Insurcon 2019: Full Schedule

11:00am CDT

Volunteer Leadership Symposium - by invitation only

Wednesday June 19, 2019 11:00am - 3:00pm CDT
TBA

12:00pm CDT

Conference Registration

Wednesday June 19, 2019 12:00pm - 6:00pm CDT
TBA

3:00pm CDT

Trade Show Check-In

Wednesday June 19, 2019 3:00pm - 6:00pm CDT

3:30pm CDT

Community Service Project presented by ELITExas

Join ELITExas members for an afternoon of community service benefiting Dallas CASA (Court Appointed Special Advocates). Lend a helping hand by building bikes and skateboards for Texas foster kids.

RSVP

Wednesday June 19, 2019 3:30pm - 5:30pm CDT
TBA

ELITExas

5:30pm CDT

Welcome Reception

Wednesday June 19, 2019 5:30pm - 6:30pm CDT
TBA

6:30pm CDT

ELITExas Night Out

Wednesday June 19, 2019 6:30pm - 7:30pm CDT
TBA

ELITExas

8:00am CDT

Breakfast

Thursday June 20, 2019 8:00am - 10:30am CDT
TBA

8:00am CDT

Registration

Thursday June 20, 2019 8:00am - 6:30pm CDT
TBA

8:30am CDT

Fees, Rebating, Referrals and Other Texas Regulations

Learn answers to the most common questions IIAT gets about charging fees, paying for referrals, rebating and other regulations in Texas.

Approved for 1 CE credit

Speakers

Rusty Deaton, CIC

IIAT Education

Rusty Deaton's work experience includes 24 years as owner and principal of Deaton Insurance Agency, a multi-line property and casualty agency, which he founded in 1985. Rusty's focus in the agency is now on public entity insurance. Rusty was a partner in Edmond, Deaton, and Stephens... Read More →

Thursday June 20, 2019 8:30am - 9:30am CDT
TBA

8:30am CDT

The Dream Manager

Begin your ELITExas experience stretching yourself personally and professionally. We know that an organization or team can only become the-best-version-of-itself to the extent that the people who drive that organization are striving to become better-versions-of themselves. Join us as we dive into Matthew Kelly’s The Dream Manager. We will introduce tools for exploring your own personal potential and the model to go back to your office and inspire others. This will be a difference-maker in helping your firm achieve its potential.

Speakers

Marit Peters

President & Executive Director, IIAT

Marit Peters is the President and Executive Director of the Independent Insurance Agents of Texas (IIAT). Marit has spent the past 25 years working across various industries including insurance, healthcare, information technology, aviation manufacturing and association management... Read More →

Thursday June 20, 2019 8:30am - 9:30am CDT
TBA

ELITExas

8:30am CDT

Designing & Tracking Your Customer Experience

86% of people are willing to pay more for better service. Knowing this your agency should have a ridiculously amazing customer experience which is your key to boosting retention, generating referrals and growing your business. Today’s direct writers have created an experience of cost savings, technology and efficiency. For many agencies the customer experience has been reactive - responding when a client needs something. To survive and thrive, modern agencies are investing in a strong customer experience that includes training, multiple touch points, proactivity and gratitude. Join our session to obtain our client experience map!

Speakers

Kelly Donahue-Piro

President, Agency Performance Partners

Kelly Donahue-Piro is the founder and president of Agency Performance Partners. She is a no-nonsense effectiveness expert who has helped hundreds of insurance agencies identify and capitalize on sustainable improvement opportunities. Over the past several years, Kelly has worked with... Read More →

Thursday June 20, 2019 8:30am - 9:30am CDT
TBA

Leadership/Management

8:30am CDT

Your 30-Day Cybersecurity Action Plan

This presentation will discuss the one key topic every business should consider: cybersecurity risks. Now that businesses are being mandated to address their cybersecurity risks, significant challenges face business owners and leadership. Dustin Mooney, a cybersecurity professional, will discuss how to move from understanding cybersecurity theory, compliance, and regulations to actionable steps that will reduce your overall cybersecurity risk exposure.

Approved for 1 CE credit

Speakers

Dustin Mooney

Co-Founder, Principal Consultant, Rigid Bits

Mr. Mooney is a Co-Founder and Principal Consultant of Rigid Bits, leading the Audit Assessment, Incident Response, and Computer Forensics practices. He has substantial experience in performing IT Security Audits and Assessments for government and private entities, and has led Computer... Read More →

Thursday June 20, 2019 8:30am - 9:30am CDT
TBA

Technology, CE

10:00am CDT

Keynote Presentation: Unstuff Your Agency! Plus the Andre Juneau ELITExan of the Year and Account Manager of the Year Awards Presentation

Like everybody, insurance agents struggle with stuff in unique ways. Possible challenges include inflexible and obsolete systems, silo-ed management, task redundancy and unfruitful sales efforts. Throughout this highly interactive training, all participants work with Andrew to identify what’s working or not in their agencies, then strategize collective solutions to achieve common goals.

