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IA Evolve Virtual Conference
Explore and Connect!

The premier virtual conference for independent agencies looking to advance their knowledge of using available cutting edge tools and best practices to meet their clients where they are at today, tomorrow, and beyond. Register today!

Embrace
the Future

New conference environment! Exciting speaker line-up! Connect with other independent agents. And...it's free!

 

2024 Speakers


Dale Steinke

Director, Agent for the Future™ Advisors, Social, Liberty Mutual | Safeco Insurance

David Meinen

Chief Technology Officer, SIAA

Elizabeth Reed

Content Marketing Manager, Canopy Connect

Jack Calabrese

Chief Growth Officer, SIAA

John DePinto

Agency Principal, Centennial State Insurance

Karamarie Morton

Marketing & Organizational Development, Eastern Insuring Agency

Lisa Wardlaw

COO, Irys InsurTech

Lucas Hendricks

Founder & CEO, Lift Local

Margo Giles

CEO, Irys InsurTech

Matt Aaron

Co-founder, Insurance Agent App

Matt Masiello

Chief Executive Officer, SIAA

Michael Streit

President, EZ Lynx

Sean Kirby

Agency Principal, Performance Group

Tamara Champagne

Agency Principal, The Champagne Agency

Thomas Mann

Director of Customer Success, Aureus Analytics

Tony Veteto

Vice President, Tague Insurance Alliance Services

Torey Maerz

CEO, ClientCircle

Vijay Rengarajan

Director of Product Management, EZLynx

Wes Williamson

Agency Principal, Williamson Insurance & Investments

Agendaof the virtual event schedule

Agenda

time iconSeptember 17, 2024 11:00 am

KICKOFF PANEL: INNOVATION AND THE FUTURE OF INDEPENDENT AGENCIES

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David Meinen
Chief Technology Officer, SIAA

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Jack Calabrese
Chief Growth Officer, SIAA

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Matt Masiello
Chief Executive Officer, SIAA

Join us for an insightful kickoff to IA Evolve 2024 where the SIAA leadership team will welcome attendees and dive into the core reasons behind IA Evolve. They will explore the importance of innovation in the current market, share their perspectives on the future of the independent agency channel, and highlight key themes and takeaways for the conference. Don’t miss this engaging start to our event, setting the stage for a day filled with learning and growth.

time iconSeptember 17, 2024 11:40 am

AGENCY PANEL DISCUSSION: EMBRACING DIGITAL FOR AGENCY GROWTH AND SUCCESS

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Sean Kirby
Agency Principal, Performance Group

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Tamara Champagne
Agency Principal, The Champagne Agency

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Wes Williamson
Agency Principal, Williamson Insurance & Investments

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Tony Veteto
Vice President, Tague Insurance Alliance Services

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John DePinto
Agency Principal, Centennial State Insurance

Join this panel of agency principals as they dive into what it truly means to embrace digital transformation within an agency. The discussion will explore three key areas: the tech tools currently in use, the implementation process, and the resulting business outcomes. From discovering and evaluating technology solutions to navigating the challenges of adoption, our panelists will share their unique experiences—both the hurdles and the triumphs. Learn how leveraging digital innovation has helped these agencies not just enhance the client experience, but also drive growth, increase competitiveness, and achieve other critical business goals. Don’t miss this opportunity to gain practical insights that can guide your own agency’s digital journey.

time iconSeptember 17, 2024 12:40 pm

SYSTEM TRANSFORMATIONS UNCOVERED: CUTTING THROUGH THE HYPE, EMBRACING THE REAL, AND DRIVING BUSINESS PERFORMANCE IN A NEW ERA

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Lisa Wardlaw
COO, Irys InsurTech

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Margo Giles
CEO, Irys InsurTech

Industry thought leader Margo Giles delivers a keynote that promises to cut through the hype surrounding digital transformation in the insurance industry. Drawing from her extensive experience in leading successful system transformations, she’ll share practical insights on what truly drives business performance. The discussion will explore the foundational elements of transformation, how to effectively leverage AI without getting lost in the noise, and strategies for agencies to manage constant evolution while maintaining core operations. The session wraps up with an interactive Q&A, offering attendees the chance to address their specific challenges and concerns. This is a must-attend session for leaders serious about navigating today’s digital landscape with actionable insights.

time iconSeptember 17, 2024 01:40 pm

THE LATEST ON AI: OPPORTUNITIES AND CHALLENGES FOR INSURANCE

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Torey Maerz
CEO, ClientCircle

Join ClientCircle’s CEO Torey Maerz to get the latest on the ever-evolving world of artificial intelligence. Torey will talk about the latest advancements in AI, share how you can effectively implement AI tools at your agency and provide insights into the potential AI pitfalls you want to watch out for.

time iconSeptember 17, 2024 02:20 pm

DITCH THE VIRAL OBSESSION: BUILDING REAL INFLUENCE ON SOCIAL MEDIA

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Elizabeth Reed
Content Marketing Manager, Canopy Connect

