Thursday, May 4th
Opening Session | 8:45 a.m. - 10:30 a.m.
Technology & Your Agency with Chris Paradiso
1.5 Hours IN CE Credit
Sponsored by PIA of Indiana's E&O Insurance Program
Technology can be a great asset to an insurance agency. This session will introduce agents to a variety of technology options that can assist agency staff. If implemented correctly, these options can result in improved customer service, improved coverage for clients, and improved processes that reduce E&O exposures.
1.5 Hours IN CE Credit
Sponsored by PIA of Indiana's E&O Insurance Program
Technology can be a great asset to an insurance agency. This session will introduce agents to a variety of technology options that can assist agency staff. If implemented correctly, these options can result in improved customer service, improved coverage for clients, and improved processes that reduce E&O exposures.
Breakout Sessions | 10:30 a.m. - 12:00 p.m.
How Artificial Intelligence Can Help Your Agency with Chris Paradiso
1.5 Hours IN CE Credit
Technology can help an insurance agency improve the service they provide their customers. This session will show how artificial intelligence (AI) and big data can help an agency’s staff when servicing their clients. Topics covered include what is AI and big data, how to implement into an agency, and the areas they can assist staff.
1.5 Hours IN CE Credit
Technology can help an insurance agency improve the service they provide their customers. This session will show how artificial intelligence (AI) and big data can help an agency’s staff when servicing their clients. Topics covered include what is AI and big data, how to implement into an agency, and the areas they can assist staff.
Culture - Why it Matters with Ray Gage
1.5 Hours IN CE Credit
The goal of this course is to bring attention to the importance of culture in the workplace. This includes a brief history, evolution, and acceleration of shifts in the current environment and practical steps to achieve a healthier workplace culture given the challenges brought about by shifts created by the dual pandemic.
1.5 Hours IN CE Credit
The goal of this course is to bring attention to the importance of culture in the workplace. This includes a brief history, evolution, and acceleration of shifts in the current environment and practical steps to achieve a healthier workplace culture given the challenges brought about by shifts created by the dual pandemic.
Proceed with Caution… Your Client Purchased a Condominium with John Fear
1.5 Hours IN CE Credit
When your clients purchase a Condo, it is not just “a different Homeowners” policy and we should be prepared to educate them on what the significant risk they face as part of an association. This course will outline the key insuring agreements that are a part of the Condominium coverages, how they differ from a Homeowners policy and how to develop your client’s risk assessment and then positively position the value Condo coverage.
1.5 Hours IN CE Credit
When your clients purchase a Condo, it is not just “a different Homeowners” policy and we should be prepared to educate them on what the significant risk they face as part of an association. This course will outline the key insuring agreements that are a part of the Condominium coverages, how they differ from a Homeowners policy and how to develop your client’s risk assessment and then positively position the value Condo coverage.
12:00 p.m. - 2:30 p.m.
Breakout Sessions | 2:30 p.m. - 4:00 p.m.
Using Data to Improve Your Retention Strategy with Chris Paradiso
1.5 Hours IN CE Credit
Sponsored by Liberty Mutual/Safeco
Retention often comes in second to new business. But why? An agency won’t grow (or even succeed) if current clients aren’t retained. This session will help improve your retention strategy by focusing on how you communicate with your clients. This course proves that providing excellent customer service and educating clients on coverages can pay off!
1.5 Hours IN CE Credit
Sponsored by Liberty Mutual/Safeco
Retention often comes in second to new business. But why? An agency won’t grow (or even succeed) if current clients aren’t retained. This session will help improve your retention strategy by focusing on how you communicate with your clients. This course proves that providing excellent customer service and educating clients on coverages can pay off!
