August 10 and October 18-19, 2022 | Virtual

Agenda

MINI WORKSHOP & ROUNDTABLES

August 2022

In 2022 we will be hosting a pre-event mini workshop and roundtables in August. This bite-sized event is an opportunity for attendees to hear from a speaker on an industry hot topic and then break out into small groups to discuss and idea-share with fellow attendees. Offered as a standalone registration or a packaged deal, this connection opportunity is a low-stakes way to check out what the workshop can offer and start making connections with fellow attendees well before the full event even begins.

Wednesday, August 10
1:00 – 1:50 p.m.

NAMIC Welcome and Case Study: Hastings Mutual’s Agency Book of Business
Hastings Mutual launched the Agency Book of Business tool in November 2021 to meet a vital agency need: the ability to understand the current state of their business rapidly and effortlessly. This interactive online dashboard is made available through Hastings Mutual’s existing agency portal to its more than 600 independent agency partners to visualize and assess its book. By establishing an open line of communication to agents, this tool allows Hastings Mutual and its agency force to utilize data rather than emotion. During this session, Hastings Mutual will take attendees through the journey of the Agency Book of Business – from ideation, creation, implementation, and evaluation.

Melissa Eberhardt, CIC, AU, AIS
Regional Development Manager
Hastings Mutual Insurance Company

Randy Sykes
IT Director, Data & BI
Hastings Mutual Insurance Company

1:55 – 2:40 p.m.

Agent Panel Discussion
The success of the company/agency relationship is an integral part of our industry, so it is important to be tuned into what agents want and need to create successful partnerships. This candid discussion will allow participants to hear directly from a diverse panel of agents about what they look for in carrier partners and how to improve relationships with direct and independent agents.

Justin M. Smith CIC, CRM
Agent
Hummel Winters Insurance

Shah Brionez
Personal Lines Manager
A Insurance Agencies

Kelly Hudson
Marketing & Communications Director
Mt. Pleasant Agency - Central Insurance

Meg McKeen, Moderator
Founder
Adjunct Advisors LLC

2:45 – 3:30 p.m.

Roundtable Discussions
Join fellow communications and marketing professionals for roundtable discussions during which you can share knowledge, brainstorm solutions, and offer advice.


COMMUNICATIONS AND MARKETING WORKSHOP

October 18-19, 2022

Subject to change without notice. All times listed are in Eastern Standard Time.

Tuesday, October 18
12:30 – 1:00 p.m.

Pre-Event Networking in the Meeting Hub

1:00 – 1:50 p.m.

NAMIC Welcome and Keynote Address: Bring Your Marketing to the Next Level by Debiasing… Yourself
This interactive session will spark self-reflection on how we, as marketers and salespeople, are imperfect humans. Just like our customers, we may not always make rational decisions. Through vivid examples from the property/casualty insurance context – such as digital ads, website content, and sales conversations – and the audience’s own data – via live polling and a pre-event survey – this session will bring to life a core set of biases with an emphasis on those pertaining to overconfidence. During the second half of the session, the speaker will walk attendees through popular debiasing techniques used by academics and industry organizations alike, encouraging each member of the audience to pick one and commit to implementing it.

Linnea Gandhi
Lecturer & Researcher
Wharton

1:50 – 2:00 p.m.

Networking and Stretch Break
Take this opportunity to connect with fellow attendees in the Meeting Hub. Send a chat, make a call, or schedule a meeting with someone new. Need to stretch your legs? This is your chance to step away for a moment before diving back into sessions.

2:00 – 2:50 p.m.

Building a Better Partnership: How to Improve Buy-in and Alignment Between Marketing and Sales
Are your marketing/communications and sales teams siloed or not communicating as regularly as your company needs them to be to be most effective? Communications professionals must be deliberate about how they build and maintain the marketing/communications and sales partnership to meet their mutual goals, especially in the era of hybrid and remote work.

Session attendees will hear how Western National’s cross-departmental teams have worked together to build buy-in and deliver mutual benefit to the organization’s bottom line. Attendees will leave this session with actionable takeaways for building influential peer-like relationships with colleagues at all levels in the sales department – as well as stakeholders in other key departments – to support the ease with which they accomplish goals together.

Steve Norman, CPCU, M.A., AIT
Senior Vice President – Customer Experience & Communications
Western National Insurance Group

Nick Lukson, MBA, CPCU, ARM, AIM, AAI, AU
Senior Vice President, Marketing & Agency Sales
Western National Insurance Group

2:50 – 3:00 p.m.

Networking and Stretch Break

3:00 – 3:50 p.m.

