maximize up...carlos (eddie) riveiro seve spruill john tribble christine washington big “i”...

Maximize Your Agency Growth

January 14-15 | New Orleans

Through Diversity & Inclusion.

Thank You to our Sponsors!Level Up Agent Summit Event Sponsors

Big “I” Diversity Council Sponsors

2020 Big “I” Level Up Agent Summit D I V E R S I T Y C O U N C I L .

Welcome to Level Up.Greetings!

Big “I” Diversity Council Chair

It’s my honor to welcome you to New Orleans and our first business and inclusion conference, the Big “I” Level Up Agent Summit! What does it mean to level up? When you level up you take the next step toward your goal. It doesn’t have to be a monumental leap, but it does take determination and a growth mindset. By joining us today, you’ve taken the next step toward a more inclusive and innovative organizational culture.

Since the inception of the Big “I” Diversity Council, we’ve crafted resources to help the independent agency distribution force serve insurance consumers of today and the future. However, there is still work to do to remain competitive in the current and future global economy.

At the Big “I” Level Up Summit you will also discover innovative and creative ways to attract and maintain a diverse workforce. In addition, our goal is to help

you develop leaders and encourage employee engagement at all levels in your organization.

This event is intentionally designed to equip you with tools, information and resources to build and maintain a diverse workforce and grow your company. You’ll learn to find the sweet spot where innovation flourishes. Please network with our speakers, Council members and peers who are all here to learn and share.

The focus of the summit is YOU, which means your participation is the key to your success. So, thank you for deciding to Level Up!

Agent Members

Bennie Jones, Chair

Cynthia Cabaza

Andrew Chong

Mel Evans

Rene Hernandez

Brandon Okita

Company Representatives

Marisa Afzali

Michelle Berry

Robert Brodersen Patricia Brown

Rhonda Burns

Bruce Carter

Camilla Collins

Renee Collins

Emma Corcoran

Monica Jenkins

Cedric (Greg) Francis

Dana Garcia

Kristene M. Hawk

Janice Jensen

Susan Johnson

Carla Laracuente

Clive McCarthy

Kristin Nease

Jeff Ogard

Alexandra Oles

Robert Redden

Carlos (Eddie) Riveiro

Seve Spruill

John Tribble

Christine Washington

Big “I” Executive Committee Liaison

Joseph Leahy

State Executive Liaison

Bryan Bernier

Staff Liaisons

Whitnee Dillard

Madelyn Flannagan

Bennie JonesD I V E R S I T Y C O U N C I L .

Table ofContents.

2 Schedule at a Glance

4 Opening General Session

18 Lunch General Session

30 Closing General Session

40 Resources

TUESDAY JANUARY 14, 2020

4:00 PMRegistration Opens

Galerie 6, 2nd Floor

5:15 PMWelcome Reception

St. Charles Room, 41st Floor

7:15 PM

Dutch Dinner Meetups(Offsite, Refer to Mobile App)

Diversity Council Carrier Dinners(Exclusively for Agents)

2

WEDNESDAY JANUARY 15, 2020

6:30 AMRegistration Opens

Galerie 6, 2nd Floor

7:00 AMNetworking Breakfast

Mardi Gras Ballroom Salon D-E, 3rd Floor

8:00 AM

Opening General SessionMardi Gras Ballroom Salon D-E, 3rd Floor

Keynote: Building a Culture of Diversity and Inclusion,Presented by Stephanie Piimauna

9:40 AM

Are You Plugged In? Engaging Multicultural

Networks

Balcony I-J, 4th Floor

Leveraging the 5 Generations in the

Workplace

Balcony L, 4th Floor

Succession Planning: Kickstart

Your Next Steps

Balcony M, 4th Floor

Tech Your Agency: Key Tools to Increase

Productivity

Mardi Gras Ballroom, Salon F-G, 3rd Floor

10:50 AM

Attracting and Retaining Diverse

Talent *


Marketing Made Simple for Inclusive

Sales


Women Who Lead

Remarkably *


Insuretech 101: The Lastest In Insurance

Technology


12:00 PM

Lunch General SessionMardi Gras Ballroom, Salon D-E, 3rd Floor

Keynote: The Next America: The Business Case for Diversity and Inclusion, Presented by Paul TaylorFireside Chat: Next in Line Gen Z, Presented by Noelle Codispoti

2:10 PM

Attracting and Retaining Diverse

Talent *


The Buying Power of Multicultural

Markets


Women Who Lead

Remarkably *


Avoiding Employment Practices Liability

Landmines


3:20 PM

Closing General SessionMardi Gras Ballroom, Salon D-E, 3rd Floor

Keynote: INCLUSIVITY: The Key to Taking Your Agency to the Next Level, Presented by Amber CabralCarrier Panel: Exploring Industry Diversity Equity and Inclusion, Moderated by Leroy Nunery, Ph.D

5:15 PMSummit Celebration and Exhibit Hall

Grand Ballroom Carondelet, 3rd Floor

7:15 PMPost-Conference Dutch Dinner Meetups

(Offsite, Refer to Mobile App)

*This session is repeated.

