Thursday, May 9th
Opening Session | 8:45 a.m. - 10:30 a.m.
Big Fish Small Town: Building a Strong Foundation for Business Growth in Insurance
Presenter: Heath Shearon | Approved for 1.5 Hours IN CE Credit
Sponsored by: Burns & Wilcox
How can you gain a competitive advantage? By specializing in a specific vertical, insurance agents can become an expert in the needs, risks, and challenges faced by businesses within that industry. In this session participants will learn how to build trust, increase your value proposition, and become the go-to insurance professional for clients.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Heath Shearon | Approved for 1.5 Hours IN CE Credit
Sponsored by: Burns & Wilcox
How can you gain a competitive advantage? By specializing in a specific vertical, insurance agents can become an expert in the needs, risks, and challenges faced by businesses within that industry. In this session participants will learn how to build trust, increase your value proposition, and become the go-to insurance professional for clients.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Breakout Sessions | 10:30 a.m. - 12:00 p.m.
Data in the Driver’s Seat: Usage-Based Insurance
Presenter: Matthew Moore | Approved for 1.5 Hours IN CE Credit
Sponsored by: Imperial PFS
Delve into the evolution of Usage-Based Insurance policies, their impacts, and the intricate balance between privacy and the potential for enhanced security. We’ll look at the diverse methods of data collection, benefits, drawbacks, and the future trends shaping the landscape of UBI.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Matthew Moore | Approved for 1.5 Hours IN CE Credit
Sponsored by: Imperial PFS
Delve into the evolution of Usage-Based Insurance policies, their impacts, and the intricate balance between privacy and the potential for enhanced security. We’ll look at the diverse methods of data collection, benefits, drawbacks, and the future trends shaping the landscape of UBI.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Creating an Internal Perpetuation Plan
Presenter: Jeff Smith | Approved for 1.5 Hours IN CE Credit
Sponsored by: IA Valuations
Do you need to work on your internal perpetuation plan? This session will help agency owners and future owners prepare the elements of an internal perpetuation plan. The agency owners will learn about the core components of an internal perpetuation plan and begin designing a plan for their agency.
The suggested audience for this session is: Owners (and Future Owners)
Presenter: Jeff Smith | Approved for 1.5 Hours IN CE Credit
Sponsored by: IA Valuations
Do you need to work on your internal perpetuation plan? This session will help agency owners and future owners prepare the elements of an internal perpetuation plan. The agency owners will learn about the core components of an internal perpetuation plan and begin designing a plan for their agency.
The suggested audience for this session is: Owners (and Future Owners)
Navigating the Hard Market
Presenter: Heath Shearon | Approved for 1.5 Hours IN CE Credit
Sponsored by: Clearpath Specialty
We all know we are in a hard market and it isn’t changing any time soon. In this session attendees will learn tips and strategies on how to continue navigating this hard market and how to better communicate with clients. Topics covered include characteristics of a hard market, impacts on agencies & clients, and how to handle the challenges brought by hard markets.
The suggested audience for this session is: Agents & CSRs
Presenter: Heath Shearon | Approved for 1.5 Hours IN CE Credit
Sponsored by: Clearpath Specialty
We all know we are in a hard market and it isn’t changing any time soon. In this session attendees will learn tips and strategies on how to continue navigating this hard market and how to better communicate with clients. Topics covered include characteristics of a hard market, impacts on agencies & clients, and how to handle the challenges brought by hard markets.
The suggested audience for this session is: Agents & CSRs
12:00 p.m. - 2:30 p.m.
Tradeshow & Lunch - *Free for all Agency Staff*
Breakout Sessions | 2:30 p.m. - 4:00 p.m.
Steering into Tomorrow: Autonomous Cars & Insurance
Presenter: Matthew Moore | Approved for 1.5 Hours IN CE Credit
This course will navigate the rapidly emerging prospect of self-driving vehicles, unraveling the historical context, technological advancements, regulatory frameworks, ethical considerations, and the transformative impact on the insurance industry. Let’s drive into the future!
