Tuesday, May 5th
Opening Session | 8:45 a.m. - 10:30 a.m.
Leveraging Modern Technology & AI for Real People, That Don’t Know Where to Start!
Presenter: Angela Bunch | Approved for 1.5 Hours of Indiana CE
If technology touches your workflow even once a day, this class was built with you in mind. We cut the jargon and get straight to what matters: the right tools, the right steps, and simple, real-world ways to use technology and AI to make your job easier. You’ll learn how to set tech goals that align with your role, clean up the tools you use, ditch what slows you down, and introduce AI with guardrails that keep you efficient, safe, and in control.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Angela Bunch | Approved for 1.5 Hours of Indiana CE
If technology touches your workflow even once a day, this class was built with you in mind. We cut the jargon and get straight to what matters: the right tools, the right steps, and simple, real-world ways to use technology and AI to make your job easier. You’ll learn how to set tech goals that align with your role, clean up the tools you use, ditch what slows you down, and introduce AI with guardrails that keep you efficient, safe, and in control.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Breakout Sessions | 10:30 a.m. - 12:00 p.m.
Under Pressure: Understanding Insurance Industry Challenges
Presenter: Matthew Moore | Approved for 1.5 Hours of Indiana CE
This class examines the powerful economic, environmental, and market forces reshaping the auto and homeowners insurance landscape. We’ll assess how inflation, underwriting losses, and rising premiums create pressure across the industry – and how these pressures impact consumers, insurers, and the broader marketplace. We’ll highlight practical strategies for insurers and policyholders – from improved risk management to advanced data analytics – and conclude with a forward-looking discussion on emerging risks, regulatory shifts, and innovations that will define the industry’s future.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Matthew Moore | Approved for 1.5 Hours of Indiana CE
This class examines the powerful economic, environmental, and market forces reshaping the auto and homeowners insurance landscape. We’ll assess how inflation, underwriting losses, and rising premiums create pressure across the industry – and how these pressures impact consumers, insurers, and the broader marketplace. We’ll highlight practical strategies for insurers and policyholders – from improved risk management to advanced data analytics – and conclude with a forward-looking discussion on emerging risks, regulatory shifts, and innovations that will define the industry’s future.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Leveling Up Your Leadership
Presenters: Angela Bunch & Steph Abplanalp | Approved for 1.5 Hours of Indiana CE
This session is designed for real agency professionals not corporate gurus who want to become stronger leaders in their roles or are stepping into leadership for the first time. This is your shift from managing tasks to actually leading people. Leadership isn’t about titles or authority; it’s about influence, self-awareness, communication, and making decisions that support the whole agency. We’ll break leadership down into four clear pillars, show simple frameworks anyone can use, and walk through realistic examples of challenges leaders face every single week. By the end, you’ll walk away with a clearer understanding of who you are as a leader, practical tools to communicate more effectively, a sharper view of how your agency really works, and a strategic mindset you can start applying immediately.
The suggested audience for this session is: Owners, Managers, Agents
Presenters: Angela Bunch & Steph Abplanalp | Approved for 1.5 Hours of Indiana CE
This session is designed for real agency professionals not corporate gurus who want to become stronger leaders in their roles or are stepping into leadership for the first time. This is your shift from managing tasks to actually leading people. Leadership isn’t about titles or authority; it’s about influence, self-awareness, communication, and making decisions that support the whole agency. We’ll break leadership down into four clear pillars, show simple frameworks anyone can use, and walk through realistic examples of challenges leaders face every single week. By the end, you’ll walk away with a clearer understanding of who you are as a leader, practical tools to communicate more effectively, a sharper view of how your agency really works, and a strategic mindset you can start applying immediately.
The suggested audience for this session is: Owners, Managers, Agents
Beyond the Policy: Navigating EPLI with Confidence
Presenter: Erin Dey | Approved for 1.5 Hours of Indiana CE
In this interactive course, attendees will explore real-life EPLI scenarios through scripted role-play presentations followed by guided debrief questions and report outs. Participants will analyze complex client situations, practice E&O-safe communication, and develop strategies for managing risk and expectations.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Erin Dey | Approved for 1.5 Hours of Indiana CE
In this interactive course, attendees will explore real-life EPLI scenarios through scripted role-play presentations followed by guided debrief questions and report outs. Participants will analyze complex client situations, practice E&O-safe communication, and develop strategies for managing risk and expectations.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
12:00 p.m. - 2:00 p.m.
