"Join Live Session" button will be available 10 minutes prior to the session start time.
12:00 PM
  • 12:00 PM-12:45 PM EDT

    What’s Ahead in the Post-Pandemic Industry?

    What will be the new way to process business in your agency in 5 years? Learn real steps on how to get ahead, and stay ahead of our competition.

    Speakers:

    • Chris Cline, National Agency Distribution Leader, Westfield Insurance
    • Reid Holzworth, CEO, IVANS Solutions
    • Brady Kelley, Executive Director, WSIA

01:00 PM
  • 01:00 PM-01:45 PM EDT

    What You Need to Know About Managed Service Providers (MSP)?

    Why you should have an MSP to monitor your hardware and software, and what to look for in this vendor partnership. This session will also focus on cybersecurity of agent data.

    Speaker:

    Nate Ginter, Chief Technology Officer, Vine IT

02:00 PM
  • 02:00 PM-02:45 PM EDT

    Mining Agency Data

    How do agents access and make sense of the valuable data in their systems? We'll discuss how this data can be used to increase revenues via increased sales and greatly improved service.

    Speakers:

    • Dan Goodwin, Director - Carrier and Industry Technology Integration, AgencyKPI
    • Aaron Larson, Founder and CRO, DAIS
    • Bruce Dickhoff, President & CEO, NASA

03:00 PM
  • 03:00 PM-03:45 PM EDT

    Scaling Your Tech Stack

    This session will help guide you through a more holistic & strategic look at your agency technology and workflow systems: Taking a strategic approach at building your Sales, Operations, and Leads Generation funnel.

    Speakers:

    • Andy Mathisen, Co-Founder & CMO, GloveBox
    • Ryan Mathisen, Co-Founder, GloveBox
    • Sean Mulhern, Co-Founder, GloveBox

"Join Live Session" button will be available 10 minutes prior to the session start time.
12:00 PM
  • 12:00 PM-12:45 PM EDT

    How Can IAs Compete Against Direct Carriers?

    Join the discussion sharing ways the IA distribution can not only compete, but succeed to a far greater degree than our direct competitors. Learn more about truly leveraging partnership, carrier selection, and partner resources to the greatest extent possible.

    Speakers:

    • Jennifer Carroll, CEO, Veruna
    • Jennifer Towne, AVP Marketing & Strategic Markets, Acadia
    • Lisa Lemanski, Operations Manager / Marketing Coordinator, Meiers Lombardini Lemanski Insurance Agency

01:00 PM
  • 01:00 PM-01:45 PM EDT

    Carrier APIs

    Join this session providing great insights by our carrier partners - What they're doing with APIs, the value they are creating with stakeholders, and the challenges they've faced along the way.

    Speakers:

    • Jim Rogers, AVP – Agency Automation / Transformation Office, The Hartford
    • Lucas Welchans, Sr. Business Architect for Agent Technology, Nationwide

02:00 PM
  • 02:00 PM-02:45 PM EDT

    Blockchain Advancement in the IA Channel

    Blockchain has been around for some time now - but the value prop hasn't been consistently clear. Join this session to learn about how Blockchain is poised to make huge impacts in our industry.

    Speakers:

    • Brendan Picha, Head of Outreach, RiskStream
    • Andrew Loomis, Manager, Underwriting Innovation, Liberty Mutual Insurance

03:00 PM
  • 03:00 PM-03:45 PM EDT

    Agency & Industry Code of Ethics/Best Practices

    With so many new partnerships, integrations, and cyber regulations there's never been a more crucial time to be clear & purposeful in running our businesses. This session will discuss credentials, adhering to multistate regulations, and more.

    Speakers:

    • Paul Hawkins, President & CEO, HawkSoft
    • Kiki Johnson, Co-Founder, Insurance Agent App
    • Joe Clabaugh, Service Manager, The Cincinnati Insurance Company
    • Frank Sentner, Sole Proprietor, Sentwood Consulting

03:45 PM
  • 03:45 PM-04:15 PM EDT

    Interactive Wrap-up

    Join this interactive discussion as we wrap up our virtual ACT Tech Summit. Share YOUR top takeaways from the sessions.

    Speakers:

    • Ron Berg, Executive Director, ACT
    • Ginny Winkworth, Program Manager, ACT

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