Wednesday, April 4, 2018

  9:45am - 6:00pm    AGENT REGISTRATION OPEN
  9:45am - 10:15am    FIRST TIMERS MEET & GREET
  10:30am - 12:00pm    OPENING CEREMONY
      Help us kick off InsurEXPO18 - IIANC's largest and most highly-anticipated event of the year! Lieutenant Governor Dan Forest will join us to provide opening remarks and answer questions from IIANC's member agents. 
*Note: in order to receive the 5 Hours GEN CE Credit for today, you must attend this session. Partial credit will not be given for the day.

       Super Session 
Train Your Brain for Success
Roger Seip - Freedom Personal Development
Your brain is the single biggest driver of your energy, your focus, and the results you get in every area of life. Your career, your finances, your physical health, your relationships - all of them are constantly created and influenced by your thinking. Unfortunately, your brain didn't come with an owner's manual...until now. In this empowering session, you will learn to harness the incredible creative capacity of your mind and achieve your personal best - professionally, financially, and personally. Best part? You'll do this in about the time it takes to go out for lunch!

Through that process, we will cover:
-The ways in which your brain literally creates your experience - and your results. Every day, we're creating our lives with our mind - and it's enlightening to see how your mental focus actually dictates your ability to be productive. 
-Your brain's extremely unhelpful "default settings" - we now know that all of us have brains that come "pre-programmed" with some really strong patterns that will actually hold you back - keep you stuck in place - if not understood and dealt with. 
-How to overcome these default settings, and put you in charge of your brain and your results. The good news is that there are simple and effective strategies for making your brain work FOR you instead of AGAINST you. So we'll wrap up our session by providing a gameplan for ongoing improvement. 
  12:00pm - 1:30pm
  1:30pm - 3:00pm
   Super Session 
  We're excited to have Mike Causey, NC Insurance Commissioner and State Fire Marshall, join us at InsurEXPO18! Commissioner Causey will share some insights before the start of our next Super Session, "Dazzling Blue: A Strategic Approach to the Client Experience."

    Dazzling Blue: A Strategic Approach to the Client Experience
Stephen Harvill - Creative Ventures
Why do we continually settle for ordinary, when the step to extraordinary is so simple? Why do we ignore the power of simple story? Why do we miss the return we are given when we focus on the client experience? Why don’t we create opportunity instead of waiting for it and when we see the chance why don’t we make the opportunity scream WOW!

These questions form the core of the DAZZLING BLUE MOVEMENT, a journey into your ability to become extraordinary, to develop a sustained performance that will separate and differentiate you in a world continually marginalized by common experiences. 

DAZZLING BLUE is one of the latest strategic initiatives from Stephen Harvill and Creative Ventures. With DAZZLING BLUE you will be immersed in this multimedia and interactive initiative that is specifically designed to provide you with a simple three-part plan to start you on the journey to EXTRAORDINARY!

Key takeaways from this can't-miss presentation include:
1.  THE MAP - Any improvement, any stretch from ordinary to extraordinary has to start with a firm knowledge of the current client experience or the “current reality”.  We will teach the simple visual mapping process to allow an extraordinary client experience to become a strategic plan.
2.  EMOTION- All Dazzling client experiences have an emotional touch point, it’s about a perspective of how the client “feels”.  We will show methods to connect and create emotional touchpoints.
3.  SCALE  - You can’t do everything, but you can do anything.  Pushing the barriers of the client experience is all about SCALE.  We call this the idea of “1,000 NOs.  The idea is to filter ideas with NO until you find the right YES!  We will show the filters to help narrow down the action plan to ideas that raise the experience ONE LEVEL at a time.
  3:00pm - 3:45pm
  3:45pm - 5:00pm   BREAKOUT SESSIONS
      Dazzling Blue...A Deeper Dive
Stephen Harvill - Creative Ventures
In the breakout session we will introduce the idea of being UNENCUMBERED.  The problem we have with creating unique and Dazzling client experiences is that we begin our idea process with a singular focus on OUR industry.  We become encumbered by our past.  During the breakout session we will teach how some of the best ideas area just outside our field of vision.