Tradeshow & Lunch - *Free for all Agency Staff*
Breakout Sessions | 2:00 p.m. - 3:30 p.m.
Insurance Fraud - The Crime That Costs Us All!
Presenter: Matthew Moore | Approved for 1.5 Hours of Indiana CE
In this class, we explore the widespread impact of insurance fraud and why it remains one of the most persistent challenges in the industry. We will look at historical and modern examples of fraud, and gain insight into public attitudes that allow fraud to flourish. We’ll break down the common schemes, the difference between hard and soft fraud, and how life, health, auto, property, and catastrophe lines are affected. Finally, we will learn how insurers are using AI, connected devices, and the IoT to detect and combat fraudsters, along with practical guidance for agents on how to identify and report suspected fraud.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Matthew Moore | Approved for 1.5 Hours of Indiana CE
In this class, we explore the widespread impact of insurance fraud and why it remains one of the most persistent challenges in the industry. We will look at historical and modern examples of fraud, and gain insight into public attitudes that allow fraud to flourish. We’ll break down the common schemes, the difference between hard and soft fraud, and how life, health, auto, property, and catastrophe lines are affected. Finally, we will learn how insurers are using AI, connected devices, and the IoT to detect and combat fraudsters, along with practical guidance for agents on how to identify and report suspected fraud.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Commercial Crash Course: The Art and the Science of Prospecting for Commercial Clients
Presenter: Charles Hadley | Pending 1.5 Hours of Indiana CE
The purpose of this course is to equip agency producers that are new to the industry producers with the tools to adequately identify the risks faced by prospective commercial clients. Then, how to take that information and use it to provide the necessary coverage options necessary to address the needs of that commercial client.
The suggested audience for this session is: New to the Industry
Presenter: Charles Hadley | Pending 1.5 Hours of Indiana CE
The purpose of this course is to equip agency producers that are new to the industry producers with the tools to adequately identify the risks faced by prospective commercial clients. Then, how to take that information and use it to provide the necessary coverage options necessary to address the needs of that commercial client.
The suggested audience for this session is: New to the Industry
E&O Unscripted: Real Stories, Real Risks, Real Solutions - Concludes at 5:00 pm
Presenter: Erin Dey | Pending 3 Hours of Indiana CE
In this class, attendees will watch six different “E&O Talks” interviews that are pre-recorded with a variety of people from various roles in the industry. Erin will conduct the interview and discuss topics such as: how agencies have rebounded from an E&O claim, what underwriters are looking for in an E&O submission, claims conversations with scenarios and how the carrier fought on behalf of the agency and more. After each video is played, attendees will break up into small groups and discuss what the agency learned, possible actions to take and what it would mean for their own organization. The conclusion will be formulating take-aways for each attendee to take back to their office to continue to explore E&O mitigation practices.
The suggested audience for this session is: Owners, Managers, Agents, CSRs
Presenter: Erin Dey | Pending 3 Hours of Indiana CE
In this class, attendees will watch six different “E&O Talks” interviews that are pre-recorded with a variety of people from various roles in the industry. Erin will conduct the interview and discuss topics such as: how agencies have rebounded from an E&O claim, what underwriters are looking for in an E&O submission, claims conversations with scenarios and how the carrier fought on behalf of the agency and more. After each video is played, attendees will break up into small groups and discuss what the agency learned, possible actions to take and what it would mean for their own organization. The conclusion will be formulating take-aways for each attendee to take back to their office to continue to explore E&O mitigation practices.
The suggested audience for this session is: Owners, Managers, Agents, CSRs
Breakout Sessions | 3:30 p.m. - 5:00 p.m.
