Herbert Montgomery Memorial Golf Event
Jun
21
9:00 AM09:00

Herbert Montgomery Memorial Golf Event

LOCATION: Old Fort Golf Club- 1028 Golf Lane, Murfreesboro, TN 37129

Located along the banks of the Stones River adjacent to Fortress Rosecrans, a historic earthen fort used during the Civil War. Enjoy a wonderful golf experience combining antebellum landscapes within the heart of Murfreesboro.

The Herbert Montgomery Memorial Golf Tournament will benefit A Soldier’s Child in his honor.  Herbert was Past President of our local Memphis association. He also served as a State Director on our Tennessee board.  Members would always say, “He knew the insurance business ‘backwards and forwards’ and he appreciated the PIA. Herbert was my ‘go to’ guy when those ‘strange’ insurance questions came up.”

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Awards Presentation & General Session: "Harmonizing Business and Technology" by Wessly Anderson, Jason Cass, and Keith Savino [1hr CE Credit]
Jun
20
1:30 PM13:30

Awards Presentation & General Session: "Harmonizing Business and Technology" by Wessly Anderson, Jason Cass, and Keith Savino [1hr CE Credit]

Location: Mirabella E

SPONSORED BY: CMS

The insurance world has dramatically changed.   Clients find coverage differently.   Carriers underwrite insurance differently.   And, the most efficient agencies are changing the way that conduct business.   Technology, social media, tweeting, following, connecting, liking, sharing, blogging, posting, hash-tagging and checking in are all part of the world of the virtual marketplace. Understanding the basics of each platform and what the potential pitfalls are, will help today’s professional insurance agency avoid errors and omissions when it comes to communicating with clients. This course will examine the most commonly used forms of online communication and what processes and procedures should be ethically developed and integrated into your agency’s daily culture – ensuring your SEO doesn’t become an acronym for “serious errors and omissions”.   The use of technology, agency best practices, and automation systems are resources that can help an agency conduct business for effectively and efficiently.  

Business casual attire

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"Commercial Lines Sales Coaching & Training - a hands-on approach to helping agency owners" by Tyler Siddens [1hr CE Credit]
Jun
20
10:00 AM10:00

"Commercial Lines Sales Coaching & Training - a hands-on approach to helping agency owners" by Tyler Siddens [1hr CE Credit]

Location: Mirabella E

SPONSORED BY: Capital Premium Financing

Often commercial lines opportunities are annual engagements, and offer little incentive to stay in front of the prospective client, especially if you don’t initially win the business. Competitors also have advantages in certain markets, and your staffing restrictions prevent growth. How do you overcome this? The ACT Program through PIA of Tennessee has a solution. Join this breakout session for strategies that will position you as the risk-manager of choice for prospective commercial clients.  

Business casual attire

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Break Out: "The Four Agency Models of Today"&"Agency Automation that Works" by Jason Cass & Wessly Anderson [1hr CE Credit]
Jun
19
1:00 PM13:00

Break Out: "The Four Agency Models of Today"&"Agency Automation that Works" by Jason Cass & Wessly Anderson [1hr CE Credit]

Location: Cambridge A

SPONSORED BY: Grange Insurance

Successful agents have understood that one of the most critical components of retaining clients through established systems.  By ensuring that your agency is able to effectively and systematically and professionally determine your client’s needs and then offer products that will meet those needs, you will be able to affect both the retention of current clients while also increasing the depth and breadth of products for your insureds.  This in-depth presentation outlines systems to increase customer retention by having systematic approaches for on-boarding clients into a standard agency process, creating client kits that contain standardized disclosure and education materials, and by automating standard notifications and reminders through automation to insure that every client receives consistent information and disclosures.

Business casual attire

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General Session: "The Great Separator" by Jason Cass [1hr CE Credit]
Jun
19
11:00 AM11:00

General Session: "The Great Separator" by Jason Cass [1hr CE Credit]

Location: Cambridge A

SPONSORED BY: Progressive

The industry has changed dramatically in the past 20 years.   Offices filled with file cabinets and desktop computers have been replaced with virtual storage and handheld tablets.   Yet, in today’s insurance industry, there still exists 4 different agency models.   While all have the capability of being successful, understanding your agency’s model, the risks associated with that model, and the systems and procedures needed to effectively work in that model are vital.   This course looks at the different models, and discusses how that model is effectively applied in today’s culture.  

Business casual attire

 

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Opening Session & Presentation by Jason Cass
Jun
19
9:00 AM09:00

Opening Session & Presentation by Jason Cass

Oakley B/C

Sponsored by: Rytech

Join us for our Opening Session and Annual Business Meeting of the Association.   We will conduct a few pieces of business, including the election of our new Directors.   This will then be followed by a presentation by Jason Cass entitled "What If the Customer Experience Is Not Enough?"

Business casual attire

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Breakfast (own your own)
Jun
19
6:30 AM06:30

Breakfast (own your own)

Each attendee who purchased a VIP or Premier Pass will receive a meal voucher in your registration packet for breakfast if you are not staying at the hotel. Anyone is welcome to go have breakfast by taking your room key for the Embassy Suites with you down to the breakfast area.

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