3

OPENING GENERAL SESSION.

THOUGHTS TO PONDER

5

Connect your “head” (business acumen) and “heart” (passion and meaning) of your diversity and inclusion strategy with Stephanie Piimauna, executive director, diversity and inclusion, MGM Resorts International. Recognized by Forbes Magazine as one of the World’s Best Employers, the organization began its focused approach on diversity and inclusion in 2000 and now you get to hear the story. Get energized, inspired, and committed to diversity and inclusion and leave with strategies to create a culture of growth, development, retention, and engagement.

1. True inclusion never forgets the “D” in diversity.

2. Diversity and inclusion is legacy work! You will break social and economic cycles for people.

3. Diversity and inclusion is more than an occupation, it is a calling.

4. Diversity and inclusion drives REAL business results (market share, sales, recruitment, retention, innovation).

STEPHANIE PIIMAUNA Diversity and Inclusion Executive Director MGM Resorts International

Fun Fact: Stephanie won a dating contest on the radio 17 years ago and the prize was a date with the host of the radio show. They have been married for 15 years now!

Bio: For nearly 20 years Stephanie Piimauna has been facilitating leadership training and delivering motivational speeches for organizations across the globe. She helps develop diversity and inclusion strategies that impact recruitment, retention, client and employee experiences.

linkedin.com/in/stephaniepiimauna

Building a Culture of Diversity and Inclusion8 AM | Mardi Gras Ballroom Salon D-E, Third Floor

OPENING KEYNOTE.

INSIGHTS. TAKEAWAYS.

2020 Big “I” Level Up Agent Summit

6

D I V E R S I T Y C O U N C I L .

QUESTIONSHow can I be an advocate or ally for others?

What can I implement at work/home?

What are some of my own biases when it comes to diversity and inclusion. What am I willing to do about them?

What can I do to influence positive change?

“Out of your vulnerabilities will come your strength.”

Sigmund Freud.


7


Deloitte’s Six Signature Traits of an Inclusive Leader

of an

Inclusive Leader

Signature Traits

The

COGNIZANCE

CURIOSITYCOURAGE

CULTURAL INTELLIGENCE COMMITMENT

COLLABORATION


8


NOTES


9


9:40AM - 10:40AM BREAKOUTSARE YOU PLUGGED IN? ENGAGING MULTICULTURAL NETWORKS Balcony I-J, 4th Floor | Sales & Marketing

As the saying goes it’s not what you know, but who you know. Get to know a few key multicultural industry groups and the value they can bring to your agency.

MODERATOR: Clarissa Preston, CIC

National Council on Compensation Insurance (NCCI)

David J. LouieDavid J. Louie, Inc

Chinese American Insurance Association Board Member

Jerald L Tillman, LUTCFJL Tillman Insurance Agency, LLC

National African American Insurance Association Founder

Lissette Perez LP Insurance Associates

Latin American Association of Insurance Agents President Elect

LEVERAGING THE 5 GENERATIONS IN THE WORKPLACE Balcony L, 4th Floor | Agency Management

For a company and its people to be poised for long-term success and sustainable growth there must be a healthy workplace culture and leadership that recognizes a multi-generational workforce as its greatest asset. Learn ways to bridge the generational divide within your workplace and achieve the end goal – increased productivity and employee retention.

PRESENTER:Ashlee Davis

Vice President, Diversity & Inclusion Senior Manager,

AllianceBernstein

1. Foster a culture of inclusivity.2. Avoid stereotyping a person or generation.3. Refrain from a “one-size-fits-all” approach.4. Avoid viewing talent with an expiration date in mind.5. Remember change is inevitable so embrace it.

KEY INSIGHTS.

10

TECH YOUR AGENCY: KEY TOOLS TO INCREASE PRODUCTIVITY Mardi Gras Ballroom, Salon F-G, 3rd Floor | Sales & Marketing, Leadership

The latest and greatest tech tools of today will be replaced by something even greater tomorrow. Learn about new, cool tools to enhance productivity from a few “techie” professionals.

SUCCESSION PLANNING: KICKSTART YOUR NEXT STEPS Balcony M, 4th Floor | Leadership, Agency Management

Learn key measures you should have in place whether looking to transition your agency soon or protect its viability in the event of an unforeseen circumstance.