Insurance Keeping the Promise: Insurance Claims & the Law & Diminished Value/Claims Payout
Presenter: Matthew Moore | Approved for 1.5 Hours of Indiana CE
This class explores the heart of the insurance transaction: the promise to pay. We’ll look at both sides of the claims equation – policyholder’s expectations vs. insurer’s obligations, illustrated through real-world examples (like the legal concept of diminished value). We’ll walk through the anatomy of a claim, and introduce the key professionals involved. Finally, we’ll highlight the most common consumer complaints, what drives dissatisfaction, and how misunderstandings between policyholders and insurers can be reduced.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Matthew Moore | Approved for 1.5 Hours of Indiana CE
This class explores the heart of the insurance transaction: the promise to pay. We’ll look at both sides of the claims equation – policyholder’s expectations vs. insurer’s obligations, illustrated through real-world examples (like the legal concept of diminished value). We’ll walk through the anatomy of a claim, and introduce the key professionals involved. Finally, we’ll highlight the most common consumer complaints, what drives dissatisfaction, and how misunderstandings between policyholders and insurers can be reduced.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Cross-Sell Mastery for the Next Level Agency
Presenter: Angela Bunch | Approved for 1.5 Hours of Indiana CE
This session reframes cross-selling into what it truly is: protecting clients from the gaps they don’t see. You’ll learn how Next Level agencies think and operate—proactive, intentional, and always listening for change that creates coverage needs. We’ll walk through a simple 5-step cross-sell framework (bonding, up-front expectations, discovery, alignment, confirmation) and show how Producers, CSRs, and AMs all play a role in identifying opportunities. You’ll learn the top personal and commercial triggers to watch for, how to turn everyday service calls into meaningful conversations, and how documentation turns small insights into future wins. Through quick real-life scenarios, you’ll practice uncovering needs in a natural, non-salesy way. You’ll leave with a mindset shift, practical questions to start using today, and one client you can proactively help this week. This isn’t selling more—it’s serving better.
The suggested audience for this session is: Owners, Managers, Agents, CSRs
Presenter: Angela Bunch | Approved for 1.5 Hours of Indiana CE
This session reframes cross-selling into what it truly is: protecting clients from the gaps they don’t see. You’ll learn how Next Level agencies think and operate—proactive, intentional, and always listening for change that creates coverage needs. We’ll walk through a simple 5-step cross-sell framework (bonding, up-front expectations, discovery, alignment, confirmation) and show how Producers, CSRs, and AMs all play a role in identifying opportunities. You’ll learn the top personal and commercial triggers to watch for, how to turn everyday service calls into meaningful conversations, and how documentation turns small insights into future wins. Through quick real-life scenarios, you’ll practice uncovering needs in a natural, non-salesy way. You’ll leave with a mindset shift, practical questions to start using today, and one client you can proactively help this week. This isn’t selling more—it’s serving better.
The suggested audience for this session is: Owners, Managers, Agents, CSRs
Continued
E&O Unscripted: Real Stories, Real Risks, Real Solutions - Concludes at 5:00 pm
Presenter: Erin Dey | Pending 3 Hours of Indiana CE
E&O Unscripted: Real Stories, Real Risks, Real Solutions - Concludes at 5:00 pm
Presenter: Erin Dey | Pending 3 Hours of Indiana CE
5:00 p.m. - 8:00 p.m.
Tuesday Night Social
Sponsored by: CRC Group & IDEAL Ag & Marine
Free for all Convention Attendees! Guests of Convention Attendees can pay to attend. Registration Required.
Sponsored by: CRC Group & IDEAL Ag & Marine
Free for all Convention Attendees! Guests of Convention Attendees can pay to attend. Registration Required.
Wednesday, May 6th
Breakout Sessions | 9:00 a.m. - 10:30 a.m.
Gaps in Personal Lines Insurance
Presenter: Kevin Wheeler | Pending 1.5 Hours of Indiana CE
Most agents view Personal Lines as a simple account/exposure and treat it more as a transaction rather than risk management and identifying potential issues for your client and you. Whether you are new to Personal Lines Insurance or a seasoned pro, we will explore some of the more common and a few unique exposures that you need to discuss with your clients.
The suggested audience for this session is: Managers, Agents, CSRs
Presenter: Kevin Wheeler | Pending 1.5 Hours of Indiana CE
Most agents view Personal Lines as a simple account/exposure and treat it more as a transaction rather than risk management and identifying potential issues for your client and you. Whether you are new to Personal Lines Insurance or a seasoned pro, we will explore some of the more common and a few unique exposures that you need to discuss with your clients.
