The future of insurance agents is here. At ITC Agents, explore big ideas and practical strategies to improve operations, streamline workflows, elevate customer service, and drive growth.

Across two dedicated stages—One Big Idea and Workflows & Optimization—learn from agents sharing proven playbooks and real-world tactics you can apply right away.

You can’t afford to miss this opportunity!
Please note that this agenda is actively updating, and timing is subject to change. Please check back regularly for updates leading up to the event. 

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One Big Idea Stage
  1. It’s easy to become overwhelmed with urgency and feeling like you’re falling behind. But getting ahead doesn’t always mean going the fastest. Using anecdotes and hard data, Shawn draws on his experien …
  2. 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 …
  3. 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 …
  4.  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 age …
  5. 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 …
  6. Great agents and agency owners are drowning in complexity, inefficiency, and outdated systems. Michael Weaver has helped thousands of agents solve their problems, and in this session gives you a gamep …
  7. 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 …
Workflows and Optimization Stage
  1. Independent agencies have heard plenty about AI. The harder question is where to begin. Dave Rose, Head of Agency Sales and Service at bolt, will share a practical plan based on rolling out AI inside …
  2. 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 …
  3. For the first time, technology exists to deliver proactive, continuous, personalized engagement at a scale that makes the relationship model financially viable. Not by replacing the advice relationshi …
  4. 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 …
  5.  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 lea …