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Schedule of Events

Registration for the April 22-23 ACT Meeting Opening Soon!

Location: the Rosen Centre, Orlando


View ACT Meeting Attendee Insider Here

Meeting Agenda Available Here 

Not an ACT-sponsoring carrier or vendor, but want to get involved? 

Contact: Ron Berg, Executive Director. 


The ACT Meeting covers a wide range of technology-focused topics for agents, insurers, and vendors, including:

In-depth breakout discussions several our ACT Work Groups including; Security Issues/Cyber, Customer Experience, Strategic Future Issues, APIs. Interactive discussions on critical and emerging topics like AI vs. Machine Learning, Authentication, Driving top staff performance, actionable intelligence through agency metrics, and much more!

ACT Meeting registration is FREE for all independent agents and brokers, as well as ACT Company Partners.



Prior October 2019, ACT Meeting Session Breakdown

The Third Wave of Insurance

Haley Smith, State Auto Labs

Haley will share State Auto Labs' dedication to searching out and investing in new technology provider solutions such as Machine Learning, Artificial Intelligence, and 3D processing.  Haley will also discuss the three revolutions we have gone through in our industry.


ACT Work Group Breakouts APIs, Customer Experience, Security Issues, and Strategic Future Issues

We will have two concurrent breakouts on two Work Groups to give insights on their progress and obtain participant input on critical strategic planning & resources for the ACT Work Groups.


Using Tech to Create a Self-Propelled Motivational Cycle

Seth Preus, Mivation

Seth will share how technology can not only improve workflows but truly enhance productivity in our businesses for agents, carriers, and vendors.


$20 Million Insurance Agency Best Practices

Dr. Billy R. Williams, Ph.D., Inspire A Nation

In 50 minutes, Dr. Billy R. Williams, President of the Williams Family Investment Group and Inspire a Nation Business Mentoring, will share 20 different insurance agency best practices with you.

Each task or process that Inspire a Nation recommends as a Best Practice had to generate or save an agency at least $1,000,000 (One Million Dollars) in a 36 month period.

The Communications Challenge (Town Hall-style Panel)

Peter van Aartrijk, moderator

In this panel consisting of two agency reps and two insurance company reps, we will address the common hurdles with communications between agents, carriers, and customers.


Cyber Resources for IAs The Coalition

Jason Bucher and Carla McGee

In this session, Jason and Carla will share the critical E&O concerns around cybersecurity and resources to help independent agents.


Industry Passwords

Irv Kantar, ID Federation

This session will provide insights on industry progress toward a single sign-on initiative to reduce agency and carrier pain points and bring us all to a more cyber-secure environment.


Digital Journey Town Hall 

This collaborative session will have industry panelists sharing their focuses on a truly digital business environment - binding online, mid-term policy management, and other critical ease of business agency improvements.



 High-Level ACT Meeting Schedule: 

Wednesday, October 23, 2019

ACT Welcome Luncheon  -  Fort Worth Foyer 5

11:30 a.m. - 12:30 p.m.

ACT Meeting, Day 1  -  Forth Worth Ballroom 5-8

12:30 p.m. - 5:30 p.m.

ACT Networking Event  -  Houston St. Bar & Patio; 902 Houston Street                                           
** Prior to Small Group Dinner Meetups       

6:00 p.m. - 7:00 p.m..


Thursday, October 24, 2019

ACT Breakfast  -  Fort Worth Foyer 5

7:30 a.m. - 8:30 a.m.

ACT Meeting, Day 2  -  Forth Worth Ballroom 5-8                                                                        

8:30 a.m. - 1:00 p.m.


Future ACT Meeting Dates/Locations:

ACT co-locating with HawkSoft User Group | Wed & Thurs, April 22-23, 2020Orlando

ACT co-locating with Applied Net | Tue & Wed, September 22-23, 2020 - Nashville

​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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