Records of the Insurance Company Education Directors Society (1947-1986), Society of Insurance Trainers and Educators (1986-2004) 1947-2004 SC8 7 linear feet (19 boxes) Processed by Jannette Sheffield February 18, 2016 Archives and Special Collections St. John s University
Table of Contents Source 3 Processing Notes 3 Access 3 Preferred Citation 3 Copyright 3 Historical Note 3 Scope and Content 4 Subject Terms 4 Organization 4 Series Description 5 Container List 6 Series 1 General Information 6 Series 2 Proceedings of the Annual Meetings 6 Series 3 Minutes 7 Series 4 Publications 8 Series 5 Membership Directories, Lists & Rosters 9 Series 6 Events 10 Series 7 Procedures Manual 10 Series 8 Photographs 11 2
Source The records of the Insurance Company Education Directors Society, Society of Insurance Trainers and Educators were deposited in the College of Insurance Library in 1980. Processing Notes Some of the materials in this collection were originally housed in the library s vertical file collection. Access An appointment is necessary to use this collection. Please review the library s access and membership policies. Access to certain materials may be restricted at the discretion of the library due to preservation concerns. Preferred Citation Records of the Insurance Company Education Directors Society, Society of Insurance Trainers and Educators (1947-2004)., St. John s University. Copyright Materials may be subject to copyright restrictions. It is the responsibility of the researcher to request permission from the copyright holder for further reproduction. Historical Note The Insurance Company Education Directors Society (ICEDS) was informally organized in 1947 for the purpose of training its members through programs, networking, and services and to benefit the insurance industry as a whole by meeting annually to discuss ideas related to insurance education. The idea of creating a society was originally conceived during discussions between Warner C. Danforth, Superintendent of the Education Department of the Employers Group, and Frank D. Eubank, Director of the Royal-Liverpool Group. The earliest correspondence contained in the collection about developing an insurance education society dates back to March 4, 1947. A small group of about 15 to 20 persons attended ICEDS s first meeting, held in a classroom at the Insurance Society of New York on September 12, 1947. Discussions centered on broad, conceptual topics relating to the future aims and goals of the society. ICEDS held its first, formal conference on June 24, 1948 in New York City with over 30 conferees attending to discuss issues such as subjects of interest to agents, appropriate educational background needed to become a training classroom teacher, and types of classes supervisors should be required to complete. The first president of ICEDS was H. Paul Abbott, President of the Insurance Company of North America, who held this position at ICEDS from 1953-1954. The society was composed of a crosssection of the insurance business, including stock, mutual, and reciprocal insurance company education and training directors, personnel directors, and officers responsible for the training function in insurance. The society was also open to college, university, or institute teachers of insurance, employees of companies that were members of ICEDS, and others interested in insurance education. The society s activities included annual meetings, conferences, and trainings. 3
The society produced two publications. Education Exchange was a bi-monthly newsletter mailed to members only, consisting of information on training programs, teaching methods, and educational trends in the insurance industry. Insurance Teaching was a collection of articles formerly printed in Education Exchange. The articles in the Teaching section of Education Exchange that were selectively chosen as the best for teaching and training are contained in Insurance Teaching. ICEDS changed its name in 1986 to the Society of Insurance Trainers and Educators (SITE). As of February 2016, SITE continues to be an active organization, and is committed to the values of providing opportunities for the training and educational development of its members, supporting the growth of the insurance business as a whole through collaboration within the industry, and advancing the professional integrity of its members. More information can be found on their website, www.insurancetrainers.org. Scope and Content These records document the activities of the Insurance Company Education Directors Society / Society of Insurance Trainers and Educators from 1947 through 2004. The bulk of the records belong to the society when it operated under its original name. The records include, but are not limited to, correspondence between the initial founders of the organization, proceedings of annual meetings, minutes, publications, membership directories, lists and rosters, procedures manuals, event files, and photographs. The records also include articles, correspondence, brochures, letterheads and promotional materials. Subject Terms Insurance Company Education Directors Society Archives Society of Insurance Trainers and Educators Archives Insurance Study and Teaching Occupational training Insurance companies Employees Training of. Organization The records of ICEDS/SITE are arranged into eight series: Series 1 General Information Series 2 Proceedings of the Annual Meetings/Conferences Series 3 Minutes Loose Leaf Minutes Minute Book Series 4 Publications Education Exchange Insurance Teachings Series 5 Membership Directories, Lists & Rosters Series 6 Events Series 7 Procedures Manual Series 8 Photographs 4
