Working together to evolve our collective value

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1 2018 WIN TER ME ETIN G Working together to evolve our collective value JANUARY Tempe, AZ

2 INFORMATION Connect to WiFi Network: AVMS-Meetings User: palm Password: ballroom Welcome to the INA Winter Meeting, a two-day summit to discuss opportunities, benefits and challenges facing insurance networks and how to improve distribution through this channel. You will hear from thought leaders and collaborate with carriers, associations, channel partners and peers to evolve the collective value of insurance networks. OUR VISION OUR MISSION HEAR FROM US The Insurance Networks Alliance is the principal organization promoting the critical role of insurance networks to the independent agent distribution channel. We are a forum to collaborate with our industry partners. Our goal is to work together for productive relationships with carriers, associations, channel partners and peers to evolve the collective value of insurance networks. We want to keep in touch. Be sure to whitelist our , info@, to receive updates about the INA. ALLIANCE SPONSORS

3 MONDAY January 22 11:00 AM Registration, Networking Lounge & Trade Show Open 1:00 PM Opening General Session Welcome to INA Growing and Preserving your Network Growing and retaining strong agents is a key to success. With the current pace of acquisitions, your Network may be vulnerable, as the new owners of your member agency may not have a perpetuation plan that includes continued Network membership. This presentation addresses how to help your agents meet their personal exit objectives while preserving your book of business. You can also expect a discussion on enhancing Network prosperity by assisting high potential agents to grow through acquisition. Jon Perksy Author of Starting, Buying, Selling & Perpetuating Insurance Agencies 3:30 PM Carrier Panel In a recent survey, Insurance Agency Networks listed the relationship with carrier partners as a critical element impacting the success of their organizations. The Carrier panel features insurance company executives discussing what their most successful network relationships look like and the technology and techniques required for successful partnerships. Moderator: Steve Pearson ISU Bryan Fry Grange Insurance Paul Morrissette Chubb Doug Avrin State Auto 5:00-6:30 PM Networking Reception

4 TUESDAY January 23 8:00 AM Networking Breakfast & Trade Show Open 9:00 AM General Session Leading Multigenerational Teams in Organizations A popular concept in media and management training is that young employees today are different, more entitled, less motivated, communicate differently, operate with different expectations, and have a different work ethic than you expect. This presentation will challenge that notion. Find out what your teams really need from you. Coleman Ruiz Retired Navy SEAL Team Commander 10:30 AM Networking Lounge Meetings Carrier/Market designated tables for scheduled and ad hoc meetings. 12:00 PM Networking Lunch 1:00 PM Technology Panel Insurance agency automation, carrier integration, capture and management of data. Why this is essential, how to get started, priority data needs for carrier/network partnerships... Moderator: Neal Stanley Palmetto Advisors Group Gordy Bunch TWFG Trent Richmond Combined Agents of America Bob Scullin Keystone Insurers Group Alex Tsetsenekos MGAero 2:00 PM Program Administrator Panel Market Access through Program Administrators Moderator: Jeremy Hitzig Distinguished Programs Heidi Strommen ProHost USA Shaun Shenouda SES Insurance Brokerage Services Martin Burlingame Commercial Insurance Group

5 TUESDAY January 23 3:00 PM Personal Auto Presentation Current Challenges and the Road Ahead How consumer buy personal auto insurance, and how that product is sold has pushed agents and insurance carriers to rethink personal auto. What can we expect in the next five years? And what s the road ahead look like? Driverless cars, distracted driving, Cannabis-impaired drivers, as well as the cost of smart-tech cars answers to this and more. Jeff Burke Travelers Personal Insurance John Tiene Agency Network Exchange 4:00 PM Wrap-Up General Session 5:00-6:30 PM Networking Reception SPONSORS Palmetto Advisors

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