Mark your calendars. The American Agents Alliance Conference and Expo returns September 25–27, 2025 at the JW Marriott Desert Springs Resort and Spa in Palm Desert, California. As the premier gathering of the property and casualty industry in the West, this event promises a powerful mix of professional development, expert insight, and memorable experiences.
Keynote Panel: Best in Class Agencies Share Secrets of Success
In a shifting insurance landscape with narrowing carrier appetites, this keynote delivers real world wisdom from three agency leaders who have built thriving businesses. Moderated by MarshBerry’s Eric Hallinan and Andrew Katz, the panel will explore what drives and slows performance across sales, technology, operations, and service. They will share strategies for evolving from high service and low profit to scalable and sustainable models, along with best practices for improving retention and securing renewals. Attendees will walk away with actionable ideas to strengthen and grow their agencies.
Featured Agency Leaders
Wayne McCormick, CIC, President of McCormick Insurance Solutions. With more than 40 years of experience, Wayne successfully transitioned his firm from non standard auto into a focused property and casualty portfolio.
Lauren Bottger, Founder of Bottger + Associates. Since 2012, Lauren has built a boutique agency in Rancho Santa Fe recognized as San Diego’s Best Insurance Agent multiple years in a row. She has earned accolades such as President’s Club, Chieftain, and MDRT, while mentoring peers and serving as a trusted liaison on agent councils.
Patrick Schumacher, President of Schumacher Insurance and Financial Services. Patrick built his agency from scratch over two decades on integrity, faith, and family centered values. He treats clients like family and has earned a reputation as a leader committed to service and authenticity.
Why It Matters
This keynote is more than inspiration. It equips you with practical insights you can apply right away. Learn how to reshape your business model, retain clients in a competitive market, and draw from real stories of agency reinvention. Whether your focus is operations, customer loyalty, or growth strategy, these speakers have walked the path and are ready to share what works.
Do Not Miss It
The American Agents Alliance Conference and Expo is the largest property and casualty event in the West. Along with keynotes, you will find CE courses, workshops, a vibrant tradeshow, hosted networking events, and even a scenic golf outing. It is a true working vacation in Palm Desert. Secure your spot and join the best performing agencies as they share their stories of success. Will yours be next?
