Event Schedule

Welcome - Big Themes in Retail P&C Business

Join our track leader, Saima Shaukat, SVP of Retail Practice for an introduction into the day's themes.

Operational Necessities for High Performance

In the fast-paced Retail P&C segment, operational hygiene is critical to long-term success. This interactive workshop will guide you through a practical assessment of your current operations and provide a roadmap for improvement. By the end of this session, you’ll have a clear checklist to ensure your operations are lean, efficient, and ready to thrive.

The AI Advantage for Efficiency & Profitability

Discover the transformative power of AI in insurance operations. See how AI-powered automation is revolutionizing the industry with real-world examples of efficiency gains and error reduction. We’ll delve into the critical metrics, showing how AI can reduce manual workloads by up to 90%, improve cash flow predictability, and boost profitability. Additionally, explore the synergy between AI and human expertise, where strategic oversight enhances and scales insurance operations. Gain a comprehensive understanding of this dynamic integration between AI and process.

Welcome - Big Themes in Retail Employee Benefits Business

Join our track leader, Juniper Wettengel, Director, Client Development, for an introduction into the day's themes.

Market Trends Influencing Employee Benefits

In this session, we will explore key market trends that are reshaping our approach towards employee benefits. Learn about the growing need for personalized health insurance policies, the impact of digital transformation on the insurance sector and the expansion of affordable health insurance options for small businesses. Additionally, we will explore talent management strategies that focus on retention and loyalty. Gain valuable insights to optimize your benefits strategy and support your workforce effectively.

Employee Benefits Compliance Developments Under a New Administration and Congress

Many employee benefits compliance requirements are based on Federal Regulations, but others are statutory. This session will look at what requirements might change as a result of modifications to existing, and proposed, regulations, and help sort out what can’t change without Congressional action. Bob will also provide an update on the health and welfare plan fiduciary liability cases making their way through the courts.

Welcome - Big Themes in Carrier, MGA & Wholesale Business

Join our track leader, Ernie Feirer, SVP of Carrier Practice for an introduction into the day's themes.

Transforming Underwriting in this New Era

Join us for an expert fireside chat as we explore the transformative impact of AI on underwriting. William Steenbergen, CTO and Co-Founder at Federato will delve into the current state and future of AI technology, offering actionable and valuable insights and strategies for underwriting leaders to stay ahead of industry trends and drive innovation in your organization.

A Rising Opportunity in the Unprecedented Growth of E&S

The Excess & Surplus (E&S) market is experiencing unprecedented growth, driven by a confluence of factors including rising claims costs, capacity constraints in the admitted market, and the emergence of new and complex risks. This session will explore the dynamic E&S landscape, highlighting the opportunities it presents for carriers, MGAs, wholesalers, and retailers alike.

Address the Talent Crisis with Resilient Talent

The insurance industry is staring down a talent crisis not limited to The Great Retirement. Did you know that research shows resilience, not technical skill experience, is the leading predictor of employee success over time? In the session, hear why a behavioral hiring mindset is essential, and how to reveal your company’s secret weapon of its most resilient employees. Discover actionable strategies to attract, retain, and empower the modern insurance professional.

Panel: Change Management for Optimized Operations

How do leading companies manage the complexities of change while driving their businesses forward? In this panel, hear from clients who have successfully adopted change management practices amidst rapid industry shifts. Gain actionable insights to help your organization stay resilient and thrive during times of transformation.

Optimize your ReSource Pro Partnership

Join Jenn Walsh, CEO of GenuineShift and past ReSource Pro customer, as she highlights the opportunities present in shifting work and focusing on the right work. This session will dive into what work to delegate, managing change, effective communication strategies, and successfully transitioning staff to higher level tasks.

Self-Funded Health Plans: Mitigating the Risk

Self-funded health plans offer employers greater control and potential cost savings, but they also carry hidden risks that can jeopardize corporate and personal assets. Many business owners, executives, and HR leaders fail to recognize the personal liability exposure that comes with managing a self-funded plan, leaving them vulnerable to lawsuits, compliance violations, and catastrophic financial losses.

