Conference Schedule

Golf Tournament Check-In/Registration

6:00 am

Golf Tournament Tee-Off

7:00 am

Conference Registration

7:30 am – 6:00 pm

Exhibitor Booth Set-Up

8:00 am – 6:00 pm

Golf Awards Lunch

12:30 pm – 1:30 pm

CE: 2 Units

2:30 pm – 4:30 pm

This course reviews the coverages included and not included in this complex policy. Many agents do not understand the importance of adding particular endorsements to the form to provide the necessary coverage. Agents do not always understand the exclusions. This course reviews the need for certain endorsements and coverages.

CE: 3 Units

3:00 pm – 6:00 pm

In this CE class we will review what it means to be an ethical professional in the insurance industry. Distinguish between legal and ethical behavior and legal but unethical behavior; Reinforce our understanding of proper vs. improper and honest vs dishonest behavior; and provide examples of good and bad licensee conduct.

CE: 1 Unit

5:00 pm – 6:00 pm

This course reviews some of the common areas of concern where agents oftentimes do not have a clear understanding of the coverage provided on the insurance policy. This course provides a detailed explanation of those areas.

Welcome Mixer Sponsored by Capital Resources, LLC

6:00 pm- 7:30 pm

Conference Registration

7:30 am – 5:00 pm

Workshop

8:00 am – 9:00 am

Join us for an in-depth discussion about the importance of Earthquake Insurance in your agency’s portfolio. This workshop includes information on the California Marketplace, why it is critical to offer Earthquake now more than ever and valuable selling tips. Great opportunity to get your questions answered and meet the GeoVera team.

CE: 3 Units (Accident & Health or Sickness credit only)

8:00 am – 11:00 am

This course will educate attendees on the various different types of Healthcare plans available in today’s market, thus enabling agents to better advise their clientele looking for Healthcare coverage. (NOTE: credit for this class is only for Accident, Health or Sickness licenses, not P&C)

Workshop

8:30 am – 9:30 am

Selling your business can be a big decision…one worth getting right the first time. In this session you’ll learn about current trends in Insurance Brokerage M&A (Are rollups still paying high multiples?), choosing the right M&A advisor (Am I getting as much as I can? Are there conflicts?), and how to maximize your net proceeds (How can I pay less taxes?). What you learn will help to minimize stress and build confidence for what’s next, whether it’s a comfortable retirement or ongoing growth as part of a larger entity.

CE: 2 Units

8:30 am – 10:30 am

This course reviews the hidden costs of a WC policy. Costs are much more than just a rate times a payroll. Experience Modifications are discussed as well as other costs such as employee morale, time, modified duty, safety precautions, legal expenses, rehabilitation, etc.

CE: 1 Unit

9:15 am – 10:15 am

This course is designed to teach the agent how to ask the right questions to define what are suitable recommendations to meet the clients needs and wants. We will be doing a “clarity” experience to prioritize what is most important to the clients goals. This course is approved for 1 hour of CE for both licenses.

Workshop

Navigating a Payments Transformation

9:15 am – 10:15 am

According to a November 2021 survey of 400 CFO’s by PYMNTS.com, 71% of insurance firms believe that payments digitization is the key to a healthy balance sheet, and 91% believe that digitizing payments has made their operations more efficient. How can companies make the leap while keeping in mind issues of security, cost and integration with existing software and processes? With the right guide and plan, the leap to modern payments solution isn’t as scary as it might sound, and the payoff for the companies who take advantage is real.

Workshop

9:30 am – 10:00 am

I’ll provide agents with education on how Google ranks agencies in local searches. I’ll then provide practical ways agencies can easily and efficiently improve their search traffic and also get chosen more frequently. Get found. Get chosen.

Workshop

10:15 am – 11:00 am

This workshop is designed to help agency owners create a 30-day agency plan to increase staff motivation and engagement, increase retention, increase revenue, and develop a culture of open communication, exchange, and fun.

Workshop

10:30 am – 11:00 am

Technology, when used properly, should enhance the personalized consumer experience, not replace it. Here we will look at the tools and strategies used to attract online consumers, blending agent expertise and technology, to build a scalable modern insurance agency.

CE: 1 Unit

10:45 am – 11:45 am

This course is designed to educate the agent on what is needed by underwriters to put together commercial deals for general liability, workers compensation and commercial auto. We will also discuss technology that may be utilized in the process of writing the policies. This course is approved for 1 hour of CE for the P&C license.

CE: 1 Unit

11:00 am – 12:00 pm

One-hour of CA-approved CE will be provided for participants of this class. We will cover how to have quality underwriting practices to control your carrier loss ratio and how that will ensure strong carrier relationships.

Workshop

11:15 am – 12:00 pm

A brief history of how Cannabis Insurance started and where it is today (market statistics, regulatory backdrop, growth potential, etc.) As well as the unqiue risks that Cannabis Companies face – with a focus on Management Liabilities Exposures and what agents should do to make sure their clients operating in this space are well protected.

Workshop

11:15 am – 12:00 pm

Instead of referring hard-to-insure accounts to other agencies, learn how the E&S market can create new opportunities for your agency to grow its book.

Workshop

11:15 am – 12:15 pm

Review of important issues and legal issues to consider when selling your agency in the current marketplace. We will discuss corporate housekeeping, selecting advisors, letter of intent and definitive agreement.

Trade Show Floor Open

12:00 pm – 5:00 pm

Workshop

Connected Insurance for a Connected World

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

1:00 pm – 2:00 pm

In this session we will review the current hardening insurance marketplace, the trends impacting the industry (Data, AI & embedded insurance), and what agents and smaller insurers can do to strive. Attendees will learn strategies to use data, AI, and find opportunities to sustain growth and lower operational cost in the coming years.