Takeaways include:

Best ways to exploit current technology and communication to develop agency-wide skills.
How to manage current workflow more efficiently to avoid overcommitting and under-delivering.
14 strategies for managing email more effectively.

Before the keynote presentation, we'll present the 2019 André P. Juneau ELITExan of the Year and the Account Manager of the Year award winners.

Speakers

Andrew Mellen

The Most Organized Man in America, Unstuff Your Life

Andrew Mellen is an organizational expert, public speaker, and the #1 best-selling author of Unstuff Your Life! Andrew has helped over 100,000 people and businesses worldwide to declutter and simplify their lives while regaining time for the things that matter. A sought-after authority... Read More →

Thursday June 20, 2019 10:00am - 11:45am CDT
TBA

Keynote

11:45am CDT

Lunch

Thursday June 20, 2019 11:45am - 1:00pm CDT
TBA

Lunch

1:00pm CDT

The ISO Cyber Liability Policy

ISO has introduced a new Cyber policy which may encourage more carriers to jump into this growing market. Learn the highlights of this new product.

Approved for 1 CE credit

Speakers

Rusty Deaton, CIC

IIAT Education

Thursday June 20, 2019 1:00pm - 2:00pm CDT
TBA

1:00pm CDT

5 New Agency Challenges and Their Solutions

The independent insurance space is changing at a very rapid pace. For many agencies there is a wait and see mentality that can negatively impact future growth, sales and sustainability. Geico will spend over $1 billion dollars in advertising this year, as a local agent the time is now to get aggressive to not only tackle but also capitalize on your core challenges. At Agency Performance Partners we have identified 5
Join our session to get your roadmap on how to tackle the top challenges this year!

Speakers

Kelly Donahue-Piro

President, Agency Performance Partners

Thursday June 20, 2019 1:00pm - 2:00pm CDT
TBA

Leadership/Management

1:00pm CDT

Tech Tools to Super-Charge Your Customer Service

This session will discuss common agency service procedures and best practices to keep your agency running smoothly. We will also review potential E&O challenges and address strategies to mitigate E&O risks. The session will explore common operational blind spots that can lead to an E&O claim, but is not intended to be an in-depth review of all the information examined in an E&O audit.

Approved for 1 CE credit

Speakers

Angela Ford

Continuous Improvement Director, IIAT

Angela Ford is the director of continuous improvement for the Independent Insurance Agents of Texas (IIAT), the nation’s largest state association of Trusted Choice® independent insurance agencies. In her current role, she consults IIAT members and provides training to help agencies... Read More →

Thursday June 20, 2019 1:00pm - 2:00pm CDT
TBA

Technology, CE

1:00pm CDT

Promoting Productivity in Your Organization: You’re too Smart to be so Busy

Time is our greatest asset. And yet it is wasted all too often on procrastination, delays, avoidance, clutter and distractions. We have designed this comprehensive training program to address the biggest time management challenges our agents face. This fast-paced two-hour session will enable participants to lay the groundwork for creating sustainable solutions to roadblocks that interfere with personal and organizational productivity. You’ll walk away with instantly actionable strategies that will create laser focus and accelerate your 2019 goals.

Speakers

Andrew Mellen

The Most Organized Man in America, Unstuff Your Life

Thursday June 20, 2019 1:00pm - 3:00pm CDT
TBA

ELITExas

2:00pm CDT

Networking Break

Thursday June 20, 2019 2:00pm - 2:30pm CDT
TBA

2:30pm CDT

Classifying a Risk: Get It Right Before Things Go Left!

When writing workers' comp, classifying a risk is where it all starts. Accurate levels of coverage and correct pricing depend on understanding your clients' businesses and knowing how to properly classify a risk. Join us to discuss companion classifications, standard exceptions, general exclusions & inclusions, as well as, how to handle miscellaneous employees.

