Presentations & Podcasts

Wednesday, January 29 | 2:30 PM

The Digital Collaboration Revolution

Tiffany Bertolini, Brian Brusoski, Lonnie Burks, Jay Larsen, Mick Lovell, AJ Lovitt, Mike Strakhov

Advances in technology and data collection have made it possible to transform the collaborative planning between networks, their carrier partners and service providers. This panel presentation examines how data and technology are playing a critical role in the insurance industry and how incumbents and new Insurtech entrants are partnering with networks and carriers to increase operational efficiencies. Hear examples from three innovative networks and their key carrier partners on how they are working together to collect data from multiple agency management systems, spreadsheets and various document files, using this compiled data to transform their business for the benefit of their agent members and carrier partners.

Wednesday, January 29 | 4:00 PM

Making Data an Asset Today to Compete Tomorrow

Eric Price-Glynn, Verisk

Is your network collecting data that is meaningful, accurate, complete, well-structured and actionable?

Taking steps to ensure your network is building a meaningful data asset will be a critical factor in your ability to align with carrier partners and successfully compete in a data driven future. As a starting point in this process, this workshop will explore Risk classification and appetite alignment which represent two areas where agencies and carriers continue to struggle over fundamentals:

- - - Do agencies and carriers have the tools to classify risks accurately?
    - Is your network making it as easy as possible for carriers and agents to find and align with each other?
    - Are you providing the best possible tools for understanding market growth and profitability?

Eric Price-Glynn is Senior Principal and Head of the MarketStance division at Verisk. He oversees the development of tools that provide highly granular estimates of market opportunities in commercial and personal lines. He specializes in analyzing the consequences of macroeconomic and social trends for lines of business by location, size, and industry of account, and capitalizing on the breadth of available data for modeling commercial lines.

Mr. Price-Glynn graduated with a Bachelor of Arts degree in Distributed Studies from the University of Colorado at Boulder and a Master of Arts degree in Economics from UMass Amherst.

Thursday, January 30 | 9:00 AM

Cyber Liability – Protecting Your Networks and Agents

John Immordino, Arlington/Roe

Cyber crime is one of the fastest growing crimes with no slowdown in sight. All businesses which collect private information about their clients, must comply with State and/or Federal Notification Laws. These notification requirements can cost small businesses on average over $650,000 and larger businesses can be in the millions. Given this rapidly growing exposure it is difficult for businesses to understand the definition of private information, how to protect it and how to comply with Notification Laws. This course will provide attendees with an understanding of the current exposures associated with cyber risks and ways to protect their companies, networks, and member agents.

Be prepared to bring your questions to this presentation. Here are just a few sample questions you can expect to be answered:

Question #1:
Agency Networks are often the producer of record on some policies written by member agencies. This status can create cyber liabilities for the network even if the breach occurs with a member agency. Who is liable for cyber notification, reporting, and mitigation, the network (Master Agent) or the member (Subagent) – or both?

Question #2:
How can networks reduce their exposures from cyber-attacks on their member agencies?

Question #3:
What cyber insurance products are currently available that would protect a network (Master Agency) from liabilities associated with member agency breaches?

John Immordino is a Vice President at Arlington/Roe, a wholesale insurance broker and MGA. His focus is in placing coverage for professional liability, management liability and cyber risks. John has been placing Cyber Liability insurance for risks since 2004 when only a few carriers offered this product. John is currently the administrator for the Big I Agents Cyber Secure Program which is currently available in over 40 states.

Thursday, January 30 | 1:30 PM

Marketing Strategies to Grow Your Agents

Chris Paradiso, Paradiso Insurance

This presentation is designed to provide networks administrators with the tools and guidance to help their members grow through state-of-the-art marketing initiatives. The same tools would apply to networks as they attract new members and cultivate new insurance carrier relationships.

Attendees can expect a deep dive into the challenges that agents face reaching their audience and overcoming barriers to build strong relationships with clients. Content will explore best methods to reach potential and current clients, and the tools required to help you do so! This hands-on workshop will explore a wide range of marketing initiatives including:

- - - - Agency brand and why you need a dedicated brand guide
        
        How to create a social content calendar
        
        Creating effective visuals and the tools you need to do so
        
        Developing marketing personas
        
        Email marketing campaigns
        
        Leveraging video in online marketing
        
        Best practices for blogging
        
        YouTube and its impact on SEO

Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. His passion for digital marketing, a strong drive to improve efficiency, and his unwavering dedication to exemplary customer service has led Christopher to build and grow his own agency. His clear vision has helped direct other insurance agencies to push the envelope and find their own success as well.