The suggested audience for this session is: Managers, Agents, CSRs
Taste of CPIA: Position, Implement and Sustain Success - Concludes at 12:00 pm
Presenter: John Fear | Approved for 3 of Indiana CE
In this session participants will review of the three-part Certified Professional Insurance Agent (CPIA) professional development curriculum. The session, while providing a “Taste of CPIA,” provides valuable tips on the current insurance marketplace, risk analysis and management, account development and retention, and client-service in an interactive format. Agency sales managers, account managers, producers, internal support staff and company marketing personnel all benefit from this program.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: John Fear | Approved for 3 of Indiana CE
In this session participants will review of the three-part Certified Professional Insurance Agent (CPIA) professional development curriculum. The session, while providing a “Taste of CPIA,” provides valuable tips on the current insurance marketplace, risk analysis and management, account development and retention, and client-service in an interactive format. Agency sales managers, account managers, producers, internal support staff and company marketing personnel all benefit from this program.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
2026 Legislative Update
Presenter: Marty Wood | Pending 1.5 Hours of Indiana CE
We will review current 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
Presenter: Marty Wood | Pending 1.5 Hours of Indiana CE
We will review current 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.
Disaster Planning (for You and Your Clients)
Presenter: Kevin Wheeler | Pending 1.5 Hours of Indiana CE
We are in the business of helping clients after a disaster, but are we like the shoe cobbler that everyone else's shoes are great, but our own shoes have a lot of holes in them? We will discuss not just the typical disasters that we think about – fire, weather, etc – but some real disasters that have impacted other agencies that you may not have considered. The goal will be to start to look at your own disaster plan.
The suggested audience for this session is: Owners, Managers
Presenter: Kevin Wheeler | Pending 1.5 Hours of Indiana CE
We are in the business of helping clients after a disaster, but are we like the shoe cobbler that everyone else's shoes are great, but our own shoes have a lot of holes in them? We will discuss not just the typical disasters that we think about – fire, weather, etc – but some real disasters that have impacted other agencies that you may not have considered. The goal will be to start to look at your own disaster plan.
The suggested audience for this session is: Owners, Managers
From Fear to I Need That
Presenters: Mark Shoultz & Joel Dunham | Pending 1.5 Hours of Indiana CE
Artificial intelligence doesn’t have to be scary — it can be one of the most practical, confidence-building tools in your agency’s toolkit. In this interactive 90-minute session, participants will learn how to stop worrying about AI and start using it strategically to save time, automate repetitive tasks, and improve service. By focusing on confidence over fear, this workshop empowers agencies to adopt AI the right way and help participants walk away with clear next steps they can implement tonight.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenters: Mark Shoultz & Joel Dunham | Pending 1.5 Hours of Indiana CE
Artificial intelligence doesn’t have to be scary — it can be one of the most practical, confidence-building tools in your agency’s toolkit. In this interactive 90-minute session, participants will learn how to stop worrying about AI and start using it strategically to save time, automate repetitive tasks, and improve service. By focusing on confidence over fear, this workshop empowers agencies to adopt AI the right way and help participants walk away with clear next steps they can implement tonight.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
continued
Taste of CPIA: Position, Implement, and Sustain Success - Concludes at 12:00 pm
Presenter: John Fear | Approved for 3 of Indiana CE
Taste of CPIA: Position, Implement, and Sustain Success - Concludes at 12:00 pm
Presenter: John Fear | Approved for 3 of Indiana CE
Keynote Lunch | 12:00 p.m. - 1:30 p.m.
Keep Chasing Tennis Ball - Maintaining Momentum & Joy
Presenter: Daron Earlewine
Be inspired to embrace a playful yet profound approach to life and “keep chasing tennis balls.” Learn to stay curious, engaged, and passionate to pursue becoming who you were born to be. When we discover who we are, why we do what we do, what we do best and where we find our greatest passion we are empowered, even in the face of challenges. Celebrate the chase and discover how to experience endless energy, contagious courage and boundless joy at work, home and at play.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Daron Earlewine
Be inspired to embrace a playful yet profound approach to life and “keep chasing tennis balls.” Learn to stay curious, engaged, and passionate to pursue becoming who you were born to be. When we discover who we are, why we do what we do, what we do best and where we find our greatest passion we are empowered, even in the face of challenges. Celebrate the chase and discover how to experience endless energy, contagious courage and boundless joy at work, home and at play.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Breakout Sessions | 1:30 p.m. - 3:00 p.m.
