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2019 IA&B Futures Conference

Agenda at a Glance

Tuesday, Oct. 8

9 AMGolf Tee Times (separate registration required)
 
Noon–1 PMRegistration and Lunch
 
1–3:30 PM
 
Designing & Tracking Your Customer Experience
3:30–3:45 PM
 
Break
 
3:45–5:30 PM
 
Roundtable Discussions
 
5:30-5:45 PM
 
Advocacy Update
6–7 PM
 
Happy Hour
 
7 PMDinner and Networking
 
8 PM
 
Relaxed Activities and Networking

Wednesday, Oct. 9

7:15–8 AM
 
Breakfast
 
8–11 AM
 
Personal Lines Sales Tips & Techniques
or
Best Practices in Performance Appraisals
or
Marketing Trends for Independent Agencies
 
11 AM–Noon
 
Lunch
Noon–3 PM
 
Commercial Lines Sales Tips & Techniques
or
Best Practices in Performance Appraisals
or
Marketing Trends for Independent Agencies
 

Agenda Details

Tuesday, Oct. 8

9 AM 
Golf Tee Times (separate registration required)


Noon–1 PM 
Registration and Lunch


1–3:30 PM
Designing & Tracking Your Customer Experience
Faculty: Kelly Donahue-Piro

Return to the office with concrete steps to implement ridiculously amazing customer service. Then reap the rewards of retention, referrals, and growth. Kelly Donahue-Piro will walk you through opportunities in prospecting, the sales process, new client onboarding, client marketing, and more.


3:30–3:45 PM
Break


3:45–5:30 PM
Roundtable Discussions – Back by Popular Demand!

Share challenges and exchange ideas with your peers and senior agency mentors. This is an opportunity to ask your burning questions and brainstorm solutions with those who share your experiences, as well as those who walked in your shoes a generation ago. 

5:30–5:45 PM
Advocacy Update


6–7 PM
Happy Hour


7 PM
Dinner and Networking


Wednesday, Oct. 9

7:15–8 AM
Breakfast


8–11 AM  |  Concurrent Session
Personal Lines Sales Tips & Techniques
Faculty: Becky Lathrop, CIC, CPIA

Step up your personal lines sales game with the tips you take away from this interactive session. Becky Lathrop will share how to identity your brand and hone your communications skills. Plus, you’ll learn tools to effectively review policies and round out accounts.

8–11 AM  |  Concurrent Session
Best Practices in Performance Appraisals
Faculty: Rich Molden

Learn how to implement an effective employee-evaluation program. Rich Molden will discuss how to engage your employees, improve performance, and develop leaders to create a culture of excellence. A strong team builds strong customer loyalty.

8–11 AM  |  Concurrent Session
Marketing Trends for Independent Agencies
Faculty: Virginia Roth

Walk away inspired to contribute to your agency’s marketing and to invest in your personal brand. Virginia Roth will explain the role of marketing and value of a brand, plus increase your confidence in agency marketing. 


11 AM–Noon
Lunch


Noon–3 PM  |  Concurrent Session
Commercial Lines Sales Tips & Techniques
Faculty: Becky Lathrop, CIC, CPIA

Step up your commercial lines sales game with the tips you take away from this interactive session. Becky Lathrop will share how to identify your brand and hone your communications skills. Plus, you’ll learn tools to boost account development and client retention.

Noon–3 PM  |  Concurrent Session (repeated from the morning)
Best Practices in Performance Appraisals
Faculty: Rich Molden

Learn how to implement an effective employee-evaluation program. Rich Molden will discuss how to engage your employees, improve performance, and develop leaders to create a culture of excellence. A strong team builds strong customer loyalty.

Noon–3 PM  |  Concurrent Session (repeated from the morning)
Marketing Trends for Independent Agencies
Faculty: Virginia Roth

Walk away inspired to contribute to your agency’s marketing and to invest in your personal brand. Virginia Roth will explain the role of marketing and value of a brand, plus increase your confidence in agency marketing. 

Register for the conference

Learn more:

Meet the speakers

Reserve your hotel room

Register to golf

For questions or to register over the phone, call 800-998-9644, option 1. 


 
  

Thank You to Our Sponsors:











2019 Futures Program
Input Group

A special thank-you goes out to our 2019 Input Group members, who are offering their insight and providing a sounding board throughout the Futures Conference planning process.

Nathan Breece
America Insurance Agency
Philadelphia, PA

Alexis Burns
Burns & Burns Associates
Clarion, PA

Megan McGroarty
McGroarty & Bradburn Insurance
Pittsburgh, PA

Mary Peppelman
Affordable Insurance Network of Delaware
Bear, DE

Dave Rivell
Element Risk Management
West Chester, PA

Chaz Timmons
PDM Insurance Agency
Chambersburg, PA