Recap: 2014 Annual Convention
The Trusted Advisor: Your Quest to Enhance Your Customer Experience Journey
Scott Addis
Today’s business leaders are starving for their agent and brokers to demonstrate a curiosity and desire to understand the inner workings of their business. They are searching for a new brand of insurance agent or broker – consultative, diagnostic, results-oriented and focused on managing and mitigating risks rather than selling insurance. The Trusted Advisor is distinguished from others in the marketplace as a result of his or her unique value proposition, relational capital and technical talents. This program will enable you to move beyond the transactional sale to a consultative and diagnostic process leading to Trusted Advisor status. Specific focus will be placed on the design and development of a powerful value proposition consisting of a process to facilitate your ability to identify, prioritize and mitigate the risks of those organizations for whom you serve.
E&O Executive Briefing
Sharon Koches, Wayne Merrill and Charles Phillips
This timely panel discussion offers a senior management level discussion of E&O issues and trends. A Swiss/Re senior underwriter and claims team leader will be on hand to help facilitate a discussion that will include both trends in conventional claims and emerging claims issues.
Hot Industry Topics and Trends
Stuart Powell
This session focused on the current topics and trends of importance within the industry. Topics may range from hot legislative happenings to workers' compensation to the residential property market and beyond! You won't want to miss out on this informative and timely session!
How to Make Trusted Choice Work for You
Kevin Brandt, Paul Martin and Bobby Salmon
Join representatives from Trusted Choice, Project CAP, and IIANC to learn how to maximize the benefits of being a Trusted Choice Independent Insurance Agent. From print and radio advertisements to enhanced agency internet profiles and more, this session will show you how to utilize the multitude of available benefits and how they can help you take on the competition, captive agents, and drive more customers to YOUR agency!