Young Agent Award & Conference
2023 IA&B Young Agent Conference
Over 130 young insurance professionals gathered in Lancaster, PA on Oct. 3-4 , 2023 for the return of IA&B’s Young Agent Conference. The sold-out event included two days of high-energy speakers, hands-on workshops, and networking opportunities — all with the goal of developing young insurance agents into successful leaders.
The only conference designed for young insurance professionals in PA, MD, and DE.
Agenda:
Tuesday, Oct. 3
- 8:30 AM: Women’s Breakfast
- 9:00 AM: Registration
- 10:00 AM: Keynote: 7 Keys to Becoming Your Best with Jimmy Page
- 11:15 AM: Workshop: 5 Commitments That Create Raving Fans with Jimmy Page
- 12:30 PM : Lunch and IA&B Young Agent Award Winner Announcement
- 1:15 PM: IA&B Young Agent Award Winner Panel
- 2:15 PM: Thriving in the Insurance Hard Market with Bobbie Fernandez
- 3:30 PM: Choice of Session: Prospecting with Greg Orth -OR- Niche Navigator with Bobbie Fernandez
- 5:30 PM: Happy Hour, Dinner & Networking
Wednesday, Oct. 4
- 8:00 AM: Breakfast
- 9:00 AM: Learn about IA&B education and designation courses from peer experiences
- 9:30 AM: State Breakout: Learn about advocacy in your state
- 10:30 AM: AI for Independent Agents (including ChatGPT) with Jason Walker
- 12:00 PM: Conference Wrap-Up and Lunch
Sessions & Speakers:
Keynote: Be Unstoppable: 7 Keys to Becoming your Best
Workshop: High Performance Culture: 5 Commitments that create Raving Fans
Jimmy Page, President of Be Unstoppable
Keynote: Be Unstoppable: 7 Keys to Becoming your Best
Discover how to develop the internal DNA that produces the mindset, resilience and habits that lead to a successful & fulfilling life.
Discover how to develop the internal DNA that produces the mindset, resilience and habits that lead to a successful & fulfilling life.
Workshop: High Performance Culture: 5 Commitments that Create Raving Fans
Discover the specific commitments to make and actions to take to level-up your professionalism, communication, conflict resolution, execution, and customer satisfaction.
Discover the specific commitments to make and actions to take to level-up your professionalism, communication, conflict resolution, execution, and customer satisfaction.
About Jimmy: Jimmy is the creator of the Be Unstoppable life and leadership system. A His mission is to inspire you to live the unstoppable life – unleashing your best in every way. health and wellness expert, Spartan athlete, podcaster, and former executive, he frequently speaks at conferences and businesses in every industry. He is a regular contributor to the Christian Post and has been featured on CBS News, Fox NY, Fast Company, and in numerous magazines, newspapers,podcasts, and radio shows.
Thriving in the Insurance Hard Market: Become Your Clients' Hero
Niche Navigator: Mastering the Art of Captivating Markets
Bobbie Lynn Fernandez, AIS – Insurance Sales and Customer Service Consultant
Session: Thriving in the Insurance Hard Market: Become Your Clients’ Hard Market Hero
This seminar is designed to equip insurance professionals with the knowledge and skills necessary to navigate and excel in the challenging hard market. Participants will learn strategies and techniques to not only survive but thrive in this environment and become a trusted advisor and hero to their clients. Participants will develop the expertise needed to effectively manage risks, negotiate premiums, and deliver exceptional value to their clients.
This seminar is designed to equip insurance professionals with the knowledge and skills necessary to navigate and excel in the challenging hard market. Participants will learn strategies and techniques to not only survive but thrive in this environment and become a trusted advisor and hero to their clients. Participants will develop the expertise needed to effectively manage risks, negotiate premiums, and deliver exceptional value to their clients.
Session: Niche Navigator: Mastering the Art of Captivating Markets
This course is designed to help young insurance professionals develop the skills and knowledge necessary to identify and create a niche market within the insurance industry. Participants will learn the importance of targeting a specific market segment and how to tailor their products, services, and marketing strategies to meet the unique needs of that niche. Agents will gain the tools and insights needed to differentiate themselves and succeed in their insurance careers.
This course is designed to help young insurance professionals develop the skills and knowledge necessary to identify and create a niche market within the insurance industry. Participants will learn the importance of targeting a specific market segment and how to tailor their products, services, and marketing strategies to meet the unique needs of that niche. Agents will gain the tools and insights needed to differentiate themselves and succeed in their insurance careers.
About Bobbie: Bobbie brings over 20 years of insurance industry knowledge to her role as a performance coach. Through her background, she has an intimate understanding of the challenges and rewards in all aspects of insurance sales. Bobbie currently uses her skills as a process analyst and problem solver to lead insurance agencies through transition and bring teams to new heights of success.
Prospecting in Today’s Environment
Greg Orth, President of Sandler Training
Session: Prospecting in Today’s Environment
Just when we think we have things figured out, a curve ball gets thrown our way. In our current environment, finding new business opportunities seems a daunting task. The good news is people still need your product or service. The better news is some of the same tactics and strategies that may have been used in the past can help us in the future. This seminar is We’ll explore the key steps in establishing a prospecting process and creating a system to identify opportunities regardless of the environment.
Just when we think we have things figured out, a curve ball gets thrown our way. In our current environment, finding new business opportunities seems a daunting task. The good news is people still need your product or service. The better news is some of the same tactics and strategies that may have been used in the past can help us in the future. This seminar is We’ll explore the key steps in establishing a prospecting process and creating a system to identify opportunities regardless of the environment.