CE: 2 Units

1:30 pm – 3:30 pm

In today’s world Cyber-crimes have increased tenfold. This course will explain the different components of a Cyber policy and why this coverage is necessary in today’s business environment.

Drawings & Cash Giveaways on Trade Show Floor

4:30 pm – 5:00 pm

A Very Happy Hour (Ticketed Event)

5:30 pm – 6:30 pm

Company Hospitalities

6:30 pm onward

Conference Registration

7:30 am – 5:00 pm

CE: 1 Unit

7:45 am – 8:45 am

This course is an introduction to outsourcing services for agencies, wholesalers and carriers. The course will review the typical services outsourced with associated benefits and challenges. We will review how to identify the right vendor, understand the technology and security issues, and the process from start to finish.

Workshop

7:45 am – 8:45 am

The year 2021 saw record high agency organic growth, as well as agency transactions and sales velocity. How did that activity, along with other economic drivers, contribute to the current financial landscape and how might it impact insurance agencies? How should you approach agency growth in this competitive market? Should you buy or build? If you choose acquisition, what should you look for as you seek an agency or book and go through due diligence? How can you endeavor to minimize financial risk as you plan to grow your future agency strategically? Join us for a no-nonsense, info-packed session, which includes a lively Q&A – get answers to your “real-world” agency growth questions.

CE: 1 Unit

7:45 am – 8:45 am

With the advent of major retailers and product delivery services knocking at the door of the insurance industry, the future and relevance of the independent insurance agent continues to be challenged. The question is, what does the future for the independent agent look like and how can they differentiate themselves as licensed risk managers in an environment that has become increasingly “all about price”. This course will look at the future of the independent agent and how they can use the variety of tools available to them to uniquely identify themselves as a resource to protect client’s assets and businesses in an ever-changing marketplace.

Workshop

8:00 am – 9:00 am

Social media is a powerful tool for insurance agencies. It enables agencies to build their brand and attract new customers. With a wide choice of different platforms, it’s hard to figure out which to prioritize, let alone decide what to post or write. Luckily, it doesn’t need to be complicated. Developing a successful social media strategy is as simple as implementing a few proven best practices.

CE: 2 Units

8:00 am – 10:00 am

This course is designed to enlighten agents on the importance of Errors & Omissions, Directors & Officers, and Employment Practices Liability coverages. Expanding ones knowledge on these types of policies will allow agents to better assist their commercial clients to choose the most suitable coverages to protect themselves and their businesses.

CE: 1 Unit

9:00 am – 10:00 am

This course is designed to give an overview of the workers compensation world including: data collection, rating factors, technology, underwriting process and more. This course is approved for 1 hour of CE for the P&C license.

CE: 1 Unit

9:00 am – 10:00 am

This is a review of earthquake risk and exposures, including commercial and residential earthquake insurance solutions and sales techniques to help agents protect their customers and grow/maximize revenue to their agency.

Workshop

9:00 am – 10:00 am

Lights, camera… panic? Video is one of the most powerful tools available to insurance agents to engage their audience and develop deeper connections. Knowing where to get started can be scary—but have no fear, we are here to help you get started. During this session attendees will get a step-by-step walk through of everything you need to know to create and publish videos to promote your agency.

Workshop

9:00 am – 10:00 am

This presentation will cover the independent insurance agent of today including: Insurance Technology Stack (mobile apps, data analytics, business intelligence, 3rd party data provider, market automation, review management, and more); Data Accumulation; Flexibility; Data Security; Data Ownership, including the tug-of-war between client, carrier, technology vendor and agency, 3 questions to ask technology partners to clarify who owns your data, and a data autonomy checklist.

GENERAL SESSION: Keynote Panel Sponsored by Edge

10:00 am – 12:00 pm

Progressive $5,000 Cash Giveaway

Trade Show Floor Open

12:00 pm – 5:00 pm

Strolling Lunch (Open to all attendees)

12:00 pm – 1:00 pm

CE: 3 Units

1:00 pm – 4:00 pm

In this CE class we will review what it means to be an ethical professional in the insurance industry. Distinguish between legal and ethical behavior, and legal but unethical behavior; Reinforce our understanding of proper vs. improper and honest vs dishonest behavior; and provide examples of good and bad licensee conduct.

CE: 1 Unit

2:00 pm – 3:00 pm

This course will provide an update on the latest legislative actions recently passed into Law that affect the insurance industry.

Dessert Sponsored by Zywave

2:00 pm

Drawings & Cash Giveaways on Trade Show Floor

4:30 pm – 5:00 pm

Exhibitor Booth Breakdown

5:01 pm – 9:00 pm

Annual Members-Only Meeting & Reception

6:00 pm – 7:00 pm

Join us for a special VIP American Agents Alliance members-only hosted cocktail reception & brief meeting with the board of directors.

Grand Finale Dinner Mixer Sponsored by Wright Flood Insurance (Ticketed Event)

7:00 pm – 8:30 pm

Join us poolside for dinner under the stars and live entertainment. Mix and mingle with friends and colleagues as you enjoy food stations and entertainment in this oasis setting.

Casino Night (Open to all attendees)

8:30 pm – 11:30 pm

The casino opens at 8:30pm. All Conference attendees are welcomed at this fun-filled, casual event! There are no buy-ins – just grab your chips at the door and enjoy blackjack, poker, roulette and craps.