Day 1 · Monday, November 9
ReSource Lounge Begins
Introduction from the CEO
Keynote | Digitalization / Sales (Said & Frank)
New survey data sheds light on how the sales-service relationship inside agencies impacts both agency performance and carrier relationships. The findings have larger implications for how our industry as a whole needs to innovate, improve, and—above all—better serve our insureds.
The Future is Specialization
Insurance buyers and risk managers are demanding to work with agents who understand their industry, business, and the challenges specific to their role in the organization. Read More...
Design Your Own Operations Solution
Learn how ReSource Pro's leading-edge clients are leveraging solutions to drive dramatic performance improvement, then apply the same process to your own organization. Read More...
Effective Risk Assessments: A Surprisingly Prevalent Blind Spot
Insurance buyers are demanding to know the risks they are facing today, and what risks are emerging in the future. However, due to increased demands on their time and focus, they too frequently say, "Just bring me a quote." Read More...
- 5:00 PM
Day 2 · Tuesday, November 10
ReSource Lounge Begins
Morning Welcome Reception
Increase Sales and Retention by Leveraging Analytics
According to PwC, 74% of insurance buyers are looking to brokers for data analytics to help inform their decision-making. C-suite decision makers, especially Chief Financial Officers, are demanding more detailed data. Read More...
The Truth about AI
In this session, technology consultant Nathan Dionne will break down the truth and myths of AI, how leading insurtechs are changing our industry, and key obstacles to consider when starting your own digital transformation. Read More...
Create a Culture of Customer Centricity
A culture of customer centricity produces a trickle-down effect: customer retention improves, revenue grows, employee engagement increases. Read More...
Risks from Health Plan Costs are Rising—Are you Ready?
Looking ahead, fiduciaries' decisions about monitoring costs and who they appoint and hire to administer health plans will be important drivers of ERISA litigation. Read More...
Panel: How to Maximize Your ReSource Pro Relationship
Join us for a fireside chat with operations leaders as they discuss their experiences with ReSource Pro. We'll explore some of the biggest questions the panelists have faced. Read More...
How Commoditization Impacts Everyone
The perennial question, asked explicitly or implicitly, by insurance buyers is, "Why should I buy insurance from this agency and this insurance company when their price is higher than other options?" Read More...
Agency Technology Adoption and E&O Exposures
Technology is a key tool for effectively managing today's insurance agency. That same technology also presents risks and challenges that need to be addressed and managed to minimize your agency errors and omissions (E&O) exposure. Read More...
Design Sprint 101: Your Secret Weapon for Launching New Ideas
Sick of slogging along with a slow-moving project? Try a Design Sprint. This concept, first tested in Google Ventures, helps fast-forward projects with laser-like focus over five days. Read More...
- 5:00 PM