Aubrey BranchCEO,

Branch-Hernandez & Associates

MODERATOR:Chris Cline

Distribution Specialist Leader, Westfield Insurance

Sarah Brown, CIC, CRM, AFISPresident and CEO,

Keller-Brown Insurance Services

Jesse Konold, CIC, AFIS Producer & Partner,

Key Insurance

Dean Mayfield President,

Mayfield Insurance

MODERATOR: Paul Peeples

Vice President and Chief Information Officer,

FAIA

Ron BergExecutive Director, Agents Council for

Technology

Syd RoeChief Marketing Officer,

b atomic

Billy WilliamsPresident & CEO,

Inspire a Nation Business Mentoring


11


“Doing the best at this moment puts you in the best place for the next moment.” Oprah Winfrey.

9:40AM BREAKOUTWhich session are you attending?

What did you learn?

What question/thoughts do you have going into the session?



12


David: Familiarize yourself with etiquette specific to different cultures. An action considered commonplace in one culture can be insulting or rude in another.Jerald: Effective networking is understanding that it is not who you know that’s important, but who knows you.Lissette: Stepping out of your comfort zone is when success happens. Be engaged, get involved!

KEYS TO NETWORKING.

Aubrey: Stay the course—change is inevitable.Sarah: For families—Never lose sight that while there are two parties, it’s still one family and no amount of money can repair a damaged relationship or failed transaction.Jesse: Learn to lead personalities, not employees.Dean: The bamboo tree must be nurtured daily, takes 5 years to sprout, then it grows 90 feet in 5 weeks. It takes time and effort to be an overnight success.

SUCCESS TIPS.

Sydney: Virtual Agent, Video ProposalBilly: E-Signature Declined Coverage Form, Electronic Business Card, Online Appointment Scheduling ToolRon: ACT Agency Disaster Plan, ACT Cyber Guide 2.0 and ACT Customer Experience Checklist

TECH TIPS.

NOTES


13


10:50AM - 11:50AM BREAKOUTSATTRACTING AND RETAINING DIVERSE TALENT Balcony I-J, 4th Floor | Leadership

Many business leaders want to identify as a diverse and inclusive workplace, but getting there presents challenges. Discover what it takes to build and sustain a diverse and dynamic team. *This session is also provided in the afternoon.

Quincy BranchPresident & CEO,

Branch Benefits Consultants

MODERATOR:Clive McCarthySales Manager,Liberty Mutual

Christopher Didomizio, SPHR, SHRM-SCP

Senior Vice President,Chubb

Angela Lapp-Johnson Principal,

Catalyst Recruiting and Consulting

Rebekah Ratliff President,

Capital City Mediations

MARKETING MADE SIMPLE FOR INCLUSIVE SALES Balcony L, 4th Floor | Sales & Marketing

It’s been said that good marketers see consumers as complete human beings with all the dimensions of real people. Get ready to explore a more accurate way to represent potential customers providing a strong predictor of what they are likely to do - no doubt a critical benefit for the marketing function.

PRESENTER:Marcus Collins

Chief Consumer Connections Officer,Doner Advertising

1. Demographics and psychographics do not accurately describe people.

2. Understand the cultural makeup (customs, traditions, attitudes, values, norms) of your consumer’s network. This is a better reflection of what is likely to influence his or her decisions.

3. With this in mind, inclusive sales become a factor of network diversity not gender and racial stereotypes

KEY INSIGHTS.

14

INSURETECH 101: THE LATEST IN INSURANCE TECHNOLOGY Mardi Gras Ballroom, Salon F-G, 3rd Floor | Technology, Agency Management

Learn the fundamentals of insuretech and what emerging insurance technologies will provide the most opportunities for independent agents.

1. Insuretech refers to the use of technology innovations to squeeze efficiencies out from the current insurance industry model.

2. Accelerators focusing on insuretech are increasingly popping up, and existing ones are also creating insurance-themed programs. They offer mentorship, educational components, and potential funding for start-ups.

3. Incubators are a combination of business development processes, infrastructure and people. They’re designed to help create and grow new businesses by providing financial and technical services, office space, training, etc.

KEY INSIGHTS.

PRESENTER: George Woods

Senior Vice President of Global Strategic Advisory,

Guy Carpenter & Company, LLC

WOMEN WHO LEAD REMARKABLY Balcony M, 4th Floor | Leadership

Let’s unpack self- and environmentally-imposed obstacles women continue to face. Hear “how-to” advice from women throughout history and a few remarkable independent insurance agent women leaders. *This session is also provided in the afternoon.

MODERATOR: Sara Bradshaw Ray, CIC

President and CEO,SynerDynamics Group LLC

Amber Bosma, CIC, CISRPrincipal and Vice President,

Prins Insurance Inc.

