| 7:30–8:30 AM |
Registration Open & Breakfast |
| 8:30–10:30 AM |
The Art of Listening Between the Lines in a Virtual World
Instructor: Regina Carey & Bobby Hoffman · Location: Arcadia Ballroom, Lobby Level
Regina & Bobby will present a session on advanced listening and communication skills: understanding what clients aren’t saying overtly, reading between the lines, and responding with empathy and clarity. A strong fit for agents who want to deepen client relationships, improve sales conversations, and build long-term trust.
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| 10:30–11:30 AM |
Turn Calls into Opportunities
Instructor: Kyle Kemp · Location: Arcadia Ballroom, Lobby Level
Turn every contact into a potential win in this practical session with Kyle Kemp, a seasoned independent agency consultant focused on helping agencies grow smarter and operate better. Kyle will show how agency leaders and producers can move beyond guesswork to intentionally leverage customer and prospect calls as real opportunities to deepen relationships, close business, and strengthen retention. Attendees will explore proven communication strategies, real-world techniques for coaching from recorded calls, and how a strategic mindset around conversations can fuel growth and competitive advantage. Walk away with actionable ways to transform routine calls into measurable outcomes for your agency.
TQA
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| 11:30 AM–1:00 PM |
Lunch Keynote: Built to Last
Instructor: Sandy Gerber · Location: Arcadia Ballroom, Lobby Level
In this session, Sandy will explore strategies for building an agency, or career, with longevity: strong foundations, resilient culture, and sustainable growth practices. Whether you’re a solo agent or leading a team, expect tips to make your business future-proof and enduring.
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| 1:00–3:00 PM |
Managing Mayhem
Instructor: Lori Rummelt · Location: Arcadia Ballroom, Lobby Level
Insurance service professionals face constant pressure from clients, carriers, and co-workers. This class teaches proven strategies for maintaining composure, communication quality, and workflow efficiency under high stress. Participants will explore through an interactive class how personal behavior, team synergy, and agency processes interact to create—or relieve—service stress. The session emphasizes risk reduction, E&O awareness, and professional conduct.
CE TQA
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| 3:00–4:00 PM |
Making Tech Work For You
Instructor: Dan Conner · Location: Arcadia Ballroom, Lobby Level
Dan will demystify technology for independent insurance agents, showing how to choose and implement practical tools (software, CRM, automation, etc.) that actually support your workflow without overcomplicating your day. The focus will be on real-world usefulness, not hype: practical tech adoption to help your agency run smoother.
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| 4:00 – 4:30 PM |
Closing Connections & Convention Wrap-Up at the lobby bar
A final chance to connect, swap takeaways, and leave with new ideas (and new contacts) before heading home. (1 drink ticket and appetizers)
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