 What You Know is What You’re Worth
How to: Preserve Institutional Knowledge. Strengthen Valuation. Ensure Continuity.
Thomas Mann, COO of AgencyFocus
What would happen to the value of your agency if one of your key people (or someone you don't even realize is key) walked out the door tomorrow? If that question makes you pause, just know you’re not alone. With an aging workforce, growing talent gaps, and increased pressure on agency perpetuation, protecting your institutional knowledge isn’t just a smart move— it’s a valuation strategy. We'll dive into the data behind what’s driving agency valuation today, why knowledge transfer is one of the most overlooked (yet powerful) pillars of long-term value, and how to protect it with smart processes and tools.
Two Minutes with Tim LIVE: Answer to THAT Question
Tim Dodge, AVP of Research & Information at Big I NY
Art of the Possible
Caitlin Evans, Senior Solutions Consultant at Applied Systems & Former Broker
Caitlin will give us a special behind-the-scenes look at a soon to be released set of features that will help us see all of our agency tech in a new way.
 PANEL | Digital Shortcuts: AI Tools to Cross-Sell, Increase Efficiency & Retain
Moderated by Casey Nelson, Director of Consulting Services at Catalyit & Former Agency Principal
Featuring Caitlin Evans, Senior Solutions Consultant at Applied Systems & Former Broker
Rob Bowen, Jr., Agency Principal at Patriotic Insurance Group
Jessica Léon, CEO at Jolly Inbound & HubSpot Consultant
We need to work smarter, faster, and with less errors. Thankfully it CAN be done, and with less pain than you think. Our panel of agents and solution providers unlock tools and tactics you should consider today.
Your National Support
Charles Symington, President & CEO of Independent Insurance Agents and Brokers of America
Spotlight & Awards
We'll be presenting the Commercial Lines Company Partner Award and Personal Lines Company Partner Award to top performing carriers, based on the Big I New York Carrier Index Surveys for National, Super Regional, and Regional carriers. Alongside the Thom McDaniel Exemplar Award to a standout industry pro as a reflection of their dedication and unwaivering support for the Independent Agency System.
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