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Young Agents State Liaison Toolkit: Hosting An Event

Planning events for your emerging leaders can be daunting at first, but they are immensely beneficial to supporting the development of Young Agents in your state.

If your state already hosts an annual conference, this is an excellent opportunity for the Young Agents Committee to shine! Many YACs host education and networking events in conjunction with a state conference. Some host a standalone event with great success, and others join forces with nearby states to host regional events, pooling resources and consolidating efforts. Determine what works best for your Young Agents and build programming that will resonate with them. Agency principals may prefer to send their Young Agents to an event that offers CE or to see a top-notch sales speaker that will increase their bottom line. 

Event Development & Procedures 

From the planning stage to execution of an event, here is everything you need to know to host something for Young Agents! 

Step 1: Choose an event type

Come up with an event idea or theme. For example, your event could focus on sales and leadership, legislative involvement, continuing education, workforce development, or an opportunity for attendees to network. Determining your event content is the most important part of the planning process. 

Step 2: Determine the size and scope of your event 

Ask yourself Who will this event serve? Will this event be open to all Young Agents across your state? Or is it just for YAC leadership? Will it be a local, regional, or statewide event? Is it planned for one day or will it be a multi-day event? Will you be partnering with another state to host a larger multi-state event?

State Spotlight: In 2024, the Young Agents of Big I Oklahoma and the Kansas Association of Insurance Agents co-hosted the Young Agents Trailblazing Excellence Conference. 

You could either create a standalone meeting for Young Agents or host a Young Agents track in conjunction with your state conference. Whatever works best for your state! 

Step 3: Find a location 

Once you have determined the length of your event and anticipated number of attendees, you will need to select a venue.

A few things to keep in mind as you look for a location: 

  • Venue: The earlier you book, the better. Eight months is usually the ideal time frame to book because it gives you enough time to secure speakers, create the website, and promote registration.
  • Service & Amenities: It is important to know what is included within your contact and available to you for your event. Some questions to ask your event planner at the venue:
    • Do you have a kitchen? Can you provide catering for the event?
      • If yes, are there any food and beverage minimums? 
    • Do you provide tables, chairs, and linens? Are there any additional fees associated with furniture or linens? 
    • Will there be a dedicated setup/cleanup crew? 
    • Does the space have A/V capabilities? If yes, what can be done? 
    • Will we be able to put a 24-hour hold on the room (if applicable)? 
    • What is the room capacity?
  • Layout: A venue that is easy to navigate is very helpful for attendees. When looking at a space, keep the flow of traffic in mind. 
    • Are there any areas that might be prone to congestion? 
    • Is a room or door hidden in a corner? 
    • Will certain signage be needed? 
    • If you’re having a stage for a keynote speaker or bar for a happy hour, you will want to make sure you have enough space for this in the area you choose. 
  • Accessibility: Having an accessible event is crucial. It ensures all attendees can fully utilize the building and its amenities. While you might not know the needs of your attendees when you book the location, it’s important to anticipate potential accommodations and identify any areas for change accordingly. 
Step 4: Finalize your agenda 

Once your venue is secured, it’s time to finalize your schedule. Develop a schedule that offers valuable takeaways for agents to implement in their agencies. A mix of different types of sessions can be helpful for attendees to keep their attention. For example, you could start the day with a keynote speaker, then a panel, and then roundtable discussions as groups. 

State Spotlight: In 2024, the Young Agents of Iowa hosted a Young Agents Conference. The agenda included a session with a speaker from the Iowa Insurance Division, workshops on AI (artificial intelligence), how to become a "Blue Lobster" and stand out in your marketplace, digital marketing playbook, and E&O Risk Management. There was also a Young Agent Panel with members of the National YAC and emerging leaders from surrounding states and an evening mixer at Putts & Pins. 
It is recommended to include at least one event/mixer with Young Agents, sponsors, and state association staff. This gives attendees the chance to connect with one another and identify potential opportunities for collaboration. 

Step 5: Find speakers 

Agency principals may prefer to send their young agents to an event that offers CE or to see a topnotch sales speaker that will increase their bottom line. Panels or attendee generated content can provide very affordable programming-- often free or a complimentary registration is all it takes. They also allow your Young Agents and sponsors a chance to shine. New agency owners can share the ups and downs of buying or starting an agency. Vendors and service providers may sit down with Young Agents to talk about how to leverage technology, market better, or find a niche. Additionally, timed, themed table discussions can give young agents a chance to connect and ask and answer questions to help them thrive.

The Big “I” National YAC has created a database of speakers who have presented previously at the Young Agents Leadership Institute. These individuals range from keynote speakers to workshop leaders. You can review their full list of speakers, session topics, and pricing. Please note: Pricing is based on the rate at the time of booking. Rates may be different in today’s market. 

Corresponding Document: Click here to view a speaker database of previous presenters at the Young Agents Leadership Institute. 
Step 6: Market your event 

Develop an attendee prospect list and create custom marketing messages. Target marketing efforts to agency principals and leadership to encourage Young Agent attendance. It can also be helpful to offer scholarships for first-time attendees or a reduced registration rate. “Early bird” pricing can entice individuals to get registered and save. 

State Spotlight: Prior to their EPIC Conference, the YAC Chair at the Alabama Independent Insurance Agents Association (AIIA) sent a letter to all member agencies explaining the conference, key takeaways for attendees, and benefits of emerging leaders participation. 

Corresponding Document: Coming Soon -- Examples of sample invitation emails for attendees and sponsors. 

Share the event information with your Communications team (if applicable) to begin posting on social media. Sending personal invites to Young Agents will also go a long way! 

Step 7: Finish the final touches

Your event is almost here! As the weeks wind down and the day approaches, finish the final “to dos” to make your event a huge success. The list below can be used as a guide to help you with any last minute items, but you can also make your own! 

  • Confirmed food and beverage 
  • Confirmed room set-ups and A/V needs
  • Confirmed sponsors
  • Confirmed all session speeches and presentations 
  • Confirmed signage and printed materials 
  • Confirmed and ordered giveaways/prizes 
  • Confirmed decorations/displays 
  • Confirmed YAC assignments/volunteer roles and responsibilities
Step 8: Execute your event! 

You’ve done the planning and preparation, it’s time for ideas to take action! Get ready to see all of your planning and hard work come together! To help event operations run smoothly, you can assign members of your Young Agents Committee with roles and responsibilities to “own” throughout the event. These tasks will be their job to oversee. If there are any issues or assistance needed, then they will come to you. 

Corresponding Document: Coming Soon -- List of example YAC assignments/volunteer roles and responsibilities during the event. Can be used as a day of checklist.

Step 9: Post-event Engagement  

You can take a deep breath because the event is done! There are a few things following the event that we recommend doing to retain momentum: 

  • Send out a post-event survey. It’s important to get feedback from attendees on what went well and areas for growth for future events. You could even offer an incentive for completing the survey. Those who submit a response will be entered into a drawing to win a free registration for next year’s event!
  • Share the ROI (return on investment) with sponsors. Information that is valuable to share includes the total number of attendees and first-time attendees, the number/dollar amount of any scholarships distributed (if applicable), and agencies/businesses represented. If there was a fundraising component, the total amount of dollars raised would be an impactful metric to share as well. 
  • Send out any presentations, notes, or speaker takeaways in a follow-up email. These documents are materials that attendees can share with their agency principals and leadership that show meaningful engagement from the event.

Last Updated: December 3, 2024
Originally Published: November 25, 2024
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