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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!

Speakers


David Meinen

Chief Information Officer, SIAA

Karamarie Morton

Marketing & Organizational Development, Eastern Insuring Agency

Tamara Champagne

Agency Principal, The Champagne Agency

Tony Veteto

Vice President, Tague Insurance Alliance Services

Matt Aaron

Co-founder, Insurance Agent App

Anurag Shah

Chief Data Officer, SIAA

Chris Langille

Founder, Advisor Evolved

Michael Rabinowitz

Lead Product Manager, EZLynx

Bobbie Collies

Chief Insurance Officer, Coterie Insurance

Jack Hertvik

President, Hertvik Insurance Group

Jeffery Magoon

President & CEO Magoon Group

James Amezcua

Senior Marketing Consultant, Lift Local

Jim DeWitt

DeWitt Insurance Group, Fishers, IN

Ray Huang

Head of Marketing, Canopy Connect

Linda Anderson

Sr. Agency Consultant, Hawksoft

Dale Steinke

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

Brenton Sellati

VP of Product, Pie Insurance

Doug Allenbaugh

Chief Partnership Officer, SIAA

John Nader

Senior Vice President, Product Management National General, an Allstate company

Michael Carvalho

VP, Insurance Panel & Partnerships, Simply Business

Agendaof the virtual event schedule

Agenda

time iconSeptember 16, 2025 11:00 am

WELCOME / OPENING SESSION

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David Meinen
Chief Information Officer, SIAA

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Anurag Shah
Chief Data Officer, SIAA

IA Evolve 2025 kicks off with a look at this year’s theme, Empowering Agents. Accelerating Innovation. In this opening discussion, David Meinen and Anurag Shah will explore what it means to lead with innovation in a time of rapid change. From AI to business intelligence and beyond, they’ll share insights on how forward-thinking agencies are navigating what’s new, what’s next, and what delivers real value. The session will also touch on how SIAA is helping support this shift through the rollout of AgencyIQ and other technology-driven initiatives.

time iconSeptember 16, 2025 11:20 am

CARRIER PANEL: PARTNERING THROUGH INNOVATION

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Bobbie Collies
Chief Insurance Officer, Coterie Insurance

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Brenton Sellati
VP of Product, Pie Insurance

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Doug Allenbaugh
Chief Partnership Officer, SIAA

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John Nader
Senior Vice President, Product Management National General, an Allstate company

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Michael Carvalho
VP, Insurance Panel & Partnerships, Simply Business

Fueling Growth in the Independent Agency Channel

How are today’s top insurance carriers using cutting edge technology to help independent agencies thrive? In this panel discussion, SIAA Strategic Partners share how innovations in underwriting platforms, APIs, AI tools, and data analytics are making it easier and faster for agencies to quote, bind, and serve clients. Discover how carriers are investing in the tools and technologies that are changing the way independent insurance agencies do business to help write smarter business and accelerate growth.

time iconSeptember 16, 2025 12:05 pm

UNLOCK AI TO BOOST YOUR AGENCY’S POTENTIAL

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

From CSR to CEO, whether you're new to AI, or already using it, discover how to more effectively harness the power of artificial intelligence to boost your personal productivity and drive agency-wide results. In this interactive session, you’ll hear firsthand how agencies like yours are using AI tools to be more productive, create smarter workflows, offer standout client service, and create more future-ready businesses. This session is designed for insurance professionals at all levels. 

time iconSeptember 16, 2025 01:05 pm

FROM CHAOS TO CLARITY: SIMPLE MULTI-CHANNEL MARKETING THAT ACTUALLY WORKS

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James Amezcua
Senior Marketing Consultant, Lift Local

In today’s fast-changing insurance market, relying on just one or two marketing channels is no longer enough. This session breaks down how independent agencies can implement a practical multichannel strategy without complexity or high cost. Learn which channels matter most right now, how to execute across 3 to 5 platforms, and how to use marketing technology to stay efficient. You’ll also gain insights on tracking results and focusing your efforts where they’ll have the biggest impact.

time iconSeptember 16, 2025 01:45 pm

AGENCY PANEL: REAL INNOVATION, REAL IMPACT

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Tony Veteto
Vice President, Tague Insurance Alliance Services

