September 13-14, 2022
The IA Evolve virtual conference offers insights and solutions for every stage of your technical expertise through a variety of online sessions including presentations, panel discussions, and an exhibit hall full of solutions – all intended to increase agency efficiency and help you reach your full potential.
Whether you’re just starting to integrate technology into your insurance agency or are looking for cutting edge practices and solutions, IA Evolve is the place to find it all, without expensive travel or admission fees.
Schedule of Events (times shown are Eastern)
Tuesday, September 13, 2022
12:00 - 1:00 Power Panel: Transforming Our Industry Together - Partnerships, Collaboration & Embracing the Digital Ecosystem
Panelists:
Matt Masiello, Chief Executive Officer, SIAA
Tyler Asher, President, Independent Agent Distribution, Liberty Mutual and Safeco Insurance
Amy Zupon, Chief Executive Officer, Vertafore
Moderator: Ryan Hanley, Founder & President, Rogue Risk
Like other industry disruptions preceding it, The InsurTech movement was widely viewed as a threat to the existence of the independent agency channel. Thus far, the independent agent has proven to be an invaluable component in meeting client needs and expectations, but technology advances are the ecosystem in which they must operate – together with their carrier and digital partners. In this panel, leaders representing the three components of this dynamic, IAs, carriers, and tech, share their thoughts on how to make the customer journey a smoother one, and why collaboration is a win-win for all parties.
1:15 - 2:00 Leads to Deals: Effective and Systematic Acquisition of New Business
Sydney Roe, Director of Marketing at Vertafore
John Fear, Owner, Premier Business Consulting
While the words “leads” and “deals” have the same letters, there is a number of steps and pitfalls between the two. This topic can span across both the lead generation area as well as the operational efficiency perspective – both “find” and “bind”. The truest indicator of a business’ strength is measured by its growth and much of that depends on its ability to efficiently generate qualified leads and then systematically developing those into long-term profitable clients. During this session we will examine not only the building blocks to sustained and systematic growth through lead generation, but also identify the key business indicators (KBIs) that objectively measure your success.
2:15 - 3:00 Revops and Your Agency, The Next Evolution of Profitable Growth
James Jenkins, Chief Executive Officer, Riskwell
Revenue Operations (RevOps) is a holistic, integrated way of approaching sales, marketing and client lifecycle operations. These traditionally siloed off elements of retail insurance agencies are aligned to support efficient and agile execution. RevOps is not a function on its own, but a philosophy that brings strategy, processes, workflows, data and technology into a unified execution to support top-level agency objectives. RevOps as a methodology is a natural evolution for highly agile and innovative teams.
3:15 - 4:00 Win Online: Get Found, Get Chosen!
Lucas Hendricks, Founder & CEO, Lift Local
Lucas will be providing agents with education on how Google ranks agencies in Local Search. He’ll then provide practical ways agencies can easily and efficiently improve their search traffic and also get chosen more frequently. Get found, Get chosen. After attending this session, agents will have a simpler understanding of how online marketing works, including simple tips and tricks to optimize their digital presence, and external resources that can help them improve their digital brand.