Wednesday, June 24, 2020
8:00pm-10:00 pm Welcome/Network Reception
Thursday, June 25, 2020
7:30am-6:00pm Registration Open
7:30am-8:15am Breakfast
8:20am Sponsors Spotlight
8:30-9:30am Keynote
Leadership & Accountability When it Matters
Kirk Lippold, Commander, USS Cole
The privilege and burden of leadership comes with a level of accountability that many aspire to emulate and anyone can rise up to and achieve. Using a devastating suicide terrorist attack as a backdrop, Commander Kirk Lippold conveys how the principle of integrity created an environment for leadership where his crew felt imbued with a sense of ownership, seizing the opportunity to be responsible for their ship and not just their jobs. Their own sense of personal accountability and leadership proved to be a guiding principle in the crucible of combat. Lippold shares why his "Five Pillars of Leadership" are must-have business tenets for any team.
Recommended for: agency principals, producers, account managers, company representatives, and spouses
Prior experience or knowledge required: none
9:40am-10:40am Breakout Session
Seven Steps to Creating a High-Performance Culture
Greg DiDio, Kite Technology
Culture Eats Strategy for Breakfast" is a famous quote by legendary management consultant, Peter Drucker. In a tight labor market, the quality and attitude of your team will differentiate your service more than any other factor. In over twenty-five years of leadership roles, I have learned a thing or two about building motivated teams. Sometimes these lessons have come from excellent teachers and mentors. But too often, I have learned the hard way, through painful mistakes. In this session, I will share seven key insights that can help you build a high performing culture in your agency.
What you can expect to take away from this session:
- Build metrics that define success and motivate your team
- Provide feedback in a direct yet caring manner
- Help your team solve co-worker problems, without upwardly delegating them to you
9:40am-10:40am Breakout Session
LinkedIn 101 - Top 10 Basics of Using LinkedIn as a Business Tool
Teddy Burriss, Burriss Consulting
Most people do not start using LinkedIn because they do not understand the real potential this social media platform provides. During this session, Teddy will show you the power that LinkedIn offers and will help you develop a fundamental understanding of how to use this tool. Teddy will demonstrate 10 LinkedIn tips that you, an insurance professional, can use to get started and begin creating business value. By attending this session, you will be able to return to your office and use LinkedIn to achieve your business goals.
What you can expect to take away from this session:
- Identify the primary value of using LinkedIn as a business tool in context to your Target Audience, your value to clients and your professional/personal brand, all focused on your business goals;
- Discuss the importance of your Online Presence through your LinkedIn Profile;
- Experiment with LinkedIn Connecting and assess the power of a focused LinkedIn Network; and
- Demonstrate the importance of engagement on LinkedIn as a professional/personal branding tactic.
Note: Teddy will provide additional resources and content to attendees of this session.
Recommended for: agency principals, producers, account managers, company reps, and spouses.
Prior experience or knowledge required: none
10:50am-11:50am Breakout Session
Emerging Technology Trends for the Modern Agency
Jeff Kite, Kite Technology
This session will cover common technology elements of the modern agency including Agency Management Systems, Office 365, Email vulnerabilities and other aspects of security, and other technology elements as well. We will explore how these elements align with the typical concerns of agency executives: system and data security, highly available and efficient systems, and top notch help when needed for agency staff.
What you can expect to take away from this session:
- A review and comparison of the leading agency management systems including popular names like TAM, Epic, AMS360, and others.
- A broader perspective of the technology elements beyond the management system, including Cloud, Internet, VOIP, Remote Access, Personal Devices, and a few others.
- An overview of specific security aspects that significantly reduce the likelihood of becoming a cyber victim. Attendees will leave with clarity on 3 key steps that must be taken.
10:50am-11:50am Breakout Session
Insuring Watercraft
Eric Duren, Progressive
12:00pm Boxed Lunches Available
12:00pm-2:00pm Time on the Beach
3:00pm-6:00pm Tradeshow: Your Resource & Solution Center
- Contest for booth with best "nautical" theme
- Future Agents' Treasure Hunt (children's activity with prize) Children encouraged to dress as a an explorer!
