Time
Session
Description
Presenter
Tuesday 11/9
- 9:00 - 9:05 am EST
- Welcome
Chief Operating Officer, Amerisure
- 9:05 - 9:10 am EST
- Introduction of Tiffany Bova, Author of Growth IQ
Vice President of Agency Services Group, Amerisure
- 9:10 - 10:00 am EST
- Keynote Address
Keynote Speaker,
GROWTH IQ
- 10:00 - 10:15 am EST
- Break
- 10:15 - 11:30 am EST
- Growth IQ Workshop: Transforming the Customer Experience
In our industry, it all starts and ends with the Customer Experience. This growth path must become the foundation for each subsequent path and serves as the “nucleus” for all business units, functions, decisions, and employees. Amerisure and our partner agencies work tirelessly to provide an unprecedented experience to the policyholder. In this workshop, you will learn the true source of the customer experience – competitive differentiation.
We will discuss:
- Critical partners in delivering a “compelling” CX – SalesForce
- The difference between the insurance buyer and the insurance customer
- Key performance indicates (KPIs) from a policyholder perspective
- Selling and servicing B2E (Business to Everything/Everyone)
- Who is ultimately responsible for the customer experience in your agency
Director, User Experience
Amerisure
Vice President, Account Executive Group
Hub International
Director, Risk Manager
Foundation Building Materials
VP, Field Marketing & Underwriting
Amerisure
AVP, Claims Experience and Customer Analytics
Amerisure
- 11:30 - 12:30 pm EST
- Lunch
- 12:30 - 1:45 pm EST
- Growth IQ Workshop: Optimizing Sales – What’s in Your Pipeline?
In an industry where “New Business is King”, optimizing sales is the moment of truth. Learning not what you sell but how you sell while offering the right products and services at the right time, can grow your book exponentially. Most importantly, what accounts we hunt, write and service often determines optimization of revenue, profitability, and overall valuation of our agency.
This workshop explores other related growth paths that include:
- Customer Base Penetration
- Market Acceleration
- Product Expansion
- Customer & Product Diversification
Senior Business Development Specialist
Amerisure
Chief Sales Officer
Marsh & McLennan Agency
Senior Vice President
Cottingham & Butler
- 1:45 - 2:00 pm EST
- Break
- 2:00 - 3:15 pm EST
- Growth IQ Workshop: Unconventional Strategies
This growth path is not expensive to execute but can be the most demanding and impactful of all. Growing or servicing a book of business goes beyond the numbers in how you can leverage your expertise, industry knowledge, risk management solutions, employees, partners and even producer shareholders to bring about change. Learn from experienced and successful producers how they have fulfilled a desire for purpose and mission by sharing and connecting their customers in new ways throughout their communities.
Vice President, Risk Management
Amerisure
Sr. Vice President/Market Leader/Shareholder
Holmes Murphy
Chief Executive Officer
M3 Insurance
Managing Partner
Insurtech Advisors LLC
- 3:15 - 3:30 pm EST
- Break
- 3:30 - 4:30 pm EST
- Diversity, Equity & Inclusion - Innovating Trends
Vice President, Human Resources
Amerisure
President & Chief Operating Officer
MJ Insurance
President
ethOs
- 4:30 - 5:00 pm EST
- Closing
Vice President of Agency Services Group, Amerisure
Frequently Asked Questions
This conference is open to men and women across all of Amerisure’s agency relationships that want to learn and benefit from a closer look at transforming the customer experience.
The conference will be held via video conferencing technology, November 9, 2021.
In lieu of a conference registration fee, we are asking attendees to make a donation to a non-profit organization of their choice. Below are a number of non-profits that Amerisure is proud to work with throughout the year.