Key takeaways from this session include:
1.  THE POWER OF PATTERNS:  We will teach how patterns hold us hostage and the simple tools for looking beyond the everyday.
2.  BOLD MOVES CHALLENGE MARKETS:  We will provide a big idea template to challenge an idea and to help move to bold and impactful action.
3.  ONE THING IS OFTEN EVERYTHING:  During the keynote we talked about the Law of a 1000 No’s.  We will drill down a little farther and show example of where the right choice of one thing made all the difference.
      Ultimate Account Managers: Guardians of the Independent Agency Galaxy
Cheryl Koch - Agency Management Resource Group
The universe that is the independent agency is under attack!  New and formidable competition, increasing complexity, technological advances and the like are conspiring to forever change the way we do business.  Account Managers need to be extraordinary at so many different tasks, yet often lack the weapons needed to fend off these outside forces.  The journey begins here, by taking control of your desk, your clients and your career.
      Train Your Brain for Success...Continued
Roger Seip - Freedom Personal Development
This session will delve deeper into the topics and skills discussed during this morning's Super Session. 
      The Augmented Age - AI-Powered Conversations that Drive Conversions
Joseph D'Souza - Founder/CEO, ProNavigator
Joseph D'Souza, CEO of ProNavigator, believes customer service in the insurance industry is due for an upgrade. Leveraging messaging and breakthroughs in Artificial Intelligence, ProNavigator works to disrupt manual-driven customer service that currently exists in the industry. ProNavigator's intelligent customer service assistant has been built specifically for the insurance industry - this intelligent assistant can talk to your website visitors and customers in real-time, driving sales and making it easy for agencies to provide on-demand experience that sells. Learn how to harness the power of Artificial Intelligence to bring your agency lightyears beyond the competition. 
  6:00pm    DINNER ON YOUR OWN
  8:00pm - 10:00pm   BIG "I" BAR

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

Thursday, April 5, 2018

  7:30am - 10:45am   REGISTRATION OPEN
  *By invitation only
      This is your chance to get insights into North Carolina's 2018 election season from a panel of political experts! This program is open to anyone who contributed $100 or more to IIANC PAC and InsurPac in the past twelve months. 

IIANC Vice President of Governmental Affairs, Joe Stewart, will moderate a discussion among three noted political analysts for a true insider's look at how the 2018 elections are shaping up here in North Carolina. 

Panelists include:
-Tim Boyum, host of Capital Tonight on Spectrum News
-Paul Schumaker, GOP political consultant and Founder/President of Capital Communications
-Dr. Michael Bitzer, Provost and Political Science Professor at Catawba College

Want to attend this outstanding panel presentation but aren't a current contributor to IIANC PAC and InsurPac? That's an easy fix. Click here to make a secure online contribution to both PACs. We ask that you make as generous a contribution as possible, but many first-time contributors start at the Founder Level at $180, paying monthly installments of just $15 charged to a personal credit card. 

Questions? Contact Joe Stewart at

  8:30am - 10:00am     Super Session

Dare to Be Different
Scott Addis - Beyond Insurance
In today’s increasingly competitive and commoditized commercial insurance marketplace, agency producers need to find new and effective methods to stand out and differentiate themselves. Winning new business, and securing the continued loyalty of existing clients, requires more than just providing the right insurance coverage at a competitive price. The broker must genuinely understand the needs and desires of the client – the customer’s experience, perceptions, and expectations – in order to deliver a level of service that generates tangible client loyalty.

“Dare to be Different…The Customer Experience Journey,” was created by Scott Addis to help commercial insurance producers understand and fulfill the needs of their prospects and build a sustainable business practice. In this session, producers will have the opportunity to analyze the customer experience journey with a keen eye on customer loyalty and the lifetime value of the customer relationship. The customer experience journey represents the sum of all experiences that the customer has with the broker, and the actions and results that make the customer feel important, understood, heard, and respected.
  10:45am - 12:00pm   BREAKOUT SESSIONS
      Building Relationships that Last
Scott Addis - Beyond Insurance
Getting where you want to go in business – your road map in developing outstanding business relationships – is contingent upon understanding your customers’ relational capital.  Relational capital is an intangible asset that is vital to business success - the relationship among customers, employees, and suppliers.  It is the distinctive value created by people in a business relationship - those little extras that generate intimacy and long-term loyalty.  You can develop relational capital without credibility, authenticity, and integrity.  Relational capital creates stronger business sustainability and increased word-of-mouth referrals.  This session, led by Scott Addis of Beyond Insurance, is all about knowing how to connect with people and nurture relationships.
      2018 Election Snapshot
Joe Stewart - VP of Governmental Affairs, IIANC
Join IIANC lobbyist Joe Stewart and the NC FreeEnterprise’s Jonathan Kappler for a fun and insightful look at how the 2018 election cycle is shaping up!

NCFEF’s Executive Director Jonathan Kappler is frequently quoted by local, state, and national media outlets, and the Washington Post has named him among the Best State-based Political Tweeters and the Best State Capitol Reporters. He was NCFEF’s Research Director 2009 - 2013, then served as Vice President of Federal Relations and Director of State Government Relations for the University of North Carolina System before rejoining NCFEF as Executive Director in October 2017. Jonathan graduated summa cum laude from Appalachian State University (he’s a past president of ASU Alumni Association) with Honors degrees in Political Science and Spanish. He also holds a Master of Public Policy from American University's School of Public Affairs.
      STOP IT! Ten Things Every Independent Agency Should Quit Doing in Order to Improve Customer Service
Cheryl Koch - Agency Management Resource Group
It seems like an oxymoron, but it isn’t.  In fact, it’s a business imperative.  Many agencies engage in time-wasting processes they think provide valuable service to their clients, but the fact is they actually consume time and resources that could be used to create true, proactive, value-added client service.  Come see what you can STOP doing so you can do a better job of everything else!