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Matthew Moore | Approved for 1.5 Hours IN CE Credit
This course will navigate the rapidly emerging prospect of self-driving vehicles, unraveling the historical context, technological advancements, regulatory frameworks, ethical considerations, and the transformative impact on the insurance industry. Let’s drive into the future!
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Artificial Intelligence and Insurance Agents - Panic or Promise?
Presenter: Tom Wetzel | Approved for 1.5 Hours IN CE Credit
Sponsored by: Progressive
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. This session will review how insurers use AI tools now and how their use will evolve.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Tom Wetzel | Approved for 1.5 Hours IN CE Credit
Sponsored by: Progressive
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. This session will review how insurers use AI tools now and how their use will evolve.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
E&O Mock Trial: Kingpin Lanes V. Bowler, Hook & Strike Associates
Presenter: Kightlinger & Gray, LLP | Approved for 3 hours of IN CE Credit
Sponsored by: CRC Group
This year’s Mock Trial is designed to simulate a trial based on real events. Hear what happened when a bowling center expands, renovates, then a couple years later burns down from arson. Was there sufficient insurance to rebuild?
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Kightlinger & Gray, LLP | Approved for 3 hours of IN CE Credit
Sponsored by: CRC Group
This year’s Mock Trial is designed to simulate a trial based on real events. Hear what happened when a bowling center expands, renovates, then a couple years later burns down from arson. Was there sufficient insurance to rebuild?
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Breakout Sessions | 4:00 p.m. - 5:30 p.m.
Covering Cannabis: Exploring Marijuana’s Influence on Insurance
Presenter: Matthew Moore | Approved for 1.5 Hours IN CE Credit
This class examines the dynamic intersection of legalized marijuana and insurance. We will discuss the historical, medicinal, and business aspects of marijuana, while noting seismic shifts in public perception. As more states legalize both medicinal and recreational use, we’ll dissect its profound impact on various insurance sectors.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Matthew Moore | Approved for 1.5 Hours IN CE Credit
This class examines the dynamic intersection of legalized marijuana and insurance. We will discuss the historical, medicinal, and business aspects of marijuana, while noting seismic shifts in public perception. As more states legalize both medicinal and recreational use, we’ll dissect its profound impact on various insurance sectors.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Artificial Intelligence and Cybercrime: The Two-Edged Sword for Agencies and Policyholders
Presenter: Tom Wetzel | Approved for 1.5 Hours IN CE Credit
Sponsored by: Imperial PFS
The growing business use of ChatGPT and similar tools will trigger serious intellectual property losses without strong preventative measures. This session will explain the cyber threat in practical terms and outline the steps agents must take to protect their agencies and encourage them to alert policyholders to do the same.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Tom Wetzel | Approved for 1.5 Hours IN CE Credit
Sponsored by: Imperial PFS
The growing business use of ChatGPT and similar tools will trigger serious intellectual property losses without strong preventative measures. This session will explain the cyber threat in practical terms and outline the steps agents must take to protect their agencies and encourage them to alert policyholders to do the same.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Continued
E&O Mock Trial: Kingpin Lanes V. Bowler, Hook & Strike Associates
Presenters: Kightlinger & Gray, LLP | Approved for 3 Hours IN CE Credit
E&O Mock Trial: Kingpin Lanes V. Bowler, Hook & Strike Associates
Presenters: Kightlinger & Gray, LLP | Approved for 3 Hours IN CE Credit
5:30 p.m. - 8:30 p.m.
Thursday Night Social
Sponsored by: CRC Group, ePayPolicy, J.M. Wilson, Roush Insurance Services, and WeSure Insurance
This year's Thursday Night Social features live music! Howl at the Moon musicians will be joining us and bringing their dueling pianos with them.
Free for all Convention Attendees! Guest of Convention Attendees can pay to attend. Registration Required.
Sponsored by: CRC Group, ePayPolicy, J.M. Wilson, Roush Insurance Services, and WeSure Insurance
This year's Thursday Night Social features live music! Howl at the Moon musicians will be joining us and bringing their dueling pianos with them.
