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New England Chapter

(Includes the states of Connecticut, Maine, Massachusetts, New Hampshire, Upstate New York, Rhode Island, Vermont)

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Welcome to the New England Chapter Webpage

This area is your resource for information about past, current and future meetings, events and news. Please visit often as the information will be updated frequently.

Many of the documents available for download are in Adobe Acrobat PDF. You will need the Adobe Acrobat Reader software to view, save and print the documents. Visit www.adobe.com for download instructions, available at no charge.

Members: Email and contact information for members are available in the Online Membership Directory.



Join us for a Virtual Lunch and Learn
Hosted by Your New England Chapter Officers

Zoom Virtual Meeting

June 25th 11:30 am – 12:30 pm EST

We are all busy so why not meet during lunch!

Hear from each Chapter Officer

Talk about what’s been happening

Talk about what will happen

What do our members want to hear about?
Who do our members want to hear from?

When: June 25, 2020
Time: 11:30am-12:30pm EST
Questions? Rachel Galasso

Click here to join us!

Join the AICP New England Chapter and Steer LLC for a Webinar on:

ISO 37001 For the Insurance Industry. A Practical Approach

When: June 30, 2020
Time: 2:00pm-3:00pm (EDT)
Fee: Members Free
Non-Members $45

Please join the New England Chapter of the AICP and Steer LLC for a Webinar titled ISO 37001 For the Insurance Industry. A Practical Approach. Bribery concerns within the Insurance Industry are rising at a steady rate. With the increasing use of third party agents to promote new products or markets, the concern for "soft bribes" is growing.

ISO 37001, the ISO Standard for anti-bribery, offers a global, structured approach for Companies seeking to manage and mitigate bribery risks. This webinar will present practical information as to how Insurance Compliance Professionals can adopt the ISO 37001 requirements. Topics will include Maturity Level Assessments (Gap analysis), ISO 37001 Lead Implementer Training, Program Implementation and Certification Audits.

Questions please contact Corrin Gildea.

Speaker: Kerry Keating
Kerry has over 40 years of working experience in three Fortune 500 companies in Corporate Security, HR, and Compliance. Kerry has extensive experience in building and implementing comprehensive corporate Compliance/Integrity programs to include Code of Conduct, Corporate directives, Employee training, Global whistleblower Programs, Internal Investigations and ISO 37001 Training, Implementation and Certification. Kerry has performed an ISO 37001 Certification Audit for a Microsoft Global Business Unit. Kerry has extensive experience with successfully enhancing existing Corporate Compliance Programs in response to government FCPA Sanctions/Deferred Prosecution Agreements ("DPA") and has lived in the USA and Europe and performed services in over 70 countries.

Daniel Bleeker
Dan has over 25 years experience working in Finance, HR, Audit and Compliance for two "Big four" consultancy firms, and a globally leading power and automation technology company. Dan has lived in Europe, the USA and the Middle East/Asia, and has performed services on all continents in over 65 countries. Dan has also established a Global Investigation Unit, and assisted in the development of a state of the art Compliance Program, acknowledged by the U.S Department of Justice. Dan has also managed investigations into Code of Conduct breaches, including fraud, self-enrichment and allegations of FCPA violations. More recently Dan has become a certified ISO 37001 Trainer, Lead Implementer, Lead Auditor and performed a certification audit for a Microsoft Global Business Unit.


New York P&C Regulator Filings Symposium
New England and Mid Atlantic Chapters co-hosted this special event with the NY Insurance Association, held on February 12, 2020.

NY DFS UBI P&C Guidelines (including smartphone Apps) 25 April 2019
NY DFS P&C Handout UBI guidelines for smartphone app algorithm filers 31 May 2018
NY DFS P&C UBI Guidelines for smartphone app filers 1 June 2018
NY DFS P&C Rate Filing Tips

P&C Assistant Bureau Chief, Gerry Scattaglia, and Supervising Casualty Actuary, Anthony Yoder, extended a special invitation to AICP and NYIA members to attend a Filings Symposium with NY DFS. This was a rare opportunity to get form and rate filing guidance and advice directly from DFS regulators.


Interested in becoming an engaged New England Chapter Member? WE NEED YOUR HELP! Our AICP New England Chapter is always looking for volunteers to serve as chairs or participants on committees, for administration as well as for educational events and networking opportunities throughout the year. No time commitment is too small and help make 2019 the best yet! Click here to fill out the volunteer form.

The New England Chapter finally has its own LinkedIn group! Here, we will be posting photos and reminders about chapter events. Not to mention, this will provide an outlet to connect with those you have met at events. Don't hesitate — Click here to join today!