Cynthia CabazaVice President,

Shepard Walton King Insurance

Jana Foster Agency Owner & Producer,

Nevada Insurance Agency Co.

“The way to get started is to quit talking and begin doing.” Walt Disney.


15


“Everything is figureoutable.”Marie Forleo.

10:50AM BREAKOUTWhich session are you attending?

What did you learn?




16


NOTES

Quincy: Before looking outward, look inward. The diverse talent you seek needs to first be able to identify with something or someone with your organization.Christopher: Attracting and retaining talent is a shared responsibility in which every team member is a talent ambassador both internally and externally.Angela: When meeting new people don’t make assumptions. Instead of asking about a husband or wife, ask about a spouse.

Amber: Empower others and always be moving the needle!Cynthia: Leaders should never be satisfied. They must always strive to improve and build that mindset into the team until this becomes the culture, the new standard.Jana: Enlighten and inspire your team to fuel with positive energy to perform at their highest potential!

TALENT INSIGHTS.

LEADERSHIP TIPS.


17


LUNCHGENERAL SESSION.

THOUGHTS TO PONDER

19

Paul Taylor will discuss how consumer-facing brands have become social justice warriors in the past few years. Attendees will be shown a series of recent ad campaigns from Fortune 500 companies that will challenge your thinking and expand your horizons. We will also breakdown and analyze current demographic data and attitudinal surveys to see how the country is changing and why agents should identify their own brands to thrive in the future.

1. Rapid demographic and social change have created an America in which young and old are more different from each other than any generations in our history.

2. Today’s old skew white and conservative; today’s young skew non-white and progressive. The young believe racial boundaries are porous and gender identities are fluid.

3. Young women today outpace young men in their educational achievements and career aspirations.

4. All consumer-facing businesses and professions will need to adapt to these new social norms.

PAUL TAYLORAuthor, “The Next America: Boomers, Millennials and the Looming Generational Showdown.”

Fun Fact: I was once visited in the hospital by (drum roll, please) Nelson Mandela!

Bio: Paul Taylor’s book draws on his work at the Pew Research Center, a non-partisan fact tank that provides information on the issues, attitudes and trends shaping America and the world. He served as the center’s executive vice president from 2003 to 2014 and led the demographic, social and generational research.

The Next America: The Business Case for Diversity and Inclusion12 PM | Mardi Gras Ballroom Salon D-E, Third Floor

LUNCH KEYNOTE.


linkedin.com/in/paul-taylor-dc


20


QUESTIONSWhat should you know about the values and behaviors of today’s teenagers and twenty-somethings?

What should you know about the values and behaviors of today’s teenagers and twenty-somethings?

How do today’s young evaluate risk?

What should you know about the economic circumstances and aspirations of this coming-of-age generation?

“The greatest glory in living lies not in never falling, but in rising every time we fall.”

Nelson Mandela.


21


Pew Research Center 2015 report


22


NOTES


23


Next in Line, Gen Z12 PM | Mardi Gras Ballroom Salon D-E, Third Floor

FIRESIDE CHAT.

NOELLE CODISPOTIPresident and CEO Gamma Iota Sigma

Whether they are your next customer or employee, hear from a panel of Gen Z future insurance professionals and broaden your understanding of what is said to be the fastest-growing generation in both the workplace and marketplace.

Noelle Codispoti leads the strategic direction of Gamma Iota Sigma (GIS), the insurance industry’s premier collegiate talent pipeline with a growing network of more than 5,000 student members and 25,000 alumni from chapters at over 85 colleges and universities throughout North America.

INSIGHTS.

Gen Z is born between 1995 and 2015,

nearly 74 million live in the U.S.Gen-Z will surpass

millennials in 2019 as the most populous

generation, comprising roughly 32 percent of

the population. *Bloomberg

Compared to millennials, Gen Z is 55% more likely

to want to start a business. *Smallbiztrends.com

ALL EYES ON GEN Z.


24


NOTES

Vitor Belfort.“Legacy is not what I did for myself. It’s what I’m doing for the next generation.”


25


2:10PM - 3:10PM BREAKOUTSATTRACTING AND RETAINING DIVERSE TALENT Balcony I-J, 4th Floor | Leadership

Many business leaders want to identify as a diverse and inclusive workplace, but getting there presents challenges. Discover what it takes to build and sustain a diverse and dynamic team. *This session is also provided in the morning.

N.Z. BryantPresident & CEO,

Patterson-Bryant, Inc.

