Innovation. Growth. Not typically two words that your agency is thinking about these days in the midst of a global pandemic.

We’d like to change that.

Four Big “I” state associations, New York, North Carolina, Ohio, and Texas, in cooperation with Connecticut, have joined together to host a one-day, virtual summit that will provide your agency with strategies to map out a successful road to recovery.

Nationally-recognized speakers, including Steve Harvill and Dr. Billy Williams, will offer you key takeaways that will help your agency overcome current challenges and excel in the future. The Virtual Recovery Summit will cover a variety of topics including reasons to be optimistic, adjusting your agency’s marketing and retention efforts and staffing issues to consider during this unprecedented time. Space is limited so reserve your spot now for this can’t miss virtual event!

11:00 am – 12:00 pm RegistER 

Jumpstart Tomorrow – Optimism in the New Future
Optimism is not a wasted state of mind when looking at a Post COVID-19 world.  Though all of time is moving towards an uncertain future, the past will actually play a key role in how the future might unfold.  Consumers will drive everything and confidence will be the only player of any importance. Stephen Harvill of Creative Ventures will show you a model where optimism is stronger than you think and the consumer will be waiting to decide where their money will go in jumpstarting a new tomorrow.

   12:00 pm- 12:30 pm (BREAK)

12:30 pm – 1:30 pm REGISTER  

Leading, Managing and Liability Concerns with Your Workforce and COVID-19: A Panel Discussion
Join us for a discussion on managing and leading your team during this uncertain time.  Hear how other agents are supporting their agency culture in a remote setting and planning out the next few months. Plus, HR expert, Claudia St John, will offer insights and guidance on what you need to be aware of as an employer to support your agency’s culture AND comply with new regulations.

Panelists:
Jonathan Theders, CRA, CHSP, ACRA
CEO, RiskSource Clark-Theders, Cincinnati, Ohio

Ted Walsh, CPCU, CIC
CEO, Walsh Duffield, Buffalo, New York

Claudia St John
President, Affinity HR

Moderators:
Jeff Smith
CEO, OIA

Lisa Lounsbury
President & CEO, Big I New York

1:30 pm – 2:00 pm (BREAK)

2:00 pm – 3:00 pm REGISTER   

Best Practices to Protect Your Current Book and Grow Your Agency During the Pandemic
In this can’t-miss session, Dr. Billy Williams will share his top tips on retaining existing clients and adjusting your marketing strategy to engage and attract new customers during these challenging times. Dr. Billy Williams will help equip you with the knowledge needed to increase revenues and put your agency on a path towards growth.