Approved for 1 CE credit

Speakers

Tai Jenkins, M.Ed

Customer Engagement & Training Specialist, Texas Mutual

Tai Jenkins is a Customer Engagement & Training Specialist with Texas Mutual Insurance Company. She began her career in insurance over 12 years ago as a commercial underwriter and soon became a trainer. During her tenure, Tai has served as a trainer for agents, underwriters, and service... Read More →

Thursday June 20, 2019 2:30pm - 3:30pm CDT
TBA

CE, workers' comp

2:30pm CDT

ABCs of Trusted Choice: Assist, Brand, Connect

Trusted Choice® is the national marketing brand created exclusively for Big "I" members to help consumers understand the value that an independent agent offers. Find out how your agency can benefit from the full suite of Trusted Choice resources:

Content to share including Articles, infographics, video content and more!
Training modules to help improve your agency
Customizable ad campaigns
Referral program
Marketing Reimbursement Program
Website and digital marketing

Speakers

Kelley Smith

Director, Traffic Generation, IIABA/Trusted Choice

Thursday June 20, 2019 2:30pm - 3:30pm CDT

Leadership/Management

2:30pm CDT

E&O and M&A: Tips to Protect Your Growing Agency from E&O Threats

Thinking about buying, selling, or merging? This session will address the E&O issues involved in Agency ownership changes and offer suggestions to mitigate E&O risks. Don't let E&O threats slow down your agency's growth!

Approved for 1 CE credit

Speakers

Gunnar Kephart

E&O Specialist, IIAT

Cari Senefsky

Director of Professional Liability, IIAT

Cari has more than a decade of insurance sales experience and success, with five of those years dedicated to Independent Insurance Agents E&O coverage development and placements. Cari has extensive experience working with agencies of all shapes and sizes and is committed to finding... Read More →

Thursday June 20, 2019 2:30pm - 3:30pm CDT
TBA

Leadership/Management, CE

3:30pm CDT

Trade Show Party

The Largest Trade Show in the Southwest
Visit with more than 150 companies offering markets, automation systems, restorations services, premium finance, software and more.

Thursday June 20, 2019 3:30pm - 6:30pm CDT
TBA

Trade Show

8:00pm CDT

Live Concert with Suede

Thursday June 20, 2019 8:00pm - 11:30pm CDT
TBA

7:30am CDT

Fellowship of Christians in Insurance Coffee and Danish

Friday June 21, 2019 7:30am - 8:30am CDT

8:00am CDT

Ethics in Insurance

Whether you need that random hour of Ethics for licensing purposes or if you want to learn more about the Ethical challenges facing insurance agents, this session is for you.

Approved for 1 CE credit

Speakers

Rusty Deaton, CIC

IIAT Education

Friday June 21, 2019 8:00am - 9:00am CDT

CE, CE

8:00am CDT

E&O Claims in Texas - What Causes Them and How to Avoid Them

Do you ever worry about the hidden dangers in your agency processes? This session will address protecting your agency assets from mistakes (and human nature). Learn E&O Loss Control strategies through practical examples and get recommended solutions to help address common E&O risks.

Approved for 1 CE credit

Speakers

Gunnar Kephart

E&O Specialist, IIAT

Cari Senefsky

Director of Professional Liability, IIAT

Friday June 21, 2019 8:00am - 9:00am CDT

Leadership/Management, CE

8:00am CDT

How to Quantify Cyber Risk and Your Role in Mitigating It

Join this session to learn about cyber liability coverage and get answers to the following questions:

What risks do various industries actually have in the evolving risk?
What is the cyber insurance market doing to match those evolving exposures?
What risks are not covered?

Speakers

Jeromy Shrum

VP, Cyber Product Leader, Axis Capital

Jeromy Shrum is Vice President and Cyber Product Leader at Axis Capital. He is responsible for developing program business for the Cyber Unit in the United States and London. With over 14 years of experience in the Insurance industry, Jeromy has spoken at various specialized cyber... Read More →

Friday June 21, 2019 8:00am - 9:00am CDT
TBA

Technology

8:00am CDT

Registration

Friday June 21, 2019 8:00am - 9:45am CDT
TBA

8:45am CDT

IMPACT Reception and Awards

Open to all 2019 IMPACT contributors.

Friday June 21, 2019 8:45am - 9:30am CDT
TBA

IMPACT

9:45am CDT

Celebration Brunch with Special Guest Speaker Roger Staubach and the Drex Foreman Award

The Dallas Cowboy great, real estate mogul and recent Medal of Freedom recipient will be the special guest speaker at IIAT's Annual Awards Brunch. We'll also announce the Drex Foreman Award winner, the industry's highest honor.

In his presentation, Roger shares entertaining gridiron stories from his playing days with the Dallas Cowboys and incorporates examples of teamwork, commitment and perservarance into his talk. He shares real life experiences as Executive Chairman of a 30 year old commercial real estate advisory firm and how their core values of: Integrity, respect, teamwork, balance and leardership transcend to the workplace.

Speakers

Roger Staubach

Heisman Trophy winner, Super Bowl MVP and Pro Football of Famer, Roger Staubach generated excitement every time he took a snap from center. His uncanny ability to lead the Dallas Cowboys to come-from-behind victories engineered no less than 23 fourth quarter comebacks. After serving... Read More →

Friday June 21, 2019 9:45am - 11:30am CDT
TBA

Keynote