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Tech Trends and Resources for the Independent Agent

ACT News

for July 2024,July 2024

Tech Trends + Resources for the Independent Agent

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From Vision to Reality...
A Letter from ACT's Executive Director


Thank you for taking time to read through the July issue of ACT News.  This time of year always brings forward certain emotions.  And I considered drafting something a bit esoteric about realization we are half way through the year, hopefully enjoying our summers, and how we are all likely taking stock of our businesses to finish the year strong.  But, against my lifelong challenge to remain brief, it hit me that this may be an opportunity to cut to the chase…and start paving the way for ACT's future.

Although we have begun talking about our strategy refresh when meeting with many of you in 1-1 and small group settings, we wanted to start socializing some of the progress.  To some, it might appear as though we are a bit radio silent.  Afterall, some of the workgroups have met with lesser regularity and we do not have a formal traditional scale ACT meeting on the calendar this year.  Rest assured, however, that this is not indicative of lack of effort or commitment from ACT or the Big I. We continue to have a key role in helping agencies and the industry embrace technology to enable new strategies and solve existing challenges.  In fact, we have been working very hard in several areas with the goal of making our efforts even more relevant, valuable, and focused in needed areas where we believe we can make a meaningful difference.

While details are still in flight, we've been collaborating with Big I senior leadership and members of our Executive Committee to shape this evolution.  There is great excitement as we reassess the areas/topics of focus, rethink how to maximize our workgroup models, explore ideas to better showcase the companies who have invested in ACT and the industry, and consider how we show up in the industry in quicker and more consumable ways.  In fact, we are already testing some of these concepts. 

  • We have doubled our partner webinar efforts and are bringing more thought leadership around relevant ideas and leveraging the expertise our partners bring to each area.
  • We launched our IMPACT Video Series featuring our partners' short reactions to specific prompts.
  • We are using more and more partner content and thought leadership in ACT News.
  • We have been more targeted with workgroups:
  • We continue to collaborate with partner companies and state associations for speaking engagements, panel participation, and workshop facilitation.
  • We tested a different event format and got “Back to Basics" in October, featuring a smaller, more interactive approach.
  • We have begun doing more targeted 1-1 work with partners looking to gain insights from our market presence.
  • We continue to offer meetings with all our partners to share insights, discuss issues and opportunities, and explore ways to collaborate.

While a few traditional ACT activities are in refresh mode, we are moving forward, testing and learning, and working with passion and intent to bring even greater value and collaboration with our member agents and partner companies.  Your support now and in the future is as important and incredibly valued as it has been at any time in ACT's 25 years.  

Stay with us on this exciting journey - we promise it will be worth it. Here's to the future and many more years of shaping the needed technology and innovation conversations in our industry.

Chris Cline, ACT Executive Director 

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Reframing the Question: Cybersecurity
ACT Supporting Partner, Rhodian Group expands on their recent IMPACT Partner Video submission and takes us a bit deeper into how identifying the risks first is a must before knowing what technology is needed to mitigate. Learn More
How Agents Can Respond to Embedded Insurance
Embedded insurance, despite its current buzz, isn’t a new concept. It's history actually dates back to the 1920s. Today, it is prevalent in our industry and while some may see it as a threat,  there is also opportunity for independent agents within this landscape. Learn More
People Are the Top Reason Your New Tech Efforts Fail
Yep, people.  Your people.  Sure, there are some mechanical reasons as well.  But, nearly every conversation about why a new technology endeavor failed to meet objectives comes down to people.  In fact, it’s amazing how true this statement is…and amazing how easy it is to mitigate. Learn More
Turning "I Need AI" into a Strategic Approach to Business Efficiency and Innovation
​With its rapid rise in popularity, the buzz around Artificial Intelligence (AI) is hard to ignore. Retail agencies are eager to harness this technology to streamline operations, enhance accuracy, and foster innovation. However, the common thought of "I need AI" often oversimplifies the strategic considerations necessary for successful implementation. Learn More
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ACT Unplugged: 25 Years of Insights!
Step into the time capsule! Let’s rewind 25 years and explore the roots of ACT.  In this captivating interview, Chris Cline, our current Executive Director, sits down with past ACT leaders Jeff Yates and Ron Berg.  They delve into the very beginning, tracing the path from then to now. Learn More
Trusted Choice AI Tool Kit Now Available
Trusted Choice® recently released the “AI Marketing Toolkit for Independent Agents," which is specifically designed for independent agents who are eager to harness the power of artificial intelligence (AI) to enhance client relationships, optimize marketing efforts and drive business growth. Learn More
ACT Will Be at Ivans Connect!
Join us in Nashville September 9th for an interactive discussion where we will create a "Letter to the Industry". Learn More
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Mark Your Calendar

September 4 - 8, 2024
Big "I" Fall Leadership Conference
JW Marriott Indianapolis
Indianapolis IN

September 8 - 9, 2024
Ivans Connect
Gaylord Opryland Resort
Nashville, Tennessee

September 9, 2024
ACT at Ivans Connect - A Letter to the Industry
Gaylord Opryland Resort
Nashville, Tennessee

October 15 - 17, 2024
ITC Vegas
Mandalay Bay Resort and Casino
Las Vegas, NV

April 13-18, 2025
HUG at SEA (National Conference Cruise)
Orlando, FL/Bahamas

September - November, 2024
HUG Fall Regional Meetings
7 Dates and Cities

September 9 - 12, 2024
Applied Net 2024
Gaylord Opryland Resort
Nashville, Tennessee

November 3 - 5, 2024
Spark - Powered by NetVU
Hilton Cincinnati Netherland Plaza
35 W 5th St, Cincinnati, OH 45202

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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
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