| |
IIAT Events & Conferences
Small Agency Conference
October 3-4, 2010
Embassy Suites • San Marcos Conference Center
Schedule | Hotel | Parking Options | Brochure and Registration Form | Exhibitors | Attendees | 2009 Photos
The One Meeting Designed Just for Small Agencies
Save the date for the 6th Annual IIAT Small Agency Conference scheduled
for Oct. 3-4 at the new San Marcos Conference Center. IIAT conducts this unique
annual event to meet the needs and interests of small agencies.
If you’re part of a small agency, you don’t want to miss this
opportunity to learn about the latest topics and news that matter most to you
from leading industry experts. The conference will also feature several roundtable
discussions on a variety of important topics and other networking events. Attendees
have the opportunity to earn up to 7.5 CE credits at the conference.
Don’t miss this one-of-a-kind opportunity to:
- Hear keynoter Mike Stromsoe founder of the "Unstoppable Profit Producer Program"
- Gain insight on creating sales with technolgy from national automation expert
Steve Anderson
- Visit the Meet With Markets Trade Show and Explore new market opportunities
with more than 60 top carriers and MGAs
- Engage in peer-to-peer roundtable discussions
- Identify your agency's strengths and learn to apply them to win more business
- Choose from ten sessions led by industry experts
All this plus an opening reception Sunday and two meals on Monday in a friendly,
relaxed atmosphere ONLY $115.
San Marcos: Find out more about what San
Marcos has to offer.
Attention Exhibitors
Registration for companies wanting to participate in the Meet With Markets
Trade Show is $550 per member company and $650 for non-members. This fee includes
one full registration. Because space is limited, preference will be given to
companies offering direct or carrier appointments with small agencies. Please
contact Bill Wade or Stephanie Freitag for more information at 800.880.7428.
Vendors, MGAs and IIAT associate members not exhibiting are invited to register
for the conference.
Sponsorship
Sponsorship opportunities are available. Please contact Cindy
Quy for more information
at 800.880.7428.
Schedule-at-a-Glance
Sunday, October 3
| 11 a.m. – 7 p.m. | Registration |
| 11 a.m. – 3:30 p.m. | Exhibitor Registration and Setup
|
| 12:30 – 4 p.m. | IIAT Member Services Central
|
| 12:30 – 2 p.m. |
Agent Roundtable Discussions
No CE
Topics include:
- Using the power of social media to advance your marketing efforts
- Making your website work: Best practices for promoting your agency and boosting website traffic
- Technology roundup: What technological resources does your agency use to improve efficiency?
Agent attendees may choose to remain at one topic session or attend all three. |
| 12:30 – 1:30 p.m. |
Ethics – Doing the Right Thing
Rusty Deaton, CIC – Deaton Insurance Agency
1 CE Credit
For 26 years, Rusty Deaton has been the owner and principal of Deaton Insurance Agency, a multi-line property and casualty agency, which he founded in 1985. He is a national faculty member for the Society of CIC, and is the personal lines mentor for CISR OnLine. Join Deaton as he discusses the latest ethics issues and concerns. |
| 2:15 – 3:45 p.m. |
Emerging Issues Facing Texas Agents
Jim Gavin – Continuing Education Manager, IIAT
Lee Loftis – Director of Governmental Affairs, IIAT
Paul Martin, CPCU – Education Director, IIAT
1.5 CE Credits
The IIAT staff will bring you the latest on Texas and national issues affecting independent agents. A review of financial results will be discussed along with recent regulatory and forms changes, and a preview of topics for the next legislative session. |
| 4 – 7 p.m. |
Meet With Markets Trade Show and Welcome Reception
Explore new market opportunities with more than 70 top carriers and MGAs.
Agents will also have the opportunity to enter a raffle for a cash prize drawing. |
Monday, October 4, 2010
| 7 a.m. – Noon
|
Registration |
| 7 – 8:15 a.m.
| Continental Breakfast
|
|
7:15 – 8 a.m.