MODERATOR:Clive McCarthySales Manager,Liberty Mutual

John Tribble, MBA, CPCUVice President and Chief Administrative Officer,

Church Mutual

Angela Lapp-Johnson Principal,

Catalyst Recruiting and Consulting

Rebekah Ratliff President,

Capital City Mediations

THE BUYING POWER OF MULTICULTURAL MARKETS Balcony L, 4th Floor | Sales & Marketing

Don’t miss opportunities in underserved multicultural markets. Learn about the changing marketplace and the first steps you can take to provide much needed service and grow your business. We will take a deep dive into the following questions: What is the opportunity? Where do I start? How do I execute? Get ready to push your book of business forward in these explosive growth markets!

PRESENTER:Vince Vitiello

President and CEO,New America Marketing

1. The largest growth in the U.S. economy is occurring in minority markets.

2. The combined buying power of African Americans, Asian Americans and Native Americans is estimated to be $2.4 trillion.

3. The Hispanic market controls the largest minority buying power at $1.5 trillion.

KEY INSIGHTS.

26

AVOIDING EMPLOYMENT PRACTICES LIABILITY LANDMINES Mardi Gras Ballroom, Salon F-G, 3rd Floor | Agency Management

While retaliation is the top reason most employees sue, race, sex, disability and age follow closely behind. Learn the most common employment practice liability claims and simple steps you can take to protect you, your agency and your clients.

WOMEN WHO LEAD REMARKABLY Balcony M, 4th Floor | Leadership

Let’s unpack self- and environmentally-imposed obstacles women continue to face. Hear “how-to” advice from women throughout history and a few remarkable independent insurance agent women leaders. *This session is also provided in the morning.

MODERATOR: Sara Bradshaw Ray, CIC

President and CEO,SynerDynamics Group LLC

MODERATOR: Victoria Learned-Fenty,

AINS, AIS, AU Senior Underwriter,

Chubb

Eileen Frank, CPCUPresident,

JP West

SESSION LEADER:Monica Martinez-Jenkins

Senior Commercial Business Consultant,

Allstate

Denise JohnsonPresident & CEO,IIA of Oklahoma

Maria E. Abate, EsqAttorney and Shareholder,

Colodny Fass

Jill Roth Executive Vice President,

Ahart, Frinzi & Smith

Thaddeus A. Harrell Associate Attorney,

Hinshaw & Culbertson LLP


27


“No company can afford not to move forward. It may be at the top of the heap today but at the bottom of the heap tomorrow, if it doesn’t.” James Cash Penney.

2:10PM BREAKOUTWhich session are you attending?

What did you learn?




28


Eileen: You have power! Use it! Make a positive, constructive, productive difference with thought, word and action. Denise: If nothing changes, nothing changes.Jill: When at work, work hard. When at home, love hard.

LEADERSHIP TIPS.

Maria: Listen carefully to your employees, and remember there is no such thing as an informal complaint. Thaddeus: If an employee decides to give their notice, treat them with respect and dignity – avoid things such a “perp walk” or “rude comments” due to your own displeasures.

LEGAL TIPS.

N.Z.: As Mahatma Gandhi said, “Our ability to reach unity and diversity will be the beauty and the test of our civilization.”Rebekah: Education in our industry has to begin as EARLY as possible. When a person is educated about the opportunities in insurance, you can attract them to the many disciplines and careers.John: Understand the culture of the individuals that you are endeavoring to attract and participate in diverse, professional organizations.

TALENT INSIGHTS.

NOTES


29


CLOSING GENERAL SESSION.

THOUGHTS TO PONDER

31

Get ready to move your agency forward with tactics and strategies from Fortune 500 diversity strategist Amber Cabral. Shift your mindset and raise your own awareness of some of your unconscious biases so we can implement easy solutions to better navigate the world of inclusivity.

1. Use inclusive language – Use gender inclusive language and titles. Make sure you use a broad range of references when giving examples to connect to varied interests.

2. Actively seek diversity – When hiring, promoting or assessing talent, put on your inclusion hat. Consider asking yourself, “who is missing?”

3. Ask mindful questions – Use broad inquiries as an opportunity to invite participation and establish meaningful connection.

4. Speak up without laying blame – Don’t let inappropriate behaviors or messages slide, say something. Keep a few techniques in your pocket that help you speak up without laying blame.

5. Be prepared to apologize – We all make mistakes and missteps when navigating a world of differences. Be prepared to deliver a meaningful apology if you unintentionally offend.

AMBER CABRALFounder and Principal Consultant Cabral Co.

Fun Fact: I was born on April Fool’s Day and have thus rebranded it as “Amber Fool’s Day”.

Bio: Amber Cabral is a leading business consultant focused on helping organizations, educational institutions and athletics programs create and execute strategies to achieve sustainable leadership and inclusion objectives.

linkedin.com/in/ambercabral

INCLUSIVITY: Your Key to Taking Your Agency to the Next Level3:20 PM | Mardi Gras Ballroom Salon D-E, Third Floor

CLOSING KEYNOTE.



