Conference Schedule

Your 30 Day Agency Fitness Plan
Vira Magallanes-Egli, Sales Director, Record Guardian

Maximize Your Personal Lines Quoting Workflow – Tips & Tricks

Carla Dugger, Sr. Product Owner, Vertafore and Debi Riepe, Associate Product Manager, Vertafore

Safety as Your Competitive Advantage: Winning New Commercial Clients and Fostering Client Loyalty


Dustin Boss, CEO, Emerge Apps

Understand E&S Trends to Grow Your Book


Kyle Flynn, Division Manager, Aspera Insurance Services and Caitlin McMillian, Training & Development Specialist, Kinsale Insurance Company

Tradeshow Floor Open

Strolling Lunch (Open to all registered attendees)

How to Use AI to Improve Engagement


Don Hobdy, Jr., President, Retrospxt Holding, LLC

Drawings & Cash Giveaways on Tradeshow Floor

A Very Happy Hour (Ticketed Event)

CE: 2 Adjusting to Today’s Market Place
Samantha Tradelius, LyteSpeed Learning

Times have changed a great deal in the insurance world. This 2-hour course will guide agents/brokers, giving them various tools to help them adjust to these new challenges, from increasing costs of insurance premiums to focusing on the proper coverages for clients and prospective clients.

Protecting Your Agency from Cyber Threats
Sean Corrigan, VP of Channel and Managed Services, Lightspeed Voice and Solutions

Cyber Security Threats: Learn how to protect your agency from the unknown through threat prevention, detection, email security, and human firewall. The FBI received more than 800,000 cyber complaints in 2022 costing over 10 billion dollars. 95% of all breachers are human error. Learn how to make your team security aware. $50 gift cards will be given out.

CE: 1 Driving Value Through Data
Eric Hallinan, Managing Director, MarshBerry

Your agency has evolving needs – but how do you prioritize where to focus? By using advanced analytics you can be enabled to look at the holistic performance of your firm. During this session, you will have insight into analyzing current and past performance, how to define, measure and analyze key metrics, and understand how you can transform your financial statements to compare to similar revenue-sized firms and benchmark your performanc

CE: 1 Living in Earthquake Country…The Risk is Real!
Steve Goebel, Business Development Manager, Arrowhead General Insurance Agency, Inc.

Review of commercial & residential Earthquake exposures, insurance solutions, and sales techniques to help agents protect their insureds all while maximizing revenue to their agency.

CE: 1 How to Communicate Your Value in a Hard Market

Andrew Katz, Senior Vice President, First Choice, A MarshBerry Company

It’s rarely easy to get prospects and customers to understand the immense value you bring to the table (until there’s a claim.) Add on carrier capacity and restrictions, rising premium costs and team members with less hard-market experience and the task becomes more challenging.

Revolutionizing Insurance: How AI is Transforming the Industry
Eric Rentsch, Sr. Vice President, Product Management, Zywave

With the help of machine learning algorithms, natural language processing, and the recent growth in adoption of large language models, such as GPT, insurance distributors and companies can now analyze vast amounts of data to better understand risk and price policies more accurately, and detect fraud more efficiently. And this is just the beginning. It’s essential our industry understands the risks and opportunities of this powerful technology as it becomes even more pervasive.

Word of Mouth: Not the Only Way
Lucas Hendricks, CEO, Lift Local

I’ll share several simple tips for agents to improve the success of their social media posts, email marketing campaigns, and search engine optimization efforts. I’ll also teach agents targeting strategies to get more cross selling opportunities and win back more former policy holders.

GENERAL SESSION: Keynote Panel (more to come)

Drive $5,000 Cash Giveaway (Full Producer Pass Registrants only eligible and must be present to win)

Tradeshow Floor Open

Strolling Lunch (Open to all registered attendees)

Whether you are the sole owner of your agency or have a partner you must attend this class. All agency owners need to consider what will happen to the agency in the event of their death, disability or retirement. Should you sell it to a family member, an employee, your partner, or someone else? How much should you expect to be paid? What’s the process and when should you get started? Do you have a comprehensive Shareholders’ Agreement? If you are thinking about buying an agency, you need to understand the seller’s perspective, the items you should consider in making an offer, and what data you need to collect. All these issues and more will be addressed in this informative two-hour session.

CE: 2 Business Personal Property Coverages
Mary Kananen, LyteSpeed Learning

This course will assist agents/brokers on the importance of properly covering business personal property to protect the prospective insured. Many businesses will only ask for and purchase liability insurance, leaving their business property in peril.

Dessert on the Tradeshow Floor

Drawings & Cash Giveaways

Drawings & Cash Giveaways on Tradeshow Floor

Exhibitor Booth Breakdown

VIP Members-Only Reception & Meeting

Grand Finale Dinner Mixer (ticketed event)

Casino Night (Open to all registered attendees)