Taking Care of Your Team with Linda Fisher
1.5 Hours IN CE Credit
Sponsored by ClearPath Mutual
As an agency owner, taking care of your team should be your number one priority. A team that is truly being taken care of, will take care of your clients. Giving your staff what they need to be successful and allowing them the freedom to do so will create a culture in which they can thrive. In today’s difficult hiring environment, having a fulfilled, successful team, provides you with a successful agency with very little staff turnover.
1.5 Hours IN CE Credit
Sponsored by ClearPath Mutual
As an agency owner, taking care of your team should be your number one priority. A team that is truly being taken care of, will take care of your clients. Giving your staff what they need to be successful and allowing them the freedom to do so will create a culture in which they can thrive. In today’s difficult hiring environment, having a fulfilled, successful team, provides you with a successful agency with very little staff turnover.
Promises, Promises: Avoiding Written and Verbal E&O Issues with John Fear
3 Hours IN CE Credit
Sponsored by CRC Group
Words matter. Regardless of the way they are conveyed – in print, electronically or verbally exchanged in conversations – the messages agents convey as “promises”, may have E&O implications. This session will identify some common areas where these mistakes may appear and provide guidance on how to avoid possible errors and omissions claims.
3 Hours IN CE Credit
Sponsored by CRC Group
Words matter. Regardless of the way they are conveyed – in print, electronically or verbally exchanged in conversations – the messages agents convey as “promises”, may have E&O implications. This session will identify some common areas where these mistakes may appear and provide guidance on how to avoid possible errors and omissions claims.
Breakout Sessions | 4:00 p.m. - 5:30 p.m.
How to Get Started with Virtual Assistants with Chris Paradiso
1.5 Hours IN CE Credit
This course walks attendees through the process hiring a virtual assistant (VA) at an insurance agency. There is a lot of value a virtual assistant can bring to an agency but knowing where and how to start can be difficult. Topics covered in this session include locating, onboarding, training, and how to best utilize a virtual assistant.
1.5 Hours IN CE Credit
This course walks attendees through the process hiring a virtual assistant (VA) at an insurance agency. There is a lot of value a virtual assistant can bring to an agency but knowing where and how to start can be difficult. Topics covered in this session include locating, onboarding, training, and how to best utilize a virtual assistant.
Designing Your Client Experience with Linda Fisher
1.5 Hours IN CE Credit
As an agency, nothing says more about you than the experience your clients have with your agency. This course will help design a unique customer experience that will turn your clients into raving fans for your agency.
1.5 Hours IN CE Credit
As an agency, nothing says more about you than the experience your clients have with your agency. This course will help design a unique customer experience that will turn your clients into raving fans for your agency.
Continued
Promises, Promises: Avoiding Written and Verbal E&O Issues with John Fear
3 Hours IN CE Credit
Sponsored by CRC Group
Promises, Promises: Avoiding Written and Verbal E&O Issues with John Fear
3 Hours IN CE Credit
Sponsored by CRC Group
6:00 p.m. - 9:00 p.m.
Thursday Night Social
Free for all Convention Attendees! Registration Required.
Sponsored by: Astra Insurance, CRC Group, Imperial PFS, J.M. Wilson, and Roush Insurance Services
Free for all Convention Attendees! Registration Required.
Sponsored by: Astra Insurance, CRC Group, Imperial PFS, J.M. Wilson, and Roush Insurance Services
Friday, May 5th
Breakout Sessions | 9:00 a.m. - 10:30 a.m.
Evolving Cyber Risk with Matthew Moore
1.5 Hours IN CE Credit
Sponsored by Arlington/Roe
Everything’s connected! In today’s digital world, the market for cyber risk insurance is exploding. We’ll look at what’s typically covered by these policies, and what’s probably excluded. From social engineering to the dangerous practice of holding data for ransom, we’ll discuss how thieves are targeting your clients. Finally, we’ll offer some advice on how to keep businesses from becoming victims.
