Agency Owner Day

New to this year's convention is "Agency Owner Day" scheduled for Saturday, May 19.  Enjoy this exclusive day of networking and programming for agency owners that will address a number of topics vital to the success of an independent insurance agency including hiring and on boarding the right personnel, compliance risks, marketing to the modern consumer, automating your retention process and leadership. 

(Exclusive to agency owners)

Featured Speaker

Billy R. Williams, Ph.D. - President of Inspire a Nation Business Mentoring Services
-Author, speaker, mentor, and trainer who has achieved many distinctions, honors, awards and accolades throughout his business and military career.

Agenda
Champion I Room

8:00 a.m. -  8:30 a.m.
Continental Breakfast and Networking

8:30 a.m. - 10:00 a.m.
How to Locate, Interview, Hire and Onboard Agency Staff
Presented by Dr. Billy R. Williams, PhD, President, Inspire a Nation Business Mentoring
“As an insurance agent mentor and coach, I am asked the same two questions every day. . . How do I locate good staff? How do I properly pay and bonus my staff to get the best production out of them?  My response is always the same; you don’t just locate good staff, you create good staff out of the people you hire to work for you.

This session will explore the best practices we have discovered from working with 1000s of insurance agents/agencies on how to locate, interview, and onboard prospective staff members.

10:00 a.m.  - 11:00 a.m.
Managing Employment Compliance Risks
Presented by Ken Spencer, President and CEO for HR Service, Inc.

Business owners face many employment risks such as being sued or fined for various law violations, employee misclassifications, wrongful terminations, harassment mishandlings, payroll violations, retaliations, discrimination and violations of the various laws such as FLSA, FMLA, Title VII, ACA, OSHA and more.  What is more unsettling is that employers are liable for what their supervisors do and say.  All employment decisions subject owners and employers to risk that could cost thousands and even millions of dollars.  In this session, we will discuss the various risks faced by employers and show techniques to eliminate and manage them.

  • Understand employment law risks
  • Learn techniques to minimize or eliminate risk
Create a positive, productive environment free from law violations.
 

11:00 a.m. - 12:00 p.m.
Awards Presentation & Annual Meeting

12:00 p.m.  - 1:00 p.m.
Keynote Luncheon
I.C.E.C.R.E.A.M. For Business Leaders – “Lessons Most Business Leaders Learn the Hard Way”
Presented by Dr. Billy R. Williams, PhD, President, Inspire a Nation Business Mentoring

This presentation will change your business and your life.  You will learn how to better identify and effectively utilize the tools, processes, systems, and people needed to make you successful and give you the foundation that you can use to make any business leader, in any market, and under any economic condition, more successful.  

Although designed for the business leader, it also applies to life as each of our lives is a business within itself. We must make executive decisions that have an impact on the lives of many people. Like a business, our decisions, daily procedures, processes, and plans can cause us to lose out on valuable relationships and opportunities, so take the ideas we will discuss and implement them in your business but save some ICECREAM for your everyday life as well.

I – INCOME/MONEY 
C – COVERING YOUR WEAKNESSES 
E – EGO/EMOTION/EXPECTATIONS 
C – COMMUNICATION 
R – RELATIONSHIPS 
E – EDUCATION 
A – ASKING QUESTIONS 
M – MENTORS 

1:00 p.m. - 1:15 p.m.
Break

1:15 p.m. - 2:30 p.m
How to Market to the Modern Insurance Consumer for Minimal Money
Panel Discussion Moderated by Don Hodby Jr., Vice President of Sales, ITC

2:30 p.m. - 3:30 p.m.
How to Automate Your Customer Retention Process

This session will show you how to use automation and technology such as drip emails, video, text messaging, and online appointment scheduling tools to add more automation and efficiency to your customer retention process.


3:30 p.m. - 4:30 p.m.
Ten Mistakes Insurance Agency Owners and Agency Leaders Make on a Regular Basis

This session will cover ten of the biggest mistakes insurance agents make.  The mistakes we will discuss by no means are a comprehensive list which could easily contain 25 to 50 mistakes, but the ten we will discuss is a great place to start.  We will discuss items such as scheduling of important tasks, staff accountability, when to outsource specific tasks, and more.

4:30 p.m. EXPO OPENS IN THE ARLINGTON CONVENTION CENTER, EXHIBIT HALLS 2 & 3