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2030: An Insurance Odyssey:
Future proofing your agency with marketing and technology

with Jim Taylor from Launchways

Age And Individuality:
Why marketing Medicare and individual
health might be good for you

with Dan Maniaci from Maniaci Insurance

Culture Club:
Building a strong agency culture

with Jeff Glass from McConkey Insurance and
Kaleena Murray from Amplified

Hey Prospect! Swipe Right:
Digital marketing

with Alex Olson from The Olson Group and
Morgan Dumont from Exude

If You Build It:
Unique products/programs

lead to agency success with BJ Davis from
The Olson Group and Frank Ebner
from McConkey Insurance

It Is Raining. You Have The Only Umbrella:
Learning how to do acquisitions in your agency

with Jordan Shields from Arrow Benefits

Kriss-Kross:
Cross-selling benefits & P&C

with Jeff Glass from McConkey Insurance and
Andrew Bucci and Melissa Grebe with Amplified

Like Mama’s Lasagna:
New client onboarding process

with Val Stremsterfer and Marie Medina
from Intrepid Colorado

Love At First Sight:
Onboarding and training a new employee

with Teresa Driscoll from PDCM

No Passive Aggression Allowed:
Direct contracting part 2

with Pete Scruggs from Golsan Scruggs

Rounding Third:
Building impactful 3rd party
referrals for sales teams

with Dan Maniaci from Maniaci Insurance and
Jen Homer and Donna Schnicke from
Strategic Benefits of Cincinnati

Saucy:
Client communication is their secret ingredient

with Liz Frayer from Intrepid Atlanta

Size Does Not Matter. For Real:
Small group (under 100) efficiencies,
strategies, focus and success

with Elizabeth Luisi from BenefitsTexas

This Really Works If You Will Use It.
C4i Volume 1:Intro to C4i and C4e

with Scott Smith from TRUE

This Really Works If You Will Use It.
C4i Volume 2: C4i and C4e advanced
training and virtual capabilities

with Scott Smith from TRUE

Tony Robbins Ain’t Got Nuthin’ On Me:
Motivating and leading your sales teams

with Grant Rothweiler from PDCM

Wait, I Lost Count:
Measuring profitability within
segments of your practice

with Cori Green and Jeff Ryckbost from Exude

Well-Being > NOT Being Well:
How well-being expertise helps your practice

with Liz DeJoode from PDCM

You Can’t Handle The Truth:
The Intrepid Colorado client compliance review

with Lindsey Wilson from Intrepid Colorado