Mind the Gap

Anything out of balance can be dangerous, right? During this session, Brandon helps bridge the gap and bring balance between maintaining healthy relationships and leveraging technology. Brandon shares how his team builds deeper, more meaningful relationships and converts over 6,500 digital leads per year. His primary goal is that attendees leave this session with a proven game plan that supports the use of technology, maintains excellent customer experience, consistently generates a positive ROI, and helps build longer-lasting relationships.

Speaker
Brandon Smith 
EVP of Marketing & Communications, Glidewell

Sponsored by
American European Insurance Group
Burns & Wilcox

Outsmart the Busywork: Practical AI Moves for Insurance Agents

Ready to do more with less hassle? This fast-paced session will show insurance agents how to use AI to cut through busywork, speed up routine tasks, improve client communication, and work smarter every day. You’ll see practical examples, useful prompts, and fresh ideas for using tools like ChatGPT beyond basic writing tasks, with takeaways you can put to work immediately.

Speaker
Matt Smith 
Director of Growth & MarComms Operations, IIAT

Sponsored by
SALT Insure
QuoteWell
Outmarket.ai

Gift of Influence and Negotiation

Speaker
Marit Peters 
President & Executive Director, IIAT 

 & 
Marquez Public Affairs

Sponsored by
Travelers
CAA

Ethical Management: Breaking Barriers to Integrity

In today's volatile market, your agency's reputation is your most valuable asset—and your greatest vulnerability. This high-impact session is designed for leaders ready to break down barriers to integrity by providing a practical, repeatable three-question framework to confidently navigate the toughest dilemmas. Invest an hour to secure your agency's future, turn ethical leadership into your long-term competitive advantage.

Speaker
Tai Jenkins Williams, M.Ed, MS, ITP, MCCT, CLDP
Senior Customer Engagement Training Consultant, Texas Mutual 

Sponsored by
Texas Mutual

Sales Session TBD

Speaker
Steve Rigby
Founder, NewWings Consulting

Sponsored by
The Risk & Insurance Education Alliance

Hook'Em: The Secret to Client Retention

In a world where sales and lead generation get most of the spotlight, client retention is too often overlooked. In this engaging session, Brandon shares how shifting that mindset transformed his business. By creating a dedicated retention specialist role, his team saw a major boost in client loyalty and cross-selling success. This session will equip you with practical tools to create a more balanced approach…one that values both winning new clients and keeping the ones you already have.

Speaker
Brandon Smith 
EVP of Marketing & Communications, Glidewell 

Sponsored by
Service Insurance Cos.

Effective Meetings with Your Legislator

Speaker
Marquez Public Affairs Group 

Sponsored by
Iron Insurance Partners

Producer Book of Business Planning

Speaker
Marit Peters 
President & Executive Director, IIAT  

Sponsored by
BroadStreet Partners

The Strategic Agency: Turning Data into Better Decisions

A practical course on using agency data to make smarter decisions that strengthen client retention, improve performance, and drive sustainable growth.

Sponsored by
Root Insurance

Make Your Legislator the Hero in Your Community

 Speaker
Carie Ann Roach 
Director of Technical Affairs, IIAT  

Sponsored by
Leavitt Group

Ethical Management: Breaking Barriers to Integrity

In today's volatile market, your agency's reputation is your most valuable asset—and your greatest vulnerability. This high-impact session is designed for leaders ready to break down barriers to integrity by providing a practical, repeatable three-question framework to confidently navigate the toughest dilemmas. Invest an hour to secure your agency's future, turn ethical leadership into your long-term competitive advantage.

Speaker
Tai Jenkins Williams, M.Ed, MS, ITP, MCCT, CLDP
Senior Customer Engagement Training Consultant, Texas Mutual  

Sponsored by
Texas Mutual