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. Breakfast Sponsored by Heathos
    Join your peers for breakfast ahead of a full day of inspiration and innovation.
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  2. Coffee break sponsored by OutMarket
    Grab a coffee and get to know the best Agent-Tech solutions around.
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  3. Welcome to ITC Agents
    Speakers
    Drake Slaikeu-Lawhead
    Drake Slaikeu-Lawhead,
    Head of Growth - ITC Vegas
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  4. Finding your easy mode
    Speakers
    Ryan Hanley
    Ryan Hanley,
    Serial Founder, Speaker, Entrepreneur, Influencer, and Founder - Finding Peak
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  5. Embracing average, becoming elite: Why the ‘dangerous’ middle is your sweet spot
    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 …
    Speakers
    Shawn Michael Walker
    Shawn Michael Walker,
    President, Personal Lines - Premier Group Insurance
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  6. Your biggest competitor is your next hire
    Four times this industry was told to change or die. Fax machines. Email. The internet. Social media. Four times we were fine. This one is different, and it is not because of AI. It is because most of …
    Speakers
    Jason Cass
    Jason Cass,
    CEO - Agency Intelligence
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  7. How do I know what tech to buy? A practical checklist for your agency
    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 …
    Speakers
    Casey Nelson
    Casey Nelson,
    Co-Founder/President - Agency X/Eclipse Insurance
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  8. Coffee break sponsored by OutMarket
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  9. Buy, hold, pass! Play the agency M&A game
    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 …
    Speakers
    Carey Wallace
    Carey Wallace,
    Founder - Agency Focus
    Matt Naimoli
    Matt Naimoli,
    Partner - Legacy Advisors
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  10. Design a business you’d never sell (and do more of what you love, less of what you don’t and 'retire' on your terms)
     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 …
    Speakers
    Billy Wagner
    Billy Wagner,
    Agency Owner - Brightway Insurance
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  11. Lunch & Expo Hall Exploration
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  12. Built to be seen: How I make my small agency impossible to ignore
    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 …
    Speakers
    Ciara Gravier
    Ciara Gravier,
    CEO & Founder - The Bunker Insurance & Risk Management
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  13. How we turn closed-lost buyers into wins (using AI-Driven Psychoanalysis)
    Learn how to put AI to work on the conversations you already record: not to summarize the call, but to tell you what your prospect was really protecting and why the deal actually died.
    Speakers
    Nick Ayers
    Nick Ayers,
    Founder - Five Fold Systems
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  14. How I increase revenue and save time using Agency Coach AI (and how you can too)
    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 …
    Speakers
    Michael Weaver
    Michael Weaver,
    Founder - Agency Coach AI
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  15. Networking & coffee break sponsored by OutMarket
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  16. Growing greatness, passing it on: A new way to think about hiring
    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 …
    Speakers
    Charles McDade
    Charles McDade,
    Agency Owner - McDade Insurance Brokerage Group
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  17. How failing forward wins the AI era: Learnings from a rapid scaler
    C3 Risk & Insurance Services has grown into one of the fastest-growing independent insurance agencies in the country over the last nine years with an annual CAGR of 35%. The secret was building a cult …
    Speakers
    Marife Molina
    Marife Molina,
    EVP of Strategic Revenue - C3
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  18. The broken ladder: Who trains your next producer?
    AI is powerful, useful, and will transform your agency — but did you think about where your next great producer comes from? The grunt work AI replaces was never just grunt work; it was the apprentices …
    Speakers
    Paul Moyes
    Paul Moyes,
    VP of Sales - HawkSoft
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  19. Vendor Meetings in the Expo
    Final chance to meet with vendors on the expo and discover new technologies and solutions for your business.
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  20. BrainShare: The questions you didn't get to ask
    You just spent six and a half hours downloading. This is where you get to ask. Every session today gets captured, run through AI, and rebuilt on screen. So the thing somebody said at 9:15 is still in …
    Speakers
    Jason Cass
    Jason Cass,
    CEO - Agency Intelligence
    Mitch Gibson
    Mitch Gibson,
    Chief Technology Officer - Virtual Intelligence, Agency Intelligence, and The Insurance Alliance
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  21. ITC Agents Happy Hour & Expo Hall Exploration
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Workflows and Optimization Stage
  1. The AI-first agency: Your 30-60-90 day plan in 15 minutes
     AI adoption doesn't have to be complicated. Based on a real-world framework used by successful independent insurance agencies, this session walks through a proven 30-60-90 day approach to launching A …
    Speakers
    Dave Rose
    Dave Rose,
    Head of bolt Agency - bolt
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  2. How to start using AI Agents to scale your personal and small commercial lines
     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 …
    Speakers
    Jon Corrin
    Jon Corrin,
    CEO & Co-Founder - XILO
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  3. The agentic AI workforce has arrived. Five things your agency needs to know today. (How to govern them, how to manage them, how to leverage them, and other important tips).
