Thursday, April 11, 2019

  9:30am - 6:00pm    AGENT REGISTRATION OPEN
  9:30am - 10:00am    FIRST TIMERS MEET & GREET
  10:15am - 11:45am 
       Super Session 
Humanizing the Digital Experience
Jeff Roy - President & CEO, Excalibur Insurance Group
There are pivotal moments in every business category where success can be redefined simply by changing your perspective, or angle of approach. That's what "top of the podium" digital companies like Uber, Facebook, and Netflix have figured out - that digital technology and innovation do not give business owners a free pass to growth. 

The consistent thread for every company who wants to build a tribe of raving fans is simple. Stop thinking "Digital Technology," and start creating "Emotional Relevance."

Join Jeff Roy as he takes you under the hood and shares his team's path to humanizing the digital experience. You'll learn why they exist as a brand, and how they implemented a multi-faceted digital strategy to evoke emotional relevance as a fundamental element of their customer journey. 
       Super Session 
IIANC Sparks
      During this fun and exciting session, ten companies and vendors will have the opportunity to showcase their latest and greatest products, services, and markets that could be game changers for your agency. The catch is that they only have TWO MINUTES to capture your attention and SPARK your interest. Once their two minutes are up, they get the buzzer and we're on to the next one. Which will be the crowd favorite? You'll have to see it for yourself to find out!
  11:45am - 1:00pm
  1:00pm - 3:15pm
   Super Sessions 
    The Hero Effect: Being Your Best When it Matters the Most
Kevin Brown
This thought-provoking and motivating session will equip you to show up every day and make a positive difference. At the heart of Kevin's message is a simple, yet powerful philosophy for life that drives every thought, every action and ultimately every result we achieve both personally and professionally. After participating in this session, you and your team will be motivated to reach beyond what is required and do something remarkable!

This program is designed to help participants:
-Achieve greater results by eliminating "ordinary" thinking and mastering the habit of excellence
-Own the moments that matter (and they all matter) by taking responsibility for their attitude, their actions and their results
-Create meaningful relationships and deliver an extraordinary experience for every "customer" at work and at home 
  Unstuff Your Life: Get & Stay Organized for Good
Andrew Mellen, "The Most Organized Man in America"
If you’ve ever felt like there is too much stuff and not enough time to deal with it all, then this interactive presentation is for you. Fun and informative, fast-paced and humorous, “The Most Organized Man in America” Andrew Mellen shares the fundamentals of getting and staying organized including his Organizational Triangle®, the 3 simple rules you need to stop clutter in its tracks for good. From e-mail, social media and papers to computer files, budgets and sentimental objects, you’ll get real-life solutions to real-life challenges at home and work. 
Takeaways include: 
•       How to tell the difference between trash, treasure, urgent + important
•       Best practices for managing everything from papers + filing to emails and digital files.
•       Winning strategies for dealing with sentimental objects, mementos, heirlooms and collectibles.

  3:15pm - 4:00pm
  4:00pm - 5:00pm   BREAKOUT SESSIONS
      Building a Kick @*! Digital Marketing and Sales Plan - A Blueprint for Success
Jeff Roy - President & CEO, Excalibur Insurance Group
Does your agency have a digital marketing plan that allows it to kick @*! and grow? Are you using SEO, social media, Adword, webpage optimization, display ads, blogging, email marketing, and other tools to generate awareness and convert strangers to visitors, visitors to leads, leads to customers, and customers to promoters? 

Jeff shares what Excalibur is doing to generate 800-1000 leads per month in his agency. Along the way, he will help you build a blueprint of things you can do in your agency to gain new clients and retain existing ones. 
      Evolving the Employee Experience
Una Roy - VP Operations, Excalibur Insurance Group
Many agents spend so much time worrying about their client experience that they take for granted the people who deliver it - their employees. In this session, Una shares what Excalibur Insurance Group does to create a fun work environment and agency culture. She shares why Excalibur exists and what sacred values are followed, in addition to how the agency attracts talent, onboards employees, empowers people, creates accountability, and makes working together easier for employees so they can deliver the best customer experience possible.
      Calling BS on Busy: The Tools, Hacks & Secrets You Need to Stop Wasting Time
Andrew Mellen, "The Most Organized Man in America"
Forget multi-tasking and other gimmicks—there are no short cuts to good time management. Fortunately, there are secret and not-so-secret ways to get and stay organized that save you time and get you back in the driver’s seat for good. Put an end to flying by the seat of your pants—and learn practical, sustainable tools and techniques you can instantly use to prioritize tasks and avoid distractions. In just 60 minutes you can gain back 2-5 hours or more a week—guaranteed.