Tired of the pressure to "go viral?" You're not alone. Social media can feel like a never-ending chore, a constant chase for fleeting fame. This session will show you how to break free from the "viral" trap and unlock the power of authentic connections on social media. We'll explore: Why community matters more than virality: Discover how to cultivate a loyal audience that trusts and values your voice, regardless of follower count. Testing that takes time (and patience): Learn how to experiment strategically without getting discouraged by slow results. Likeability, trust, and intrigue: These are the cornerstones of influencer success, and you already have them within you. We'll show you how to tap into your unique personality and passions to captivate your audience. Beyond the sales pitch: Newsflash, your social media doesn't have to be all about selling. Share your hobbies, interests, and passions to build genuine connections and trust. Stop chasing the next trend and start building a social media presence that reflects your authentic self. You'll be surprised at the influence you can wield when you focus on real people, real connections, and real impact. This is your permission slip to step off the hamster wheel of "going viral" and start building something real.

time iconSeptember 17, 2024 02:20 pm

WORK SMARTER, NOT HARDER: LEVERAGING AI TO REDUCE WORKLOAD AND BOOST EFFICIENCY

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Thomas Mann
Director of Customer Success, Aureus Analytics

Join us to explore how AI can transform your agency by significantly reducing staff workload and improving overall efficiency. This session will cover practical strategies to use AI for automating routine tasks, enhancing client interactions, and optimizing operations. Learn how to implement AI-driven solutions that streamline processes, cut down manual work, and drive better results with less effort. By the end of this presentation, participants will be able to: Learn how to automate routine tasks to reduce staff workload and enhance operational efficiency. Discover techniques to leverage AI for optimizing client interactions and improving customer satisfaction. Understand how AI can help you streamline processes, allowing your team to focus on high-value activities and drive better results with reduced effort.

time iconSeptember 17, 2024 03:00 pm

HOW TO SOURCE MORE REFERRAL QUALITY PROSPECTS FOR YOUR AGENCY

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Lucas Hendricks
Founder & CEO, Lift Local

Join Lucas Hendricks, CEO of Lift Local, for an in-depth session on sourcing high-quality prospects for your agency. Discover what makes referrals so valuable and learn how to identify and target prospects with similar attributes at scale. Lucas will explore strategies for using online channels to connect with high-intent prospects who have validated your brand and distinguish between the profiles of referrals and "price shoppers." Gain insights on leveraging your online presence to attract prospects who prioritize service over price. Don’t miss this opportunity to enhance your prospecting approach and drive growth for your agency.

time iconSeptember 17, 2024 03:00 pm

THE COST OF SERVICE

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Karamarie Morton
Marketing & Organizational Development, Eastern Insuring Agency

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Matt Aaron
Co-founder, Insurance Agent App

Do you REALLY know how much "service" is costing your agency.... The hard cost, the opportunity cost, and the total time it takes to service clients? What is the cost to service requests for Billing / Payments, Add/Delete Vehicle/Driver, Claims, Policy Question, ID Cards, or a Coverage Change? While it may not be the “SEXY” end of an agency’s business, taking a deep dive into service metrics will cause your business to re-think HOW you service your clients – just as it did for one agency in New York State - and the tech they deployed to turn service from a cost center into a profit center. Join us to uncover actionable insights and proven strategies to re-engineer “service” for the benefit of all stakeholders AND the bottom line…… AND, the opportunity to turn your service operations into a competitive advantage.

time iconSeptember 17, 2024 03:40 pm

YOU GET WHAT YOU ASK FOR: MASTER HIGH-IMPACT INSURANCE MARKETING WITH GREAT AI PROMPTS

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Dale Steinke
Director, Agent for the Future™ Advisors, Social, Liberty Mutual | Safeco Insurance

Dive deep into the art of designing effective prompts to create dynamic blog posts, engaging social media updates, and persuasive marketing automation materials. Transform your content strategy, boost productivity and attract more business through AI-driven creativity. Whether you're a novice or experienced in using generative AI, you'll gain practical insights and tips on generating compelling content to connect with your audience.

time iconSeptember 17, 2024 04:20 pm

TRANSFORMING INSURANCE OPERATIONS WITH INNOVATION AND AI

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Michael Streit
President, EZ Lynx

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Vijay Rengarajan
Director of Product Management, EZLynx

Join EZLynx leaders to explore the latest innovations enhancing efficiency in renewals and operations. Discover how EZLynx's new features streamline renewal workflows and learn about EVA, our advanced AI product that simplifies the EZLynx experience. Learn how we are investing in EVA to help save time, reduce manual tasks, and empower agents to focus on business growth. Don't miss this chance to learn how EZLynx is revolutionizing the insurance industry with cutting-edge solutions and AI-driven excellence.

Our
Sponsors


Marquis

Gold

Exhibitors

FAQ
Frequently Asked questions


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Yes, this event is completely free to attend. We encourage you to login and have a look around at your convenience.
The event will be on demand for 30 days