Oct 7 - 9, 2019 | Chicago, Ill.

Agenda

This conference was really great. I enjoyed the opportunity to speak with the presenters, to meet colleagues from around the country and to learn how others are approaching the same challenges I face day in and day out.

Adam Lane
Communications/Public Relations Specialist
Brethren Mutual Insurance Company

Monday, October 7, 2019
3:00 – 5:00 p.m.

Event Information Desk

3:45 - 8:00 p.m.

Optional Activity

6:00 p.m.

Meet to Eat

Tuesday, October 8, 2019
7:00 a.m. – 5:00 p.m.

Event Information Desk

7:00 – 8:00 a.m.

Breakfast

8:00 – 8:30 a.m.

Welcome and Ice Breaker Activity

8:30 – 9:30 a.m.

General Session

9:30 – 9:45 a.m.

Networking Break

9:45 – 10:45 a.m.

Educational Sessions

  1. Doing More With Less and With Increasing Expectations
    Marketing effectively can become overwhelming, especially when you are a small staff and budget. The good news is that marketing doesn’t have to cost thousands or even hundreds of dollars. Join this session to learn dynamic ways to engage in marketing with spirited enthusiasm and to gain an understanding of what matters most channels and tools matter most. Harness the power and unique opportunity of social media as well as low-budget strategies for marketing while staying ahead and digging deeper for new levels of success.

    Rachel Z. Fisher

  2. Sealing the Gap Between Sales and Internal Marketing
    Most organizations today simply do not create buyer preference. They haven’t cracked the code on building preference well in advance of traditional, “in-person” selling situations (which is too late, given technology’s grant of power to the buyer). Attend this session to better understand the three steps/segments in the typical buying decision process (from the buyer’s perspective), selling the value of your organization by architecting content that supports your value story, and aligning the roles of marketing and sales in outreach and engagement with policyholders.

  3. The Power of Personalization

10:45 – 11:00 a.m.

Networking Break

11:00 a.m. – 12:00 p.m.

Educational Sessions

  1. Creating a Video Content Roadmap
    Video isn’t a one and done piece of collateral anymore. There are hundreds of ways to leverage the power of video across your organization, and this session is going to touch on as many as possible. Once we breakdown the many uses of video, we’ll look at the larger picture – namely: how to build out a budget (and get approval), think through timelines, make it all scalable, and track the success of your video efforts so you can produce more videos in the future.

    Colin Hogan
    Demo Duck

  2. UX Management
    This session will help you understand what an effective User Experience (UX) methodology and process is, the benefits of weaving that process into your business culture from an innovation and ROI standpoint, and the different applications it can effectively have an influence on. This includes the different phases of UX (UX is not UI!), the current state of the field, why your company needs an experienced UX professional at a high level, and how it is influencing the current landscape of the insurance industry.

  3. Agency Co-Branding Solutions

12:00 – 1:15 p.m.

Networking Lunch

1:15 – 2:15 p.m.

Educational Sessions

  1. Google Analytics Simplified: Cutting Through the Clutter to Find Answers to Your Top Marketing Questions
    Google Analytics (GA) is an amazing free tool that shows how visitors find your website and what they do once they are there. But GA contains hundreds of data reports. Which numbers are most important and what do they mean? Stop spending hours in GA without getting anywhere. Let’s simplify GA so you can find critical insights in the least amount of time. Learn what business questions to ask, where to find the answers in GA, and how to interpret your findings.

    Kyle Akerman

  2. Reinventing Our Industry’s Reputation

  3. Content Marketing Roundtable Discussion

    Rachel Z. Fisher

2:15 – 2:30 p.m.

Networking Break

2:30 – 3:30 p.m.

Educational Sessions

  1. Transformative Change – Building Strategic Alignment and Focus to Achieve Results
    Successful transformative change occurs when a business is aligned, focused, and moving forward as a single integrated force. Too often, ambiguity about strategic direction, the reason for the change, or the path to the change creates resistance, slowing down the change and limiting anticipated results. In this interactive session, participants will work with tools to help their organization access the scope of the change, define the performance gap that the change must close, and align on guiding principles that will drive the change.

  2. Understanding Agency Needs

  3. Roundtable/Idea Exchange

3:30 – 3:45 p.m.

Networking Break

3:45 – 4:45 p.m.

Educational Sessions

  1. Marketing to Younger Audiences

  2. Digital Transformation

  3. Roundtable/Idea Exchange

4:45 p.m.

Sessions Adjourn for the Day

5:00 – 6:00 p.m.

Cocktails and Conversations

6:00 p.m.

Meet to Eat

Wednesday, October 9, 2019
7:30 – 11:00 a.m.

Event Information Desk

7:30 – 8:30 a.m.

Breakfast

8:30 a.m. – 9:45 a.m.

Educational Sessions

  1. Customer Journey Mapping Deep Dive

  2. Deep Dive TBA

  3. Roundtable/Idea Exchange

9:45 – 10:00 a.m.

Networking Break

10:00 – 11:15 a.m.

Educational Sessions

  1. Customer Journey Mapping Deep Dive (cont.)

  2. Deep Dive TBA (cont.)

  3. Roundtable/Idea Exchange

11:15 a.m.

Workshop Concludes

Contacts

Julie Bacher
Customer Service Coordinator

317.876.4279

  Julie

Our Event Sponsors:

Guy Carpenter MunichRE & Hartford Steam Boiler
Mutual Boiler Re.