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Tech Trends and Resources for the Independent Agent

ACT News

for May 2020

Tech Trends + Resources for the Independent Agent

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Welcome to ACT News!
Special Conference Edition

We've all had to pivot lately - from doing things the 'normal' way, to new ways of interacting and executing.  No different, ACT had to pivot from cancelling our planned in-person meeting April 22 to executing on a one-day virtual ACT Meeting.  And thanks to staff and ACT members, we were hugely successful!

488 individuals registered for our four sessions, with attendees submitting many questions.

In this special edition of ACT News, we feature in-depth overviews of the sessions held on April 22. On-demand recordings, along with PDF versions of each presentation can be found HERE.

Virtual meeting sessions featured in this issue are:
  • Steve Anderson: “Practicing Successful Failure”
  • Becky Schroeder/ITC: “Digital Marketing – The Importance of Being Local”
  • Ron Berg/ACT: “Vital ACT resources”
And as with past meetings, additional highlights will appear in future issues of ACT News.  In our July edition, one article you can look forward to is a deep dive on ‘Cybersecurity from Home’, as presented by Dustin Mooney of Rigid Bits.

BONUS:  This edition also includes bonus articles from Chris Boggs and Carey Wallace with information related to ACT Meeting content.  
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Why Your Firm Should Practice ‘Successful Failure’
Steve Anderson: Practicing Successful Failure
In this truly insightful session, industry icon Steve Anderson discussed the critical need – now more than ever – for our industry to drive forward by understanding the importance of taking intelligent risks that result in valuable learnings.  Steve used several sections from his study of Jeff Bezos’ letter to Amazon shareholders to discuss not only why successful failure is important, but how business at every level can create and execute on clear, strategic plans. Learn More
Be Different! Be Local! Use Your Local Presence as Your Differentiator
Becky Schroeder/ITC – ‘Digital Marketing & The Importance of Being Local’ 
The Queen of Digital Marketing for Insurance Technologies Corporation, Becky has dedicated her ACT Meeting session to clarifying how to improve visibility and traction in the agency's area using available tools. The result: strategically expanding your businesses' reach and service. Learn More
Vital ACT Resources
Ron Berg/ACT
It has never been more crucial to optimize workflows and use the best possible tools for the job – creating an ease of doing business environment that customers not only want – but truly NEED in this time.
In a dedicated session during the April Virtual ACT Meeting executive director for the Agents Council for Technology, Ron Berg, shared some of the most impactful tools agents can leverage.  These have been created by our ACT Work Groups to provide the most benefit agencies and companies during this time.
Learn More
Planning for Your Agency: Data is Key
Carey Wallace - CEO, Data Analytics & Consulting Services, Ohio Insurance Agents/IntellAgents
To be a truly successful agency - today and tomorrow - agencies need the ability to marry relationships, technology, and data.   In this insightful article, Carey Wallace of the OIA state association and IntellAgents walks us through the steps and details needed to really leverage agency data for actionable insights. Learn More
E&O Exposures - Increased When Working from Home?
Christopher J. Boggs -  IIABA’s Executive Director Risk Management and Education.
Focus is key! From an errors and omissions (E&O) perspective, agents cannot lose focus during this disrupted work setup. Working from home does not change the fact that all procedures and processes that apply in the home office also apply at the "home" office.  This article from Big ‘I’s Chris Boggs lays out the key rules to avoid WFH E&O issues. Learn More
And the Winner Is.....
Donna Krieger, VP Insurance Operations at Insurance Advisor in Orlando, Florida is our ACT Meeting Survey giveaway winner!  Donna was randomly chosen from all responses received to our ACT post-meeting survey and received an Amazon Fire HD 8 tablet.

Congratulations Donna!
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Mark Your Calendar

May 31-June 2, 2020
Elevate 2020
Virtual
Pivoted to virtual conference

Sep 9-13, 2020
Big ‘I’ Fall Leadership Conference
Kansas City Marriott Downtown
Kansas City, MO

Sep 21-23, 2020
InsureTech Connect 2020
The MGM Grand
Las Vegas, NV

Oct 29, 2020
ACORD Connect 2020
Swiss Re Americas Headquarters
Armonk, NY

June 9-11, 2020
Summer of Accelerate, powered by NetVU
Virtual
Kick off event

Sep 10-11, 2020
ACT Meeting
With the Big ‘I’ Fall Leadership Conference
Kansas City Marriott Downtown
Kansas City, MO

Sep 21-24, 2020
Applied Net 2020
The Gaylord Opryland Resort & Convention Center
Nashville, TN

Dec 7-9, 2020
DIGIN Digital Insurance Conference
Location TBD
Austin, TX


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