Master Class #1
In the ever-evolving landscape of insurance, maintaining compliance with state-specific regulatory requirements is crucial for producers and agencies. This session will delve into the comprehensive nature of compliance work within your organization, highlighting the potential consequences of non-compliance. Attendees will gain a deeper understanding of key compliance terms, common misunderstandings, and the intricate steps involved in meeting licensing requirements to include corporate regulatory requirements with not only the Departments of Insurance, but other regulatory authorities as well. Learn about the essential components needed to be licensed compliantly and ensure your agency operates smoothly across all jurisdictions. Join us to enhance your compliance strategy and safeguard your organization’s reputation and success.
Speaker:
Stefanie Cantu - ReSource Pro
Joyce King - ReSource Pro
Master Class #2
Premium Leakage? Plug the Problem Drain
Part one will delve into the intricacies of premium leakage and its impact on revenue, liability, and risk. This session will explore the causes and solutions to premium leakage, focusing on the importance of accurate classification and exposure management. Equip yourself with the tools and best practices necessary to safeguard both carriers and policyholders. By the end of the session, you'll be prepared to develop a comprehensive action plan to discover and mitigate current leakage, as well as preventing any future leakage, protecting both carriers and policyholders from quality, coverage, and financial liability.
Data Dilemmas: From Chaos to Clarity
Part two will allow you to gain a comprehensive understanding of the impact of data quality on your insurance operations. This session will help you identify what constitutes good data, the importance of reliable data vendors, and the downstream benefits of effective data processing. Learn the resources and skills to leverage data for increased profitability and growth through professional handling.
Speaker:
Salina Lau - LAI
Troy Welch - LAI
Master Class #3
Join us for a vital session designed to establish a solid foundation for process improvement while achieving digital readiness. You'll learn to identify processes in need of enhancement, coordinate with key stakeholders, and facilitate comprehensive process mapping sessions that will allow you to unleash and maximize technology, data, and AI. By documenting processes from end to end, you'll uncover opportunities and challenges, leveraging tools to analyze these areas effectively. Gain the skills to prioritize improvement opportunities and build a strategic process improvement plan. This session equips you with the insights and techniques necessary to drive meaningful change and operational excellence.
Speaker:
Karie Wood - ReSource Pro
Erin Neff - ReSource Pro
Vinay Shah - ReSource Pro
Master Class #4
In a rapidly evolving insurance landscape, MGAs, Carriers and Front Carriers face the challenge of expanding their Back Office operations to access vital resources. This session delves into the critical need for speed and agility in launching new programs and products. Join interactive discussions with two Policy Administration System (PAS) vendors and a Back Office Solutions company to uncover common pitfalls and share lessons learned. Attendees will gain insights on how to launch core systems, strategic tips for selecting agile technology partners, and a step-by-step guide on implementing new programs quickly for MGA’s, Carriers and Front Carriers. Arm yourself with strategies to gain a competitive edge in an increasingly saturated market.
Speaker:
Kris George - MIS
Zenobia Hastie - MIS
Nathan Coomes - Insurity
Geoff Keast - INSTANDA