2021 Next Gen Summit

Join us for our Next Gen Summit in Cleveland, OH!

Grab your coozies and mark your calendars, Next Gen 2021 Summit is coming to Downtown Cleveland next year in June.

We’ll be featuring energetic speakers, relevant presentations, and thought-provoking conversations that can give you the spark you’ll need to elevate your agency to new heights.


Agent Pricing:

Member: $179.00

Non-Member: $189.00

Company Pricing:

Partner: $199.00

Event Agenda:

Agenda subject to change

9:00 AM– 9:15 AM – Welcoming Remarks – The IA Paradox 

Jeff Smith, CEO of OIA


9:15 AM – 10:15 AM – How agents can compete in the modern marketplace leveraging digital tools to grow their sales and team

Ryan Hanley, CEO – Rogue Risk and Hanley Media


10:00 AM – 10:15 AM – Break


Concurrents (3 break-outs):

10:15 AM – 11:15 AM – Leveraging data to grow your agency – what to measure

Carey Wallace, CEO of IntellAgents


10:15 AM – 11:15 AM – Improving your customer engagement experience – creating Raving Fans

Matthew Smith, Kalie Kelman – Rocket Referrals


10:15 AM – 11:15 AM – Digital Marketing Must Haves – tools to grow your agency

Jeff Techske – Forge 3, Ashley Fitzsimmons, Customer Experience Manager of OIA


11:30 AM – 12:30 PM Networking Lunch


1:00 PM – 2:00 PM – Carriers vs Agents Family Feud – Learn what carriers and agents think about the future of the IA system through this fun and interactive session

Megan Smith, Company Partners Manager of OIA


Concurrents (2 break-outs): Apply for CE

2:15 PM – 3:15 PM – What Agents Need to Know about Workers Comp in Ohio

Jeff Smith, CEO of OIA, Carolyn Mangas, Government Affairs Manager of OIA


2:15 PM – 3:15 PM – Ethics in a Fast Paced, High Pressure Profession

Judy Sivy, Director, Agency Services of OIA


3:15 PM – 3:55 PM –  Crushing the Technology Gap in your Agency

Jason Walker, CEO of Agency Insurtech


3:55 PM – 4:00 PM – Closing Remarks

Jeff Smith, CEO of OIA


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