Innovation. Growth. Not typically two words that your agency is thinking about these days in the midst of a global pandemic. We’d like to change that. Four Big “I” state associations, New York, North Carolina, Ohio and Texas, joined together on May 21, 2020 to host a one-day, virtual summit that provided your agency with strategies to map out a successful road to recovery.
Nationally-recognized speakers, including Steve Harvill and Dr. Billy Williams, offered you key takeaways that will help your agency overcome current challenges and excel in the future. The Virtual Recovery Summit covered a variety of topics including reasons to be optimistic, adjusting your agency's marketing and retention efforts and staffing issues to consider during this unprecedented time.


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Jumpstart Tomorrow - Optimism in the New Future

Optimism is not a wasted state of mind when looking at a Post COVID-19 world.  Though all of time is moving towards an uncertain future, the past will actually play a key role in how the future might unfold.  Consumers will drive everything and confidence will be the only player of any importance.

Stephen Harvill of Creative Ventures will show you a model where optimism is stronger than you think and the consumer will be waiting to decide where their money will go in jumpstarting a new tomorrow. Learn more about Steve Harvill here.

Leading, Managing and Liability Concerns with Your Workforce and COVID-19: A Panel Discussion

Join us for a discussion on managing and leading your team during this uncertain time.  Hear how other agents are supporting their agency culture in a remote setting and planning out the next few months. Plus, HR expert, Claudia St John, will offer insights and guidance on what you need to be aware of as an employer to support your agency's culture AND comply with new regulations.
Panelists include:
  - Jonathan Theders, CRA, CHSP, ACRA (CEO, RIskSource Clark-Theders - Cincinnati, OH)
  - Ted Walsh, CPCU, CIC (CEO, Walsh Duffield - Buffalo, NY)
  - Claudia St. John (Affinity HR)
Moderators include:
  - Jeff Smith (CEO, Ohio Insurance Agents)
  - Lisa Lounsbury (President & CEO, Big I New York)

Best Practices to Protect Your Current Book and Grow Your Agency During the Pandemic

In this can’t-miss session, Dr. Billy Williams will share his top tips on retaining existing clients and adjusting your marketing strategy to engage and attract new customers during these challenging times. Dr. Billy Williams will help equip you with the knowledge needed to increase revenues and put your agency on a path towards growth. Learn more about Dr. Billy Williams here.

Thank you to our PARTNERS for all of your support!


Chairman's Circle Level




Presidential Level