7:30am - 8:30am:

Registration & Continental Breakfast

8:30am - 9:30am:

What's Next? Tech Trends that Will Transform Insurance and Your Agency

Presented by: Steve Anderson, Catalyit

Technology is developing faster today than ever. New platforms, tools, and processes are becoming available that were futuristic just a few years ago. There are hundreds of tech firms that have their sights on changing the insurance industry dramatically. Technology should be helping you thrive, not costing you money. What opportunities do these firms see that you might be missing? Which InsurTech developments should you ignore, which will help improve your margins? How you respond to the changing nature of risk will help your agency go further faster.

3 Takeaways:

  • Eager Adoption of External Trends
  • Your IT Department Should Generate Revenue
  • Experiment with New Technology to Find the Winners

9:30am - 10:30am:

Your Agency's Tech Stack

Presented by: Steve Anderson, Catalyit

Technology: you can’t do business or run an agency without it. The time is now to make your tech stack do more – bigger profit, happier customers, easier workflow. You’ll get help developing your plan of attack! You’ll also learn about Catalyit – your new Big “I” go-to technology resource for independent insurance agencies. World-class tech experts, guidance, solutions, training, and community can now be found in one place! Learn how you can access technology solution guides and reviews, training assessments, and tools through Steve Anderson, one of the original thought leaders/influencers for LinkedIn will guide you through important resources and technology available to you and your agency. Don’t know what a tech stack is? No worries – you will after this!

10:45am - 11:45am:

Microsoft 365 - A Journey Not a Destination

Presented by: Adam Atwell, Kite Technology

You've migrated to Microsoft 365. Now what? While, you may have already migrated your files, moved your email, and started using Teams, you’ve really only scratched the surface of what’s possible with Microsoft 365. What’s fantastic about the Microsoft ecosystem is the cadence by which new features and capabilities continue to be released. Are you taking advantage of the full value of your Microsoft 365 investment? Do you have a strategic plan in place for managing your Microsoft environment? Are you mindful of and preparing for products and features that are on the horizon?

Here's what will be covered:

  • Overview of the current product offerings
  • Learn how to measure your adoption
  • How to weigh "which tool and when"
  • Navigating the roadmap pf recently released & upcoming changes
  • Take your adoption to the next level

What you learn will enable you to start leveraging the full value of your Microsoft investment.

11:45am - 1:00pm > BUFFET LUNCH

1:00pm - 2:30pm:

AI for IAs: Let's Make it Simple

Presented by: Jason Walker, Agency Revolution

Artificial intelligence (AI) is a leading topic of conversation in our industry; but no one focuses on how to apply AI practically within our independent agencies. Let's change the narrative together and develop an understanding of the value of AI while determining where it fits. We will explore:

  • Why AI has become an overnight sensation.
  • The risks and benefits we must consider establishing proper guide rails for our industry
  • Solutions that are impacting agencies today
  • How to adopt and deploy the right tools for you

2:45pm - 4pm:

Emerging Technologies, Insurance Exposures, and Agency E&O

Presented by: Steve Anderson, Catalyit

Emerging technology plays an increasingly crucial role in the lives of individuals and business. The sharing economy, the increasing use of Drones, 3-D printing, smart homes and buildings, artificial and virtual reality, voice computing, Blockchain, the Internet of Things, Telematics, and Machine Learning are just some of the new technologies being adopted by agency clients. Does your staff understand how to provide proper insurance advice? When exclusions are added to a policy, what is the agency responsibility to inform their client? This class helps all agency staff better understand emerging technology and the insurance implications so they can better service their clients and protect against emerging E&O issues.



Big I MD Member: $75

Non-Member: $100

**BIG I MEMBERS - You will need a login to access member pricing. If you do not have a login, please forward a login request to 

EARLY BIRD DISCOUNT: Register by October 1st and receive $25 off your registration fees!


Steve Anderson, CEO & Co-Founder of Catalyit

Often revered as the insurance industry tech guru or the Godfather of Insurtech, Steve Anderson is practically synonymous with innovation. He spent over 22 years as president of The Anderson Network – an authority on insurance agency productivity, technology and profits – and has served on various boards and committees for IIABA and Big I NY.

But, Steve’s capacity to champion the entrepreneurial spirit extends well beyond the borders of the industry he has come to professionally claim as his own. Steve is the unofficial top Kickstarter supporter, where he’s unmatched in investor badges. He’s also the author of the best-selling book “The Bezos Letters” where he examines “14 Principals to Grow Your Business Like Amazon”. Suffice it to say that Steve’s passion for helping independent businesses may be one of his greatest passions in life.

That being said, this passion may have to rightfully get in line behind his beloved wife of 47 years and their incredible grandchildren, and his enthusiasm (read: obsession) for owning the latest and greatest tech toys. He’s sometimes considered Catalyit’s very own Inspector Gadget. Steve can go toe-to-toe with the greatest when it comes to wine (he’s a connoisseur), food (we secretly wonder if he was a professional chef in a former life), and travel (he’s reached lifetime ‘elite’ status with American Airlines).

Ultimately, no matter how you slice and dice his accolades or measure his accomplishments (did we mention he’s also a licensed pilot), the insurance industry will forever be indebted to him for bestowing the majority of his time and headspace to furthering the IA System.

Adam Atwell, Cloud Solutions Architect - Kite Technology

As a Microsoft Most Valuable Professional (MVP), Adam is passionate about consulting with organizations across the country to help them develop and execute

a cloud adoption strategy that aligns with their business objectives. Adam’s expertise and leadership are instrumental in empowering businesses to leverage the full potential of the cloud and stay at the forefront of innovation. As the driving force behind our company’s Microsoft 365 adoption strategy, Adam oversees and manages Kite Technology’s strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.

About Kite Technology - With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT, Security, and Consulting Services to businesses across the country. We strive to help our clients maximize their business performance, secure their data and assets, and experience greater success year after year.

Jason Walker, President of Agency Revolution

Jason leads Agency Revolution, which provides a suite of digital marketing solutions and a proactive service team that help agencies sell and retain clients.

Prior to Agency Revolution, Jason spent more than a decade connecting agencies, carriers, and technologies through his consulting firm Agency Insurtech, the agency technology directory, and as co-founder of Smart Harbor, which built digital marketing tools for agencies before being acquired by a private equity-backed insurtech.

A recipient of the Smart 50 Award for Innovation, Impact and Sustainability, Jason has conducted speaking engagements and workshops for InsureTech Connect, Nationwide, State Auto, Keystone, Pinnacol Assurance, BroadStreet Partners, Agency Nation Elevate, the Big I, and the Ohio Insurance Association.  He is also published in Insurance Journal, Property Casualty 360, IA Magazine, Rough Notes, Insurance Thought Leadership, The Meeting Magazines, Carrier Management, and Insurance Business America and featured on the Insurance Closing the Gap, Agency Nation Radio, and Insurance Marketing Brain Dump podcasts.

Contact Information:

Big I Maryland

2408 Peppermill Dr., Ste A

Glen Burnie, MD. 21061

P: 410-766-0600


@ 2023 Independent Insurance Agents of Maryland, Inc