Join us in Dallas this October for our annual convention providing valuable opportunities to network with agents, company representatives and hear from experts about the rapidly evolving use of technology necessary to run a successful agency in this turbulent time.

When:  Thursday, October 12, 2023 - Friday, October 13, 2023 
Where: Hyatt Regency Dallas
              300 Reunion Blvd
              Dallas, TX  75207
              (214) 651-1234
View on Google Maps
 
Member $95
Expo-Only Member $45
Non-member $125 
Expo-Only Non-member $65


Deadline to register is Monday, October 9, 2023

Registration is Required
Business Casual Dress

Hyatt Regency Dallas Hotel


Hyatt Regency Dallas Reservations
Single and Double rooms are $199 per night plus taxes & fees
Triple rooms are $229 per night plus taxes & fees
Quad rooms are $249 per night plus taxes & fees

The deadline for the above room rate is Wednesday, September 20, 2023.

Area Attractions
Hyatt Regency Dallas is just steps from downtown’s most popular attractions, including world-class concerts and sports events at American Airlines Center and amazing views at the landmark Reunion Tower, conveniently connected to our hotel. Visit the nearby JFK Sixth Floor Museum at Dealey Plaza or hop on the DART bus or train to the trendy Bishop Arts District, the Dallas Zoo or popular shopping centers. Easily explore the city from our downtown Dallas hotel.

Click here to register as an exhibitor, partner or sponsor.

AGENDA

Thursday, October 12, 2023
11:30 a.m. - 11:00 p.m.

Registration Opens
11:30 a.m.
Located in Marsalis Connection
Cyber Issues and Selling Tools (2 CE Credits)
1:00 p.m. - 3:00 p.m.
Instructed by Tim McClendon, CIC, CWCA, Managing Partner, Hertzel and McClendon | Read bio
Located in Cumberland IJ

This class will look at current cyber issues along with tips and tools for agents to assist in selling and servicing cyber insurance products. We will cover the following key points:
  • Cyber Risks for Small to Mid-Size Enterprises (SME’S)
  • Five Cyber Trends to Watch
  • Work-From-Home Cyber Risks
  • Cyber Underwriting
  • SME Business Cyber Risk Examples
  • Free Cyber Tools
Common Causes of Agent's E&O Claims and How to Avoid Them (2 CE Credits)
1:00 p.m. - 3:00 p.m.
Instructed by Gunnar Kephart, Producer, Texas Insurance Professional Services, Inc. | Read bio
Located in Cumberland KL

E&O Claims often result from failing to execute basic transactions that occur daily in the agency. We will examine the common causes of claims and how to avoid them with examples of actual claims. Attendees will learn which insurance agency activities create exposures to E&O claims and specific procedures to reduce the likelihood of claims. Examples of E&O claims will be provided to reinforce understanding.
Artificial Intelligence and Agents – Panic or Promise? (2 CE Credits)
3:00 p.m. - 5:00 p.m.
Instructed by Tom Wetzel, CEO, Thomas H. Wetzel & Associates | Read bio
Located in Cumberland KL

The insurance industry has long used artificial intelligence (AI) to streamline processes such as underwriting and claims.  The new generation of AI tools, however, represents a quantum leap in capability which will result in disruption and possible realignments in the insurance industry. Insurance agents face challenges and opportunities to ride the AI wave -- by using what AI can do to benefit themselves and their clients while amplifying those skills and qualities AI can’t replicate.
Management Liability: Why Sell It? (2 CE Credits)
3:00 p.m. - 5:00 p.m.
Instructed by Tim McClendon, CIC, CWCA, Managing Partner, Hertzel and McClendon | Read bio
Located in Cumberland IJ

Management Liability is often tough for agents to sell. When a client wants to know why they should have it, what should we say? The answer heard most often by prospects is, “Why do we need that? We don’t have any stockholders. We’re not going to sue ourselves!”  Find out why privately held firms need this very valuable coverage. Here are some areas to be covered:
  • What are the types of management liability claims?
  • What are the main allegations of lawsuits?
  • 5 Megatrends in D&O insurance.
  • Can mergers and acquisitions result in liability claims?
  • What are the duties of directors and officers?
  • Key issues for nonprofit organizations.
  • What is the Texas charitable immunity law?
Expo and Reception
5:00 p.m. - 6:30 p.m.
Located in Marsalis Hall B
* Attendees will be given 2 complimentary drink tickets and hors d'oeuvres.
After Hours Party
8:30 p.m. - 11:00 p.m.
Music by Goga
Located in Pegasus Ballroom

Goga is an internationally acclaimed singer and musician. Based in Dallas, Texas he is frequently requested to perform all over the globe. From Opera to Top 40 and even rap, Goga's voice morphs to match the style of the song.
* Attendees will be given 2 complimentary drink tickets.

Friday, October 13, 2023
7:30 a.m. - 3:00 p.m.

Registration Opens
7:30 a.m. 
Located in Marsalis Connection
Humanizing Technology
Panel Discussion
8:00 a.m. - 8:45 a.m.
Located in Landmark A
Moderated by Mohamad Momin, CEO, Starr Insurance Agency and PIA Texas Board Member | Read bio
Panelists:
Casey Nelson, Founder & CEO, StakWise Data Automation
Katlyn Eggar, Head of Learning and Development, Indium
Tucker Hood, Head of Sales, InsuredMine

Join us on the voyage of exploring current and future insurance technologies and how we can humanize them to work within our agency and our staff. In the voyage, we will discuss current technologies and how they are being used. What does the future hold when it comes to AI, and how will it shape the insurance landscape? This enlightening panel discussion will also discuss training and integrating our teams into these techs.
  • Cool tools for the Tech agencies.
  • Future tools that will share our agency.
  • Creating a training culture around the new technologies
It's Not the 80s Anymore
8:45 a.m. - 9:30 a.m.
Presented by Richard A. Savino, CIC, CPIA, Principal/Managing Partner, Broadfield Insurance and President-Elect, PIA National | Read bio
Located in Landmark A

Although the insurance industry for independent agents has evolved substantially over the last 30 years, we are still lagging in adopting the technological and automaton advancements critical to running a successful, future-focused agency. As we face one of the hardest markets of our time, an aging workforce that needs to attract younger professionals, the challenges of client retention, and customer service, today’s independent agents must maintain an innovative mindset.
Break
9:30 a.m. - 9:45 a.m.
Annual Meeting & Awards Presentation
9:45 a.m. - 10:45 a.m.
Located in Landmark A
Insurance is a Marathon: How to Stay Motivated
10:45 a.m. - 11:45 a.m.
Presented by Keynote Speaker Matt Jones, Matt Jones International | Read bio
Located in Landmark A

Matt’s talk, Insurance is a Marathon, is designed to motivate, inspire, and encourage those in insurance. From his experiences of overcoming insurmountable odds, he shares strategies insurance professionals can use to overcome challenges and achieve greater Victory in the marathon of insurance and life.

This is accomplished through his against-all-odds story of conquering cancer three times, completing eight marathons on eight continents, and his research as a Ph.D. Candidate in Organizational Leadership and the field of Positive Psychology and insights from his book, "Life is a Marathon."
* Attendees will be given a complimentary copy of Matt Jones' book "Life is a Marathon" and can attend a book signing during the Expo & Reception
Break
11:45 a.m. - 12:00 p.m.
Networking Luncheon
12:00 p.m. - 1:00 p.m.
Complimentary lunch
Located in Landmark B
* You must check that you will be attending the lunch during registration to attend.
Expo & Dessert Reception
1:00 p.m. - 3:00 p.m.
Located in Marsalis Hall B
* Attendees will be given 2 complimentary drink tickets and dessert.
Contact PIA Texas

[email protected]
(972) 862-3333

A special thank you to our 2023 Partners for their support