FRIday, AUG. 9th
How to be a Hard Market Hero Series- Parts 1 & 2
Filed for 2 hrs. CE, Madison Ballroom
This isn't just another speaker, It's your personal lifeline for thriving in a demanding market and using the market conditions to your advantage. If you feel like you are drowning from team burnout, client deflection and team turnover Kelly is here to give you some solutions. Get ready to learn how to STOP, EMBRACE, GRIEVE and PROVIDE to become a Hard Market Hero.
PART 1 - "Empowering Insurance Agents in the Hard Market + Tackling Tough Conversations"
9:00- 9:15 pm 15 MIN. BREAK
PART 2 - "Efficiency in Chaos- Time Management Tools For Navigating A Hard Market"
PRESENTED BY: Kelly Donahue-Piro, Agency Performance Partners
As Founder and President of insurance consulting and training firm Agency Performance Partners, for more than a decade Kelly Donahue-Piro has been inspiring clients and conference attendees alike to be “Ridiculously Amazing.” An empathetic visionary, Kelly sees herself and her team not just as expert advisors but as a “BFF” to agency owners, coming alongside with an arm around the shoulder when times are tough and a round of high-fives when success rolls in. Kelly’s professional journey began with a degree in Relationship Marketing from Bentley University in 2003, and she hasn’t hit pause since, serving—among other roles—as Vice President in charge of Client Services for an insurance digital marketing firm once named among America’s fastest growing companies by Inc Magazine. Since 2014 she has helmed Agency Performance Partners and traveled the U.S. and Canada as a highly sought-after speaker empowering insurance agents to face change with a can-do attitude and a growth mindset.
SATURDAY, AUG 10TH
Transforming Your Agency with AI: Enhancing Client Services and Upholding Your Values
Filed for 1 hr. CE , Madison Ballroom
Don't miss out! Zach is here to help you understand AI trends and best practices., including:
- Understanding AI : Grasp the basics of AI, familiarize yourself with its terminology & explore its role.
- Revamping Client Services : Discover how AI can personalize client experiences, from tailored communications to customized offerings, thereby elevating client satisfaction and retention.
- Consistency in Reflecting Agency Identity and Values: Learn to integrate your agency's unique messaging into AI, ensuring a consistent and authentic experience for clients
- Best Practices for AI Integration : Uncover the most effective ways to adopt AI in your agency, maximizing its potential to streamline operations, enhance services, and facilitate data-driven decision-making.
- Developing an AI Policy: Understand the importance of a clear AI policy that reflects your ethos and guides responsible and ethical AI use, ensuring its alignment with your goals and expectations.
- Practical Examples for Immediate Application: See real-world examples of AI in action , illustrating how to apply your newfound knowledge to improve your operations and client experiences immediately.
PRESENTED BY: Zach Giglio, Founder & CEO, GCM
Zach Giglio is CEO of GCM, an award-winning agency that shows organizations how to leverage cutting-edge AI technology to become more efficient and profitable. He is certified by the Wharton School of Business in AI strategy for business and is a faculty member on AI at the U.S. Chamber of Commerce’s Institute for Organization Management.
Renowned for his insights into the fascinating convergence of AI and business, Zach is a frequent guest speaker at industry conferences and is an upcoming TEDx speaker. Additionally, he conducts intensive AI trainings and implementations, tailored to equip organizations with the requisite knowledge and skills to effectively harness AI, fueling their marketing, sales, administration and operating abilities and driving revenue growth.
Zach's consulting acumen spans a diverse array of organizations, from Fortune 500 companies to dynamic startups. His professional journey has taken him from Washington D.C. to Johannesburg and back to the USA, where he co-founded GCM.
Beyond his professional commitments, Zach contributes actively to his local community, serving on a nonprofit board. He indulges his personal passions in travel, wine, and conversation, underpinned by a lifelong love for storytelling, history, and culture. Zach resides in the Charleston, S.C. area with his wife and two young sons.
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