations with business owned life insurance, and transferring ownership through funded exit strategies such as buy sell planning and disability buyout awareness. Clarify how these elements work together to reduce disruption, strengthen retention, and prepare for the unexpected. Walk away with practical language, positioning ideas, and a structured way to guide business owners toward smarter long-term decisions.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

OKC Young Agent's Happy Hour Sponsored by QuoteWell
2026-04-28 16:00 - 18:00
Oklahoma City Young Agents Happy Hour📅 Date: Tuesday, April 28th, 2026🕓 Time: 4:00 PM – 6:00 PM📍 Location: The Parlor, Oklahoma City

Come join us for an evening of networking, fun, and relaxation at the Oklahoma City Young Agents Happy Hour! This is an event you definitely don’t want to miss. Each registration includes 2 drink tickets and appetizers to enjoy while connecting with fellow young agents.

A special thank you to our generous sponsor, QuoteWell, for making this event possible!

click Here to register!

The Institute's Webinar " Floods, Faults & Firestorms: Wildfire, Earthquake and Flood Risk in the US "
2026-04-29 10:00 - 11:00
Wildfire, earthquake, and flood risks aren’t limited to specific regions, they are increasingly nationwide concerns. Unpack shifting risk zones, widespread misconceptions, and why many consumers remain underinsured. Explore how population shifts, aging infrastructure, and climate trends are transforming exposure across the U.S. Learn about insurer adaptations, new coverage options, and practical agent strategies to reduce E&O exposure and improve client conversations. No matter where you are, these disasters are closer to home than you might think.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar " Stress, Savings and Stability: Reframing Life Insurance for Today's Families "
2026-05-05 10:00 - 11:00

The Institute's Webinar " Justice in Action: How Insurance Fraud Reports Lead to Real Prosecutions "
2026-05-06 10:00 - 11:00
Fraud reports don’t vanish into a void; they set justice in motion. Trace how fraud suspicions move through investigations and end in real prosecutions. Explore the role of Special Investigation Units, learn to spot red flags, and see how honest documentation and reporting help build stronger cases. Featuring true examples from federal and state prosecutions, you’ll gain insight into evolving schemes, the latest investigative tools, and why every report—large or small—can protect policyholders, uphold ethics, and make a measurable impact on fraud reduction

Standard Webinar Price: $64.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar "Annuities in Focus: Abuse, Accountability, and Advancement "
2026-05-07 10:00 - 11:00
Annuities sit at the center of some of the most controversial moments in insurance and financial services. Explores how questionable sales practices, aggressive marketing, product complexity, and regulatory action shaped today’s suitability and best interest framework. Study the abuses that harmed clients, the conflicts that eroded public confidence, and the reforms designed to correct them. Real-world examples reveal how ethical professionals can apply these lessons to improve recommendations, strengthen communication, and operate with greater accountability.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar " Mind the Gaps: Where Excess and Umbrella Liability Quietly Fail "
2026-05-12 10:00 - 11:00
Umbrella and excess liability policies are often marketed as straightforward limit increases. In reality, small form differences can quietly undermine coverage, defense obligations, and client expectations. Break down excess versus umbrella structures, explain why scheduling and underlying limits matter, and examine common pitfalls such as follow-form traps, exclusions, attachment language, and drop-down issues. Through real-world scenarios and a practical review checklist, you will gain actionable tools to spot gaps early and strengthen client conversations before and after a loss.

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees

The Institute's Webinar " Risk Financing Redefined: The Captive Advantage "
2026-05-13 12:00 - 13:00
Discover how Enterprise Risk Management (ERM) can elevate your role by shifting from reactive protection to proactive strategy. Learn how to spot blind spots in your agency, help clients plan for unexpected disruptions, and apply practical techniques to strengthen both internal operations and client relationships. Explore how to ask sharper questions, encourage team buy-in, and use real-world tactics to embed a risk-aware mindset into everyday practice. Whether you’re advising clients or refining your own processes, this session helps you think bigger about risk..

Standard Webinar Price: $49.00

BIGiOK members get free, unlimited access to all The Institutes webinars!Join us and take advantage of expert-led sessions designed to grow your knowledge and advance your career.

NO State Reporting Fees

NO Hidden Fees
