Page 7 - 2019 INA Annual Meeting Program Book
P. 7
2019 ANNUAL MEETING | 7
1:30 pm Participants can expect information regarding;
Networks Panel
• Identifying qualified buyers in your network
Addressing the Challenge of Agent Acquisition
and Retention • Agency valuation & due diligence assistance
• Essential elements of buy/sell agreements
Diane Wagner, First Choice Agents Alliance
Shawn Walker, Premier Group Insurance • Resources available to assist networks
Andrew Caldwell, Smart Choice Join us for a pragmatic approach to providing agency
John Robinson, Voldico Insurance members acquisition and perpetuation support to grow
and preserve your network volume. Tools, templates, and
Ted Rusinoff, Secured Advantage
valuation metrics will be provided.
Steve Pearson, ISU Insurance Agency Network
(Moderator)
Successfully acquiring and retaining agents is a core , 7 A L P I
function of any successful and profitable insurance
agency network. Come hear a panel of your network 4:00 pm
peers address their solutions for this important issue Carrier Panel
and leave with a strategy to improve your networks
acquisition and retention efforts. The Future of Insurance Distribution
Expect to hear information regarding: Matthew Sternat, Conning Inc.
• Finding best fit agents Paul Morrissette, Chubb
Sabrina Freiburg, Nationwide
• Due diligence requirements
Kim Garland, State Auto
• Successful onboarding
John McCaleb, The Hartford
• Ensuring agency integration and success John Tiene, Agency Network Exchange LLC
(Moderator)
• Perpetuation planning to retain business
Matthew Sternat from Conning Inc. will be providing the
introduction for an INA panel discussion on the future of
, 7 A L P I insurance distribution. This panel presentation examines
recent research from Conning Inc. on the factors
3:00 pm influencing distribution and how this could affect
Insurance Networks and their retail agent members. Hear
the perspectives of five influential markets about how
Building an Acquisition Support System distribution might evolve for their businesses.
for Your Agency Members
View the future of your networks distribution through
Kelly Drouillard, Live Oak Bank
the lens of this research and Carrier insight about how
Agency acquisitions and perpetuation within the network best to prepare for success in a changing industry.
can grow and retain quality premium. Does your network
have a road map and tools to assist agency members? A
acquisitions and perpetuation. This workshop will outline , 7 A L P I
clear process can be realistic and cost effective, enabling
specific steps to build and offer an effective acquisition 5:00-6:30 pm
and perpetuation support function for your network. Networking Reception
