Schedule is subject to change - watch weekly for updates!

8:00AM-9:00AM

Registration & Continental Breakfast

9:00AM

Opening Remarks & Industry Updates

9:45AM

Opening General Session (Approved - 1hr P&C CE)

Tackling Retention: Road to 96% Retention Rates

Speaker: Kelly Donahue-Piro, President, Agency Performance Partners

This seminar is designed to help insurance agencies improve their customer retention rates. The seminar covers the importance of retention, challenges in the industry, and core beliefs about agency retention. It also provides practical strategies for achieving high retention rates, including client nurturing, cross-selling, referrals, and renewal reviews. The session concludes with a recap of key takeaways and a Q&A segment.

11:00AM

General Session (Approved - 1hr P&C CE)

Navigating a Hard Market: How Technology Can Help Agencies Adapt to Changing Market Conditions

Speakers: Adam Atwell, Chief Technology Officer | Partner | Microsoft MVP, Kite Technology Group

Kellie Halfpap, Agency Consultant, Kite Technology Group

Discover how embracing technologies - from simple efficiency to complex AI and Automation processes - can revolutionize efficiency within your agency. This presentation will explore the competitive edge that agencies gain when they integrate these technologies, offer automation, and provide self-service solutions. Learn how to approach proactive client engagement, streamline operations to enhance productivity, and safeguard your business from overwhelming busy work. Join this session as Kite Technology discusses how to ensure you remain at the forefront of the technological curve, securing your client base and staying ahead of the competition. 

12:00PM

Networking Lunch with Exhibitors

Join us for a networking lunch with exhibitors, where you'll have the opportunity to connect with industry professionals, explore new products and services, and build valuable relationships in a relaxed setting.

1:45PM

General Session (Approved - 1hr P&C CE)

First Down to Future Success: Managing Your Book in 2025 - What's to Come

Speaker: Kelly Donahue-Piro, President, Agency Performance Partners

Join us for "Managing Your Book in 2025: What’s to Come," a focused 60-minute session discussing market predictions, challenges, and opportunities for the upcoming year. This seminar will cover effective review and remarketing strategies, including building relationships, re-underwriting, and preventing cancellations. Additionally, we’ll explore how to efficiently prepare to write new business and capitalize on emerging opportunities. The session concludes with a recap of key takeaways and a Q&A to address your specific questions.

3:00PM

General Session (Approved - 1hr P&C CE)

Game-Changing Plays: Utilizing the Trusted Choice Hard Market and AI Toolkits

Speaker: Joseph Cox, Marketing Director, Trusted Choice