Day 1 · Monday, November 9

9:00 AM -
11:00 AM EST

Virtual ReSource Lounge Open

9:00 AM - 5:00 PM EST
11:00 AM -
12:00 PM EST
Sales Excellence

Networking Round Tables

11:00 AM - 12:00 PM EST
12:00 PM - 12:15 PM EST

Introduction from Dan Epstein, CEO

12:00 PM - 12:15 PM EST
Dan Epstein

Dan Epstein
Chief Executive Officer

12:15 PM -
1:00 PM EST

Straight from the author of "The Bezos Letters: 14 Principles to Grow Your Business Like Amazon."

Jeff Bezos created one of the world's most valuable companies with Amazon. Along the way, he used a "hidden in plain sight" roadmap to success, one that Steve Anderson shares in his new book "The Bezos Letters: 14 Principles to Grow Your Business Like Amazon." Read More...

12:15 PM - 1:00 PM EST
Steve Anderson

Steve Anderson
President of The Anderson Network

1:00 PM -
1:45 PM EST
Sales Excellence

Stop Competing on Price – Protect Your Agency From Becoming a Price Player

The most common question insurance buyers ask their agents is: "Why should I buy this insurance when the price is higher than other options?" Read More...

1:00 PM - 1:45 PM EST
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

Of Course, I Know How to Issue a Certificate of Insurance – Or Do I?

Issuing a certificate of insurance is a basic function, so of course you know how to do it. But are you doing it accurately and without any risk of a future E&O claim? Read More...

1:00 PM - 1:45 PM EST
Catherine Trischan

Catherine Trischan
Director of Commercial Underwriting, E&K Insurance Group

Leadership

Details to Come

1:00 PM - 1:45 PM EST
Angela Adams

Angela Adams
President, Angela Adams Consulting

1:45 PM -
2:15 PM EST

Virtual ReSource Lounge Open

1:45 PM - 2:15 PM EST
2:15 PM -
3:00 PM EST
Sales Excellence

The Future is Specialization - Learn how to find your niche(s) and grow

Now, more than ever, insurance buyers and risk managers are demanding to work with agents who understand their specific industry, business, and challenges. Read More...

2:15 PM - 3:00 PM EST
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

Digital Shift: How The New Age of Insurance Will Affect You

Now, more than ever, insurance buyers and risk managers are demanding to work with agents who understand their specific industry, business, and challenges. Read More...

2:15 PM - 3:00 PM EST
Deb Smallwood

Deb Smallwood
Founder & CEO,
Strategy Meets Action

Leadership

Earn Your Customers' Loyalty - Create a Culture of Customer Centricity

As business leaders and service providers, some of our most critical goals are revenue growth, customer retention, and high employee engagement. Read More...

2:15 PM - 3:00 PM EST
Cheryl Kusick

Cheryl Kusick
Principal Operations Consultant

Kimberly Decort

Kimberly Decort
Implementation Consultant

3:00 PM
- 5:00 PM EST

Virtual ReSource Lounge Open

3:00 PM - 5:00 PM EST

Day 2 · Tuesday, November 10

9:00 AM -
11:00 AM EST

Virtual ReSource Lounge Open

9:00 AM - 5:00 PM EST
11:00 AM -
11:15 AM EST

Morning Welcome Reception

11:00 AM - 11:15 AM EST
11:15 AM -
12:00 PM EST
Sales Excellence

The Glaring Blind Spot in Insurance Sales
(Hint: It Has To Do With Risk Management)

Not many people want to talk about insurance, no matter how critical it is. While insurance buyers should know or want to know the risks they face, due to increased demands on their time and focus, they often say, "Just bring me a quote." Read More...

11:15 AM - 12:00 PM EST
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

Details to Come

11:15 AM - 12:00 PM EST
Leadership

The Art of Problem Solving - How to Design your own Operations Solution

Think about your biggest initiatives, goals, and challenges of 2020. Most likely, they likely aren't siloed within one department or easily solved with one answer. Read More...

11:15 AM - 12:00 PM EST
Sandeep Karoor

Sandeep Karoor
Director
Client Development

Rob Mueller

Rob Mueller
Solutions Architect

12:00 PM -
12:30 PM EST

Virtual ReSource Lounge Open

12:00 PM - 12:30 PM EST
12:30 PM -
1:15 PM EST
Sales Excellence

Leverage the Power of Analytics to Increase Sales and Retention - The market demands data-driven solutions

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...

12:30 PM - 1:15 PM EST
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

Panel: How to Maximize Your ReSource Pro Relationship - Hear and Learn From Operations Leaders That Have Done Just That

Every Bootcamp, this is one of attendees' favorite sessions. We bring together Operations Leaders to discuss their experiences with ReSource Pro and how they've maximized the relationship to solve challenges and accelerate productivity. Read More...

12:30 PM - 1:15 PM EST
Brenda Grow

Brenda Grow
Senior Sales Support Specialist

Leadership

How Digital Assistants are Transforming the Future of Work in Insurance

12:30 PM - 1:15 PM EST
Sathya Sethuraman

Sathya Sethuraman
Director, Global Insurance Practice, UiPath Inc.

1:15 PM -
1:30 PM EST

Coffee Break

1:15 PM - 1:30 PM EST
1:30 PM -
2:15 PM EST
Sales Excellence

Health Plan Costs Are Rising, New Risks Are Emerging – Are you Ready?

As health care costs continue to rise, the market has responded with alternative rating plans for small and mid-sized employers. Sounds good, right? Not so fast. Read More...

1:30 PM - 2:15 PM EST
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

Design Sprint 101: Using the 'Sprint' Methodology to get Projects Moving at High-Tech Pace

Sick of slogging along with a slow-moving project? Maybe it's time to try a Design Sprint. This concept, first tested in Google Ventures, helps fast-forward projects with laser-like focus over five days. Read More...

1:30 PM - 2:15 PM EST
Douglas Ferguson

Douglas Ferguson
President, Voltage Control

Leadership

Agency Technology Adoption and E&O Exposures

Technology is a key tool for effectively managing today's insurance agency. But with it, new risks and challenges emerge that need to be addressed and managed to minimize your agency errors and omissions (E&O) exposure. Read More...

1:30 PM - 2:15 PM EST
Steve Anderson

Steve Anderson
President of The Anderson Network

2:15 PM -
3:00 PM EST
Sales Excellence

Networking Round Tables

2:15 PM - 3:00 PM EST
3:00 PM
- 5:00 PM EST

Virtual ReSource Lounge Open

3:00 PM - 5:00 PM EST