Series Description Series 1, General Information, includes accession, early correspondence between members of the organization, the filing system used to organize documents contained in Education Exchange, constitution and by-laws, employee position descriptions, procedures, promotional materials, magazine articles, advertisements, letterheads, and training skills surveys. Series 2, Proceedings of Annual Meetings/Conferences, contains proceedings of annual meetings filed by year, bound in either book form or folders with metal fasteners, and proceedings of annual meetings, filed by section in loose pages intended for filing in a three-ring binder. The 1954 and 1955 records are consecutively number paginated; all other records follow the filing system proscribed by ICEDS. Under this system, on the right-hand side of each page, a number is expressed according to the following format: Section-Topic-Page Number. Consider the number 1-GW-1. The 1 denotes the section Miscellaneous, the GW denotes the symbol which has been assigned to the topic George Whitford and the 1 denotes the page number. The left-hand side of each page is paginated following the format of Education Exchange (Ed. Ex.), the Proceedings of Annual Meetings (PAM) or the Proceedings of Annual Conferences (PAC). In 1966, the proceedings were titled, Proceedings of Annual Conferences. Each issue of Ed. Ex., PAM, and PAC were intended to be filed together. As such, the pages of PAM and PAC are assigned to sections, and numbered within sections, so that members could remove them and file them among similarly numbered pages from past issues of Education Exchange. The AM pages were intended to be filed in the back of a three-ring binder. Additionally, note that in series 3, Education Exchange, the page numbering system was revised to a numeral format in 1968. Each PAM issue contains information such as the minutes of the proceeding, essays presented at the proceeding, a group photograph, roster, program, among other information. The collection contains the PAMs for the years 1954-1966 and includes multiple copies of the PAMs for some years. This series also contains the proceedings of the annual conference of 1966, which presents similar information as that contained in the PAMs. Series 3, Minutes, contains the minutes of ICEDS executive board and executive committee meetings from 1956-1982. This series is comprised of loose leaf minutes and a minute book. The minute book (1967-1977) does not cover as large of a span of years as the loose leaf minutes (1956-1982), but contains additional information not included in the loose leaf minutes, such as a copy of the ICEDS constitution and by-laws. Series 4, Publications, includes Education Exchange, a bi-monthly newsletter published from 1968-1984, and Insurance Teaching, a collection of articles published from 1966-1981, that were formerly printed in Education Exchange. Series 5, Membership Directories, Lists, & Rosters, contains information such as the name, position, address, and phone number of individual members of the society from 1973-2004. The directories, lists, and rosters were intended to facilitate the exchange of information among members of the society. 5
Series 6, Events, covers the entire proceedings of the first through fifth (and later) annual conferences of insurance company educational directors. The conferences were held in Absecon, N.J., and New York, N.Y. The series also contains flyers, registration forms, pamphlets, and other materials related to ICEDS events. Series 7, Procedures Manual, contains records of the ICEDS Procedural Manual ranging from the initial draft proposal to its final form. The manual was drafted for the purpose of documenting procedures related to the selection of sites for annual conferences, establishing guidelines for annual meetings, delineating the position requirements for member officers, providing members with form letters, and for the documentation of all other matters necessary to the successful functioning of the organization. Series 8, Photographs, contains images of individual ICEDS members, group photos, and photos of members at conferences, meetings, and events. Container List Series 1 General Information Box 1 1 Accession information 1980-1982 2 Filing system 1958; 1968 3 Correspondence regarding ICEDS formation 1947 4 Constitution and by-laws 1959-1974 5 Correspondence 1962-1978 6 Committee publication, Foundations of a Training Program 1962 7 Brochures and membership application circa 1977 8 Letterheads n.d. 9 The Weekly Underwriter, Personalities in the News n.d. 10 Skills training survey 1981 Series 2 Proceedings of the Annual Meetings (1954-1964) / Conference (1966) Box 2 1 Proceedings of Annual Meeting (filed by year) 1954 2 Proceedings of Annual Meeting (filed by year) 1955 3 Proceedings of Annual Meeting (filed by year) 1956 4 Proceedings of Annual Meeting (filed by year) 1957 5 Proceedings of Annual Meeting (filed by year) 1958 6 Proceedings of Annual Meeting (filed by year) 1959 6
