
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!
New conference environment! Exciting speaker line-up! Connect with other independent agents. And...it's free!
David Meinen
Chief Information Officer, SIAA
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.
Bobbie Collies
Chief Insurance Officer, Coterie 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
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.
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.
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.
Tony Veteto
Vice President, Tague Insurance Alliance Services
Tamara Champagne
Agency Principal, The Champagne Agency
Jack Hertvik
President, Hertvik Insurance Group
Jeffery Magoon
President & CEO Magoon Group
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.
Karamarie Morton
Marketing & Organizational Development, Eastern Insuring Agency
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.
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.
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.
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.
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.