Workshop 3: 

Harvesting Your Book:  Creating Revenue With Contacts You Already Have!
There are only two ways to grow your business – get more customers, or sell more to the customers you already have.  This workshop will show you how to market and sell more effectively to contacts you already have!  You’ll hear from BGA’s who are successfully maximizing their existing client list by identify new opportunities with existing markets; new product lines for existing customers; ideas for data-mining your AMS system; and more.

Moderator:   Michael Gordon, M3Financial, Inc.
Panelists:  John Felton, Tennessee Brokerage Agency
Paul Kasik, American Insurance Marketing Company, LLC (AIMCO)
Jeff Mooers, H.D. Mooers & Co.

 Sponsored by: 

Workshop 4: 

NAILBA Government Affairs Roundtable

With the state of the economy, the legislative and regulatory environment is becoming more and more challenging to the brokerage industry.  New legislation targeting brokerage seems to appear daily, and some of these upcoming regulations could threaten the very existence of the brokerage industry as we know it.  It is CRITICAL that even BGAs from small agencies understand the current regulatory environment.  This workshop will give BGAs an in-depth look at the current regulatory environment; what you need to know; how you need to prepare; and what you can do to affect change.

Facilitator:  Jim Crupi
Panelists:  Alex Del Pizzo, Winning Strategies
Chris Greis, Leaders Partners, Inc.
Leon Huffman, Huffman & Associates

Sponsored by: