Connecting Independent Agencies with the Technology That Moves Them Forward

Technology is transforming the insurance industry at an unprecedented pace. Tech Connect is a PIA ongoing educational series designed to help Professional Insurance Agencies stay informed, evaluate emerging solutions, and make smarter technology decisions.

Each session features industry experts, technology providers sharing practical insights on today's most important topics—from AI and automation to agency management systems, cybersecurity, digital marketing and more.

Whether you're exploring new tools or refining your agency's technology strategy, Tech Connect delivers real-world ideas and actionable takeaways you can put to work immediately.

Our tag line will be: Connect. Learn. Innovate. Grow.

• 1 hour, once a month, no CE
• 11:00am Central Time on 2^nd Wednesday of the month starting on August 12^th
• Free to members and $25 to non-members
• Free to affiliates

Schedule:

August 12: Spot the Gaps: Instant Policy Comparisons with AI

Stop spending hours reading forms line by line. This hands on session walks through a simple, repeatable workflow for comparing policies, quotes, and renewals side by side using AI tools your agency already has access to. Attendees will leave with a comparison checklist they can put to work on their very next renewal.

September 9: Your New Favorite Employee: Putting AI to Work in Your Agency

Forget prompt engineering and magic words. Modern AI works best when you treat it like a smart new team member: give it context, hand it a task, and review the work. We will delegate real agency work live, including summarizing a policy, prepping a renewal review, and drafting client communication, so you can see exactly how a simple conversation turns into finished work.

October 14: Retention Is the New Growth: Client Communication That Keeps Accounts Home

As the market stabilizes, the agencies that win will be the ones clients hear from first. This session covers practical ways to automate renewal touchpoints, proactive reviews, and check-ins without losing the personal voice your clients expect. Walk away with a simple communication calendar you can start using immediately.

November 18: Your Phones Are Talking: Turning Calls into Client Intelligence

Every day your agency has dozens of client conversations, and most of that information never makes it into your management system. This session shows how call summaries, automatic documentation, and phone data can protect you from E&O exposure and make sure nothing a client tells you ever falls through the cracks.

January 13: New Year, New Stack: The Agency Tech Tune Up

Start the year by finding out what your agency is really paying for. We will walk through a quick self audit of software, licenses, and phone systems to uncover duplicate tools, unused seats, and easy wins. Attendees leave with a one page checklist to right size their tech spend.

Click to register!