ABOUT CONVO >

CONVO is the premier annual event of the Independent Insurance Agents of Illinois and includes the Midwest's largest industry tradeshow. The event is designed for agents to come together for connections, networking, education, industry trends and, of course, fun.

CONTACT IIA of IL >

T: (217) 793-6660

E: info@iiaofil.org

W: www.iiaofil.org

EDUCATION SESSION DESCRIPTIONS

Delegate and Elevate as well as Crush Complacency

Speaker: Pete Honsberger

One unfortunate by-product that comes with growth and success is busyness, i.e. the weight of the world and all of its responsibilities falling on the leader/manager/high performer.  End this cycle of stress by working toward a laser-focus on the roles & responsibilities that bring you, and the business, the most value.  Delegate and Elevate is a concept that is life-changing for those who pay attention and put it into action.

What do you do when your team, your business, or even yourself falls into a rut?  How do you even know this is starting to happen to you?  In this session, learn how to identify the 3 Cs that identify "complacency" both individually and as a team, as well as what you can do immediately to crush it before it spreads.  Join other high performers in creating aligned teams that execute a vision with a sense of urgency, not complacency.  Also, learn how "20 seconds of insane courage" can kickstart the transformation.

Tuesday, October 1 - 1:00 – 4:00 p.m.

Errors & Omissions - With Ethics

Speaker: Nicole Broch
*This session meets the requirements of the IL DOI for Ethics Training
*Counts as a certified class to meet your E&O requirement.  Attendees needing six hours of E&O credit, will receive a certificate for a free webinar to complete the remaining three hours. 

 

Understanding what drives E&O claims can provide direction in areas within the agency’s operation to focus risk management efforts.  In this session, we will take a deep dive into the ways your agency can avoid an E&O claim.  Real-life case studies provide the good, the bad, and the ugly of E&O claims made against agents.  Using these claims as examples, we walk through what agents should and should not do to reduce their E&O exposure.  

 

Swiss Re Corporate Solutions claims data reveals that no matter the size, business mix, or geographic region, agencies that attend the seminar have better claims experience.
 

Tuesday, October 1 - 1:00 – 4:00 p.m.

General Session – Build & Grow a 5 Star Agency

Speakers: Kevin DesmondBob Fee, John Hill, Pete Honsberger, Jason Kolb, Phil Lackman, Brian McSherry, Tom TiberiaCarey Wallace
We’ve pulled together a great panel of experts to help you identify potential job candidates; hire and on-board new employees; cultivate, develop and retain your staff; equip your staff with tools to improve performance; analyze your agency’s data and more.

Wednesday, October 2 - 8:00 a.m. - Noon

Employment Law

Speakers: Lance Jones, Kyle Westbrook

Topics covered during this session will include: The legalization of Medical and Recreational Marijuana’s impact on the insurance industry, on employment, compliance, and various aspects of the legal realm.  Illinois Employment Law Update including the New Workplace Transparency Act; significant changes to the Illinois Human Rights Act, changes to the Economic Security and Safety Act; significant changes to the Illinois Equal Pay Act and Minimum Wage changes. Finally, the Statute of Response and Workers Compensation/Occupational Disease Acts will be covered as well.

 

Wednesday, October 2 - 1:00 - 2:00 p.m.

Legislative and Regulatory Update

Speakers: Brett Gerger, Phil Lackman, Evan Manning

This breakout will review both existing and new laws and regulations affecting your agency. IIA of IL staff will cover a range of topics including the Premium Fund Trust Account, the new Workers’ Compensation Repose law, and how it affects employers, the new Managed Care Organization Assessment and additional legislation.

 

Wednesday, October 2 - 1:00 - 2:00 p.m.

Policy Geography – Business Auto Coverage Form

Speaker: Chuck Schramm

During this workshop attendees are given seven loss situations and a copy of the unendorsed Business Auto coverage form.  They determine on their own if the situation is covered and where exactly in the coverage form they found the answer.  Each case is handled as a group after the individuals have time to research it on their own. 

 

Wednesday, October 2 - 1:00 - 4:00 p.m.

Active Assailant – Are your Clients Covered? How Do You Plan to Respond?

Speakers: Rick Pitts, Mark Hill

Eliminating the risk of a malicious attack is impossible but preparing for one is essential. In today’s world, threats come from many sources. Although shootings are all too often in the headlines, recent experience reminds us that devastation can also be wrought using seemingly everyday items such as knives and road vehicles.  If an institution gets things wrong the liability on the owners and management for a non-staff member harmed in an attack can be significant.  In this session we will take a deep dive into the three core pillars of coverage including prevention services, crisis management services and general liability/primary liability. 

Wednesday, October 2 - 2:00 - 4:00 p.m.

Data Breach & Security – Develop and Implement a Plan

Speakers: Glenn Davis, Bill Larson, Brian McSherry, Eric Swingler; Agent Panelists: George Daly, Tyler Sandrock

Data breach and data security remain a daily threat to agencies of all sizes. It’s complicated both in development and implementation, but the threats are not going away. Don’t be reactive to a data breach, be proactive. During this session you will hear from our host Brian McSherry, who will be joined by several data and security experts including Bill Larson, NetGen Security Consultants, Eric Swingler, Production Underwriter with Evolve MGA and several agents who will participate in our panel talking about Risk Management from an agents perspective.

 

Wednesday, October 2 - 2:00 - 4:00 p.m.

Preparing for Life After Your Deal

Speaker: Jim King

Have you received a phone call urging you to sell your agency? If so, you have probably wondered how much your agency is worth. It’s a fair question, but you have to first decide if you are ready to sell your business. Start by considering what you want your life to look like after the sale is complete. The gap that exists between where you are today and where you want to be will impact when you sell and what, if anything, you need to do to increase the value of your agency before you do. Don’t entertain any offers until you take inventory of where you are today and know what dollar amount you need to fund the future you envision. There are many factors that can impact that sale price and taxes owed on the sale can take a big bite out of the cash you ultimately receive. With an understanding of your net worth, potential value of your business and ongoing tax liabilities, you will be able to exit your business knowing you have built and protected the assets needed

Wednesday, October 2 - 2:00 - 4:00 p.m.

State of the Association Address and Carrier Executive Panel Discussion

Moderator: Adam Hackman; Panelists: Kurt Eaves, Robyn Hahn, Scott Martin, Greg Murphy

IIA of IL leadership will discuss the trends and challenges facing the independent agency system and the association, and share what the association is doing to stay ahead of the curve to provide a competitive advantage for member agencies. The IIA of IL Annual Business Meeting to vote on proposed by-laws changes will be included in the presentation. Attendees will hear the latest on association benefits including Trusted Choice, classroom and virtual education offerings, new products, advocacy efforts and will meet the 2019-2020 IIA of IL Board of Directors. 

During the Carrier Executive Panel Discussion, hear from company executives on how the insurance industry is changing and how their companies are revolutionizing the insurance industry. Learn what this means for your agency, and what you can do to be an “Agency of the Future.” Click here for panelist details.

Thursday, October 3 - 8:30 - 11:30 a.m.