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Wednesday, June 10

3:30 - 4:30 p.m.
2020 IIAT Annual Business Meeting

The program will include:

  • Election of new board members,
  • Installation of new officers, and
  • Announcement of the André P. Juneau ELITExan of the Year and Account Manager of the Year winners

*The Drex Foreman Award winner will be announced at the 2021 Joe Vincent Management Seminar.

Thursday, June 11

8:30 - 9:30 a.m.


Sneak Peek for the Elite - ELITExas Members Only

Prior to the all-IIAT member webinar, “Growth in a Time of Disruption,” join Steve McKee to see how ELITExas members and their agencies compare and contrast to IIAT members as a whole in the Insurance Industry Disruption Survey. 

Register in advance and you’ll receive your company’s individual report prior to anyone else. Steve will highlight key findings and touch on areas of similarity and difference such as geography, size, succession status, and more. Then stay online for the main overview webinar. It’s one of the advantages of being ELITE.

Steve M
Steve McKee 
Brand Strategist and Author - McKee Wallwork

10 - 11 a.m.
Keynote: Growth in a Time of Disruption

No sooner did we all take the Insurance Industry Disruption Survey following January’s Joe Vincent Management Seminar that our world got disrupted. Nobody could have anticipated what has happened over the past several weeks, and nobody really knows what lies around the next corner. Whatever comes our way, it’s vital that our companies be prepared—culturally and strategically—to succeed in the months and years ahead. 

Join Steve McKee to see the overall results of the Insurance Industry Disruption Survey and learn how to interpret your company’s results (individual reports for those of you who took the survey will be sent directly to you following the webinar).Where do IIAT members fall compared to the economy as a whole? How do we compare to other industries? How do each of our firms compare to its peers? And what are the implications for the industry—and our individual organizations—depending upon where we fall on the cycle?

There’s never been a more important time to understand the forces of disruption, and how you can navigate them to your advantage.

Steve M
Steve McKee 
Brand Strategist and Author - McKee Wallwork

11:30 a.m. - 12:30 p.m. 
COVID-19 and Workers’ Compensation
Presented by Texas Mutual

COVID-19 had a significant effect on Texas businesses and the workers’ compensation insurance line. In this session, leadership team members from the state’s leading provider of workers’ compensation insurance will share perspectives from across the organization about how policyholders and company operations have been affected.


TX Mutual

1 - 2 p.m.

Cybersecurity Best Practices: Gain Big Wins with Little Effort

This presentation will talk about the challenges of starting a cybersecurity program, cybersecurity thinking, and some misconceptions that lead to poor cybersecurity decision making. Building upon these ideas, RigidBits will show a few action items that are big wins with little effort that greatly reduce risk. While the atendees can get a sense of what to do, they will also be given an idea of how to use the big wins as examples for how to implement cybersecurity best practices moving forward.

Dustin M
Dustin Mooney
Co-founder & Principle Consultant, RigidBits

Thursday, June 18


10 - 11 a.m.
What Every Agency Can Learn From Amazon

Even though Amazon's business isn't focused on P&C insurance (yet), its practices impart valuable lessons that can help your agency unlock even more success.

Amazon is one of the most successful companies in this generation. However, Amazon's success is attributed to the guiding growth principles that Bezos shares in his shareowner letters. When you learn how to implement these ideas at your agency, it can spur impressive growth and help you build your business.

Insurance industry tech expert Steve Anderson shares how to leverage the Amazon Growth Principles. These principles are detailed in his Wall Street Journal, USA Today, and international bestselling book The Bezos Letters - 14 Principles to Grow Your Business Like Amazon and will help your agency to continue to grow.

Steve A
Steve Anderson
Insurance Industry
Tech Expert & Author

11:30 a.m. - 12:30 p.m.
E&O Best Practices for Rapidly Changing Times

During the coronavirus pandemic, every agent, carrier and insured is in uncharted territory. Traditional claims management has gone out of the window as the industry works to cope with an avalanche of claims that appear to be uncovered. This session will address common pandemic panic concerns and best practices to protect your agency.


1 - 2 p.m.
Turning Your Agency Into Fort Knox

Attend this session to learn everything you need to know about data security for yourself and your agency.

Nathan T
Nathan Terrazas
Team Lead & Product Specialist - ePayPolicy

2:30 p.m.

ELITExas Community Service Project: Donate to the Feeding Texas Challenge

Help feed Texas families! IIAT will match donations received by June 1 up to $25,000.
Make your donation today and receive an invitation to attend a virtual celebration on June 18th at 2:30 p.m.

ELITExas - Feeding Texas

Thursday, June 25

Breakout Webinars: Disrupting Disruption

You’ve seen the results. You know where you stand. And you understand that no matter where your company falls on the Disruption Cycle it’s not going to stay there forever. But you still may have more questions than answers. 

In this series of webinars, Steve McKee will explore the Acceleration, Maturation, Saturation and Commoditization phases of the cycle one at a time. He’ll share the dynamics that are common to each phase, which cultural issues you should watch out for (and when), and strategic considerations to help you prolong (Acceleration) leverage (Maturation), navigate (Saturation) and avoid (Commoditization) each phase.

Attend one of the sessions or all four—it’s up to you. What’s not up to you is the relentless spin of the Disruption Cycle, nor the goose that COVID-19 has given it. But the better you get to know it, the more you can turn it to your advantage.

Steve M
Steve McKee 
Brand Strategist and Author - McKee Wallwork

10 - 11 a.m.
11 a.m. - 12 p.m.
1 - 2 p.m.
2 - 3 p.m.

4 p.m.
ELITExas Virtual Happy Hour - ELITExas Members Only

Catch up with your ELITExas peers at a virtual Zoom happy hour. Bring your own drink and pick a favorite virtual background. 


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