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Tamara Champagne
Agency Principal, The Champagne Agency

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Jack Hertvik
President, Hertvik Insurance Group

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Jeffery Magoon
President & CEO Magoon Group

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Jim DeWitt
DeWitt Insurance Group, Fishers, IN

What does innovation actually look like inside a local independent agency? In this dynamic panel, four agency principals share how they are using AI tools, marketing technology, data insights, and automation to drive growth, improve efficiency, and better serve their clients. Hear what’s working, what they’ve learned along the way, and how they’re making smart tech decisions that align with their goals. Walk away with inspiration and actionable ideas to bring back to your own agency.

time iconSeptember 16, 2025 02:45 pm

[CONCURRENT SESSION] THE COST OF SERVICE 2.0

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Karamarie Morton
Marketing & Organizational Development, Eastern Insuring Agency

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Matt Aaron
Co-founder, Insurance Agent App

Back by popular demand, this updated session builds on last year’s presentation with new data and deeper insights. See how real agencies are tracking the time and expense tied to common service tasks like policy changes, ID cards, COIs, and claims. Learn how the numbers have changed, what’s driving new efficiencies, and how agencies are using technology to turn service operations into a competitive advantage. If you joined us last year, you’ll want to see what’s new. If you didn’t, this is a great place to start. 

time iconSeptember 16, 2025 02:45 pm

[CONCURRENT SESSION] 5 QUESTIONS AGENTS SHOULD ASK BEFORE CHOOSING A TECH PROVIDER

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Linda Anderson
Sr. Agency Consultant, Hawksoft

Making the right decision today of who you will partner with, greatly affects where your agency will be in the years ahead. Get armed with the right questions to ask any tech provider before signing the dotted line.

time iconSeptember 16, 2025 03:25 pm

[CONCURRENT SESSION] LEVERAGING YOUR AGENCY WEBSITE IN AN AI DRIVEN WORLD

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Chris Langille
Founder, Advisor Evolved

Significant changes are happening in search, and with the rapid adoption of new AI platforms like ChatGPT, Perplexity, and Gemini, there are new ways consumers can find your brand when looking for insurance. Chris Langille, Founder of Advisor Evolved, an SIAA partner vendor for website development and digital marketing, will provide actionable tips and strategies so your agency can maximize its reach in the new world of AI.

time iconSeptember 16, 2025 03:25 pm

[CONCURRENT SESSION] FIXING YOUR QUOTING PROCESS: A MODERN APPROACH FOR INDEPENDANT AGENTS

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Ray Huang
Head of Marketing, Canopy Connect

The quoting process often feels like a delicate dance—one misstep, and you lose the rhythm. Many agents face a fragile quoting process, especially in the early stages, leading to lost time and frustrated clients.


This session cuts through the noise to tackle the real friction points. We’ll focus on the first three crucial steps: how you get Quote Requests, how you handle Intake of information, and the initial Client Consultation. These are the moments where things often slow down, where customers get annoyed, and where getting accurate information is absolutely vital.


We’ll explore how modern workflows can transform these early stages, helping you find the right balance between winning more business, keeping clients happy, and making your operations run smoother. It’s about building a stronger foundation for your entire quoting process, ensuring you’re efficient, accurate, and always ready to close the deal.

time iconSeptember 16, 2025 04:05 pm

SIMPLIFYING COMMERCIAL LINES: A SMARTER SUBMISSION EXPERIENCE

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Michael Rabinowitz
Lead Product Manager, EZLynx

Commercial lines submissions are often complex and tedious—but they don’t have to be. Join Michael Rabinowitz for a look at the new Commercial Lines Submission Workflow in EZLynx, launching this fall. With reimagined application screens and embedded commercial comparative rating (coming early 2026), EZLynx helps reduce errors, speed up submissions, and support best practices, regardless of your experience level in commercial lines.

Our
Sponsors


Marquis

Exhibitors

FAQ
Frequently Asked questions


Yes, you’ll need to fill out our registration form to gain access to the event. Please fill in the registration form with some basic information to get started.
The information you provide upon registration will only be used to establish you as a user on the platform and to create your login credentials. It will not be used for any other purposes.
Yes, the vFairs platform is compatible with any computer or mobile device and any browser.
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