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Big ‘I’ Announces Inaugural InsurTech Summit

The 2023 Big ‘I’ InsurTech Summit will demystify InsurTech for agents


ALEXANDRIA, VA, December 1, 2022—The Big “I" is proud to announce it will hold its inaugural Big “I" InsurTech Summit on Jan. 20, 2023, in Savannah, Georgia, as part of the Big “I" Winter Meeting which runs Jan. 18-21.  

The 90-minute InsurTech Summit will feature two panels of groundbreaking InsurTechs, forward-thinking agents and other digital thought leaders in the independent agency space. It will be the first in a series of events held throughout the year to encourage independent agents and brokers to learn about and embrace the game-changing InsurTech technology that is increasingly available to them.   

“Our intent is to demystify InsurTech for agents and brokers and lay out what it is—and isn't—for them," says Bob Rusbuldt, Big “I" president & CEO. “InsurTech is here to stay and will continue to evolve, just as the independent agent channel will. The innovation and advantages it brings to Big 'I' members and their clients is important to understand and embrace. This will be a great chance for agents and brokers to learn about the best ways to make InsurTech work for them." 

The summit will provide insights on different facets of InsurTech and their relevance and role in the future of the independent agency channel. 

Schedule and Agenda 

Location: Savannah Convention Center; Chatham Ballroom B, 2nd floor  

11:30 a.m. - 12:00 p.m.          Lunch

12:00 p.m. - 12:40 p.m.          Panel 1: Demystifying Technology: Challenges and Successes of Real Agencies

Panelists: Chris Cline, executive director, ACT

Adam Kiefer, CEO and co-founder, Talage

Michael Lebor, founder and CEO, InsuranceGIG                                                                                

Lou Moran, president, Inter-Agency Insurance Service; chair, Big I InsurTech Task Force

12:50 p.m. - 1:30 p.m.            Panel 2: 10-year Time Machine: How the IA Channel Will Leverage Technology for the Future                                                                                  

Panelists: Bill Devine, senior vice president, business insurance capability office, Travelers

Jason Liu, CEO, Zywave

Reid Holzworth, CEO, Ivans

Jay Eshelman, president, small business, personal lines and affinity, Gallagher

The summit is presented in partnership with TrustedChoice.com and the Agents Council for Technology (ACT), and Travelers is serving as the Diamond sponsor.

 Panels will be moderated by Chip Bacciocco, CEO, TrustedChoice.com. “We want to challenge and encourage independent insurance agents across the U.S. to learn about and embrace the amazing InsurTech technology that is increasingly available to them," Bacciocco says. “And we want to do so in lockstep with our insurance company partners, such as Travelers. This summit will help agents and stakeholders learn more about defining a path forward, together, in this exciting digital age." 

“With so many innovative solutions available in the marketplace, InsurTechs can provide great value to the independent agent channel," said Sean Ramalho, senior vice president, enterprise distribution, Travelers. “As a carrier committed to the industry's transformation and success, Travelers is proud to sponsor an event dedicated to helping agents and brokers better understand the ever-expanding InsurTech landscape." 

The morning of the summit, the Big “I" and TrustedChoice.com also plan to host a series of InsurTech podcasts featuring several hosts and participants from the summit. 

Agents and others who are interested in learning more about InsurTech trends should register for the summit in advance by visiting the Big “I" Winter Meeting website. Registration is free and open to all.

Founded in 1896, the Independent Insurance Agents & Brokers of America (the Big “I") is the nation's oldest and largest national association of independent insurance agents and brokers, representing more than 25,000 agency locations united under the Trusted Choice® brand. Trusted Choice independent agents offer consumers all types of insurance—property, casualty, life, health, employee benefit plans and retirement products—from a variety of insurance companies.

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