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. Join your peers for breakfast ahead of a full day of inspiration and innovation.
  2. Grab a coffee and get to know the best Agent-Tech solutions around.
  3. 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 …
  4. 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 …
  5. 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 …
  6.  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 …
  7. 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 …
  8. Great agents and agency owners are drowning in complexity, inefficiency, and outdated systems.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 …
  9. 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 …
  10. 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 …
  11. 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 …
  12. Consolidate all the learnings of the day in this engaging, interactive group discussion led by Jason Cass. Ask questions, get answers, enjoy an alcoholic or non-alcoholic beverage!
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.  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 …
  3. 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 …
  4. 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 …
  5. 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 …
  6. 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 …
Agency Leadership Masterclass: AI and the 4 Zones of Curiosity