1.5 Hours IN CE Credit
Sponsored by Arlington/Roe
Everything’s connected! In today’s digital world, the market for cyber risk insurance is exploding. We’ll look at what’s typically covered by these policies, and what’s probably excluded. From social engineering to the dangerous practice of holding data for ransom, we’ll discuss how thieves are targeting your clients. Finally, we’ll offer some advice on how to keep businesses from becoming victims.
How to Set Up Your Brand Story with Sandra Gebhardt
1.5 Hours IN CE Credit
Sponsored by Western Reserve Group
Today’s independent agency has a lot of competition, and it can be difficult to stand out. This session will help agents differentiate themselves by creating a quality brand story that will strengthen their marketing efforts without forgetting their responsibilities to their insureds, carriers, and the general public. You will leave with a clear understanding of what your brand is and the brand story you want to tell.
1.5 Hours IN CE Credit
Sponsored by Western Reserve Group
Today’s independent agency has a lot of competition, and it can be difficult to stand out. This session will help agents differentiate themselves by creating a quality brand story that will strengthen their marketing efforts without forgetting their responsibilities to their insureds, carriers, and the general public. You will leave with a clear understanding of what your brand is and the brand story you want to tell.
2023 Legislative Update with Jeff Smith & Marty Wood
1.5 Hours IN CE Credit
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.
1.5 Hours IN CE Credit
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.
Breakout Sessions | 10:30 a.m. - 12:00 p.m.
Keeping the Promise: Insurance Claims & the Law with Matthew Moore
1.5 Hours IN CE Credit
Sponsored by Burns & Wilcox
An insurance policy offers a promise, a promise kept by the claims settlement process. Sometimes insureds think they are owed more, and insurers think they owe less. In this class we will examine the anatomy of an insurance claim. From the first-notice-of-loss to the claim’s resolution, these steps help determine a policyholder’s satisfaction with their insurer. We’ll look at how the state regulates unfair claims settlement practices and what steps policyholders can take if their expectations are not met.
1.5 Hours IN CE Credit
Sponsored by Burns & Wilcox
An insurance policy offers a promise, a promise kept by the claims settlement process. Sometimes insureds think they are owed more, and insurers think they owe less. In this class we will examine the anatomy of an insurance claim. From the first-notice-of-loss to the claim’s resolution, these steps help determine a policyholder’s satisfaction with their insurer. We’ll look at how the state regulates unfair claims settlement practices and what steps policyholders can take if their expectations are not met.
How to Gain Referrals with Sandra Gebhardt
1.5 Hours IN CE Credit
Sponsored by Progressive
You take good care of your clients. You make sure they have the policies they need and provide the customer service they expect. So how can your clients help you? By mentioning you and your agency to their friends and family. So, gain referrals by continuing to do what you do best. We will also concentrate on how to set up referral relationships with other insurance professionals and business owners in your area. This session will give you the tools to do so! You will leave with a list of referral partners and a strategic plan on how to approach and close them.
1.5 Hours IN CE Credit
Sponsored by Progressive
You take good care of your clients. You make sure they have the policies they need and provide the customer service they expect. So how can your clients help you? By mentioning you and your agency to their friends and family. So, gain referrals by continuing to do what you do best. We will also concentrate on how to set up referral relationships with other insurance professionals and business owners in your area. This session will give you the tools to do so! You will leave with a list of referral partners and a strategic plan on how to approach and close them.
How to Create an Agency Process that Everyone Will Actually Use with Joel Dunham
1.5 Hours IN CE Credit
Sponsored by Indiana Farmers
Creating processes for an agency is challenging. Creating processes for an agency that everyone will use is even more challenging. This session will help you create the processes needed so that your clients have all the necessary coverage, while making sure your agency isn’t getting exposed to lost time, staff miscommunications, missed revenue opportunities, and E&O concerns.
1.5 Hours IN CE Credit
Sponsored by Indiana Farmers
Creating processes for an agency is challenging. Creating processes for an agency that everyone will use is even more challenging. This session will help you create the processes needed so that your clients have all the necessary coverage, while making sure your agency isn’t getting exposed to lost time, staff miscommunications, missed revenue opportunities, and E&O concerns.
