Fall Roadshows
Coming to a town near you!
Agenda By Location
September 19th
Agenda
11am-12pm – Breakout Sessions led by Development Team (see Breakout Session Details tab for presenters)
12-1pm- Lunch with Gold Sponsor, EMC
1-2pm- Resume Breakout Sessions led by Development Team (see Breakout Session Details tab for presenters)
2-4pm – Open Town Hall – Submit topics you would like covered HERE
4-4:20pm- Platinum Sponsor, Travelers Present
4:20-4:40pm- Platinum Sponsor, Liberty Mutual, State Auto, Safeco Present
5pm – Happy Hour hosted by Silver Sponsors (Hartford, Nationwide, Foremost, Aegis, and National General) & Platinum Sponsors (Travelers and Liberty Mutual/State Auto/Safeco)
Event Venue
Springfield Brewing Company
305 South Market Avenue
Springfield, MO 65806
Hotel Accommodations
Tru by Hilton Springfield Downtown – Please book by 8/19/2024 for our group rate. (Room Block HERE)
517 E. Elm Street
Springfield, MO 65806
September 24th
Agenda
11am-12pm – Breakout Sessions led by Development Team (see Breakout Session Details tab for presenters)
12-1pm- Lunch with Gold Sponsor, EMC
1-2pm- Resume Breakout Sessions led by Development Team (see Breakout Session Details tab for presenters)
2-4pm – Open Town Hall – Submit topics you would like covered HERE
4-4:20pm- Platinum Sponsor, Travelers Present
4:20-4:40pm- Platinum Sponsor, Liberty Mutual, State Auto, Safeco Present
5pm – Happy Hour hosted by Silver Sponsors (Hartford, Nationwide, Foremost, Aegis, and National General) & Platinum Sponsors (Travelers and Liberty Mutual/State Auto/Safeco)
Event Venue
IIA of IL
4360 Wabash Ave
Springfield, IL 62711
Happy Hour Venue
Papa Franks
4111 Wabash Ave
Springfield, IL 62711
Hotel Accommodations
Hampton Inn & Suites – Please book by 8/30/2024 for our group rate. (Room Block HERE)
2300 Chuckwagon Dr
Springfield, IL 62711
September 26th
Agenda
11am-12pm – Breakout Sessions led by Development Team (see Breakout Session Details tab for presenters)
12-1pm- Lunch with Gold Sponsor, EMC
1-2pm- Resume Breakout Sessions led by Development Team (see Breakout Session Details tab for presenters)
2-4pm – Open Town Hall – Submit topics you would like covered HERE
4-4:20pm- Platinum Sponsor, Travelers Present
4:20-4:40pm- Platinum Sponsor, Liberty Mutual, State Auto, Safeco Present
5pm – Happy Hour hosted by Silver Sponsors (Hartford, Nationwide, Foremost, Aegis, and National General) & Platinum Sponsors (Travelers and Liberty Mutual/State Auto/Safeco)
Event Venue
Missouri Athletic Club – Downtown
405 Washington Ave.
St. Louis, MO 63102
Hotel Accommodations
Missouri Athletic Club- Downtown
Room Block – Please call the front desk to book under the VIAA room block before September 11th. The phone number is 314-231-7220.
405 Washington Ave.
St. Louis, MO 63102
Development Team led Breakout Sessions available from 11am-12pm and then resume after lunch from 1pm-2pm. Feel free to move about the tables as you wish. We have added general topics to be discussed below so that you may plan according to your agency needs.
Brett – The PL Access Plus Experience
- Benefits of Using Access Plus
- Quoting within Access Plus
- Servicing Your Access Plus Book
Linsey – Advanced Commercial Process/Procedure
- Carrier appetite
- Process to pre-appointment
- What to ask in a prospect meeting
- Training, replicating, and transferring knowledge & process internally
- Complex accounts and different strategies (Bonds, Captive Programs)
- St. Louis and Springfield, MO locations only
Carly – Front Line Underwriting = Profit
- Carrier Profitability Flags
- Guardrails for Profitability
- Open Discussion: What does your agency do to keep out bad business?
Bill – A Better Client Experience
- Review process and use case or onboarding in AZ
- How to create a welcome letter
- Create multiple touchpoints in your process (Send out cards; Local Events; Social)
Kaylee – Let’s Update
- Stop by throughout the day to help us get your agency information updated in our systems
- Employees and contact information
- Companies
- Tech







