AMS Training at the IA Tech Summit, Thursday, November 14th, 2024!
Join the Independent Insurance Agents of Wisconsin for the 2024 IA Tech Summit – Powered by Catalyit! This immersive one-day event is your key to helping you save time and become more efficient by using technology in today's busy world. Gain exclusive access to the latest insights and innovative tools by hearing from your agency management system during an exclusive training session, learn from our panels and understand your opportunities to become more efficient. Don’t miss this opportunity to connect with thought leaders and elevate your skills.
Vertafore, Applied Client Network/Applied (Epic) and HawkSoft will all be in attendance!
MEMBERS: Please login before registering to receive member pricing! Cancellation / Refund Policy: Attendee cancellation requests received by October 14th, 2024 will be refunded, less a $25 processing fee. No refunds will be given for cancellations received after October 14th, 2024.
AMS Training Sessions (Breakouts): Unleash the Full Potential of Your Most Critical System Grand Ballroom and Prairie A 9:00 AM - 12:00 PM Presented by Vertafore, Applied Client Network and HawkSoft Can’t afford to take the time away to attend a user group conference. This is your next best solution. Join us for an exclusive training session from Wisconsin’s most popular agency management systems. This session is designed to equip insurance professionals with the essential skills and insights needed to leverage your agency management system to its fullest potential. Throughout this intensive session, representatives from the three major platforms will guide you through advanced features, best practices, and innovative strategies to optimize your system. You will learn how to streamline workflows, improve data management, and enhance customer interactions, ensuring your agency operates at peak performance.
Dedicated Training Sessions for Vertafore AMS360, Applied Epic and HawkSoft users.
User Training Breakout Sessions!
Breakout 1: HawkSoft HawkSoft 6 User Training Presenter: Paul Hawkins, Founder and CEO of HawkSoft Join us for the "HawkSoft 6 Training" session, tailored for users looking to maximize their utilization of HawkSoft 6. This training will
delve into essential functionalities like tasks and activity tags, and advanced reporting, while also covering crucial mini topics such as migration, downloads, policy changes, and database maintenance. Gain practical
insights and learn best practices to enhance your operations. This is an opportunity to hear success stories, gather tips and tricks, and discover innovative ways to streamline your workflow with HawkSoft 6. Don’t
miss this chance to elevate your skills and improve your agency's efficiency and productivity.
Breakout 2: Vertafore AMS360 Mastering AMS360 - Vertafore User Training Vertafore Representatives Attending: Sydney Roe, Justin Lair, Michelle Perez, and Olivia Schmitt Explore the full potential of AMS360 in our session, "Mastering AMS360". Tailored for users
aiming to enhance their proficiency with this robust management platform, the session will delve into best practices, automations, reporting, advanced features, and integrations. We'll also introduce AgencyOne (NEW!)
and AgencyZoom, providing an in-depth look at these new tools. Learn how to optimize your workflow and harness the full capabilities of AMS360 to manage your agency more efficiently and effectively. Gain actionable
tips and inspiration that you can immediately implement to streamline your operations and elevate your business.
Breakout 3: Applied Epic Unlocking the Full Potential of Applied Epic - Applied User Training Presenters: Katie O'Brien, Senior Director of Product Marketing at Applied, Brenda Nevil, Senior Project Manager of IT at Alliant Insurance Services and Brian Langerman, CEO of ACN Discover how to make the most of Applied Epic in our session, "Unlocking the Full Potential of Applied Epic." Designed for users who want to elevate their use of this powerful management platform, this session
will showcase best practices and highlight lesser-known but valuable features. This session will feature both Applied experts and speakers from the Applied Client Network community, offering a comprehensive view
of the platform's capabilities. Gain insights from Applied themselves and hear firsthand experiences from users who have successfully integrated Applied Epic into their business operations. Our presenters will share
tips and tricks to optimize your workflow, providing you with ideas, inspiration, and practical advice you can immediately apply to your work.
Networking Lunch Mezzanine 12:00 PM - 1:00 PM
Agency Panel: How Successful Tech Adoption Can Help an Agency Grand Ballroom 1:00 PM - 1:50 PM Panelists: Beth DeLaForest - President of Aspire Insurance Group, Matt Schulz - Director of Innovation at Ansay & Associates, Amber Seitz - IT Solutions Advisor at M3 Solutions Experienced agents will share their insights with the latest technological advancements introduced to the industry. This interactive session will feature a diverse group of agents who have successfully integrated new tech solutions into their operations, providing a firsthand look at the benefits and challenges of adoption.
Disaster Planning for Cyber Risks in Modern Agencies Grand Ballroom 2:00 PM - 2:30 PM Presenter: Nick Oliver, President, Redbird Security Join us as Nick Oliver, President of Redbird Security, dives into the critical considerations agencies must address when tackling today's cyber risks and establishing a disaster plan. This isn't just about storm or cyber event responses—Nick will explore the broader spectrum, including management system outages, email disruptions, internet failures, phone issues, and much more!