Keynote Lunch | 12:00 p.m. - 1:30 p.m.
Becoming a Champion with Howard Kellman
Not Approved for CE
Join Howard Kellman, voice of the Indianapolis Indians and award-winning sportscaster, for this year’s keynote Address. Howard will talk about the principles of greatness while using stories from his career in sports to illustrate those principles.
Not Approved for CE
Join Howard Kellman, voice of the Indianapolis Indians and award-winning sportscaster, for this year’s keynote Address. Howard will talk about the principles of greatness while using stories from his career in sports to illustrate those principles.
Breakout Sessions | 1:30 p.m. - 3:00 p.m.
“Do the Right Thing” – Insurance Ethics from Different Perspectives with Matthew Moore
3 Hours IN Ethics CE Credit
Sponsored by Grinnell Mutual
Ethics is about doing the right thing. But for whom? Is doing the right thing for the insurer and doing the right thing for the insured always the same thing? This class will deal with ethics from three different perspectives: personal, societal, and corporate. We’ll look at the evolving nature of the insurance industry, and state efforts to codify ethical behavior within. We’ll discuss the importance of both trust and the agent’s role.
3 Hours IN Ethics CE Credit
Sponsored by Grinnell Mutual
Ethics is about doing the right thing. But for whom? Is doing the right thing for the insurer and doing the right thing for the insured always the same thing? This class will deal with ethics from three different perspectives: personal, societal, and corporate. We’ll look at the evolving nature of the insurance industry, and state efforts to codify ethical behavior within. We’ll discuss the importance of both trust and the agent’s role.
Video Marketing with Sandra Gebhardt
1.5 Hours IN CE Credit
Video is a valuable tool for any insurance agency. It serves as a way to communicate and educate clients. This course will walk attendees through the process of making a video, give them tips on what to talk about, and how to best represent their agency. Anyone can make a video and we will discuss how to overcome negative mindsets. Come ready to learn how to make a quality video that will benefit your agency, your clients, and the insurance industry. You will leave this session with your first video recorded, a list of video topics, and a plan to continue moving forward.
1.5 Hours IN CE Credit
Video is a valuable tool for any insurance agency. It serves as a way to communicate and educate clients. This course will walk attendees through the process of making a video, give them tips on what to talk about, and how to best represent their agency. Anyone can make a video and we will discuss how to overcome negative mindsets. Come ready to learn how to make a quality video that will benefit your agency, your clients, and the insurance industry. You will leave this session with your first video recorded, a list of video topics, and a plan to continue moving forward.
Breakout Sessions | 3:00 p.m. - 4:30 p.m.
Continued
“Do the Right Thing” – Insurance Ethics from Different Perspectives with Matt Moore
3 Hours IN Ethics CE Credit
Sponsored by Grinnell Mutual
“Do the Right Thing” – Insurance Ethics from Different Perspectives with Matt Moore
3 Hours IN Ethics CE Credit
Sponsored by Grinnell Mutual
Is Now the Right Time to Transition Your Leadership, Management and Ownership? with Jeff Smith
1.5 Hours IN CE Credit
Sponsored by IA Valuations
This course will educate agents on the questions they need to ask in order to help determine the right time to transition their agency and make them aware of items to take into consideration in order to continue properly protecting their clients, staff, legacy and preventing any E&O exposures.
1.5 Hours IN CE Credit
Sponsored by IA Valuations
This course will educate agents on the questions they need to ask in order to help determine the right time to transition their agency and make them aware of items to take into consideration in order to continue properly protecting their clients, staff, legacy and preventing any E&O exposures.
Ready to get registered?
For questions on our Annual Convention:
Contact Libby Gardner at (317) 899-9193 or Libby@PIAIndiana.com