| Maximizing Your IIAT Membership – Website Navigation, Benefits and More
David Van Delinder, CPCU, AAI – Executive Director, IIAT
Bill Wade, CIC, CPCU – Director of IIAT Insurance Programs, IIAT
No CE
Learn how IIAT can help your agency grow. Discover helpful information and tools on the IIAT website and learn more about your benefits as an IIAT member. |
|
8:15 – 11:30 a.m. |
IIAT Member Services Central |
|
8:15 – 9:45 a.m. |
From Suspect to Raving Fan at Lightning Speed – A Done-for-You Welcome Kit, Plus Social Media Goldmine From A-Z
Mike Stromsoe,
Founder of the Unstoppable Profit Producer Coaching Program
www.unstoppableprofitproducer.com
No CE
For more than 11 years, Mike Stromsoe, Founder of the Unstoppable Profit Producer Coaching Program, has been teaching insurance agencies how to build or revitalize every aspect of their agency operations. Stromsoe will offer proven strategies – including social media strategies – that will improve overall agency productivity and increase profits.
|
|
8:15 – 9:45 a.m. |
2010 ISO Homeowners vs. Texas forms: Adjustments, Oversights and Barbie
Rusty Deaton, CIC
1.5 CE credits |
|
9:45 – 10:05 a.m. |
Networking Break |
|
10:05 – 11:35 a.m. |
Using Social Media for Sales
Steve Anderson,
www.steveanderson.com
No CE
Fearful of Facebook? Terrified by Twitter? Leary of LinkedIn? Steve Anderson has devoted his career to insurance agency automation and is recognized today as the most objective source for advice and information. Anderson will demonstrate how social media are being used by agents to expand their networking and referrals. |
|
10:05 – 11:35 a.m. |
Cyber Risk: Data & Network Security
Rusty Deaton, CIC
1.5 CE credits
Cyber liability is the new must-have coverage. Rusty Deaton will discuss cyber risk and how data breach events are affecting clients. Learn about programs that address this emerging risk and find out why client companies need cyber liability coverage due to HIPPA and other privacy laws. |
|
11:45 a.m. – 1 p.m. |
Lunch Session
The Mindset of a Profit-Driven Marketing Campaign
Mike Stromsoe will offer proven strategies for creating effective marketing techniques that continually produce sales and new growth opportunities. |
|
1:15 – 2:15 p.m. |
Growth and Profit Explosion Through a Referral Program That Gives Back
Mike Stromsoe,
www.unstoppableprofitproducer.com
No CE |
|
1:15 – 2:15 p.m. | E&O Texas Style
David Surles, CPCU, RPLU, AAI – Director, IIAT Insurance Agency
1 CE credit
IIAT Insurance Agency Director David Surles will discuss current trends in
E&O claims, coverages and pricing, including:
- Five actual E&O claims and how you can avoid similar claims
- Five E&O coverages you should look for on your own E&O policy
- Five ways to lower your E&O premium
|
|
2:15 – 2:30 p.m. |
Networking Break
|
|
2:30 – 3:30 p.m. |
Surety Bonding for Small Contractors
Thomas G. Chase Jr. – Insurors Indemnity Cos.
1 CE credit
Learn what you need to know to write contract surety and miscellaneous bonds. |
|
2:30 – 3:30 p.m. |
Creating Sales With Technology
Steve Anderson, www.steveanderson.com
No CE
Discover new ways to use technology to increase revenue. Steve Anderson will
explore how technology can help agents manage the prospecting process and review
some of the tools available to help agents sell, both to the company underwriter
and to their prospect. He will also address other technological issues agents
will face in the next few years. |
Hotel
To make your room reservations call the Embassy Suites Hotel,
3101 S. IH 35, at 512.392.6450 or 800.EMBASSY.
Ask for the special Independent Insurance Agents of Texas Small Agency Conference
rate of $119 single or double; mention code IIA. Reservations will be handled
on a space-available basis until rooms at the special rate are sold out or
until the reservation date of Sept. 13, whichever comes first. There are 25 rooms
available at this rate on Saturday, Oct. 2 (first-come, first-served), if you
want to make a weekend of your stay. The
hotel will confirm your reservation. Check
in time is 3 p.m. Check out time is noon. The Embassy Suites Hotel offers 283
suites with a 10-story atrium and a spa. It is connected directly to the conference
center.
The importance of reserving your guestroom within IIAT’s room block.
IIAT has made every effort to negotiate the best possible room rate for attendees.
These negotiated rates include a commitment by the Embassy Suites to set aside
a block of guestrooms for exclusive use by IIAT and a commitment by IIAT to use
those rooms. We ask
that you please make sure you are identifying yourself as IIAT members and use
the code identifier “IIA “in making your reservations.
Parking Options
Ample free self-parking is available for registered guests and local attendees.
|
|
