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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





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Support our Vendors before going elsewhere!!!

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Lorraine Plezia, Accounting Guru

Dustin Mooney, Rigid Bits Cyber Security

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!!


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Agency Performance Partners

Dustin Mooney, Rigid Bits Cyber Security

Lorraine Plezia, Accounting Guru

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? 

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Dustin Mooney, Rigid Bits Cyber Security

Dustin Mooney, Rigid Bits Cyber Security

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

Liberty Mutual Insurance

Liberty Mutual Insurance

Thank Liberty/Safeco for Sponsoring our Monday Morning Breakfast!!!

Thank them for Sponsoring our Monday Morning Breakfast!!!  Thanks Liberty/Safeco !!!

WAHVE

Liberty Mutual Insurance

Liberty Mutual Insurance

Work At Home Vintage Experts

Filling the gap between agencies/companies wishing for experienced staff and pre-tired people looking to go back to work

JMK Systems Solutions

Liberty Mutual Insurance

Agency Performance Partners

Our preferred total IT Vendor!!!

Our prefered IT solutions Vendor!!!

Agency Performance Partners

Agency Performance Partners

Agency Performance Partners

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Helping to get your agency or company "attitude" straightend our

Jerry Fox - InsureTech

Agency Performance Partners

Jerry Fox - InsureTech

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TowerIQ

Agency Performance Partners

Jerry Fox - InsureTech

Insurance data, standardized.
Easily standardize and connect your insurance data to AMS System

Easily standardize and connect your insurance data 

Rigid Bits Cyber Security

Rigid Bits Cyber Security

Rigid Bits Cyber Security

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Rigid Bits provides cybersecurity services to businesses with valuable insight to prevent attacks and can respond immediately to cybersecurity events. 

IPFS Premium Finance

Rigid Bits Cyber Security

Rigid Bits Cyber Security

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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

Rigid Bits Cyber Security

MMG Insurance

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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