Monday, January 27 | 4:00 PM
Analysis and Outlook for Inflation, Labor, and Interest Rates, and Specific Industry Risks
Shailesh Kumar, The Hartford
Shailesh Kumar, Head of the Global Insights Center at The Hartford discusses economic and geopolitical trends and the Global Insights Center’s outlook on global risk. The talk focuses on foreign policy and geopolitical shifts occurring, their impact on trade, and the resulting effects on the US economy and various sectors. This discussion includes an analysis and outlook for inflation, labor, interest rates, and industry-specific risks.
Tuesday, January 28 | 9:00 AM
7 Steps to Better Tech
Chris Cline, Agents Council for Technology
Choosing new technology can be a daunting, expensive, and even frustrating endeavor for independent agencies. But it doesn’t have to be. By slowing down before speeding up, your agents will be able to minimize some of the common challenges that can emerge when considering if and how to choose new technology for their business.
Tuesday, January 28 | 1:30 PM
Preventing Cyber Incidents and Creating Resilience
Sean Plankey
Listen to an insightful workshop where we delve into the intricate and often chaotic world of cybersecurity within the insurance industry. Led by a seasoned cybersecurity expert, this session uncovers the myriad challenges and threats faced by Agents and Networks, providing a comprehensive understanding of the current landscape and practical strategies for navigating it.
Tuesday, January 28 | 3:30 PM
Safe and Effective Practices to Grow Your Agency with AI
Daniel Metcalf, CyberFin
Explore how AI can transform insurance agencies, driving efficiency, enhancing customer engagement, and fostering growth—all while maintaining cybersecurity and compliance standards. Using real-world examples and case studies, this presentation addresses the question, “How can I leverage AI in my insurance agency?”
Wednesday, January 29 | 9:00 AM
Maximizing Value in Insurance Agency M&A Transactions
Carey Wallace, Agency Focus
In today’s rapidly evolving insurance market, agency acquisitions are at an all-time high. Several factors drive this surge, including an aging demographic, changes in the employment environment, rising multiples, evolving customer expectations, technological advancements, and revenue growth from the hard market. As a result, many agency owners are contemplating whether now is the optimal time to sell.
This workshop aims to provide valuable insights into the significant impact Insurance Agency Networks have on both buyers and sellers during M&A transactions. You’ll gain current data on agency valuations and learn how network relationships can significantly enhance the strength of an acquirer. We also explore the synergies between agencies within the same network, which can lead to higher profitability and ultimately a better selling price, and discuss structuring contracts and developing protocols to facilitate internal transactions and retain Network strength.