Friday, September 27 *8:30 a.m. - 12:00 p.m. * San Antonio, Texas
What's your take-away?
To meet the needs of consumers and attract talented young professionals into the independent agency system, independent agencies and carriers will continue to evolve. What are the best practice agencies doing to excel today?
What will successful agencies of the future look like? With the impending talent shortage, how can independent agencies and carriers position themselves to attract and retain the best talent? How does getting the right people working in your organization lead to success? What workflow changes will agencies make to better serve customers and become more profitable?
Moderators:
Mark Male, CEO,
Independent Insurance Agents of Rhode Island & current Chair of the Big “I” state executives’ committee
Peter Van Aartrijk, president & CEO Aartrijk, ACT Agencies of the Future Work Group leader
Segement One: Consumer Expectations
To be truly prepared for the future the independent agents and carriers must have a clear understanding of what consumers want from their service providers. How do core values affect buying decisions? What demographic considerations do agencies need to incorporate into their marketing strategies to remain competitive? How should agencies and insurance professionals adapt their missions, brand, messaging and sales and retention strategies to meet the expectations of today’s and tomorrow’s consumers?
Segement Two: Agencies of the Future
Presenter: Shirley Lukens, Reagan Consulting
Bryan Bernier, Senior Account Executive, Eaton & Berube
Spencer Houldin, President, Ericson Insurance Services
Stephen Moriyama, Executive Vice President, Hayward Tilton & Rolapp Insurance Associates
Neal Montgomery, Director, Travelers
To meet the needs of consumers and attract talented young professionals into the independent agency system and the workplace must evolve. What do agents and carriers need to do today, to help them be prepared for a successful future? With the impending talent shortage, how can independent agencies and carriers position themselves to attract and retain the best talent? How does getting the right people working in your organization lead to success? What workflow changes need to take place to better serve customers?
Segment Three: The Future is Now: How can Carriers and the Association best help?
Tom Minkler, President, Clark-Mortenson Agency, incoming Big “I” Chair
Quincy Branch, President/CEO Branch Benefits Consultants, YAC committee member
Karen Bailo, Agency Distribution Leader, Progressive
Judy De la Rosa, Vice President Online Platforms & Solutions Manager, Chubb Group of Insurance Companies
Juan Padron, SafeGuard Insurance Agency
Fortunately, the Big “I” has a wealth of resources available to help independent agents thrive. What are your key concerns with the future as agents and carriers? How can carriers, associations and vendors best support agencies to help them grow and succeed?
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