AgentCon



The Agenda

Learn more about the 2017 Agent Conference speakers.

Agenda HeaderThursday, April 20, 2017

7:00 a.m. - 5:00 p.m. Registration
7:00 - 8:00 a.m.
Breakfast
8:30-9:30 a.m.
Opening Keynote
9:30-9:45 a.m.
Break
9:45 - 10:45 a.m.
Breakout: 5 Ways to Drive and Convert Online Traffic in Today's Market
Adam Lyons, The Zebra
In an increasingly digital world, consumers are turning to the web to shop for new products and services. Adam Lyons, CEO of the car insurance marketplace The Zebra, will discuss ways insurers and agents can keep up with modern insurance shoppers by driving traffic to their websites and converting visitors into customers.
Breakout: TurboRater Tips, Tricks & Workflows
AnMarie Bozick, CIC
TurboRater is jam packed with features that let you customize, monitor, and control your quoting activities. Learn about all of the features that will enable you to cut your quote times down, enhance your client's experience, and improve your overall quote data.
How-To Lab: AgencyBuzz Practical*
Malika James
Current AgencyBuzz customers: Bring your laptops and your questions to this live training how-to lab. AgencyBuzz Coordinator Malika James will facilitate an interactive learning experience where you can ask questions and get answers in a face-to-face learning environment so you get the most out of your AgencyBuzz subscription.
*Must pre-register
10:45 - 11:00 a.m.
Break
11:00 a.m. - 12:00 p.m.
Breakout: Using Insurtech Trends to Maximize Traditional Agency Sales*
George Robertson
A close look at and discussion of five insurtech startups and what they are doing in the industry. You'll get takeaways and lessons from these organizations you can apply to your agency to maximize sales and succeed in today's market.
*Repeated day 2
Breakout: How to Create an Agency Marketing Plan
Becky Schroeder
If you fail to plan, you plan to fail. Having not only an agency marketing plan, but a documented agency marketing plan puts you a lot closer to marketing success. Join this session to learn how to create a marketing plan for your agency, step by step.

Case Study: Agencies With Successful Digital Marketing
Phillip Long
Not convinced digital marketing is worth the investment of time and money? Hear real stories from real agencies that rely on digital marketing every day and are having success with the strategy. Get actionable ideas from their stories you can take back to your agency.
Roundtable*
Got a pressing issue and wonder how other agencies handle a similar situation? Join a roundtable and talk with other successful agents and share ideas and best practices.
*Must pre-register

12:00 - 1:00 p.m.
Lunch
1:00 - 2:00 p.m. Breakout: Sales and Marketing: Two Sides of the Same Hand*
Don Hobdy Jr.
Sales and marketing don't go hand in hand. They are the same hand, just different sides. In this session we will examine the impact a coordinated sales and marketing effort can have in the independent insurance agency. You will get three takeaways your agency can do to stay relevant to today's consumer.
*Repeated day 2
Breakout: Lead Buying/Selling Best Practices*
Answer Financial
Lead buying can be an effective way to build your business. Learn the different sources of leads, how to manage them, the metrics to measure and best practices for optimizing performance. In addition new programs let you lower your operating expenses by selling off underperforming leads. 
*Repeated day 2

Breakout: How the Complete, Current and Connected Property Data Supports the Insurance Market (And Can Add to Your Bottom Line!)
Jerry Fox, CoreLogic
Who says data can't be fun and make you more profitable? Learn how CoreLogic develops the reconstruction cost estimates for both residential and commercial insurance and where the data comes from. Not only will you understand the numbers, but you will be better prepared to speak to your customers' concerns about reconstruction cost vs market value vs assessed value.
How-To Lab: AgencyBuzz Demo*
Heather Galloway
Want to learn more about ITC's automated agency marketing system AgencyBuzz? Join AgencyBuzz Coordinator Heather Galloway for a live demonstration. She will guide you through all the features and functionality of AgencyBuzz.
*Must pre-register
2:00 - 2:15 p.m.
Break
2:15 - 3:15 p.m. Breakout: Insurance-Specific Email Marketing Strategies*
Malika James
In the age of digital resourcefulness, virtually anyone with internet access can develop a basic understanding of marketing with a click of a mouse. However, not all email marketing strategies are created equal. In this session we'll evaluate broad email marketing best practices to define the approaches that tend to work best in the insurance industry. You will leave with an email marketing toolbox tailored to the specific goals of insurance professionals.
*Repeated day 2
Breakout: Monitoring Agency Performance
AnMarie Bozick, CIC
How do you know where you are going if you don't know where you are? Learn about the multiple ways you can retrieve and analyze the quote information your producer's are entering in TurboRater.
Breakout: Selling Your Agency: Optimizing Your Agency's Value and Capitalizing on Trends
Mordy Rothberg, Confie
Learn ways to improve your overall business, while increasing value and becoming better prepared for market challenges facing our industry today.

How-To Lab: DIY SEO on Your Insurance Website Builder Website*
Phillip Long, Darmini Kara, John Dessommes, Dylan Brooks
Allow the SEO experts from ITC to walk you through how to optimize your Insurance Website Builder website for the search engines with real world examples. Just bring your laptop and your enthusiasm for one-on-one discussions on how to implement basic SEO techniques on your website. Space is limited.
*Must pre-register
3:15 - 3:30 p.m. Break
3:30 - 4:30 p.m. Breakout: Why Retention Rate is Misleading Your Agency
Laird Rixford
A blanket retention rate does not tell the story of which policies cancelled. Was it the policies sold in the first year or third? Learn metrics that will help you better understand your customers instead of a blanket retention rate.
Breakout: 21 Days to Tighter Data Security in Your Agency
How much is your data worth? If you have a breach, your fines could be between $1,000 to $100,000 per incident. For 100 clients, that's 100,000-$10,000,000 in fines. Data security is critical to your agency. Learn tips and discover resources you can put in place to secure your data.
Breakout: In Email Marketing, Age is Not Just a Number (Advanced)
Heather Galloway
As an experienced agent, you may know the buying tendencies for particular age groups but are you applying this knowledge to your email marketing strategy? In this session we'll look at Baby Boomers through Generation Z to analyze behavior patterns and purchase tendencies to develop a highly targeted and effective email marketing approach for each age group. You will leave with a definitive plan for reaching out to each generation in a way to increase brand loyalty and build lasting relationships.
Roundtable*
Got a pressing issue and wonder how other agencies handle a similar situation? Join a roundtable and talk with other successful agents and share ideas and best practices.
*Must pre-register

