Wednesday, April 4, 2018



8:00am - 10:00am    EXHIBITOR MOVE-IN & REGISTRATION
       
  10:00am - 6:00pm    AGENT REGISTRATION OPEN
       
  10:00am - 10:30am    FIRST TIMERS MEET & GREET
       
  10:30am - 12:00pm    OPENING CEREMONY
       
       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 sessino by providing a cameplan for ongoing improvement. 
       
  12:00pm - 1:30pm
  NETWORKING LUNCH WITH EXHIBITORS
       
  1:30pm - 3:00pm
   Super Session 
   
    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
  NETWORKING BREAK WITH EXHIBITORS
     
  3:45pm - 5:00pm   BREAKOUT SESSIONS
       
      Dazzling Blue...A Deeper Dive
Stephen Harvill - Creative Ventures
In the break out 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. 
       
  5:00pm - 6:00pm    NETWORKING RECEPTION WITH EXHIBITORS
       
  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 - 12:00pm   REGISTRATION OPEN
       
  7:30am - 8:30am   VIP BREAKFAST FOR PAC CONTRIBUTORS
  *By invitation only
     

7:30am - 8:30am    BREAKFAST WITH EXHIBITORS
       
  8:30am - 10:00am     Super Session
      Becoming a Trusted Risk Advisor
Scott Addis - Beyond Insurance
Goodbye, agent and broker. Hello, Trusted Risk Advisor. In this session, you will learn WHY you exist in the business of insurance and risk management. Today's consumers remain bored and uninspired by our deliverables as we communicate and act from the outside in. Even worse, many express skepticism and cynicism over the insurance agent's efforts. Your value proposition is the reason for your professional existence. It describes how you create value for others. It makes you stand out in a crowded marketplace. Without a compelling value proposition, you are ordinary and disposable - a commodity. With a distinguished value proposition, you are unique and indispensable. 

The time has come to answer the WHY, and live each day from the inside out by understanding the importance of differentiation as well as the negative impact of commoditization. 
       
  10:00am - 10:45am   NETWORKING BREAK WITH EXHIBITORS
       
  10:45am   EXHIBITOR TEARDOWN
       
  10:45am - 12:00pm   BREAKOUT SESSIONS
       
      Becoming a Trusted Risk Advisor...Continued
Scott Addis - Beyond Insurance
Join Scott Addis as he discusses in depth how to achieve Trusted Risk Advisor status and gain a competitive edge over your competition. 
       
      Governmental Affairs Update
Joe Stewart - IIANC
Join IIANC's Vice President of Governmental Affairs for an overview of North Carolina's legislative landscape for the coming year. 
       
      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!