Small Agency Conference

Thank you for attending IIAT's Small Agency Conference RISExpo19.
See you next year! September 27-28, 2020

IIAT's Small Agency Conference & Expo is the premier event for agents from smaller Texas insurance agencies. Learn about the latest topics and news that matter most to you from leading industry experts, network with other agents and earn CE. Plus, explore new market opportunities with more than 70 top carriers, MGAs and select vendors at the Expo.

2019 Schedule-at-a-Glance

Sunday, Sept. 15, 2019

12 - 12:45 p.m.

New Members and First-Timers Luncheon
Agents-Only
New IIAT members and first-time Small Agency Conference attendees are invited to a welcome lunch to meet staff and learn more about IIAT's services and products

1 - 2 p.m.

Industry Trends and Challenges 1 CE
Jim Gavin - Information Services Specialist, IIAT

Get the latest on Texas and national issues affecting independent agents.

2:15 - 4:15 p.m.

Expand Your Agency Mind: Using Data to Evolve Your Business and How IIAT Can Help
IIAT Staff

In the race to win clients and market share, data-driven agencies are increasing the distance between them and their competitors. Learn how your agency's data can be used to grow your business and achieve efficiencies. Find out how IIAT's RISE Report can provide valuable data to help you benchmark your agency and discover new opportunities for growth. Plus, hear about all the ways IIAT can help your agency grow.

4:30 - 6 p.m.

Agents-Only Peer-to-Peer Roundtables
Participate in round table discussions with agents from across the state to share ideas on small agency trends, challenges and solutions. Discuss topics such as markets, growing the agency, finding staff and more. This session is open to agents only.

6 - 8 p.m.

IIAT Advantage Marketplace Reception
Meet with Advantage Markets during this casual reception. Drinks and food will be served.

Monday, Sept. 16, 2019

7:30 - 11 a.m.

Registration and Exhibitor Move-In

8:30 - 9:30 a.m.

Concurrent Sessions
New Business Drivers: Achieving Organic Growth and Retention
Panel Discussion

In this session, a panel of agents will share their best-practices and success stories on how their agencies have achieved new business growth.

Experience Rating Modifiers 1 CE
Tai Jenkins Williams, M.Ed, Texas Mutual

Join us to gain valuable insight into how losses impact the experience modifier, as well as how to manage the experience modifier. You will also learn about the key factors of experience rating, including an overview of the experience rating worksheet.

10 - 11 a.m.

Concurrent Sessions
Best Practices Reported from the Roundtable Session
In this session we'll discuss the top-of-mind issues and valuable insights learned from the agent-only roundtables from day one of the conference

Water Damage Coverage Gaps in the HO Policy 1 CE
Jim Gavin - Information Services Specialist, IIAT

Water Damage coverage is more confusing than it needs to be. Learn what the basic HO policy covers and how the various optional endorsements expand coverage.

11 a.m. - 1 p.m.

Expo and Lunch: Meet with Markets and Vendors
Meet with more than 70 top carriers, MGAs, select vendors and IIAT staff experts at the Expo. See who's exhibiting.

1:15 - 2:15

Concurrent Sessions
Compensation Models to Attract and Retain Talent
Carey Wallace - CEO, InellAgents
Marit Peters - President & Executive Director, IIAT

In this session you'll learn how to design a dynamic compensation plan to attract and retain talent. Discover how your agency can thrive with a compensation plan that takes into account total compensation, benefits, work-life balance, opportunities for growth, and other critical components.

The ISO Cyber Liability Policy 1 CE
Jim Gavin - Information Services Specialist, IIAT

It seems like every company is trying to get into the Cyber game. The ISO policy will make it easier for those that don't have the capabilities to create their own form. Learn how it works. And see how it can be endorsed to include coverage that was previously found in Crime policies.

2:30 - 3:30 p.m.

The Agency of the Future: What It Means to Be a Data-Driven Organization
Carey Wallace - CEO, IntellAgents

Find out how you can get data-based insights and discover opportunities for growth within your agency.