What You Know is What You’re Worth How to: Preserve Institutional Knowledge. Strengthen Valuation. Ensure Continuity. Thomas Mann - AgencyFocus What would happen to the value of your agency if one of your key people (or someone you don't even realize is key) walked out the door tomorrow? If that question makes you pause, just know you’re not alone. With an aging workforce, growing talent gaps, and increased pressure on agency perpetuation, protecting your institutional knowledge isn’t just a smart move— it’s a valuation strategy. We'll dive into the data behind what’s driving agency valuation today, why knowledge transfer is one of the most overlooked (yet powerful) pillars of long-term value, and how to protect it with smart processes and tools.
Two Minutes with Tim LIVE: Answer to THAT Question Tim Dodge - Big I NY
Art of the Possible Caitlin Evans - Applied Systems
Applied will give us a special behind-the-scenes look at a soon to be released set of features that will help us see all of our agency tech in a new way. PANEL | Digital Shortcuts: AI Tools to Cross-Sell, Increase Efficiency & Retain Moderated by Casey Nelson - Catalyit
We need to work smarter, faster, and with less errors. Thankfully it CAN be done, and with less pain than you think. Our panel of agents and solution providers unlock tools and tactics you should consider today.
Your National Support Charles Symington - Independent Insurance Agents and Brokers of America
Spotlight & Awards We'll present awards to top carriers and standout industry pros.
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