6:00pm Company dinners or on your own
Friday, June 26, 2020
8:00am-6:00pm Registration Open
8:00am-8:45am Breakfast
8:50am Sponsor Spotlight
9:00am-10:00am Keynote
How to Make Your Employees Love You
Spencer Houdlin, Former Big I Chairman
Recruiting and retaining talent is the number one challenge facing independent agents. Therefore, creating a culture of transparency, trust, and sense of belonging are critical missions. Establishing these values will lead to high morale and improved productivity. Is remote commuting the wave of the future and is it appropriate for an independent insurance agency? Why do employees leave and how can retention be improved? During this session, we will explore what the employee of today looks for in a workplace and employer, as well as how you can make your organization a place people want to be a part of for the long-term.
What you can expect to take away from this session:
- A better understanding of what it takes to have your employees enjoy their work.
- Insight into how to introduce remote commuting so it is advantageous for the employee and employer.
- Methods to increase employee retention by creating a positive culture where productivity soars.
Recommended for: agency principals, producers, and account managers.
Prior knowledge or experience required: none
10:10am-11:10am Breakout Session
Marketing & Branding
Dave Dillon, Watney Insights Network
10:10am-11:10am Breakout Session
What's Your Compass?
Joe Hudgins, CPCU, IIAV
10:10am-11:10am Breakout Session
Key Considerations in Agency Mergers & Acquisitions
Dave Tralka, InsurBanc
10:10am-12:10am (Breakout Session
LinkedIn 201 - 10 Advanced Tactics for Using LinkedIn as a Business Tool
Teddy Burriss, Burriss Consulting
Take your knowledge of LinkedIn to the next level with this hands-on workshop. In this session, Teddy will answer your individual questions and guide you through higher-level uses of LinkedIn. You'll learn to amplify the benefits of using this platform as a business tool in the independent insurance industry. Teddy will introduce you to 10 advanced tips that can help you to maximize the value you create for your clients. This workshop will enhance your use of LinkedIn by providing you with the space, time, and guidance to develop your own profile to further your business goals right away. You'll have the opportunity for Teddy to review your LinkedIn profile, as well as learn from recommendations made to others, directly impacting your success.
What you can expect to take away from this session:
- Demonstrate clearer understanding of the power of a keyword-rich LinkedIn Profile and how to achieve this;
- Experiment with Boolean search and LinkedIn Search Tools that will improve your ability to find partners, resources, prospects, and influencers;
- Experience the LinkedIn Networking through group activities;
- Demonstrate the potential of 4-5 key areas of engagement on LinkedIn.
Note: Teddy will provide additional resources and content to attendees of this session.
Recommended for: agency principals, producers, account managers, and company reps.
Prior knowledge or experience required: A LinkedIn account as well as a minimum of 1 year of experience with using LinkedIn is recommended
11:20am-12:10pm Breakout Session
CE Law Update
Mike Beavers, Virginia Bureau of Insurance
11:20am-12:10pm Breakout Session
How to Build an Unbelievably Successful Personal Lines Program
Spencer Houldin, Former Big I Chairman
The potential that exists within an agency focusing solely on personal lines are beyond what most can imagine. It is in fact possible to build a wildly successful agency in the independent space without ever selling commercial insurance.
What would an agency that exclusively sells personal lines look like? How do you add efficiencies and still deliver an exceptional customer experience? Can company service centers play a role, or do they detract from our value proposition as independent agents?
We'll answer these questions and more as we focus on an often underestimated realm within the insurance space. Join us for a discussion that may surprise you, will offer new perspective, and give you strategies that many other agents have never considered.
What you can expect to take away from this session:
- Learn how personal lines can be profitable and a substantial contributor to the bottom line.
- Explore ways to create an efficient, but exceptional, personal lines customer experience?
- Better understand marketing ideas for personal insurance.
Recommended for: agency principals, producers, and account managers
Prior experience or knowledge required: none
12:30pm-2:00pm General Sessions with Lunch
Lunch with the Commissioner - The State of the Industry
Commissioner Scott A. White, Bureau of Insurance, State Corporation Commission Commonwealth of Virginia
IIAV is pleased to welcome back Virginia Commissioner of Insurance, Scott A. White. Over lunch, Commissioner White will share with us his perspective on the state of the insurance industry in Virginia. He will also share his vision for the coming year as well as what challenges he believes are the greatest challenges currently facing Virginia's insurance profession.
2:00pm-5:00 pm Time on the Beach
6:00pm- 7:00pm Reception
7:00pm-10:00pm Dinner/Awards/Entertainment
REGISTER NOW!
