Monday, November 11th
9:00 - 10:00 am
Knuckle Sandwich: Knocking Out the Top 10 Enemies of Success
Jason Peacock
During this session, we will identify, expose, and eliminate the Top 10 enemies that are keeping insurance agents from a life of success and more importantly, significance in their careers.(Approved for 1 hour of Indiana CE)
10:00 - 11:00 am - Concurrent Sessions
Finders Keepers: How to Find & Keep the Customers You Want
Jason Peacock
In this session, attendees will learn the 5 questions that will not only help their sales approach but more importantly their customer service to their current and potential customers: Who, where, what, how, and when? (Approved for 1 hour of Indiana CE)
Tell Me About the Market: A Broker/Company Panel
Panelists: TBA
One of the keys to a successful agency is working with the various companies and brokers to which the agency is contracted. This has become increasingly difficult with the tumultuous market conditions in the current property and casualty insurance marketplace. This panel will explore the processes under which companies and brokers make underwriting decisions and how those processes have changed. It will also provide insights and tips about working with these entities, including providing strong applications, relationship building, what they are looking for in risks, and much more. (Approved for 1 hour of Indiana CE)
Personal Lines: How Did We Get Here & Is it Broken Forever? (Session runs from 10am - 12pm)
Nicole Broch
Personal Lines is experiencing the hardest market on record, agents and account managers are scrambling, carriers are changing course daily, and the insured is left with reduced coverage and higher premiums. This course will explain how we got here; a journey down the timeline from Covid to Winter Storm Elliott and beyond, what we can do to understand, explain, and advise our insureds through this tough market, and forecast the future of Personal Lines. (Approved for 2 hours of Indiana CE)
11:00 - 12:00 pm - Concurrent Sessions
From YAC to Emerging Leaders: An Indiana YAC Alumni Panel Discussion
Panelists: TBA
The Indiana Young Agents (YAC) and Emerging Leaders (EL) Committees have produced many of the leaders in Indiana’s insurance industry over the last three decades. Join our panel of former YAC and EL members as they discuss how they have succeeded in the independent agent channel. This will include how to weather challenging markets; building relationships with carriers, clients and other agents; the changes the industry has undergone over the last three decades, for better and worse; and how to maximize opportunities to give back to the industry through participation. Panelists will include agents from a variety of different sized agencies who have used their participation in YAC and EL to further their careers. (Approved for 1 hour of Indiana CE)
The State of the Insurance Marketplace (M&A)
Carey Wallace
In this session, we will talk about the current trends in the insurance marketplace and how these trends are impacting the agencies of today and tomorrow. If you are looking to make insurance a long-term career this session will explore the changes and opportunities that lie ahead with technology, customer & carrier expectations, innovation, and much more. There is no better time to be in our industry, and those that are excited to embrace change will be well-positioned for an incredible future. (Approved for 1 hour of Indiana CE)
Personal Lines: How Did We Get Here & Is it Broken Forever? (Session runs from 10am - 12pm)
12:00 - 1:30 pm
Veterans Day Lunch
Survive and Thrive: A Combat Wounded Green Beret's Story of Teamwork, Perseverance, and Faith
Master Sergeant Sean Clifton
During his last deployment to Afghanistan in 2009, Master Sergeant Sean Clifton was critically wounded while conducting a raid on a Taliban compound. Upon clearing a doorway of a Taliban leader’s compound, he was shot multiple times by Taliban fighters. The medics kept him alive on the battlefield and he then spent over 6 months at Walter Reed Army Medical Center undergoing over 20 surgical procedures; followed by more than 4 years of additional surgery, therapy, and recovery. Don't miss your chance to hear Sean's story!
1:30 - 3:00 pm - Concurrent Sessions
What Would You Do? Claims Edition
Trey Gregory & Bree Kempf
In this roundtable, discussion based session, you'll be presented with a variety of claim scenarios and ethical dilemmas that agents encounter everyday. We'll weigh the options and figure out how we can assist clients in the most effective ways. Claims are the most important part of our job; when the policy we sold needs to be put to use. The more you know, the less scary they can be. (Submitted for 1.5 hours of Indiana CE)
Using Your Valuation as a Business Planning Tool
Carey Wallace
In today's insurance realm, finding and retaining top talent is crucial for sustained success. This course is a guide tailored for insurance industry professionals navigating the challenges of hiring in the current landscape. This presentation dives into essential strategies for sourcing, attracting, and keeping top-tier talent in a fiercely competitive market. From innovative recruitment techniques to fostering an enticing company culture, this session offers practical insights that redefine recruitment success. Join us as we explore the pivotal strategies reshaping the way insurance agencies approach staffing, propelling them forward in an ever-evolving industry. (Submitted for 1.5 hours of Indiana CE)
3:00 - 4:30 pm - Concurrent Sessions
Staffing & Recruiting in Today's Insurance Market: Key Strategies for Success
Nolan Duda
In today's insurance realm, finding and retaining top talent is crucial for sustained success. This course is a guide tailored for insurance industry professionals navigating the challenges of hiring in the current landscape. This presentation dives into essential strategies for sourcing, attracting, and keeping top-tier talent in a fiercely competitive market. From innovative recruitment techniques to fostering an enticing company culture, this session offers practical insights that redefine recruitment success. Join us as we explore the pivotal strategies reshaping the way insurance agencies approach staffing, propelling them forward in an ever-evolving industry. (Approved for 1.5 hours of Indiana CE)
Digital Marketing and AI: Taking the First Steps
Joseph Cox
This session is designed for insurance agencies looking to enhance their digital presence and several AI technologies. We will cover the following key topics: website best practices, social media strategy, email marketing, leveraging Google tools, and more. (Approved for 1.5 hours of Indiana CE)
4:30 - 6:30 pm
Who's Who Happy Hour
Join us for drinks, snacks, and most importantly, connecting with your fellow convention attendees! Your favorite networking event is back for another year. Spend some time with your insurance peers plus, get a sneak peek at the silent auction items!
8:00 - 10:00 pm
Networking Nightcap
We'll be back at the hotel when you return from dinner for a networking nightcap. Come join us for one more drink before ending your day and heading up to bed.