||Group Fun Run/Walk
Meet in the Marriott Lobby for a fun run/walk to get the day started right!
|7:30am - 12:45pm
||Registration Open | North Pre-Function Lobby
||Breakfast with Exhibitors | Atlantic Ballroom 5-8
Join exhibitors and colleagues for breakfast in the Networking Lounge.
|8:45am - 10:15am
||Super Session & IIANC Annual Business Meeting | Atlantic Ballroom 1-4
The Million Dollar Tasks and Processes That Will Make or Save $1 Million for Your Agency
Speaker: Dr. Billy Williams, President - Williams Family Investment Group and Inspire a Nation Business Mentoring
Each year, Inspire a Nation Business Mentoring, under the leadership of Billy R. Williams, Ph.D., tracks thousands of tasks, processes, and conversations from hundreds of insurance agencies around the country. This level of tracking allows us to assign a specific value to each task, process, and conversation.
Successful, high-value tasks make it into our member-only video and document library. Each process and task located in the video library had to generate or save at least $1 million in a 36-month period in order to make the cut.
During this session, Billy will share with you some of the "Million Dollar Tasks, Processes, and Conversations" they have identified. As an example, here are some of the tasks every agency should have in place:
-Drip email that is triggered by specific contact events such as birthday, policy review, or reported claim
-Business Text Messaging: text messaging is the number one method of communication used in the world today. It is also the most effective way to reach a customer or contact that has given you permission to text them. We use text messaging to request policy review appointments, send birthday greetings, follow up on a reported claim, and other important agency touch points.
-Gather testimonials: every well-written testimonial posted to Google, Next Door, or Angie's List will work 24/7 to drive new business and add credibility to your agency.
Don't miss this no fluff, no nonsense presentation and learn how to generate or save $1 million for your agency!
|10:15am - 11:00am
||Networking Break with Exhibitors | Atlantic Ballroom 5-8
|Exhibitor Teardown | Atlantic Ballroom 5-8
|11:00am - 12:30pm
||Super Session | Atlantic Ballroom 1-4
Agency Metrics: How to Establish, Track and Use Them to Produce Effective Results
-Aubie Knight - Chief Executive Officer, IIANC
-Carey Wallace - Chief Operations Officer, Ohio Insurance Agents
Data is a key strategic asset for every organization. In the race to win clients and market share, data-driven agencies are increasing the distance between them and their competitors. Data-driven organizations are now 23 times more likely to acquire customers, 6 times as likely to retain customers, and 19 times as likely to be profitable as a result*.
*McKinsey Global Institute
In this session, you'll learn how to get data-based insights and discover opportunities for growth within your agency.
•What is the data telling me about my business?
•How does my agency stack-up against others?
•How can I benchmark my agency’s goals and measure progress?
Tech Talk Panel
Join Aubie Knight, IIANC CEO, as he moderates a panel discussion surrounding the newest technologies available to independent agencies that will help your agency's staff to operate more efficiently and increase overall profits.
Founder & CEO - ProNavigator
Joseph D’Souza has over a decade of experience founding and growing companies. As the Founder and CEO of ProNavigator, he is using AI to automate workflows and improve access to information in the insurance industry making agents, underwriters, and support staff 10-20% more productive. The company is made up of insurance industry veterans, technology experts, and data scientists who’ve come together to build solutions specifically for the insurance industry.
Vice President of Agency Associations & Networks - Vertafore
Rick is a strong advocate for independent agents, having built his own extremely successful independent brokerage from scratch and growing it through numerous acquisitions before exiting the business in 2009. With this deep wealth of knowledge and first-hand experience, he serves as a liaison with agency clusters and aggregators to ensure independent agents have the technologies, systems and policies in place to drive success, move the industry forward and foster technology adoption.
Peter Herlan has spent the past 20 years in the insurance and risk management technology space working with companies such as Mitchell International, Solera, LexisNexis and Aon. Currently Peter is the Vice President of Business Development for the leading enterprise reputation and social media management firm SocialSurvey. In addition to being a key speaker at several insurance and technology conferences, Peter also recently accepted a role on the Advisory Board of Keiser University. Peter resides in Palm Beach Florida and is also a volunteer for Samaritan’s Purse and Eric Paredes Save a Life Foundation."
Previously a National Sales Director for Vertafore, Fox also served as Vice President, Corporate Development at FMG Suite, and later as SVP of Sales & Marketing and Chief Revenue Officer, and finally President at Agency Revolution, before returning to Vertafore.
VP of Business Development - SocialSurvey
|12:30pm - 2:00pm
|Lunch on Your Own
|12:30pm - 2:00pm
||VIP PAC Contributor Luncheon
By Invitation Only - Must contribute a minimum of $100 IIANC PAC and/or InsurPac
Dr. David McLennan, Director of the Meredith College Polling Program and Anna Gravely, Executive Director of the NC Free Enterprise Foundation will join Joe Stewart, IIANC Vice President of Governmental Affairs, for a look at North Carolina’s current political landscape as we get ready to officially start the 2020 elections.
Also on hand will be the four IIANC member agency owners currently serving in the NC General Assembly - Rep. Kevin Corbin (R-Macon) and Senators Vickie Sawyer (R-Iredell), Todd Johnson (R-Union) and Jim Burgin (R-Harnett) - to provide you an ‘insider’ perspective on what happened during the past session of the state legislature.
|2:00pm - 3:30pm
|Bonus Workshops | Tides Ballroom 1 & 2
Workshop - Deeper Dive into Million Dollar Agency Best Practices
Speaker: Dr. Billy Williams
Join Dr. Billy Williams in a smaller, workshop setting where he will dive deeper into his keynote session, "Million Dollar Agency Best Practices." This workshop will leave you with actionable takeaways to transform the way your agency approaches technology, tasks, and processes.
Workshop - Integrating and Reporting That Will Improve Your Bottom Line
Speaker: George Robertson - Technology Consultant, IIANC
With the improvement of management system reporting capabilities, agency owners now have the ability to quickly review information that will help improve agency performance. In this session, we will review some of the report’s agency owners can use to help manage their business. Find out the close ratio by agency location, agent, carrier and line of business. Learn how to evaluate how many tasks your agents are performing over a given period of time and know exactly which tasks they are performing more often. We will also discuss new business reports and how owners can use this information for digital marketing, cross-selling, and employee performance.
As new technology solutions appear, integration with agency management systems becomes imperative for agencies. In this session, we will explore the integration of Data Analytics, Digital Marketing and Voice Over Internet Protocol (VOIP) systems and how each can impact the growth of your agency.
Learn how Data analytical products will assist your agency in reviewing trends, cross-sell opportunities and focus areas to help improve your agency results. Explore the world of Digital marketing and understand how integration with your management system will assist your agency in creating a better customer experience and help improve retention. Finally, understand how VOIP will reduce phone expenses, create better communication, and improve the customer experience.
Join us for an exciting session that will prove to educate agency owners on ways to manage and improve your operations, thus helping your agency grow.
|6:00pm - 7:30pm
||Networking Dinner | Marriott Courtyard
The networking continues as you enjoy a casual dinner while overlooking the ocean at sunset with colleagues and friends.
|7:30pm - 10:00pm
||AC2019 Casino Party | Atlantic Ballroom 5-8
Are you feeling lucky?? We're transforming the Marriott into a private casino just for AC2019 attendees! Test your luck at the craps table, or maybe take a spin at the roulette wheel. We'll also have poker and blackjack, so make sure to wear your lucky socks and join fellow AC2019 attendees for a night of fun!