In this critical session, Frank Pennachio, an expert in ERISA, employee health plans, and risk management, will uncover the often-overlooked personal and financial risks tied to self-funded plans and provide actionable strategies to mitigate them.

Core Systems: Unlocking the Power of Rapid Deployment

Discover how innovative rapid deployment techniques can significantly enhance startup agility, streamline system implementation, and elevate support services by leveraging modern processes and cutting-edge technology. This session explores how to embrace future industry trends to maximize efficiency and impact.

PANEL: Safeguard Profitability Against Premium Leakage and Dirty Data

Join our expert panel as they discuss the dual challenges of premium leakage and data quality. Panelists will share insights on identifying and mitigating premium leakage, focusing on accurate classification and exposure management. They will also explore the impact of data quality on insurance operations, offering strategies for leveraging reliable data for growth and profitability. Gain valuable perspectives and best practices to protect carriers and policyholders and learn how to craft a robust plan to safeguard against financial and operational risks.

Beyond Limits: Optimizing Agency Capacity for Breakthrough Results

Join Roger Sitkins in this dynamic breakout session as he shares proven strategies to maximize your agency’s capacity and achieve results beyond what you thought possible. Learn how to enhance both sales and service performance—empowering producers to grow larger books of business while enabling service professionals to manage greater revenues with efficiency and ease.

Why P&C and Employee Benefits Agents Must Work Together

“Why P&C and Employee Benefits Agents Must Work Together,” presented by insurance thought leader Frank Pennachio, highlights the critical need for Property and Casualty (P&C) and Employee Benefits (EB) agents to collaborate more effectively. The presentation outlines the significant risks businesses face when their insurance programs are not integrated, leading to potential coverage gaps and costly claims.

From Liability to Efficiency: Streamlining Eligibility Management

How to navigate the liabilities and risks of managing enrollment events and eligibility services for employers, and how to build better processes and embrace technology solutions.

EB Networking Round Tables

Participate in our Networking Round Tables to engage with speakers and experts from the EB track. This session offers a platform for meaningful dialogue to address challenges, trends, and collaboration amongst peers. Please see the app for networking round table topic options.

Key Regulatory Challenges for Managing General Agents (MGAs) and Compliance Solutions

Join us for an in-depth exploration of the key regulatory challenges faced by Managing General Agents (MGAs) and the compliance solutions available to navigate them effectively. This session will cover how to identify compliance and contract-based business actions, as well as the duties of care required.

We'll delve into critical regulatory issues such as licensing, underwriting and carrier agreement compliance, premium handling and fiduciary responsibilities, data privacy and cybersecurity, unfair claims handling, market conduct violations, anti-fraud measures, misrepresentation, false advertising, and surplus lines and reinsurance compliance.

Learn about common violations to avoid, supported by enforcement action case studies, and discover how to use a compliance calendar and technology solutions to streamline operations. We'll conclude with actionable steps to reduce regulatory and litigation risks, ensuring your MGA remains compliant and competitive.

The Craft of Maintenance: Strategies to Optimize Application Maturity

Join our firside chat with tech leaders discussing the pivotal role of application maintenance within the broader software lifecycle and why its complexity is often underestimated by organizations. Further explore how automation and AI can enhance maintenance processes while identifying areas where human expertise remains crucial. This discussion will provide insight into how to structure and motivate your maintenance teams effectively, ensuring alignment with evolving business goals and transforming maintenance into a competitive advantage.

PANEL: Raising Up Generational Talent

Join Michael Angelina, Executive In Residence of the Maguire Academy of Insurance along with alumni of the program that are relatively new to the industry. Hear firsthand-experiences and the unique perspective of those that had the desire to study insurance and the differences in expectations vs. reality of entering into the insurance industry workforce. Join this session to get into the minds of talent as they consider a career path in insurance.