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| 2019 Conference Sponsors |
Conference DetailsWhen: June 14, 2019 **Seminars are now approved for CE in MD, VA, DC & PA |
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REGISTER TODAY! | Schedule7:30am - 8:30am - Registration & Continental Breakfast 8:30am - 11:30am Morning CE Session Future Technology: Utilization, Implementation & Insurtech Presented by: Brian D. Bartosh - Top O' Michigan Insurance Solutions **Approved for 3 credits in MD (P/C & L/H), VA, DC (P/C & L/H) & PA 11:45am - 1:45pm - Networking Lunch with Exhibitors 2:00pm - 5:00pm Afternoon CE Session Business Intelligence: Managing Data & It's Integrity Presented by: Brian D. Bartosh - Top O' Michigan Insurance Solutions **Approved for 3 credits in MD (P/C & L/H), VA, DC (P/C & L/H) & PA 5:00pm - 5:30pm - Registration 5:30pm - 6:30pm - Chairman's Cocktail Reception 6:30pm - 8:00pm - Installation of 2019 Officers & Dinner 8pm - Sean Bott - Mentalist, Comedian & Entertainer |
| Meet Your speaker, Brian BartoshBrian Bartosh is President of Top O’ Michigan Insurance, based in Alpena, Michigan. Brian began his career in 1979 as an agent with his father’s agency. In 1980, Brian implemented the first agency management system. Brian has served as chair of the users group for Applied Systems (now knows as Applied Client Network) and also previously as President in the last 1990’s. He has primarily focused on product development and implementation interface between agents and companies. He currently participates and leads many working groups in the industry to focus on enhancing the client experiences. He serves as secretary of the ID Federation (Sign On Once) and serves as industry liaison to ACORD for the ACORD Users Group Information Exchange (AUGIE). He also participates on the Agent’s Council of Technology (ACT) committee and other industry organizations such as ACORD, IVANS and others. Brian has received both his Life Underwriters Training Council Fellowship (LUTCF) and Certified Insurance Counselor (CIC) designations. He also serves as a National Faculty Member of The National Alliance and presents on the topic of Agency Management. Although much time is spent supporting the industry, Brian also enjoys the outdoors and RVing with his wife, Julie. |
Future Technology: Utilization, Implementation & Insurtech
This session will provide a format to evaluate your own utilization of technology in the agency and how to fully implement what is available to position your agency for the future. The session will also visit the impact of InsurTech and how agencies can better position themselves to compete.
Topics Discussed:
Utilization of Technology, Improving Utilization, Implementation, Putting Together a Plan, Insurtech and Focus on Client Experience
Business Intelligence: Managing Data & It's Integrity
This session takes a look at how data is collected in the management system and how to maintain it's integrity. The components of an electronic file will also be covered, including the retention of electronic records and best practices for archiving and/or purging of data.
Topics Discussed:
Benefits of Managing your Data, Layers of the Electronic File, Updating and Maintaining Data for Integrity, Protecting Your Client's Data, Business Intelligence and Archiving versus Purging.
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Meet Your Entertainment, Sean BottComedy Mentalist, Sean Bott grew-up in Saudi Arabia, where inhaling desert-dust and scorching-heat has severely warped his brain. The good news is, he can now provide training, tool sets, and inspiration that will reconnect you, your company, and your campus with humanity. He will help you solve the human disconnect created by world wide technological interconnectedness. The LA Times describes Comedy Mentalist Sean Bott as "A crazy blend of Jack Black and Criss Angel, Amazing! Sean has appeared on HBO, NBC, MTV, the CW, and in 127 Hours with James Franco. Having performed for and presented at over 1000 events in the corporate world in the past 9 years, Sean knows how to blend great laughter and amazing moments to create an unforgettable experience for companies large and small. |
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Hotel ArrangementsIIAMD has reserved a block of rooms for June 13th- June 15th at the Turf Valley Resort. The rooms are discounted at $141 (single/double) per night. Local and state taxes not included in price. Rooms are limited and will be available on a first come, first serve basis. To reserve a room visit https://reservations.turfvalley.com/ and use group code "2878T0". (Room block cut off date: May 14, 2019)
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