agents council for technology - independent agent · 2017. 3. 29. · regina felts customer...

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Agents Council for Technology ACT Meeting Mar 22-23, 2017 Nashville, TN Tables with Power Strips in front Network: NetVU Password: conf2017

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Page 1: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

Agents Council for Technology

ACT Meeting

Mar 22-23, 2017

Nashville, TNTables with Power Strips in front

Network: NetVUPassword: conf2017

Page 2: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

High-Level for Day 2

8:30am - 11:15am ACT Meeting - Room 106ABC

12:00am - 5:30pm NetVU attendees to NetVU Opening Luncheon at 12:00pm.

** ACT Meeting attendees are invited to attend Thu NetVU Lunch &

Networking Session.

Page 3: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

NetVU ‘Wade S. Dunbar Award –

Outstanding Contributions in Insurance Industry Automation’

Page 4: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

High-Level for Day 2

8:30am - 11:15am ACT Meeting - Room 106ABC

12:00am - 5:30pm NetVU attendees to NetVU Opening Luncheon at 12:00pm.

** ACT Meeting attendees are invited to attend Thu NetVU Lunch &

Networking Session.

Page 5: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

ACT Work Group BREAKOUTS

Customer Experience&

Small Commercial Rating

Two Sets:

Strategic Future Issues / Changing Nature of Risk&

Security Issues

Page 6: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

1st Breakouts

Security IssuesSteve Aronson

George Robertson

Strategic Future Issues / Changing Nature of Risk

Rick MorganJerry Fox

Steve Anderson

* BREAKOUT ROOM 102 B

ACT Main Meeting Room

===========================================================================

8:40-9:20 am

Page 7: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

Back in 10 minutes!

Page 8: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

2nd Breakouts

Small Commercial RatingJim ArmitageRegina Felts

Customer ExperienceJudy DeLaRosaMarty Agather

* BREAKOUT ROOM 102 B

ACT Main Meeting Room

===========================================================================

9:35-10:15 am

Page 9: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

Final Session: Insurify

Snejina Zacharia – Founder & CEO

Page 10: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

Wrap-Up

• Observations

• ‘ACT News’ - monthly eNewsletter April 19

• Next Steps, Questions

• Next ACT Meetings, Future

Page 11: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

Future ACT Meetings

Sep 7 & 8, 2017, 9:00am-5:00 pm –

w/IIABA Fall Leadership Conference Grand Hyatt - Chicago, IL Registration opening early Jun

Mar 14-15, 2018 –

w/EZLynx ‘AgentLynx’ ConferenceSan Diego, CA

www.iiaba.net/ACT ‘Events’ tab

Page 12: Agents Council for Technology - Independent Agent · 2017. 3. 29. · Regina Felts Customer Experience Judy DeLaRosa Marty Agather * BREAKOUT ROOM 102 B ACT Main Meeting Room =====

12:00pm - 5:30pm NetVU attendees go to NetVU Conference kickoff luncheon at 12:00.

** All ACT Meeting attendees are invited to attend Thu pm NetVU activities