4:30 - 4:45 p.m. Break
4:45 - 5:45 p.m. Breakout: Go Beyond Counting Traffic: How to Make Marketing Decisions Driven by Your Analytics (Advanced)
Phillip Long, John Dessommes
You got your website traffic report from Google Analytics. Now what? Learn how to use Google Analytics to decide what to try on your insurance agency website or in your digital marketing to not only get more traffic, but the right traffic too.
Breakout: When You Don't Have a Big Marketing Budget
George Robertson
Don't have a big marketing budget? In this session you'll get tips and ideas for marketing your agency with little to no money. Topics will include social media, email, local events and more.
Breakout: Defining and Refining Your Sales Process for Better Efficiency
Don Hobdy Jr.
We know selling insurance today is not the same as selling insurance 20 years ago. Yet, many agents use the same sales techniques from 50 years ago. This session will give you techniques to improve the sales process by examining the workflow during the sales cycle.
How-To Lab: AgencyBuzz Practical*
Malika James
Current AgencyBuzz customers: Bring your laptops and your questions to this live training how-to lab. AgencyBuzz Coordinator Malika James will facilitate an interactive learning experience where you can ask questions and get answers in a face-to-face learning environment so you get the most out of your AgencyBuzz subscription.
*Must pre-register
6:00 - 8:00 p.m. Hospitality Reception

Agenda HeaderFriday, April 21, 2017

7:30 a.m. - 12:00 p.m. Registration
8:00 - 9:00 a.m. Breakfast
9:30 - 10:30 a.m. Breakout: Transforming Your Agency to a Sales-Focused Culture
Stuart Ganis

In this session, we'll discuss hiring and training the right people; how your sales process affects close ratio; motivating your service team to cross sell; and essential tools in your agency to generate new business revenue.
Breakout: 10 Email Marketing Faux Pas You're Probably Making (Advanced)
Heather Galloway
We often consider an email successful if the message hits inboxes without noticeable spelling or layout issues. However, sending an email without blatant errors doesn't necessarily signify a well-executed email. Behind the well-written copy, there may lie significant problems that are ruining your marketing efforts. Learn about 10 email marketing mistake you may be making right now. Topics will include subject lines, send frequency, list management and more.
How-To Lab: DIY SEO on Your Insurance Website Builder Website*
Phillip Long, Darmini Kara, John Dessommes, Dylan Brooks

Allow the SEO experts from ITC to walk you through how to optimize your Insurance Website Builder website for the search engines with real world examples. Just bring your laptop and your enthusiasm for one-on-one discussions on how to implement basic SEO techniques on your website. Space is limited.
*Must pre-register

10:30 - 10:45 a.m. Break
10:45 - 11:45 a.m. Breakout: Using Insurtech Trends to Maximize Traditional Agency Sales*
George Robertson
A close look at and discussion of five insurtech startups and what they are doing in the industry. You'll get takeaways and lessons from these organizations you can apply to your agency to maximize sales and succeed in today's market.
*Repeated from day 1

Breakout: Future Proofing Your Agency's Search Visibility (Advanced)
Dylan Brooks
Search technology is expanding beyond the web browser to better serve consumers. Is your agency prepared for this shift? This session will cover how you can reach consumers in their moment of need, even if they don't type a search into Google.

Breakout: Insurance-Specific Email Marketing Strategies*
Malika James
In the age of digital resourcefulness, virtually anyone with internet access can develop a basic understanding of marketing with a click of a mouse. However, not all email marketing strategies are created equal. In this session we'll evaluate broad email marketing best practices to define the approaches that tend to work best in the insurance industry. You will leave with an email marketing toolbox tailored to the specific goals of insurance professionals.
*Repeated from day 1

Roundtable*
Got a pressing issue and wonder how other agencies handle a similar situation? Join a roundtable and talk with other successful agents and share ideas and best practices.
*Must pre-register
 12:00 - 1:00 p.m.
Lunch
 1:00 - 2:00 p.m.
Panel: How to Run a Successful Agency, Part 2
Our most successful session from 2016 is back in 2017! Ask our panel of successful agency owners how they achieved success and get ideas you can take back to your agency.
  Breakout: Lead Buying/Selling Best Practices*
Answer Financial
*Repeated from day 1
  Breakout: Sales and Marketing: Two Sides of the Same Hand*
Don Hobdy Jr.
Sales and marketing don't go hand in hand. They are the same hand, just different sides. In this session we will examine the impact a coordinated sales and marketing effort can have in the independent insurance agency. You will get three takeaways your agency can do to stay relevant to today's consumer.
*Repeated from day 1
  How-To Lab: AgencyBuzz Demo*
Heather Galloway
Want to learn more about ITC's automated agency marketing system AgencyBuzz? Join AgencyBuzz Coordinator Heather Galloway for a live demonstration. She will guide you through all the features and functionality of AgencyBuzz.
*Must pre-register
 2:00 - 2:15 p.m.
Break
 2:15 - 3:15 p.m.
Closing Keynote