Join us while we discuss
Commercial Lines Download Questions Answered!!!
We will be taking a dive into
Commercial Lines Download
We will have Vertafore Download representation and Carrier Download representatives from
Acadia
MEMIC
Safety
Cincinnati and NetVU Chairman of the Board Joe Clabaugh
Excel Lessons made easy
Excel Tips, Tricks and more
Excel Tips Tricks to help you with your daily routine
Join Larry Hazen for the afternoon session
Big names that make your Excel work like a charm!!
Export / Import
Macros
Pivot Tables
Filters
Have you Imported or/and Exported in your policies??
Way easier than you think!!
Options are under/in..
125/130 Locations/Buildings
Drivers
Vehicles
Inland Marine
Workers Comp
Support our Vendors before going elsewhere!!!
Lorraine Plezia, Accounting Guru
Lorraine Plezia has the Accounting Expertise as to dazzle the best of the best!!
Accounting for a large insurance agency is no easy task but then again that might be why Vertafore had her to do some if their special accounting projects!!!
Come and enjoy Lorraine's Expertice first hand!!
Agency Performance Partners
Kelly Donahue-Piro creator of Agency Performance Partners
joins us with
Time Management as it ties into your Management System
* * * * * *
Quote: "we see a more fundamental reason for not increasing sales: more than half of all agents have never had a single sales training! When a prospective client simply gets a quote without any framing or perspective, the lowest price will usually win. Why wouldn’t it?
Dustin Mooney, Rigid Bits Cyber Security
Dustin talks on Cyber Risks - he has diverse and in-depth experience in information security consulting. He has performed IT security audits for state and government agencies in accordance with OMB and FISMA regulations utilizing NIST standards. He has also performed security assessments on Top Secret projects for the Federal Government. He is an experienced Security Assessor, Penetration Tester, and Forensic Analyst.
Your and Our "Valuable" Vendors and their services
Liberty Mutual Insurance
Thank them for Sponsoring our Monday Morning Breakfast!!! Thanks Liberty/Safeco !!!
WAHVE
Filling the gap between agencies/companies wishing for experienced staff and pre-tired people looking to go back to work
JMK Systems Solutions
Our prefered IT solutions Vendor!!!
Agency Performance Partners
Helping to get your agency or company "attitude" straightend our
Jerry Fox - InsureTech
TowerIQ
Easily standardize and connect your insurance data
Rigid Bits Cyber Security
Rigid Bits provides cybersecurity services to businesses with valuable insight to prevent attacks and can respond immediately to cybersecurity events.
IPFS Premium Finance
Premium finance benefits both insurance agents and account holders, and no one does it better than Imperial PFS®. Our superior technology makes the process simple and 500 Associates nationwide provide the personal attention needed to create a legendary Customer experience.
MMG Insurance
MMG is an innovative Insurance Company with many things that we should listen to and consider in each or our Agencies
Welcome Listen and Thank them for sponsoring your Lunch