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In a crowded insurance market, being good at what you do is no longer enough- if people do not see your value, they will overlook your agency. Small agencies often lose opportunities not because they …
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Is your agency in good financial shape? It's more than just revenue and profit, as we will discover in this interactive session takes snapshots of real agencies and asks: would you buy, sell, or hold …
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At some point, every agency principal has to think about succession and retirement. But what if there's another way? Billy Wagner shows you the blueprint he used (and you can too) to engineer his agen …
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Explore the Expo, meet with new connections, enjoy a coffee
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In this session, Charles McDade challenges the traditional approach to recruiting and reframes hiring as a responsibility to develop people, not just deploying them. Drawing on his experience with edu …
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There is no shortage of solutions out there to help you save time, money, improve customer service, and grow your business. But do you know what you really need and what you don't? Casey Nelson advise …
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Join Jon, Co-Founder & CEO of XILO, and a panel of Top 100 P&C Brokers for a deep dive into the practical application of AI Agents. Moving beyond the hype, we explore how to deploy AI to automate lead …Speakers
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The future isn’t about replacing people, it’s about empowering them. With smarter tools in our hands, we unlock the ability to serve better, move faster, and think bigger. Technology handles the heavy …
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As insurers deploy more AI agents across operations, the challenge becomes governance: permissions, accountability, auditability, and performance tracking. This session explores Workday’s approach to …
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Tech helps us improve efficiency and drive revenue. But lack of integration creates friction and missed opportunities. The average independent agency isn’t under-teched—it’s over-tooled. Multiple plat …
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