Free for all Convention Attendees! Guest of Convention Attendees can pay to attend. Registration Required.
Friday, May 10th
Breakout Sessions | 9:00 a.m. - 10:30 a.m.
Your, Mine, and Ours - Insurable Interest
Presenter: Todd Davis | Approved for 1.5 Hours IN CE Credit
The course curriculum will focus on an agent’s role in how to properly transfer risk on behalf of consumers by correctly identifying what parties have insurable interest under both property and liability exposures. This includes the methods to identify the owners of property, policy language in both personal lines and commercial lines policies that address which parties with be indemnified and/or defended in the event of covered claims. The program present the consequences and coverages gaps created by improper identification of insurable interest. Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Todd Davis | Approved for 1.5 Hours IN CE Credit
The course curriculum will focus on an agent’s role in how to properly transfer risk on behalf of consumers by correctly identifying what parties have insurable interest under both property and liability exposures. This includes the methods to identify the owners of property, policy language in both personal lines and commercial lines policies that address which parties with be indemnified and/or defended in the event of covered claims. The program present the consequences and coverages gaps created by improper identification of insurable interest. Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Leadership: A Different Perspective
Presenter: Ray Gage | Approved for 3 Hours IN CE Credit
Sponsored by: Indiana Farmers Insurance
Leadership is about people. The goal of this session is to explore leadership concepts from an alternate perspective and participants will gain insights into why anyone with a desire to learn can become a more effective leader. Since leadership is about people, the application to the insurance industry will be easily evident.
The suggested audience for this session is: Owners & Managers
Presenter: Ray Gage | Approved for 3 Hours IN CE Credit
Sponsored by: Indiana Farmers Insurance
Leadership is about people. The goal of this session is to explore leadership concepts from an alternate perspective and participants will gain insights into why anyone with a desire to learn can become a more effective leader. Since leadership is about people, the application to the insurance industry will be easily evident.
The suggested audience for this session is: Owners & Managers
2024 Legislative Update
Presenters: Jon Gentile & Marty Wood | Approved for 1.5 Hours IN CE Credit
Sponsored by: Liberty Mutual/Safeco/State Auto
We will review current National and state legislative and regulatory issues regarding insurance including a discussion of current bills and their status. The session will also advise P&C agents on what to look for in the future and help them understand how the changes affect their business.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenters: Jon Gentile & Marty Wood | Approved for 1.5 Hours IN CE Credit
Sponsored by: Liberty Mutual/Safeco/State Auto
We will review current National and state legislative and regulatory issues regarding insurance including a discussion of current bills and their status. The session will also advise P&C agents on what to look for in the future and help them understand how the changes affect their business.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Breakout Sessions | 10:30 a.m. - 12:00 p.m.
We're Not in Kansas Anymore: E&O Claims in a Changing Insurance World
Presenter: Todd Davis | Approved for 1.5 Hours IN CE Credit
Sponsored by: Arlington/Roe
As E&O claims increase throughout the insurance world, an increased focus is placed on agency procedures throughout the client life cycle. In this session participants will learn techniques of E&O Loss Prevention and about the toll that E&O claims cause both agencies and policyholders. Participants will receive useful tips and hands-on suggestions for improved agency operations.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Todd Davis | Approved for 1.5 Hours IN CE Credit
Sponsored by: Arlington/Roe
As E&O claims increase throughout the insurance world, an increased focus is placed on agency procedures throughout the client life cycle. In this session participants will learn techniques of E&O Loss Prevention and about the toll that E&O claims cause both agencies and policyholders. Participants will receive useful tips and hands-on suggestions for improved agency operations.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Continued
Leadership: A Different Perspective
Presenter: Ray Gage | Approved for 3 Hours IN CE Credit
Leadership: A Different Perspective
Presenter: Ray Gage | Approved for 3 Hours IN CE Credit
Shoot & Insure: Video Techniques for Insurance Experts
Presenter: Joel Dunham | Approved for 1.5 Hours IN CE Credit
Dive into the world of video creation tailored for insurance professionals. Learn how to effectively use video to engage clients, showcase quotes, and communicate with vendors. From mastering basic camera techniques with webcams and iPhones to scripting impactful content with tools like ChatGPT, this course is a comprehensive guide to enhancing your digital presence in the insurance industry.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Joel Dunham | Approved for 1.5 Hours IN CE Credit
Dive into the world of video creation tailored for insurance professionals. Learn how to effectively use video to engage clients, showcase quotes, and communicate with vendors. From mastering basic camera techniques with webcams and iPhones to scripting impactful content with tools like ChatGPT, this course is a comprehensive guide to enhancing your digital presence in the insurance industry.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Keynote Lunch | 12:00 p.m. - 1:30 p.m.
