After the Handshake: Protecting Deal Value in Independent Agency M&A
Protect agency value through every stage of acquisition integration
Webinar
Agency-Carrier Connections – Unpacked
Agencies weigh in on what it takes for carriers to provide superior service
How Carriers Are Using AI Today: Practical Insights for Independent Agents
A practical look at where carriers are gaining value from AI and how those shifts will affect agents.
You’ve Bought Into AI – Now What?
Learn the essential post‑purchase steps that transform “we bought AI” into meaningful agency impact.
From Pilots to Production: Agentic AI 101
Discover how agentic, insurance‑focused AI is driving real operational impact across the value chain.
Insurance M&A: What Agents & Brokers Can’t Afford to Ignore
What today’s M&A trends mean for the future of agents and brokers.
Where to Start With AI in Your Agency: A Practical Playbook for Early Wins
Actionable guidance to choose your first AI use case, set guardrails, and drive measurable results.
Five-Star Strategy: Mastering Online Reviews with Lift Local
Five-Star Strategy: Mastering Online Reviews with Lift Local Feb. 10, 2026 | 10:30 AM ET Online reviews are today’s word-of-mouth. Learn how to ask for them, manage them, and use…
Intro to ePayPolicy
INTRO TO EPAYPOLICY JAN. 27, 2026 Join us for a walk through of ePayPolicy and their integration partners to show how agencies can automate reconciliation and premium financing workflows. Big…
Insurance Data Intake Demo with Canopy Connect
Insurance Data Intake Demo with Canopy Connect Recorded on JAN. 20, 2026 Canopy Connect offers a fast and accurate way to collect insurance information from prospects through consumer-permissioned sharing. Features…
