Day 2 Schedule
Thursday, June 23rd
JW Marriott San Antonio Hill Country
Full registration: Members $375 | Non-Members $475
Book Your Room
IIAT's special group rate is $259 USD/night. Reserve yours by May 31, 2022.
8 - 10 a.m.
8 a.m. - 2 p.m.
Golf Day at the TPC San Antonio
8:45 - 9:45 a.m.
Professional Growth & Goal Setting Workshop
10 a.m. - 12 p.m.
The Ethics of Life 2 CE
10 a.m. - 12 p.m.
|IIAT Office Hours|
Questions about your membership benefits or the services IIAT provides? Stop by to visit with an IIAT employee.
12 - 2 p.m.
2 - 3 p.m.
Growth Is a Team Sport
A sales culture takes all roles in an agency to play their part. Jeff will talk about the importance of building a growth mindset and how to bring it alive throughout your agency.
3:15 - 5:15 p.m.
|The Ethics of Life 2 CE - Repeat of earlier session|
Ross W. Pearce CLU, ChFC, CIC, LUTCF - Agency Trainer
|Agents-Only Learning Lounge|
RSVP for appointments in June
Concurrent Education Sessions
3:15 - 4:15 p.m. and again at 4:30 - 5:30 p.m.
These 1-hour sessions repeat back-to-back with a 15-minute break in between.
||Highlights from the 'Dynamics of Selling'
Jeff Wodicka - Chairman/CEO, Casswood Insurance Agency, Ltd.
|How to Market, Sell to and Serve People Not Like You
Kelly McDonald - Best-Selling Author and Founder, McDonald Marketing
If you could grow your business simply by marketing to your existing clients and raking in more referrals, making money would be a cakewalk. But to generate new revenue, you have to win over the customers and clients you’re not getting, but could be. Now, more than ever, it’s important to reach new prospects in different ways to grow your business.
This session will show how marketing to people’s values is the way to greater sales profits and customer loyalty.
|Inspiring Your Team in Today's Workplace|
Marit Peters - President & Executive Director, IIAT
|A Healthy E&O Program = A Healthy Agency filed for 1 CE|
Cari Senefsky - Director of Professional Liability, IIAT Advantage E&O
Gunnar Kephart - E&O Advocate, IIAT Advantage E&O
You can't have a healthy insurance agency without a good E&O risk management program. In these sessions, you'll learn specific risk management techniques that reduce exposures to E&O claims and increase the financial strength of an agency. Also, discover how a continuous improvement mindset in both E&O risk management and agency operations can have a positive impact on an agency’s future growth.
|Surplus Lines: Assisting You in a Complex Market filed for 1 CE|
Susan Dearborn, CIC, CISR, Property & Casualty Senior Underwriter
Hosted by TSLA
Learn all about the Surplus Lines market, including definitions, licensing and bond requirements, surplus lines carriers and their financial solvency and ratings. Find out how to select a wholesaler to place business with and learn the differences in pricing and availability of surplus lines coverage. Discover helpful resources to assist with the complexities of the surplus lines market.
7 - 10 p.m.
|125th Anniversary Celebration!
Enjoy a fun-filled evening with dueling pianos by HOWL2GO. Drinks and heavy hors d'oeuvres will be served.