Takeaways include:
•       How to finally break free from procrastination.
•       How to manage workflow interruptions effectively.
•       Why multi-tasking always fails and what to do instead.
•       How to run effective meetings and when to avoid them.
•       Hacks that get you in and out of email faster throughout the day.
      The HERO Effect - Creating a Culture of Heroes at Every Level
Kevin Brown
In this presentation, Kevin takes his most requested program and focuses The HERO Effect® principles on leadership. Kevin has a simple philosophy when it comes to leadership. He believes that you are "a leader of one or a leader of none." He believes that leadership begins with mastering self along with the daily habits required to become world class leaders, mentors and coaches to the teams we live and do business with. The foundation of this program can be summed up in one powerful idea…we reproduce what we are!

The role of leadership in an organization is to create an environment where people can be the best version of themselves. That is what serves a brand well and stands out in a crowded marketplace.

This program is designed to help participants:
-Create an environment where people are inspired to be the best version of themselves and deliver world class performance to the people they serve.
-Develop a team of people that are committed, focused and on fire for the brand they are helping to build.
-Design and deliver an organizational obsession statement that drives high performance and a world class customer experience.
  6:00pm    DINNER ON YOUR OWN
  8:00pm - 10:00pm   BIG "I" BAR
      Presented by IIANC PAC

The Ins and Outs of Personal Branding
Erin Nutting - Integrity Insurance Services 
The Ins and Outs of Personal Branding
Erin Nutting - Integrity Insurance Services 
Rapid Rapport
Alan Reyes - Certified Hypnotist

Friday, April 12, 2019

  7:30am - 10:45am   REGISTRATION OPEN
  *By invitation only
      All contributors to the IIANC Political Action Committee (IIANC PAC) of $250 or more within the past 12 months are invited to join us for an insiders look at the NC General Assembly featuring IIANC’s four agency owner members currently serving in the state legislature.

IIANC Vice President for Government Affairs Joe Stewart moderates a panel discussion with Rep. Corbin and Senators Burgin, Johnson and Sawyer on all that’s going on in the 2019 Session of the state legislature. You will get the most recent intel on all legislation that impacts the independent insurance agency business model in North Carolina.

Your support of IIANC PAC makes it possible for us to help good candidates for the state legislature - folks like Kevin Corbin, Jim Burgin, Todd Johnson and Vickie Sawyer. In fact, in the 2018 election, 86% of all legislative candidates supported by IIANC PAC won their race.

If you are not currently a contributor to IIANC PAC, take the time right now to click HERE to make your online contribution of $250 (or more!) so you can attend this exclusive breakfast program at InsurEXPO.

Questions? Contact Joe Stewart at

  8:30am - 10:00am     Super Session

The Visual Sale: How to Embrace the Visual Revolution and Create a Culture of Video in Your Organization
Marcus Sheridan
Studies have shown that by the year 2019, 80% of all content consumed online will be video-based content. With such a dramatic trend, what is your agency doing to not only meet the demands of today's buyer but to also stay ahead of the marketplace and be prepared for what is next? In this action-packed keynote, Marcus Sheridan will show powerful stories of how companies are using video to not only build their brand but significantly drive sales and marketing revenue in the process. Marcus will also discuss exactly how any organization, regardless of size, can develop its own culture of video and experience incredible results. 
  10:45am - 12:00pm   BREAKOUT SESSIONS
      The Visual Sale Deep Dive
Marcus Sheridan
In this deep dive session, Marcus will teach participants how to apply the principles discussed in the keynote session at their agency as well as:

• What type of video content does and does not move the needle in terms of sales and revenue
• How to integrate video into the sales process to improve closing rates while decreasing sales cycles
• How to set up an in-house "media company" and engage their team in the process
• And much, much more!
      Sex Discrimination Risk: Managing in an Era of Heightened Awareness & Activism 
AppRise Team Representatives
#MeToo, #TimesUp... Social media movements can spread information quickly to a global audience. In the case of sex discrimination, social media may also amplify the risk. Students from Appalachian State University's AppRISE team discuss EPLI and other risk management implications of sex discrimination risks today, especially in light of recent media attention. 
      Why Your Agency Must Have a Written Security Plan (WISP)
George Robertson - IIANC Technology Consultant
Understand the state, federal and industry regulations that require agencies to develop a written information security plan (WISP).   During this session we will review current regulations and discuss the process for developing your agency WISP.  Part of each WISP should cover the physical, technical, and administrative safeguards of your agency.  Each of these will be reviewed to educate you on what your agency will need to include in your WISP to protect Personal Identifiable Information.  Specific topics will include risk assessments, action plans, incident response plans, third-party agreements, staff training along with other informational areas.   IIANC is providing several options for agency members to assist with writing a WISP.  Each of these options will be discussed in detail during this session.