What Do You Sell?
Presenter: Christos Provistalis
Not Approved for CE
A dive into customer experience & human connection through emotion, perception, and self awareness. You don’t want to miss this thought provoking keynote address on what businesses really sell opposed to what they think they sell. Through stories at Disney and Christos' family business, he shows you how being thoughtful & intentional can change your business and your life.
Presenter: Christos Provistalis
Not Approved for CE
A dive into customer experience & human connection through emotion, perception, and self awareness. You don’t want to miss this thought provoking keynote address on what businesses really sell opposed to what they think they sell. Through stories at Disney and Christos' family business, he shows you how being thoughtful & intentional can change your business and your life.
Breakout Sessions | 1:30 p.m. - 3:00 p.m.
Ethics, Crossing the Line?
Presenter: Todd Davis | Approved for 3 Hours IN Ethics CE Credit
Sponsored by: Western Reserve Group
Raise the bar of ethical behavior while representing the insurance industry and consumers. This session will engage all participants in the discussion of how an insurance agents and insurance agencies are frequently challenged by business ethics questions and the relationship in business between the truth and professional duties.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Todd Davis | Approved for 3 Hours IN Ethics CE Credit
Sponsored by: Western Reserve Group
Raise the bar of ethical behavior while representing the insurance industry and consumers. This session will engage all participants in the discussion of how an insurance agents and insurance agencies are frequently challenged by business ethics questions and the relationship in business between the truth and professional duties.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Customer Experience
Presenter: Kevin Wheeler | Approved for 1.5 Hours IN CE Credit
In the current hard market climate, concerns on rising insurance costs, and deductibles plus the loss of coverages – make the customer experience is more important now than ever. In this session participants will discuss how the customer experience with an agency can and does have a direct impact on the long-term relationship.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Presenter: Kevin Wheeler | Approved for 1.5 Hours IN CE Credit
In the current hard market climate, concerns on rising insurance costs, and deductibles plus the loss of coverages – make the customer experience is more important now than ever. In this session participants will discuss how the customer experience with an agency can and does have a direct impact on the long-term relationship.
The suggested audience for this session is: Owners, Managers, Agents & CSRs
Breakout Sessions | 3:00 p.m. - 4:30 p.m.
Continued
Ethics, Crossing the Line?
Presenter: Todd Davis | Approved for 3 Hours IN Ethics CE Credit
Ethics, Crossing the Line?
Presenter: Todd Davis | Approved for 3 Hours IN Ethics CE Credit
Determining a Profitable Client and the 80:20 Rule
Presenter: Kevin Wheeler | Approved for 1.5 Hours IN CE Credit
The rule of 80:20 states that with most agencies, 80% of an agency's time, resources, and loss of profit is constantly spent on 20% of their customers. In this session we will discuss steps and ideas to change this model as well as discuss how to identify a profitable account.
The suggested audience for this session is: Owners & Managers
Presenter: Kevin Wheeler | Approved for 1.5 Hours IN CE Credit
The rule of 80:20 states that with most agencies, 80% of an agency's time, resources, and loss of profit is constantly spent on 20% of their customers. In this session we will discuss steps and ideas to change this model as well as discuss how to identify a profitable account.
The suggested audience for this session is: Owners & Managers
Ready to get registered?
