Aité Group

May 24, 2017

Jay Sarzen – Senior Analyst at Aité Group

Master analyst sheds light on major opportunities for independent agencies & brokerages For nearly 20 years Jay Sarzen has been consulting, analyzing, and leading at some of the largest companies in insurance and finance, such as MassMutual, BearingPoint, The Hartford Group, and now Aité Group where he focuses on P&C insurance. Together Michael and Jay […]

May 17, 2017

Keith Savino – Managing Partner at Broadfield Insurance Group

Agent activist delivers roadmap to a successful future for independent insurance agents & brokers Name a corner of the insurance industry, and Keith Savino probably has his hands in it. On top of being Managing Partner of the highly successful Broadfield Insurance Group (formerly Warwick Resource Group), Keith is the State Director for the New […]

Steve Anderson - The Anderson Network

May 10, 2017

Steve Anderson – The Anderson Network

LinkedIn ‘Top 150 Influencer’ breaks down how insurance agents & brokers can thrive in the future With a background in insurance and a love of technology, Steve Anderson has become one of the most trusted and respected guru’s in the insurance industry. Steve is a prolific writer and speaker, with a reputation for translating ‘geek […]

Neil Robertson - Robertson Insurance & Risk Management

May 3, 2017

Neil Robertson – Robertson Insurance & Risk Management

Insurance thought leader shares unique approach to standing out Neil Robertson knows the insurance industry inside and out. Having grown up with insurance as the family business, Neil got licensed in college – before becoming a lawyer. While Neil was thriving in the legal world, he saw an opportunity to use his legal skills to […]

Rick Bauman - Founder of The Broker Performance Group and The Vertical Growth Network

April 26, 2017

Rick Bauman – Founder of The Broker Performance Group and...

Insurance guru offers valuable insight – and 7 steps to a passionate enterprise Insurance broker by background and entrepreneur at heart, Rick Bauman founded The Vertical Growth Network, an exclusive coaching program for high-performance insurance brokers across Canada – and then later on went to found The Broker Performance Group, an organization that analyzes brokerage […]

Frank Sentner - Sentner Consulting

April 19, 2017

Frank Sentner – Sole Proprietor at Sentwood Consulting

Veteran insurance tech architect discusses the future of the independent insurance channel From developing the first ACORD forms based policy and claims system, to co-founding CISCo (where he led development of Sagitta Agency Management System) or serving as Senior Vice President of Technology at Vertafore, Frank Sentner has been shaping how insurance agencies & brokerages […]

Michael Jans

April 12, 2017

Michael Jans – Founder of Agency Revolution

Understand the State of the Industry with Independent Insurance Thought Leader Rick Fox steps into the studio to turn the tables – and the microphone – on Michael Jans. For over 20 years Michael has been supporting the independent insurance channel and helping find their voice so agents & brokers can connect with their customers […]

United Valley Insurance Services

April 5, 2017

Neal Stanley – Vice President of United Valley Insurance Services

Industry veteran reveals how agencies & brokerages can  understand their customers better Neal Stanley has more than 30 years of experience managing and directing insurance agencies, serving on the board of directors for numerous insurance industry organizations, and is even an active member of the State Bar of California. Neal Stanley has a deep understanding […]

Navicom Inc

March 29, 2017

Bill Morris – Senior Partner at Navicom

Customer engagement specialist Bill Morris is a Senior Partner at Navicom, where he operates the insurance and hospitality branches of their business. Bill has been extensively involved in market research and customer measurement initiatives in the Canadian Insurance Industry for over 20 years and has surveyed hundreds of thousands of insurance consumers. What they’ve shared […]

March 22, 2017

Ron Berg – Executive Director of ACT

Our guest, Ron Berg, Executive Director at the Agents Council for Technology has a lot to say about what the independent insurance channel has been and should be doing to use technology to improve the customer experience and “keep up” with the marketplace as a whole. Listen to this great discussion about insurance, technology and […]

Live Webinar: Transform Your Agency With Modern Marketing