Cocktails & Connections
Industry Marketplace Sneak Preview
sponsored by Liberty Mutual/Safeco
May 23 | 6:00pm - 7:00pm | Marriott Syracuse Downtown | Grand Ballroom
Arriving the night before Go Big? Swing by our Industry Marketplace for a special sneak preview and network with colleagues.
AGENDA
8:00am - 9:00am | Registration on Lobby Level | Coffee in Industry Marketplace | Grand Ballroom
Grab your coffee in the Industry Marketplace, and get ready for your agency to rock.
KEYNOTE SPEAKER
sponsored by Imperial PFS
9:00am - 10:15am | Leveraging Tech to Increase Sales | Finger Lakes Ballroom
David Carothers
Don't run from insurtech - embrace it! Technology is meant to enhance the client experience, not replace it. Learn why every agency needs a fully functioning CRM, why your agency should be using a mobile app, how to augment your staff using virtual assistants, and how to leverage Quote-Bind-Issue platforms to generate passive revenue while filling the CRM pipeline.
COFFEE & CONVERSATIONS
10:15am - 11:00am |
Networking Break at the Industry Marketplace | Grand Ballroom
Grab your coffee in the Industry Marketplace, and network with peers.
BREAKOUT SESSIONS (choose one to attend)
11:00am - 12:00pm | Agent Panel: Inside Tips from Agencies | Finger Lakes Ballroom
Matthew Wood, Emmanuel Osuyah, and Paul Gaglioti III
Moderated by Lisa Lounsbury
Agency stars share tactics that are actually working for them today. Learn inside tips about tech, HR, agency culture, customer service, and much more. If they can do it, you can too.
11:00am - 12:00pm | Leveraging Data to Increase Agency Valuation | Persian Terrace
Carey Wallace
There's no question that change is happening at record pace. What are you doing to evolve and change with it as an organization? We'll explore how other industries as well as some agencies have evolved given the rapid change we face in all aspects of our lives. Customers, carriers and our staff all have different expectations, and our organization need to continue to evolve to meet and exceed those expectations. Data, technology and relationships are the key to the agencies of today and tomorrow!
12:00 pm - 1:00 pm | Networking Break at the Industry Marketplace | Grand Ballroom
Meet with vendors and network with colleagues.
1:00 pm - 2:30 pm | Lunch & Awards | Finger Lakes Ballroom
Sponsored by Cowbell Cyber
Joan Woodward | Woodward on Washington: An Economic, Public Policy, and Political Outlook
COVID has driven interest rates to historic lows coupled with the highest inflation rates in 40 years – all as workers are returning to the office. Now with the U.S. facing supply chain shortages - what will all of this mean for your business? Joan will talk about the upcoming mid-term elections and what it might mean for tax policy changes, entitlement expansions, and many other public policy issues. Also, as President of the Travelers Institute, Joan will provide us with a preview of its projects for 2022, including cybersecurity, disaster preparedness, and the outlook for autonomous vehicle technology.
Nick Masterpole | Big I NY Vision
Carrier Awards & Recognition of 2022 Winners
BREAKOUT SESSIONS (choose one to attend)
2:30 pm - 3:30 pm | Panel Discussion: Impact of Technology on an Agency | Finger Lakes Ballroom
David Carothers, Carey Wallace and Steve Anderson
Moderated by Lisa LounsburyHear first-hand observations on the impact of technology on an agency’s value, operation, and culture. What can you steal to implement in your agency? Meet us here to find out.
2:30 pm | The Ransomware Epidemic Facing Small Business (1 CE: NYCR-273005. All licenses except TLA.) | Persian Terrace
Alexis Cierra VaughnLearn best practices to help mitigate cyber incidents and how to use continuous risk assessment within a standalone cyber insurance product from dynamic instructor Alexis Cierra Vaughn of Cowbell Cyber.