Board Members

Anne Casillo

Melissa Cote
The Hartford Financial Services Group, Inc.
690 Asylum Ave
Hartford, CT 06155
Phone: (860) 547-7169

Heather Gmyrek

Vice President
Heather Gmyrek
Argo Group US
One Monarch Place 22nd Floor
Springfield, MA 01144
Phone: (972) 506-2419


Holly Filomena

Holly Filomena
The Hartford Financial Services Group, Inc.
690 Asylum Avenue
Hartford, CT 06155
Phone: (860) 547-2964

Sarah J. Huffer

Sarah Huffer
Delaware Life Insurance Company
1601 Trapelo Road, Suite 30
Waltham, MA 02451
Phone: (781) 703-5258


Anne Casillo

Past President
Anne Casillo
Insurance Services Office, Inc.
319A Southbridge Street Suite 205
Auburn, MA 01501
Phone: (508) 832-7360

Rachel C. Galasso

Regional Director
Rachel C. Galasso
Markel Specialty
N14W 23800 Stone Ridge Dr
Waukesha, WI 53188br> Phone: (262) 548-9880 Ext. 233239



Committee Chairs

Volunteering is a great way to meet your colleagues in other companies, in both a fun and productive way! Reach out to any current board or committee member (listed below) to learn more or Click here to fill out the volunteer form and learn how to submit. We look forward to hearing from you!

E-Day Committee: Planning & coordinating our annual Education Day.

Heather Gmyrek (Chair)
Argo Group US

Planning & Events Committee: Planning upcoming Events and Chapter Meetings

Debra LaRose (Co-Chair)
National Life

Corrin Powell (Co-Chair)
Hartford Steam Boiler

Volunteer Recognition Committee: Identifying and recognizing outstanding volunteer leaders and recruiting new volunteers.

Stephen Fisher (Chair)
Beazley Group

Membership Committee: Reaching out to new members, providing information to existing members, contacting non-renewals.

Melissa Cote (Chair)
The Hartford Financial Services Group, Inc.

Website & Publicity Committee: Works directly with National Website committee to maintain Website content for our chapter.

Greg Pelletier (Co-Chair)
The Hanover Insurance Group

Sarah Huffer (Co-Chair)
Delaware Life Insurance Company

Nominating Committee: Identifies leaders within our chapter, coordinates the nomination process.

Brian Duvall (Co-Chair)
Liberty Mutual Benefits

Shannon Rose Jervey (Co-Chair)
Liberty Mutual Insurance Group


Archived Meetings/Events

New Hampshire Insurance Department Meet and Greet – October 17, 2019

On October 17, 2019 members had an opportunity to schmooze over coffee and bagels with L&H and P&C regulators at the NH Insurance Department.

New England Chapter 2019 Summer Meeting – August 16, 2019

Our summer chapter meeting was held August 16 at the stunning Saint Clements Castle in Portland, CT.

New England Chapter Education Day – June 12, 2019

Education Day Sessions:

Session 1 –  Legal Cannabis and Impairment : Medical, Toxicological and Public Health Implications
Session 2 –  Hot Topics, L&H
Session 3 –  Top Market Conduct Exam Risk - Leveraging the data
Session 4 –  Hot Topics, P&C
Session 5 –  Insurance Lobbyist - Top of Mind
Session 6 –  Investigations in the Age of Geosocial Data
Session 7 –  Insurance Regulation & Technology: Adding Business Value to Compliance
Session 8 –  Suitability
Session 9 –  Walk of Fame, Not Walk of Shame - Ethics in an Ever-Changing Environment
Session 10 –  The NAIC, Model Law Development Process and Information Resources
Session 11 –  P&C Round Table
Session 12 –  L&H Round Table
Session 13 –  NY’s Redundant and Confusing Disclosure requirements: Regs 210, 187 and 60
Session 14 –  Product Innovation
Session 15 –  Impact of new financial crime regulations on the insurance industry – Make sure you are regulator-ready
Session 16 –  Autonomous Vehicles: Perspectives, Regulations & Insurance

NE Chapter Sponsor Presentation

Connecticut Insurance Department Meet and Greet! — April 25, 2019

On April 25, 2019 AICP New England Chapter members had the opportunity to meet with the State of Connecticut Department of Insurance regulators. This was a great a opportunity to ask questions about rules, regulations and filings and even ask specific questions about Company filings.

For further information regarding the CT DOI Meet and Greet, click here!

New England Chapter 2018 Winter Meeting - December 7, 2018

On December 7, fifty insurance professionals gathered at the Mark Twain House in Hartford for our Winter 2018 meeting.

The morning began with breakfast and networking followed by our chapter business meeting, called to order by Chapter President Anne Casillo.

Chapter Secretary Holly Filomena and Treasurer Sarah Huffer provided updates on our last meeting and chapter finances.

