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12 - 6 p.m.


1 - 3 p.m.
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Community Service Project at the JW Marriott presented by ELITExas
Benefiting St. Jude's Ranch for Children, Texas

Join ELITExas members at the JW Marriott for an afternoon of community service and camaraderie. Lend a helping hand by building bikes and packing care packages for Texas foster kids at St. Jude's Ranch for Children, Texas. 

Learn More & RSVP

3:30 - 5:30 p.m.
Lloyd's Rising Leaders: Emerging Industry Trends and Challenges

A market with a 330-year history, Lloyd’s of London is the world’s leader in underwriting specialty risks.  During this panel, agents from two distinguished organizations that lead the Lloyd’s market will share  their experiences, expertise and personal journeys to success. Explore emerging trends, new products, market conditions and industry challenges.

Lucy Straker - Underwriter, Beazley
Chris Metcalf -  Lloyd’s broker, RKH Specialty

We're Giving Away $1,000!
Two lucky winners in attendance at this session will receive $500 gift cards.

5:30 - 6:30 p.m.
Welcome Reception
6:30 - 8 p.m.‚Äč
ELITExasHeader_Email Blast
ELITExas Night Out

7:30 a.m. - 6:30 p.m.
7:30 - 9:30 a.m.
10 - 11:45 a.m.
21 Secrets of Million Dollar Sellers: America’s Top Earners Reveal the Keys to Sales Success

Fortune 50 consultant Stephen J. Harvill presents a strategic, straightforward, expertly sourced guide to better, smarter, more efficient, and more imaginative sales practices. Packed with tips, tricks, and proven methods of success, this program is a necessity for those who make a living selling anything to anyone.

For over thirty years, Stephen Harvill has advised high-profile, high-earning organizations such as Apple, Pepsi, Samsung, IBM, General Mills, Allianz, Microsoft, and the U.S. Navy on organizational dynamics and strategic thinking. This work gave him the inspiration and access to gather valuable insights from the best of the best – top sellers who consistently produce a minimum of $1 million in annual sales. During a year spent interviewing 175 sales superstars from seven different industries, Harvill found twenty-one distinct behaviors key to success. 21 SECRETS OF MILLION-DOLLAR SELLERS identifies and explains these behaviors, breaking down each one into easy, effective rules.

This new strategic platform, based on the book and featured in the Dallas Morning News and Business Insider, is composed of 21 custom designed presentations and workshops tailored to each individual client's needs. Along with the new presentations and curriculum, we have designed a new consulting process aimed at working with companies on the application of these ideas within their existing sales training processes.

Steve Harvill
Creative Ventures

11:45 a.m. - 1 p.m.
- 2 p.m.
Concurrent Sessions
Commercial Lines Trends

The Commercial Insurance market in Texas is vibrant and growing, but are storm clouds on the horizon? Discover the latest market information and the latest ISO endorsements that have been approved in Texas.

Filed for 1 CE
2018 CONV Speakers _CMYK_Jim

Jim Gavin
Information Services Specialist, IIAT

Achieving Maximum Efficiency with Technology Tools

Efficiency is the key to improving your bottom-line. To achieve maximum efficiency in your agency you need to have the right tools and technology. Technology can help streamline your day-to-day processes and save you time so you can stay focused on your goals and on your customers. In this session, learn how new technologies can help boost your agency’s efficiency and bottom-line.  

2018 CONV Speakers _CMYK_Angela

Angela Ford
Continuous Improvement Director, IIAT

I Thought I Was Doing It Right: Compliance Issues You Didn’t Know You Had

The challenges of staying compliant in today’s ever-changing regulations is tough. In this session, LeAnn Collins, Director of Talent at Swingle Collins & Associates, will address some of the most pressing and challenging HR issues many companies are currently facing. Ms. Collins has an extensive background in human resources and organizational development that spans more than 20 years in healthcare, manufacturing, government and insurance industries.

Have you ever asked yourself?

  • How does the #Metoo affect your agency?

  • What happens when an employee complains and people are upset?

  • Everyone wants to be a salaried employee. Should they be?

  • Why do I need a reason to fire you? This is an at will state.

  • Do we need policies? Everyone knows the rules?

