Jerry owned and managed an agency in Grand Coulee, Washington, for over 40 years. He has long been an advocate of professional continuing education having earned his CIC designation in 1983 and is a National Faculty member and Educational Consultant for the Risk & Insurance Education Alliance. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998. Jerry is an active volunteer in his community and in 1995 was named "Business Person of the Year" by the Grand Coulee Dam Chamber of Commerce.

Bobby Shomo is President of Shomo-Madsen Insurance which is headquartered in central Iowa. Shomo-Madsen Insurance is a Best Practices Agency recipient for six years running and represents approximately 16 Insurance Companies with an agency mix of roughly 45% Personal Lines, 25% Commercial Lines, 20% Municipalities and 10% Life and Health. The agency has five locations and 25 employees with their main office in Marshalltown, Iowa. They continue to pursue growth through both acquisition and organic growth and are scheduled to close their next agency purchase on October 30th, 2020. Bobby is involved in the agency on a full-time basis as a managing partner, a producer specializing in schools and municipalities and the Human Resources manager. Prior to purchasing his first agency, Bobby spent six years on the company side primarily in casualty claims with rotations in underwriting and loss control. His MBA was earned with concentrations in Finance and Accounting and he received his CIC designation in 2012. Bobby has a passion for education as both a teacher and a student. His background brings a perspective from both the company and agency sides. In addition, his agency experience has developed from a relatively small, single owner shop with three employees and a handful of contracts to his current structure with a 50/50 partner, multiple locations and staff of twenty-five. Additionally, Shomo-Madsen Insurance has had to deal with three catastrophic weather-related events in 25 months. An EF-3 tornado in July of 2018 that hit main street; a major hail storm in May of 2019 and a Derecho (106 mph straight-line winds) in August of 2020. Bobby is currently working toward his CRM designation.

Brian Bartosh is President of Spire America Holdings, Inc. which operates under the brand names of Top O' Michigan Insurance Solutions and Spire Insurance Solutions. Based in Alpena, Michigan, the agency provides Property and Casualty Services along with Financial Services to its clients through a network of branch sales offices throughout Northern Michigan and virtually outside of their geographic area. Brian began his career in 1979 as an agent with his father's agency. In 1980, he installed the agency's first computer system for rating and marketing. In 1984, their first management system was put in place. From the start, they have used the system to its fullest and have continued to implement the most current technologies available. Brian has served as chair of the users group for Applied Systems (Applied Client Network) and also previously as President in the late 1990's. He has primarily focused on product development and implementation of interface between agents and companies. Brian earned his Certified Insurance Counselor designation with The National Alliance (now known as the Risk & Insurance Education Alliance or The Alliance) in 2007 and has received his Life Underwriters Training Council Fellowship (LUTCF) designation as well. He has also served as a National Faculty Member of The Alliance and has been presenting on the topic of Agency Management since 2008. In addition to Agency Management, Brian is a frequent speaker on the issues of automation, implementation of improved workflows and marketing to clients and prospects. He is especially fluent on the topic of Real Time and how agencies can use this technology to not only serve their clients better but reduce their overall costs. He has spoken to groups throughout the United States, Canada and the United Kingdom on these topics. In addition to speaking to groups, he has also authored many articles on these subjects, which have appeared in various national publications. Although much time is spent on supporting the industry, Brian also participates in his community.