Chapter Past President Rachel Galasso, filling in for Vice President Melissa Cote, updated members on plans for our 2019 Education Day. The committee is looking toward a mid-June date focusing in on locations in Springfield and Southbridge, More to come on a final selection and date. Anne Casillo presented Rachel with a certificate of appreciation, acknowledging her support of the chapter.

RI Associate Director Paula Pallozzi's contributions to AICP both from a national and chapter perspective were recognized, as Anne presented Paula with a certificate of appreciation. Ms. Pallozzi has announced her retirement in early 2019.

Regional Director Sara Thomas has relocated to Indiana. As our by-laws address this situation, members took a vote in support of allowing Sara to remain director until the end of her September 2019 term.

There seems to be a continuing issue with AICP email getting caught in companies' spam folders. We know that our management company has helped many members correct this situation. If you don't seem to be receiving meeting notices or even your dues invoice, please go to AICP.net and let Melissa Pomerene know.

At the conclusion of our business meeting, a fabulous panel comprised of nine regulators and chapter members representing both property & casualty and life & health convened to discuss filings and well as compliance issues facing the industry. The hour and a half give and take discussion was extremely well received as it offered our members a chance to hear regulators and colleagues discuss compliance issues that matter in our region as well as ask their own questions.

After an absolutely delicious catered lunch, Anne and Volunteer of the Year Award Committee Chair Stephen Fisher presented Christina Boudreau with a certificate in recognition of her late father Jim Ruegg's contributions to AICP. Jim, who passed away this fall, was a longtime member of our chapter and served for many years as chair of the planning committee. Anne and Steve announced that the chapter board of directors voted to rename the award "The Jim Ruegg Volunteer of the Year Award". The award will be presented at our 2019 Education Day.

Our day ended with additional networking and a guided tour through the Mark Twain House decorated for Christmas.

New England Chapter 2018 Summer Meeting – August 24, 2018

Our summer chapter meeting was held August 24 at the beautiful Woodstock Inn and Golf Course in Woodstock, Vermont.

NE Chapter President Rachel Galasso welcomed attendees and presided over the business meeting. Holly Filomena presented her Secretary’s report. Rachel gave a mini-financial update for Treasurer Sarah Huffer who is just returning from maternity leave. Rachel announced the Chapter Officers for 2018-2019 – Anne Casillo, President; Melissa Cote, Vice President; Holly Filomena, Secretary and Sarah Huffer, Treasurer. Sara Thomas continues as our Regional Director.

Julie Levine, Chairman of the Planning Committee, previewed our winter meeting that will be held December 7 at the Mark Twain House in Hartford, CT. Julie asked Vice President Anne Casillo to talk about the planned meeting topic – State Filings - A Discussion. A panel comprised of regulators from Life & Health and Property & Casualty will be joined by several AICP members who will discuss multiple facets of filings – from professionalism to presentation to process. A founding tenet of our association was to help provide education for all filers as well as the sharing of ideas in this regard. More information to follow.

There are many of our committees looking for volunteers. If you want to be involved in the chapter, we could love to have you!

Under new Business, Cailie Currin from Currin Compliance discussed her concern about smaller percentage of Life & Health members in the chapter compared with Property & Casualty (roughly 40% are Life & Health) and how this was impacting her thoughts on being an Association sponsor. Julie, Holly, Cailie and Lori Whitlock will be a part of a working group to focus on increasing L+H membership.

Anne Casillo introduced James Fox and Frank Cardamone from the New Hampshire Insurance Department who gave updates on several P&C initiatives. Proposed Rule Ins 5001 brings the state’s desk drawer rules out into the open. The Department has requested industry feedback on these rules. The Department also mentioned modernization and speed to market as were included within enacted House Bill 1389. They plan to audit about 10% of the filings now considered to be informational. Bulletins issued before 1999 were withdrawn. The Department is now reviewing post 1999 bulletins. Insurance Rebates are allowed in the state, but only within the policy. Finally, average review time was greater than 50 days while the statute says 30 days. Focus will be given to filings that have the most impact on the insurance buying public. As result of this initiative, they were happy to report the average review time stands at 10 days!

Anne recognized Vermont Insurance Department staff who were in attendance including Kevin Gaffney, Emily Brown and Pat Murray. We were also pleased to hear that both Pat Murray and Frank Cardamone will be joining our chapter as regulators.

And finally, Anne introduced Vermont Insurance Commissioner Mike Pieciak who discussed so many aspects of his role as head of the Department of Financial Regulation. From issues in the Green Mountain state of an aging population facing elder abuse, consumer protections, cyber, crypto currencies, the Northeast political landscape and reinsurance. For those of you who could not attend, you missed an impressive young and dynamic regulator.

Attendees continued networking during our delicious lunch followed by an exciting afternoon of lawn games back at the impressive main inn.

Great feedback was received on the meeting. We hope to visit Vermont for another Chapter meeting in the near future.

Summer Meeting Pictures


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