2018 CONV Speakers _CMYK_Collins

LeAnn Collins, SPHR, SHRM-SCP, MBA
Director of Talent, Swingle Collins & Associates

- 2:30 p.m.
Networking Break
2:30 - 3:30 p.m.
Concurrent Sessions
Water Damage Coverage in the Homeowners Policy

Water damage is historically the second largest cause of homeowners loss. Unfortunately, the coverage is confusing and often doesn’t do what your customers think it does. Learn how to address the issue and provide the best protection for your clients.

Filed for 1 CE

Jim Gavin
Information Services Specialist, IIAT

An E&O Audit Uncovered: Practical Strategies to Avoid Potential E&O Claims

This session looks at common E&O concerns and challenges that could lead to an E&O claim. Learn about E&O Loss Control strategies through practical examples and get recommended solutions to help address service concerns while providing excellent services to clients. You’ll leave the session with practical E&O tips and strategies you can use in your agency to keep focused on your customers instead of worrying about a potential E&O claim.

Angela Ford
Continuous Improvement Director, IIAT

The Culture Code: The Secrets of Highly Successful Groups

This program will introduce concepts from the best-selling book “The Culture Code.”  Find out how to create teams that are not just more effective, but happier. You’ll learn how successful groups work – the signals they transmit, the language they speak, and the cues that foster creativity.

Where does great culture come from?  How do you build and sustain it in your group, or strengthen a culture that needs fixing? Discover the answers to these questions and more by attending!

2018 CONV Speakers _CMYK_Marit

Marit Peters
Executive Director & President, IIAT

3:30 - 6:30 p.m.
Trade Show Opening Party

Grab a drink, meet with colleagues and visit with more than 140 companies offering markets, automation systems, restoration services, premium finance, unique software and more.

- 11:30 p.m.
Live Concert
Suede – Austin's favorite cover band

Explosive. Energizing. Electrifying. Outrageously Fun. These are often the words used to describe the sensation of Suede, a premier variety cover band. See them light up the stage during an exclusive performance for IIAT guests at the JW Marriott San Antonio Hill Country Resort.

Suede no Tag

7 a.m. - 12 p.m.
7:30 - 8:30 a.m.
8:15 - 9:45 a.m.
Concurrent Sessions
Show it: How the Video Revolution Has Changed Buyers Forever and What the Insurance Industry Must Do about It

Studies show that by the year 2018, 80% of the content consumers view online will be video-based content. With this being the case, what does it mean for you and your agency? And how can you stay ahead of this megatrend and use it to your advantage?

In this powerful workshop, Marcus Sheridan will show attendees how to go beyond basic videos and start using video to truly build your brand, increase new business and sales, and become the trusted leader within the insurance space. If you're looking to be inspired in ways you've never thought about video before, and want actionable steps you can immediately apply to your agency, this is a session you won't want to miss!

Round Headshot_Marcus Sheridan

Marcus Sheridan
The Sales Lion

Outsourcing Solutions for Staffing, Projects and Agency Operations

Change is unavoidable. In this session we’ll explore many facets of why and when to outsource and how to prepare for outsourcing. Hear from a panel of leading outsourcing firms to explore various models and help you understand options for your agency.

Panel Discussion

9:45 - 11:30 a.m.
Trade Show

Visit with more than 140 companies offering markets, automation systems, restoration services, premium finance, unique software and more.

11:30 - 12 p.m.
IMPACT Reception and Awards

Open to all 2018 contributors

12 - 1:30 p.m.
Awards Luncheon and Keynote
The Digital Consumer: How Today's Buyer has Changed and What Your Business Must Do About It

Called a “web marketing guru” by the New York Times, the story of how Marcus Sheridan was able to save his swimming pool company, River Pools, from the economic crash of 2008 has been featured in multiple publications. Since then, Sheridan has become a highly sought after global speaker and consultant in the digital sales and marketing space.

More than any other time in the last 100 years, the buyer of today has made a dramatic shift in the way they make purchasing decisions. Unfortunately, many companies haven’t adapted to this shift and are ill prepared for the continual evolution of this “digital consumer.” In this talk, Marcus Sheridan brings clarity to the way buyers have changed and exactly what companies must do to not only align themselves with this shift in buyer patterns, but take advantage of the digital age as well.

Marcus Sheridan
The Sales Lion

See what happened at the 2018 Annual Conference & Trade Show

 Red-photo-camera-(1) Pics
 Handouts Presentations & Recordings
 Attendees Attendees
 charity Community Service Project



If you're interested in exhibiting at the 2019 Annual Conference & Trade Show, please email, or call 512.493.2442.



Jennifer Beltran

Thanks to Our Lead Underwriters!

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