    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 …
    Speakers
    Jim Gahagan
    Jim Gahagan,
    Senior Industry Director, Financial Services Solution Marketing - Workday
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  4. Lunch & Expo Hall Exploration
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  5. State of the industry: The clock speed problem
    In today’s rapidly evolving insurance distribution landscape, the rules that once defined success are shifting. Join Brian Refici, MarshBerry Vice President, as he examines the forces reshaping the in …
    Speakers
    Brian Refici
    Brian Refici,
    Vice President - MarshBerry
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  6. Why GEICO loves independent agents and the secret to happy customers
    Meeting customers where they shop through the power of trusted local relationships.
    Speakers
    Lauren Link
    Lauren Link,
    Director in IA National Accounts - Geico
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  7. Real AI automation starts in the email, not the AMS
    The AMS was never where the work actually happens — the inbox is. This session makes the case that real AI automation starts in email: reading every inbound message and doing the work, quote to bind, …
    Speakers
    Tony Marshi
    Tony Marshi,
    CEO & Co-Founder - Bind AI
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  8. Coffee break sponsored by OutMarket
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  9. Is your loyalty problem actually an architecture problem? How to scale retention and improve customer service
    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 …
    Speakers
    Bryan Davis
    Bryan Davis,
    President - VIU by HUB
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  10. When your tech stack doesn’t stack: How we unified seven platforms into one workflow
    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 …
    Speakers
    Ngozi Nnaji
    Ngozi Nnaji,
    CEO - The Black Friday Network
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  11. Vendor Meetings in the Expo
    Final chance to meet with vendors on the expo and discover new technologies and solutions for your business.
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Agency Leadership Masterclass: AI and the 4 Zones of Curiosity
  1. Why you?
    The challenge, the day’s objective and the Pitch Fest.
    Speakers
    Mick Hunt
    Mick Hunt,
    Founder - The Intelligent Agent
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  2. The numbers
    Roger introduces the 345 Performance Standard: his targets of 15% organic growth, 30% operating profit and $300,000 in revenue per full-time equivalent. He connects performance to client quality, trus …
    Speakers
    Roger Sitkins
    Roger Sitkins,
    CEO - Sitkins Group, Inc.
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  3. The relationships
    Jerry explores relationships as an appreciating business asset. Real Centers of Influence know your work and judgment well enough to put their own reputation behind an introduction. Through reciprocit …
    Speakers
    Jerry Conrey
    Jerry Conrey,
    Principal, Insurance Broker & Risk Manager - Conrey Insurance Brokers & Risk Managers
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  4. Bridge to lunch
    Carry forward Roger’s ideal-client focus and Jerry’s fifth workbook answer. At lunch, test whether someone else can explain whom you help and why you are worth referring.
    Speakers
    Mick Hunt
    Mick Hunt,
    Founder - The Intelligent Agent
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  5. Lunch
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  6. The message
    Mick turns the reason to be referred into a message the customer recognizes. The Four Zones ofCuriosity answer: Who are you? What do you solve? Why should I care? Can I trust you?Attendees use custome …
    Speakers
    Mick Hunt
    Mick Hunt,
    Founder - The Intelligent Agent
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  7. The reach
    Ryan builds on the audience’s Draft One by showing how to get known before being needed. The focus is a consistent message for the right people, expressed through the formats and relationships that ca …
    Speakers
    Ryan Hanley
    Ryan Hanley,
    Serial Founder, Speaker, Entrepreneur, Influencer, and Founder - Finding Peak
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  8. Perfecting the pitch
    First half: Mick Hunt and Landon McKinnis fireside.Opening with relevance, communicating value, handling objections and delivering a memorable pitch. Second half: Points of Differentiation in Your Pit …
    Speakers
    Landon McKinnis
    Landon McKinnis,
    Entrepreneur & Licensed Realtor - Go Nutz
    Mick Hunt
    Mick Hunt,
    Founder - The Intelligent Agent
    Roger Sitkins
    Roger Sitkins,
    CEO - Sitkins Group, Inc.
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  9. The pitch fest
    Finalists deliver 90-second pitches, receive direct panel coaching and refine their answers. The winner receives six months of one-on-one mentorship with Mick Hunt, valued at $35,000.
    Speakers
    Roger Sitkins
    Roger Sitkins,
    CEO - Sitkins Group, Inc.
    Jerry Conrey
    Jerry Conrey,
    Principal, Insurance Broker & Risk Manager - Conrey Insurance Brokers & Risk Managers
    Ryan Hanley
    Ryan Hanley,
    Serial Founder, Speaker, Entrepreneur, Influencer, and Founder - Finding Peak
    Landon McKinnis
    Landon McKinnis,
    Entrepreneur & Licensed Realtor - Go Nutz
    Mick Hunt
    Mick Hunt,
    Founder - The Intelligent Agent
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