32


“If you don’t like something, change it. If you can’t change it, change your attitude.” Maya Angelou.

What can I implement at home?

What is one small inclusive tactic that you can practice for the next 30 days? How will you hold yourself accountable?

What are some biased behaviors that you may frequently visit?

How do these biases impact inclusivity?

QUESTIONS TIP: Consider discussing these questions in your office, too. Share a time you experienced feeling like you did not belong or like your opinion

didn’t matter. How might you have made others feel this way?


33


An action word requiring you to be mindful, deliberate and intentional about your behavior. It requires thoughtfulness around how to engage and willingness to adjust when behavior isn’t inclusive to create a sense of belonging.

INCLUSION.

Sometimes it helps to take a second look.


34


NOTES


35


Exploring Industry Diversity, Equity and Inclusion3:20 PM | Mardi Gras Ballroom Salon D-E, Third Floor

CARRIER PANEL.

LEROY NUNERY, Ph.DFounder and Principal PlusUltre

Bio: Leroy Nunery’s 40 years of professional experience includes corporate banking and capital markets, higher education, professional sports (National Basketball Association), charter schools, and several years in a family-owned electrical contracting firm, Leroy Nunery & Sons, Inc.

During this session, we will walk through a few leading carriers’ journeys across diversity and inclusion and learn what started them, along with how it has impacted their organizations today. We will also learn about current initiatives industry leaders are working on in the diversity and inclusion space.

INSIGHTS.

Emma Corcoran, MBA, CIC, MIBA, CIOP, CXAP

Agency Development Manager, Selective

Jeff Ogard, CPCU, CIC, CPRMVice President, Liberty Mutual

Eddie Riviero, MBA CLU, CLCSHead of Business Development & Portfolio Underwriting, Westfield


36


NOTES

Jintao Hu.“Diversity in the world is a basic characteristic of human society, and also the key condition for a lively and dynamic world as we see today.”


37


MY GOAL

What can I do by next week?

What can I do in the next 60 days?

What can I do in the next 30 days?

Who can help me along the way?

GOAL PLANNINGA goal without a plan is just a dream. Write your plans below.


38


NOTES

“There is no innovation and creativity without failure. Period.” Brene Brown.


39


Stay up-to-date with our Big “I” Member

RESOURCES.

Training SeriesAN AGENCY TOOLKIT TO GROW YOUR BUSINESS AND GAIN APPOINTMENTS

Register Today!www.independentagent.com/rightstart

Understand and enhance agency operations

Increase employee productivity

Learn how to prepare for company visits

Establish and achieve agency goals

FREE, 4-Part


to people whodon’t look like you.

HOW TOMARKET

Expert Kelly McDonald sharesknowledge and strategies tohelp you create a moreinclusive marketing strategyand grow your business.


41

Independent Insurance Agents & Brokers of America. 127 S. Peyton Street, Alexandria, VA 22314

Empowering Trusted Choice® Independent Insurance Agents.www.independentagent.com

EMBRACE YourINDEPENDENCE.

You’ve made the choice to build your agency on independence, but that doesn’t mean you’re alone. When you belong to the Big “I,” we do some of the heavy lifting so you can focus on what’s important—running your agency.



Build the Agency You Want.



BIG “I” PROFESSIONAL LIABILITY

Access the largest and most stable insurance agents E&O program in the nation. The Big “I” Professional Liability Program offers not just a policy, but a comprehensive program for insurance agents We’ll help you protect your greatest asset--your business.

BIG “I” RETIREMENT SERVICES

Use the Big “I” MEP 401(K), a multiple employer plan, to not only lower your costs but maximize service, consulting, education and more.

BIG “I” EMPLOYEE BENEFITS

Find full service group benefits for your agency including life, short-term and long-term disability, dental and vision.

CONTRACT REVIEWS

The Big “I” office of general counsel reviews agent/carrier contracts and provides guidance to members to help with carrier appointments.

AGENTS COUNCIL FOR TECHNOLOGY

The industry’s leading technology experts provide blueprints on disaster planning, cyber security, customer experience and other emerging trends to help your agency.

WEBSITE AND SOCIAL MEDIA HELP

Our Trusted Choice® brand experts will review your agency website and social media outlets and provide a formula to make them more user-friendly and increase traffic.

DIGITAL REFERRALS

TrustedChoice.com features all Big “I” members for FREE. And with 8 million consumer visits you’ll want to customize your advantage profile for your lines of business and subscribe for exclusive referrals. Be where consumers turn to find independent agents.

