The premier virtual conference for independent agencies looking to advance their knowledge of using available cutting edge tools and best practices to meet their clients where they are at today, tomorrow, and beyond. Register today!
New conference environment! Exciting speaker line-up! Connect with other independent agents. And...it's free!
In today's increasingly competitive market for insurance agents and agencies, data is more important than ever before. By using data effectively, insurance agencies can gain a competitive advantage by:
Call to Action:
Director of Product Management, EZLynx
Now is an exciting time for the independent agency. With increasing market share, growing numbers of independent agencies, and technological advancements, the landscape of insurance is changing rapidly. As independent agencies shift their focus towards business development and incorporate digital strategies across marketing, operations, sales, and service, there's a need to understand and implement these changes effectively.
Join Matt Masiello as he moderates a panel with seasoned agency owners and leaders who have successfully implemented innovative strategies in their operations. Dive deep into their firsthand experiences and learn the best practices to build and grow your agency in this evolving landscape.
This session offers a unique chance for independent insurance agency owners to gain insights from those who have been at the forefront of change. Together, we'll gather the tools and insights necessary to stay ahead of the competition and chart a path for a successful and resilient future in retail insurance. Embrace the change; build the future.
Chief Executive Officer, SIAA
President & Founder, Trailstone Insurance
Principal Advisor, Advisors Insurance Agency
President, Connecticut Casualty Co.
CEO, POWERS Insurance & Risk Management, Valley Insurance Agency Alliance, Leif Insurance
Understanding your prospects' current policies is crucial for providing the best coverage options. Learn how to leverage the information in the declaration page to educate clients, recommend the right coverages, and position an accurate quote that wins. Uncover the pitfalls of traditional information collection—asking for dec pages, intake forms, phone inquiries, pre-fill—and explore how you can modernize this process to retrieve verified insurance data directly from carriers in seconds. With the right information in-hand, you can have productive conversations with clients, be a trusted insurance advisor, and increase your closing ratio.
Head of Marketing, Canopy Connect
In this session, Thomas will discuss how insurance agencies can use artificial intelligence (AI) and data analytics to anticipate customer behavior and needs. By using AI, agencies can streamline their workflows and focus their resources on the most important activities. This can lead to improved customer satisfaction, increased sales, and reduced costs.
Thomas will also discuss the importance of measuring customer experience. By tracking customer satisfaction, agencies can identify areas where they can improve their service. This can help them to retain customers and attract new business. By the end of this presentation, participants will be able to:
Director of Customer Success, Aureus Analytics
Join Lucas Hendricks, Founder & CEO of Lift Local, and distinguished panelists from the SIAA community in an enriching 45-minute discussion centered on leveraging digital strategies to supercharge insurance agencies' success. As the digital landscape continues to evolve, insurance agencies must adapt to stay relevant and competitive. This session will explore effective customer acquisition strategies, sales conversion processes, and best practices for boosting online presence to drive growth and create community.
Founder & CEO, Lift Local
CEO & Founder, Blue Sky Insurance Group
Monarch Insurance Group
Director of Client Success & Partnerships, Lift Local
Maximize your field rep’s visit by knowing what reports to prepare, what technology will increase the relationship’s efficiency, and how to provide your clients with the digital experience they expect.
Working together with the carrier as opposed to the carrier dictating to the agency how to do things
Setting the agenda for the meeting
What reports to have available and how bring that relationship to the next level
Optimizing technology to improve relationships and policy servicing, including the use of features in your AMS to easily work with carrier sites
VP Carrier Relations, HawkSoft
Senior Territory Sales Manager, HawkSoft
Artificial intelligence (AI) is a leading topic of conversation in our industry; but no one focuses on how to apply AI practically within our independent agencies. Let's change the narrative together and develop an understanding of the value of AI while determining where it fits. We will explore:
Why AI has become an overnight sensation
The risks and benefits we must consider to establish proper guide rails for our industry
Solutions that are impacting agencies today
How to adopt and deploy the right tools for you
President, Agency Revolution
VP, Architecture and IT Strategy - Grange Insurance
SVP, Chief Technology Officer, Strategy Data & Innovation - Nationwide
Your agency is built upon your reputation which rests on the quality and chemistry of your team. We know that dealing with the complexities of staffing issues can be daunting. Learn how technology can play a critical role in simplifying and improving every stage of the employee lifecycle from hiring, onboarding, and development through retention. Get insights on how to gain and interpret reliable and valid data that will result in better employee engagement and enhanced work cultures that are built on strong trust and communication. In this session, you will hear from two peers who have seen results using technology to enhance human interactions.
Sheryl Chatham, CCP
Senior Consultant, PeopleSense Consulting
Heather Moreau, SHRM-CP, RP, AIC
People Strategy Consultant, PeopleSense Consulting
CPCU, CRM, Business Development Manager, Glenwood Insurance
Founder, PeopleSense Consulting
Owner and Advisor, Cincinnatus Insurance
If you are looking to turbocharge leads for small commercial insurance, it's as easy as structuring your website to get found in search. This session will provide a content strategy for both agency websites and Google Business profiles geared toward driving commercial leads. Attendees will leave this session with an understanding of how to create dedicated product pages on their agency's website, generate ideas for blog articles designed to attract commercial prospects, and optimize their Google Business profiles to get found for niche commercial products.
Agency Development Specialist, Liberty Mutual Business Lines | Safeco Insurance
During this session, Torey will share how AI can help insurance agents make better decisions when it comes to client relationships and client feedback. Attendees will receive tips on how to use AI to write website content for improved SEO along with how to save time—and remain human—when writing emails and campaigns with AI. Finally, Torey will share his thoughts on why AI-powered chatbots may not be the best option for servicing clients and converting prospects.
Co-founder and CEO, ClientCircle