How Ethical Are You? - Concludes at 4:30 pm
Presenter: Kevin Wheeler | Approved for 3 Hours of Indiana CE
Discussion of the differences between ethics and morals. We will discuss the responsibilities of an agency, and their employees as it pertains to making ethical decisions and the implications of not responding correctly. We will have examples of ethical challenges that an agent may be faced with and review the proper responses.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Presenter: Kevin Wheeler | Approved for 3 Hours of Indiana CE
Discussion of the differences between ethics and morals. We will discuss the responsibilities of an agency, and their employees as it pertains to making ethical decisions and the implications of not responding correctly. We will have examples of ethical challenges that an agent may be faced with and review the proper responses.
The suggested audience for this session is: Owners, Managers, Agents, New to the Industry and/or CSRs
Emerging Risks: Autonomous Vehicles, Short-term Rentals, Rideshares and Drones
Presenter: John Fear | Pending 1.5 Hours of Indiana CE
In an industry where the “Named Insured” has been the foundation of how risk is assigned and/or transferred, Drones, Transportation Network Companies (TNCs), Autonomous Vehicles and Short-term Rentals are raising an entirely new set of coverage questions. Who is at risk when there isn’t a specific someone behind the controls in the case of an accident? With the advent of driverless cars, unmanned aerial vehicles and online enabled ride sharing, this course will outline how insurance professionals assist their clients in understanding the risk associated with each of these technological and sociological advancements when it comes to their personal and commercial insurance needs.
The suggested audience for this session is: Managers, Agents, CSRs
Presenter: John Fear | Pending 1.5 Hours of Indiana CE
In an industry where the “Named Insured” has been the foundation of how risk is assigned and/or transferred, Drones, Transportation Network Companies (TNCs), Autonomous Vehicles and Short-term Rentals are raising an entirely new set of coverage questions. Who is at risk when there isn’t a specific someone behind the controls in the case of an accident? With the advent of driverless cars, unmanned aerial vehicles and online enabled ride sharing, this course will outline how insurance professionals assist their clients in understanding the risk associated with each of these technological and sociological advancements when it comes to their personal and commercial insurance needs.
The suggested audience for this session is: Managers, Agents, CSRs
Breakout Sessions | 3:00 p.m. - 4:30 p.m.
continued
How Ethical Are You? - Concludes at 4:30 pm
Presenter: Kevin Wheeler | Approved for 3 Hours of Indiana CE
How Ethical Are You? - Concludes at 4:30 pm
Presenter: Kevin Wheeler | Approved for 3 Hours of Indiana CE
Cyber Liability & Data Breach: Don’t Be Compromised
Presenter: John Fear | Pending 1.5 Hours of Indiana CE
National elections. Autonomous vehicles. Home security systems. Online shopping. Zoom© Meetings and School Classes. With so many of our everyday actions taking place in the digital world, cyber liability has taken on an even greater importance in the world of insurance. What is the risk to your personal and commercial insurance clients when it comes to having their digital identity and information compromised and what can be done to protect them? This course will look at the increasing risk to individuals and businesses and what can be done to raise awareness to the need and develop a risk assessment plan to protect them.
The suggested audience for this session is: Owners, Managers, Agents
Presenter: John Fear | Pending 1.5 Hours of Indiana CE
National elections. Autonomous vehicles. Home security systems. Online shopping. Zoom© Meetings and School Classes. With so many of our everyday actions taking place in the digital world, cyber liability has taken on an even greater importance in the world of insurance. What is the risk to your personal and commercial insurance clients when it comes to having their digital identity and information compromised and what can be done to protect them? This course will look at the increasing risk to individuals and businesses and what can be done to raise awareness to the need and develop a risk assessment plan to protect them.
The suggested audience for this session is: Owners, Managers, Agents
Ready to get registered?
