Save the Date: InsurEXPO17
April 6-7, 2017  /  Sheraton Imperial  /  RTP, NC


Becoming a Beyond Best Practices Agency
Speaker: Steve Anderson

Best practices have been a tool agencies have used to gauge how their operation stacks up to other agencies by looking at what’s worked in the past. Looking at past successes no longer guarantees future success. How we sell, market, communicate, collaborate, innovate, and learn are all changing faster than ever. Going beyond best practices helps agencies learn how to look ahead at what will be successful as they test, experiment, fail, learn, and get better at creating an excellent customer experience. Agencies that are willing to look ahead will be the successful companies in the future. A Beyond Best Practice Agency is not satisfied with being in the top 25%; they strive to be in the top 1% and are the leaders that other agencies follow.

The Virtual Agency: How to Sell and Service Anytime, Anywhere
Speaker: Steve Anderson

With high-speed data lines, cloud-based platforms accessed through Internet browsers, VoIP phone systems, and active customer friendly websites, why do we all gather at a single expensive location to work? Offices are scaling back and allowing for a core group of rotating employees to keep the shop open while allowing others to work from home or any other place they have access to browser software. Is this the future? Can it actually save money? How do we monitor activity? What are the human resource issues? What about worker’s compensation? Keep an open mind and explore this intriguing concept in more detail.


Industry & Legislative Update
Speaker: Bob Rusbuldt

Cool Tools, Gadgets and Gizmos
Speaker: Steve Anderson

Technology! You may love it or hate it, but you can’t operate an agency without a broad variety of technology. This session will explore the latest in new technologies that help agents to manage more efficiently and grow their companies. The session will review the latest software, hardware, and Internet sites that agents should know about to help them stay competitive. Learn from concrete examples just how each of these tools can help increase productivity and effectiveness in an agency—all from the perspective of a licensed agent who grew up in the trenches just like you.

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