Trusted Choice®

Only one brand unites more than 25,000 independent agency locations—Trusted Choice®.

Together we reach more customers, so they understand the importance of using an independent agent for their insurance needs. Marketing is easier when you lean on our free customizable content and reimbursement program.

Independent Insurance Agents & Brokers of America. 127 S. Peyton Street, Alexandria, VA 22314

Empowering Trusted Choice® Independent Insurance Agents.www.independentagent.com

Grow the Agency of Your Dreams.

We’ll Help You Thrive.

BIG “I” MARKETS

Find more than 30 top-tier markets at your fingertips including affluent and standard homeowners, bonds, commercial auto, commercial package policies, community banks, cyber liability, flood, habitational, non-standard homeowners and real estate agents E&O. There are no fees, no volume commitments, and you own your expirations.

BEST PRACTICES

Our research helps agencies boost productivity and refine operations by benchmarking the nation’s top agencies in 6 different revenue categories. Our comparison tools and webinars will help your agency grow.

BIG “I” HIRES

Find and keep the right employees with Big “I” Hires. Download job descriptions and interview resources to help you hire a producer or CSR, or let our partner, Ideal Traits, recruit top candidates for you.

DIVERSITY COUNCIL

Prepare your agency to serve diverse markets through our research, education and resources. In 2020, the Big “I” will host the LevelUP Diversity and Inclusion Conference.

INVEST

How does the next generation learn about careers in insurance? InVEST. Tap into our free education materials and internship guide to attract young professionals to the industry and find your next employee.

YOUNG AGENTS

Our national and state young agent groups offer sales and leadership training and a network for newer employees and agency owners.

INDEPENDENT AGENT MAGAZINE

The award-winning publication hits your desk monthly with insights, analysis and trends to help you work smarter and learn from your peers.

VIRTUAL UNIVERSITY RESEARCH LIBRARY

Find answers to tough insurance questions on the Virtual University, offering in-depth information on commercial and personal lines, certificates of insurance, life-health, forms and more.

ASK AN EXPERT

When you or your staff has a coverge question, where can you turn? Our 50 experts stand ready to answer your complex insurance questions.

LEGISLATIVE AND REGULATORY ADVOCACY

Recently, the Big “I” spearheaded tax relief for pass-through entities and C-corporations, saving money for independent agents everywhere. If you sell crop or flood insurance, know that the Big “I” team is on the front lines working to protect programs important to you and your clients.

BIG “I” LEGISLATIVE CONFERENCE

When you want facetime with legislators in Washington, the Big “I” makes it happen. Each spring, agents hold approximately 400 meetings with legislators and their staff, placing your issues front and center.

Empowering Trusted Choice® Independent Insurance Agents.

independentagent.com/diversity


Independent Insurance Agents & Brokers of America127 S. Peyton Street | Alexandria, VA