Your Tech Resource Hub: Catalyit Grand Ballroom 2:30 PM - 3:00 PM Presenter: Casey Nelson, Director of Consulting Services at Catalyit All the insurance agency tech guidance you need in one place. Catalyit’s simplified technology resource opens independent agents to a community where they can inspire, grow, and succeed. Learn more about how Catalyit can help you and your agency with your complimentary subscription by being an IIAW member. Whether it's Guides, Resources, Consulting, State of Tech Report, or other tools, Catalyit is here to help you thrive.
Carrier Panel: Exploring New Carrier Technology Grand Ballroom 3:10 PM - 4:00 PM Panelists: Acuity Insurance, Central Insurance Companies and Grange Insurance. Moderated by Matt Banaszynski Join us for an insightful Carrier Panel, where leading insurance carriers will showcase their latest technological innovations and discuss how these advancements are transforming the industry. This dynamic session will feature key executives and tech experts from top carriers who will provide an inside look at cutting-edge solutions designed to enhance efficiency, improve customer experience, and drive growth.
New Tech Platforms to Help Save Your Agency Time and Money Grand Ballroom 4:00 PM - 4:30 PM Presenters: Matt Banaszynski and Evan Leitch In today's fast-paced insurance landscape, efficiency is key to staying competitive. This session will explore a range of innovative tools and solutions designed to streamline operations, reduce administrative burdens, and free up valuable time for agents and staff.
Networking Reception Grand Ballroom 4:30 PM - 5:30 PM Join us for an hour of networking and collaboration at the Networking Reception to wrap up the IA Tech Summit. Enjoy refreshments and hors d'oeuvres as you share insights, exchange ideas, and build valuable relationships that can drive your career and business forward.
Dress Code: Business Casual
Dress Code: Business Casual Men- Dress Pants or Jeans with Golf Shirt or Collared Shirt Women - Casual Dress/Skirt or Sun Dress, Casual Pants or Jeans
Katie O'Brien, Senior Director of Product Marketing, Applied Katie leads product marketing for Applied's global portfolio of products, driving and influencing the launch of innovative solutions in the market to enable the next generation of insurance. Her expertise and customer-oriented mindset ensure her team and broader Applied stay committed to helping stakeholders across the ecosystem leverage transformative insurtech to solve real business challenges.
Brenda Nevil, Senior Project Manager of IT at Alliance Insurance Services Brenda Nevil has worked in the insurance industry for over 45 years at both the carrier and agency level. While at Alliant she has serviced commercial insurance, served as the systems trainer and now leads the IT Business Applications Project Manager team who works with bringing acquisitions into Applied Epic, our agency management system.
Michelle Perez, Field Customer Consultant Michelle is an experienced customer consultant at Vertafore with over 15 years in the insurance industry. Since joining Vertafore three years ago, Michelle quickly became known for her in-depth understanding of Vertafore's products and services, as well as her ability to tailor solutions to meet the unique needs of her clients. Her expertise in navigating complex customer issues and providing strategic guidance helped elevate the customer experience, contributing to both client retention and satisfaction.
Paul Hawkins, President and CEO Paul Hawkins began developing HawkSoft’s first software program while working as an independent insurance agent in Portland, Oregon, and seeing first-hand the opportunities for increased efficiency and improved product support that software automation could provide. In 1995, Paul founded HawkSoft to devote his full attention to helping all independent insurance agents.
Session Speakers & Panelists Agency Panel
Beth DeLaForest President, Aspire Insurance Group, Inc. Beth started Aspire has a remote agency, since inception her team has leaned into technology to enhance the clients experience and to help her team thrive. Beth is passionate about company culture, modern leadership, and workplace innovation.
Matt Schulz Director of Innovation, Ansay & Associates Matt Schulz is a recognized leader in digital product innovation and strategy, known for shaping the future of industries through groundbreaking initiatives. Currently, as the Director of Innovation at Ansay and Associates, Matt continues to drive forward-thinking innovations, strategies and products that aim to transform the independent insurance industry.
Amber Seitz IT Solutions Advisor, M3 Insurance Solutions Amber is an experienced technology consultant specializing in helping insurance brokers leverage software solutions to optimize operational efficiency and enhance the client experience. Amber’s expertise spans business analysis, technology implementation, and change management, positioning her as a trusted advisor to her business partners in the insurance industry.
Carrier Panel
Other Presenters
Casey Nelson Director of Consulting Services, Catalyit
Event will be hosted at the Hilton Garden Inn in Sun Prairie, WI! 1220 South Grand Ave. Sun Prairie, WI 53590 A Room block for the night of November 13th is available here Book Hotel
OR Feel free to stay at a nearby hotel.
1. Holiday Inn Madison at the American Center - 5109 W Terrace Dr., Madison, WI 53718. PH: 608.249.4220 (2.8 miles away)
2. Cambria Hotel - 5045 Eastpark Blvd., Madison, WI 53718. PH: 608.817.6367 (2.8 miles away)
3. DoubleTree by Hilton Madison East - 4402 E Washington Ave, Madison, WI 53704. PH: 608.244.4703. (3.9 miles away)