Breakout Sessions

  1. Using Agent Feedback to Drive Innovation and Build Relationships

    Olivia Schmitt
    Operations Manager
    Catalyit, LLC

  2. Strategic Giving as a Marketing and Recruiting Advantage
    Framing companies' identities is a constant challenge when marketing our lines of insurance. Through strategic giving, companies can influence their primary stakeholders: policyholders, agents, employees, and the future workforce. We all know younger workers are looking for meaning in their career choices. Through strategic giving that aligns with business objectives and engenders an outward focus, companies can use their charitable and sponsorship dollars to greater effect – and then amplify the purpose of their strategy. The MEMIC Group giving strategy will be used as a case study to illustrate the impact and the potential for making the most of your chosen focus.

    Tony Payne
    Senior Vice President – External Affairs
    The MEMIC Group

3:50 – 4:30 p.m.

Roundtable Discussions
Join fellow communications and marketing professionals for roundtable discussions during which you can share knowledge, brainstorm solutions, and offer advice.

Wednesday, October 19
11:30 a.m. – 12:00 p.m.

Pre-Event Networking in the Meeting Hub

12:00 – 12:45 p.m.

Get Engaged and Say “I Do to EQ” to Make Storytelling Your Policy
People don’t buy insurance; they buy the feeling of security that insurance provides. But selling a feeling isn’t easy. When you understand how storytelling moves people’s emotions to drive transitions, you will have a tool to engage and develop connections with your customers and partners that will keep them coming back. This keynote will help attendees become better storytellers to take their businesses to the next level. Attendees will leave with tips on how to tell a story to sell their brands and how to use emotional intelligence to encourage teams to live the brand internally and externally.

Heather Zell
President & CEO
PrepTalk LLC

12:45 – 1:00 p.m.

Networking and Stretch Break

1:00 – 1:45 p.m.

Breakout Sessions

  1. Productivity Hacks for Content Creators
    Maybe you are a marketing team of one. Maybe you manage a team of a few professionals who each wear many marketing hats. Either way, never-ending task of grinding out creative content that is good enough to inform, engage, and be shared is overwhelming. During this session, you will find what you’ve been looking for: more than 30 ways to do more and better writing with less time and staff, find inspiration for content ideas, and get rid of distractions.

    Amy M. Biemiller
    Partner
    Lightstream

  2. Engage Customers, Generate More Leads, and Prove Your ROI
    The buyer’s journey has changed forever. Because of this, prospects, policyholders, and the intermediaries involved in the complex insurance distribution matrix are much further through the journey before they seek interaction with your brand. Understanding and capitalizing on this journey affects the success of your organization’s entire marketing and sales strategy as well as the ability to create and prove return on investment. Jim Flynn with ONEFIRE will share concepts that can be used to create a more effective digital strategy that will attract, engage, retain, and delight customers and agents. He will take you through the how-to components for understanding and building an online strategy that works and is able to track a return on your marketing investment. He will walk through a diagnostic that can help determine the current state of your digital marketing infrastructure and provide significant considerations to drive your success and ROI.

    Jim Flynn
    Executive Vice President, Chief Brand Strategist
    ONEFIRE

1:45 – 2:00 p.m.

Networking and Stretch Break

2:00 – 2:30 p.m.
  1. Selling the Unseen – A Conversation With Meg McKeen
    Insurance is a language so few people ever learn to speak. We can't touch it. We can’t see it. And when we actually need to use it? Well, it's usually during a stressful time. Many emotions arise in the process of buying insurance. During this conversation-style session Meg McKeen will uncover some of the most common hesitations insurance buyers have today, identify modern methods to communicate the unique value your organization provides to your agents and policyholders, and hold space for honest dialogue about the challenges attendees experience.

    Meg McKeen
    Founder
    Adjunct Advisors LLC

    Katie Gouldner, Moderator
    Public Relations & Marketing Communication Specialist
    Millers Mutual Insurance Company

  2. Beginner’s Guide to Search Engine Optimization (SEO)

    Laura Packard
    Senior Vice President
    Aartrijk

2:30 – 2:40 p.m.

Networking and Stretch Break

2:40 – 3:30 p.m.

Agent Panel Discussion and Closing Remarks
The success of the company/agency relationship is an integral part of our industry, so it is important to be tuned into what agents want and need to create successful partnerships. This candid discussion will allow participants to hear directly from a diverse panel of agents about what they look for in carrier partners and how to improve relationships with direct and independent agents.

Bradley W. Mantzell, CPCU, CIC
Vice President/Certified Risk Architect
Gilbert’s Risk Solutions

Ariel Rivera
Founder
Deer Insurance Agency, LLC

Matthew T. Simon
President
Coverlink Insurance

Meg McKeen, Moderator
Founder
Adjunct Advisors LLC

Contacts

LeeAnn Kessler
Executive Assistant – Member Experience

317.875.5250

  LeeAnn

Corporate Event Sponsor:

GenRe