THOUGHTS TO PONDER 1: THOUGHTS TO PONDER 2: THOUGHTS TO PONDER 3: 1: 2: 3: 4: 1_2: 2_2: 1_3: 2_3: 1_4: 2_4: 1_5: 2_5: 3_2: 4_2: 5: 1_6: 2_6: 3_3: 4_3: 5_2: 1_7: 2_7: 3_4: 4_4: How can I be an advocate or ally for others 1: How can I be an advocate or ally for others 2: How can I be an advocate or ally for others 3: How can I be an advocate or ally for others 4: What can I do to influence positive change 1: What can I do to influence positive change 2: What can I do to influence positive change 3: What can I do to influence positive change 4: What am I willing to do about them 1: What am I willing to do about them 2: 1_8: 2_8: What can I implement at workhome 1: What can I implement at workhome 2: What can I implement at workhome 3: What can I implement at workhome 4: of an: 1_9: 2_9: 1_10: 2_10: 3_5: 4_5: NOTES 1: NOTES 2: 1_11: 2_11: 3_6: 4_6: 5_3: 1_12: 2_12: 1_13: 2_13: 1_14: 2_14: 1_15: 2_15: 3_7: 4_7: 5_4: 1_16: 2_16: 3_8: 4_8: 5_5: 1_17: 2_17: 3_9: 4_9: Which session are you attending: What questionthoughts do you have going into the session 1: What questionthoughts do you have going into the session 2: What questionthoughts do you have going into the session 3: What questionthoughts do you have going into the session 4: What did you learn 1: What did you learn 2: 1_18: 2_18: What can I implement at workhome 1_2: What can I implement at workhome 2_2: What can I implement at workhome 3_2: What can I implement at workhome 4_2: NOTES 1_2: NOTES 2_2: NOTES 3: NOTES 4: 1_19: 2_19: 3_10: 4_10: Which session are you attending_2: What questionthoughts do you have going into the session 1_2: What questionthoughts do you have going into the session 2_2: What questionthoughts do you have going into the session 3_2: What questionthoughts do you have going into the session 4_2: What did you learn 1_2: What did you learn 2_2: 1_20: 2_20: What can I implement at workhome 1_3: What can I implement at workhome 2_3: What can I implement at workhome 3_3: What can I implement at workhome 4_3: NOTES 1_3: NOTES 2_3: 1_21: 2_21: 3_11: 4_11: 1_22: 2_22: 3_12: 4_12: 5_6: 1_23: 2_23: 3_13: 4_13: THOUGHTS TO PONDER 1_2: THOUGHTS TO PONDER 2_2: THOUGHTS TO PONDER 3_2: 1_24: 2_24: 3_14: 4_14: 1_25: 2_25: 1_26: 2_26: 1_27: 2_27: 1_28: 2_28: 3_15: 4_15: 5_7: 1_29: 2_29: 3_16: 4_16: 5_8: 1_30: 2_30: 3_17: 4_17: twentysomethings 1: twentysomethings 2: twentysomethings 3: twentysomethings 4: comingofage generation 1: comingofage generation 2: comingofage generation 3: comingofage generation 4: How do today 1: How do today 2: today 1: today 2: today 3: today 4: 1_31: 2_31: 3_18: 4_18: 5_9: 1_32: 2_32: 3_19: 4_19: 5_10: 1_33: 2_33: 3_20: 4_20: NOTES 1_4: NOTES 2_4: 1_34: 2_34: 3_21: 4_21: 5_11: 1_35: 2_35: 1_36: 2_36: 1_37: 2_37: 1_38: 2_38: 3_22: 4_22: 5_12: 1_39: 2_39: 3_23: 4_23: 5_13: 1_40: 2_40: 3_24: 4_24: NOTES 1_5: NOTES 2_5: 1_41: 2_41: 3_25: 4_25: 5_14: 1_42: 2_42: 3_26: 4_26: 1_43: 2_43: 1_44: 2_44: 3_27: 4_27: 5_15: 1_45: 2_45: 3_28: 4_28: 5_16: Which session are you attending_3: What questionthoughts do you have going into the session 1_3: What questionthoughts do you have going into the session 2_3: What questionthoughts do you have going into the session 3_3: What questionthoughts do you have going into the session 4_3: What did you learn 1_3: What did you learn 2_3: 1_46: 2_46: What can I implement at workhome 1_4: What can I implement at workhome 2_4: What can I implement at workhome 3_4: What can I implement at workhome 4_4: NOTES 1_6: NOTES 2_6: 1_47: 2_47: 3_29: 4_29: 1_48: 2_48: 3_30: 4_30: THOUGHTS TO PONDER 1_3: THOUGHTS TO PONDER 2_3: THOUGHTS TO PONDER 3_3: 1_49: 2_49: 3_31: 4_31: 1_50: 2_50: 1_51: 2_51: 1_52: 2_52: 1_53: 2_53: 3_32: 4_32: 5_17: 1_54: 2_54: 3_33: 4_33: 5_18: 1_55: 2_55: 3_34: 4_34: didn 1: didn 2: didn 3: How do these biases impact inclusivity 1: How do these biases impact inclusivity 2: How do these biases impact inclusivity 3: How do these biases impact inclusivity 4: 1_56: 2_56: 1_57: 2_57: What can I implement at home 1: What can I implement at home 2: What can I implement at home 3: What can I implement at home 4: 1_58: 2_58: 1_59: 2_59: 3_35: 4_35: 5_19: 1_60: 2_60: 3_36: 4_36: NOTES 1_7: NOTES 2_7: 1_61: 2_61: 3_37: 4_37: 5_20: 1_62: 2_62: 1_63: 2_63: 1_64: 2_64: 1_65: 2_65: 3_38: 4_38: 5_21: 1_66: 2_66: 3_39: 4_39: 5_22: 1_67: 2_67: 3_40: 4_40: NOTES 1_8: NOTES 2_8: 1_68: 2_68: 3_41: 4_41: 5_23: 1_69: 2_69: 3_42: 4_42: 1_70: 2_70: 1_71: 2_71: 3_43: 4_43: 5_24: 1_72: 2_72: 3_44: 4_44: 5_25: NOTES 1_9: NOTES 2_9: 1_73: 2_73: 3_45: 4_45: 5_26: 1_74: 2_74: 3_46: 4_46: 1_75: 2_75: 1_76: 2_76: 3_47: 4_47: 5_27: 1_77: 2_77: 3_48: 4_48: 5_28:

maximize up...carlos (eddie) riveiro seve spruill john tribble christine washington big “i”...

Documents