About Greg: Greg is the owner and president of Sandler Training and a certified DISC instructor. He and his team use a different approach to build organizational excellence in sales, leadership, and communication by identifying the right attitudes, behaviors, and techniques to be successful. Prior to Sandler, Greg was a “corporate guy” for 20+ years. However, he decided to leave it all behind and start his own company to help local businesses build their excellence and elevate performance.
AI for Independent Agents: Lets Keep it Simple
Jason Walker, President of Agency Revolution
Session: AI for Independent Agents: Lets Keep it Simple
Artificial intelligence (AI) is a leading topic of conversation in our industry; but no one focuses on how to apply AI practically within our independent agencies. Let’s change the narrative together and develop an understanding of the value of AI while determining where it fits. We will explore:
Artificial intelligence (AI) is a leading topic of conversation in our industry; but no one focuses on how to apply AI practically within our independent agencies. Let’s change the narrative together and develop an understanding of the value of AI while determining where it fits. We will explore:
- Why AI has become an overnight sensation.
- The risks and benefits we must consider establishing proper guide rails for our industry
- Solutions that are impacting agencies today
- How to adopt and deploy the right tools for you
About Jason: Jason leads Agency Revolution, which provides a suite of digital marketing solutions and a proactive service team that help agencies sell and retain clients. Previously, he spent more than a decade connecting agencies, carriers, and technologies through his consulting firm Agency Insurtech, the agency technology directory InsurancePlayground.com, and as co-founder of Smart Harbor. A frequent industry speaker, he is a recipient of the Smart 50 Award for Innovation, Impact, and Stability.
The IA&B Young Agent Conference and Young Agent Award are made possible thanks to the generous support of our sponsors.
Be an integral part of this award and event! Limited sponsorships are available. Take a look at our sponsorship packet.
Have questions about the IA&B Young Agent Conference or Sponsorship?
Contact Alane Fagan for answers
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Alane Fagan,
Events Manager
AlaneF@IABforME.com
800-998-9644, ext. 512
2023 IA&B Young Agent Award
Meet the IA&B Young Agent Award Winners
Please note that the 2023 nomination period closed on June 13. Winners will be notified by July 21, and IA&B will announce the recipients publicly on Oct. 3.
Insurance Agents & Brokers (IA&B) has developed this prestigious award that identifies and recognizes rising stars in the independent insurance agent community in PA, MD, and DE.
Three young agents, one from each state, are selected by a panel of judges.
Nomination and Award Timeline
Nomination Forms Due: By 4:30PM on Tues, June 13, 2023
Winners Notified: By Fri, July 21, 2023
Official Announcement: Tues, Oct. 3, 2023
Winners Notified: By Fri, July 21, 2023
Official Announcement: Tues, Oct. 3, 2023
Announcement of Winners
The official announcement of the winners will be made at the 2023 IA&B Young Agent Conference in Lancaster, PA on Tues, Oct. 3. It will be accompanied by a video announcement on social media.
Award Criteria
- Must be a licensed P&C Agent.
- Employed for one year or more by an IA&B Member in PA, MD, or DE.
- 40 years old or younger on Oct. 1, 2023.
- Made community contributions through volunteering or service.
- Example of emerging-leader status in the field.
- Participated in IA&B events, education, or other happenings.
Winners Receive Prestigious Recognition
- At the 2023 IA&B Young Agent Conference on Oct. 3 & 4 in Lancaster, PA. IA&B covers registration fees, lodging, and travel costs.
- Award video featured on the IA&B website and social media and shown at Young Agent Conference.
- Feature cover and interview in IA&B Primary Agent Magazine, Oct. 2023, Young Agent edition.
- Meet with IA&B Board of Directors on Tues, Aug. 15 in Harrisburg, PA. Note: IA&B covers travel costs.
- Award plaque & other IA&B swag.
Requirements of Award Winners
- Must be comfortable with public speaking.
- Keep award honors under wraps and confidential until the official IA&B announcement at the IA&B Young Agent Conference on October 3.
- Travel to Harrisburg, PA, on Tues., Aug. 15, for photo session, to record an interview, and to meet the IA&B Board.
- Attend the IA&B Young Agent Conference on Oct. 3 & 4 in Lancaster, PA, and be part of a panel group discussion. Note: IA&B covers all travel, lodging expenses, and registration fees.
- Provides guidance and input for future young agent events.
Movers & Shakers Category
The nomination pool continues to grow each year, and the quality of candidates is exceptional. As a result, we added a new recognition level: Movers and Shakers. We are spotlighting this additional group of young professionals who are moving the independent insurance agency network forward. Movers & Shakers are selected from the Young Agent Award nominations. After judges determine the recipients, they will select the Movers & Shakers.
Receive Prestigious Recognition
- At the 2023 IA&B Young Agent Conference on Oct. 3 & 4 in Lancaster, PA. IA&B covers registration fee for conference.
- Recognized in IA&B Primary Agent Magazine, Oct. 2023, Young Agent edition.
- Award plaque & other IA&B swag.
Requirement of Movers & Shakers
- Keep award honors under wraps and confidential until the official IA&B announcement at the IA&B Young Agent Conference on October 3.
Have questions about the IA&B Young Agent Award?
Contact Karen Robison for answers
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Karen Robison,
Public Relations Director
KarenR@IABforME.com
800-998-9644, ext. 606
650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055
Mechanicsburg, PA 17055
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