**NOW APPROVED FOR 4 HRS OF P/C CREDITS IN MD**
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 Catalyit.com. 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.
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