Box 3 1 Proceedings of Annual Meeting (filed by year) 1960 2 Proceedings of Annual Meeting (filed by year) 1961 3 Proceedings of Annual Meeting (filed by year) 1962 4 Proceedings of Annual Meeting (filed by year) 1964 5 Proceedings of Annual Conference (filed by year) 1966 Box 4 Proceedings of Annual Meetings: Sections 1, 2, 3, and part of 4 1956-1965 (filed by section [v1]) Proceedings of Annual Meetings: Sections 5-15 (filed by section [v2]) 1956-1965 Box 5 Proceedings of Annual Meetings: Sections 16-50 1956-1965 (filed by section [v3]) Proceedings of Annual Meetings: AM Sections 1956-1965 (filed by section [v4]) Series 3 Minutes Subseries A Loose Leaf Minutes Box 6 1 Executive Board meeting minutes 1956 2 Executive Board meeting minutes 1957 3 Executive Board meeting minutes Business meeting minutes 1958 4 Executive Board meeting minutes 1959 5 Executive Board meeting minutes 1960 6 Executive Board meeting minutes 1961 7 Executive Board meeting minutes 1962 8 Annual meeting minutes Executive Board meeting minutes 1963 9 Executive Board meeting minutes 1964 10 Executive Board meeting minutes 1965 11 Executive Board meeting minutes 1966 12 Executive Board meeting minutes 1967 13 Executive Board meeting minutes 1968 14 Executive Committee meeting & Board of Directors meeting minutes 1981 15 Executive Committee meeting minutes 1982 16 Board of Directors meeting minutes 1982 7
Series 3 Minutes Subseries B Minute Book (Pages 1-826) Includes ICEDS s Constitution and By Laws, Meetings of Organization Committee, Business Meetings, Executive Committee Meetings, Executive Board Meetings, Treasures Report, Annual Business Meetings, Report of Membership Committee, Budget Statements, Special Executive Board Meeting Minutes, Amendments to Law and Constitutions, duplicates of some of the looseleaf minutes in Subseries A, and Records of Minutes not contained in Subseries A. The records in Box X continue the coverage of minutes in the Minute Book in unbound, loose leaf form. The last page of the minute book, page 300, is followed in Box X with page 301 and ends with page 826 in May of 1975. The remaining minutes, from July 1975 to October 1977, are unnumbered. Box 7 Title 1 Minute Book 1953-1967 Box 8 Title 1 Unbound Minute Book 1967 2 Unbound Minute Book 1968 3 Unbound Minute Book 1969 4 Unbound Minute Book 1970 5 Unbound Minute Book 1971 6 Unbound Minute Book 1971 7 Unbound Minute Book 1972 8 Unbound Minute Book 1973 9 Unbound Minute Book 1974 10 Unbound Minute Book * page numbering ends in May 1975 11 Unbound Minute Book 1976 12 Unbound Minute Book 1977 Series 4 Publications Education Exchange Box 9 1 Education Exchange July December 1968 2 Education Exchange January December 1969 3 Education Exchange January December 1970 4 Education Exchange January December 1971 Box 10 1 Education Exchange January December 1972 2 Education Exchange January December 1973 3 Education Exchange January December 1974 4 Education Exchange January December 1975 5 Education Exchange January December 1976 8
6 Education Exchange January December 1977 7 Education Exchange January December 1978 Box 11 1 Education Exchange February December 1979 2 Education Exchange February August 1980 3 Education Exchange October December 1980 4 Education Exchange February June 1981 5 Education Exchange August December 1981 6 Education Exchange February December 1982 7 Education Exchange February December 1983 8 Education Exchange April 1984 Series 4 Publications Insurance Teaching Box 12 1 Insurance Teaching 1966-1967 2 Insurance Teaching 1977-1981 Series 5 Membership Directories, Lists & Rosters Box 13 1 ICEDS Membership Directory 1973 ICEDS Training Expertise List 1974 ICEDS Membership Roster 1978 ICEDS Training Expertise List 1978 2 ICEDS Training Expertise List 1980 3 ICEDS Training Expertise List 1980 4 ICEDS Training Expertise List 1980 5 ICEDS Membership Directory & Membership Roster 1981 6 ICEDS Membership Directory & Membership Roster 1982 7 ICEDS Training Expertise List 1983 8 ICEDS Membership Roster 1983 9 ICEDS Membership Roster 1984 ICEDS Membership Roster & Expertise List 1985 9
Box 14 1 SITE Membership Directory 1981 2 SITE Membership Directory 1982 3 SITE Membership Roster & Expertise List 1987 4 SITE Membership Roster & Resource Network 1997-1998 SITE Membership Roster & Resource Network 1998-1999 Box 15 1 SITE Membership Roster & Resource Network 1999-2000 2 SITE Membership Roster & Resource Network 2002-2003 3 SITE Membership Roster & Resource Network 2003-2004 Series 6 Events Box 16 1 Insurance Educational Directors Conference June 24, 1948 2 Insurance Educational Directors Conference June 21, 1949 3 Insurance Educational Directors Conference June 22-23, 1950 Box 17 1 Insurance Educational Directors Conference June 28-29, 1951 2 Insurance Educational Directors Conference June 26-27, 1952 3 ICEDS Annual Conference Materials May 23-26, 1967 ICEDS Annual Conference Materials June 9-12, 1981 ICEDS Annual Conference Materials June 1-4, 1982 ICEDS Annual Conference Directory June 14-17, 1983 4 ICEDS Convention Directory 1981 Chartered Property Casualty Underwriter Program October 13, 1981 5 ICEDS Regions One and Two Meetings February 17, 1982 September 21, 1982 Series 7 Procedures Manual Box 18 1 Proposed Procedures Manual May 1978 2 Revisions to Proposed Procedures Manual June 1978 3 Original Procedures n.d. 4 Final Draft of Procedures Manual October 1978 5 Final Procedures Manual (Original) October 1978 6 Final Manual (Original) October 1978 7 Procedures Manual Substitution Pages December 4, 1979 10
Series 8 Photographs Box 19 1 Negatives and slides 1956-1965 2 Originals photos of Proceedings of Annual Meetings 1960-1968 3 Group photos (men) 1960-1967 Photography by Vincent April (as marked on image) 4 Group photos (women) 1963-1968 5 ICEDS Executive Board Meeting photos 1965 Portraits Columbus Executive Board 1966 Photography by Gerald Purcell 6 ICEDS visits Allstate 1968 Photography by Tom Brunk (as marked on image) 7 Portraits (women) n.d. 8 Miscellaneous photographs n.d, 1963, 1968 Most undated, Photography by Tom Brunk (as marked on image) 11