Fall Roadshows
Agenda By Location
Sept 13th
8:30-9am- Breakfast with Silver Sponsor, Safeco/Liberty
9-10am- Intro & Agenda Led by Robert Qaoud
10am-12pm- Breakout Sessions Led by Developement Team
12-1pm- Working Lunch with Gold Sponsors, Nationwide.
“Retaining Clients in a Hard Market” led by TJ McCoy
1-3:30pm- Breakout Sessions with Development Team
3:40-4pm- Platinum Sponsor, Travelers Present
4-6pm- Happy Hour hosted by Travelers
Sept 14th
9am-Noon – Development Team Available to Implement Strategies
(Breakfast Provided)
Event Venue
Springfield Brewing Company
305 South Market Avenue
Springfield, MO 65806
Hotel Accomodations
Tru by Hilton Springfield Downtown (Room Block Link Expires 8/11/22)
517 E. Elm Street
Springfield, MO 65806
Sept 15th
9-9:30am- Breakfast with Silver Sponsor, Safeco/Liberty
9:30-10:30am- Intro & Agenda led by Robert Qaoud
10:30am-12:30pm- Breakout Sessions led by Developement Team
12:30-1:30pm- Working Lunch with Gold Sponsor, Nationwide
“Retaining Clients in a Hard Market” led by TJ McCoy
1:30-4pm- Breakout Sessions led by Development Team
4-4:20pm- Platinum Sponsor, Travelers Present
4:30-6:30pm- Happy Hour hosted by Travelers
Sept 16th- Move to VIAA Training Room (6825 Clayton Ave)
9am-Noon- Development Team Available to Implement Strategies
(Breakfast Provided)
Hotel & Event Venue
The Chesire (Room Block Link Expires 8/26/22)
6300 Clayton Rd
St. Louis, MO 63117
Sept 27th
9-9:30am- Breakfast with Silver Sponsor, Safeco/Liberty
9:30-10:30am- Intro & Agenda led by Robert Qaoud
10:30am-12:30pm- Breakout Sessions led by Developement Team
12:30-1:30pm- Working Lunch with Gold Sponsors, Nationwide
“Retaining Clients in a Hard Market” led by TJ McCoy
1:30-3pm- Breakout Sessions led by Development Team
3:10-3:30pm- Platinum Sponsor, Travelers Present
3:30-4pm- Wrap up and head to Happy Hour Venue
4-6 pm- Happy Hour hosted by Platinum Spronsor Travelers
Sept 28th
9am-Noon- Development Team Available to Implement Strategies learned during breakout sessions.
(Breakfast Provided)
Hotel & Event Venue
Hampton Inn (To reserve your room on Sept 27th, call 618-549-6900 use CODE: VIA)
2175 Reed Station Pkwy
Carbondale, IL 62901
Happy Hour Venue
Buckwater Brew Works and Whiskey House
213 E Main St, Carbondale
IL 62901
Sept 29th
9-9:30am- Breakfast with Silver Sponsor, Safeco/Liberty
9:30-10:30am- Intro & Agenda led by Robert Qaoud
10:30am-12:30pm- Breakout Sessions led by Developement Team
12:30-1:30pm- Working Lunch with Gold Sponsor, Nationwide
“Retaining Clients in a Hard Market” led by TJ McCoy
1:30-3pm- Breakout Sessions led by Development Team
3:10-3:30pm- Platinum Sponsor, Travelers Present
3:30-4pm- Wrap up and head the Happy Hour Venue
4-6pm- Happy Hour hosted by Travelers
Sept 30th
9am-Noon- Development Team Available to Implement Strategies learned during breakout sessions.
(Breakfast Provided)
Event Venue
IIA of IL
4360 Wabash Ave
Springfield, IL 62711
Happy Hour Venue
Papa Franks
4111 Wabash Ave
Springfield, IL 62711
Hotel Venue
Hampton Inn & Suites (Room Block Link Expires 9/7/22)
2300 Chuckwagon Dr
Springfield, IL 62711
Intro and Agenda: (Robert)
- State of the Union
- Introduce Sponsors and Explain Breakout Sessions
Breakouts Sessions are open until Lunch. Then, they will resume after a working lunch until Happy Hour
Mike- Pipeline
- AZ – Foundation
- Basic Set up and Integrations
- Foundation Pipelines
- Updating existing automation steps
- Setting up email signatures
- Adding new automation steps
- Adding new carriers and policy types
- Tag manager (how to use these in automation)
- How to use Smart Cycle
- How to set up sales goals
- How to use reporting
- Manage custom fields
- How to connect to your AMS
- How to use manual activities
- How to manage Google Reviews
- Referral Pipeline – Referral Process and AZ
- Pipeline – High Level – Building a referral Network,
- AZ Referral Pipeline – Basic process (Bill and I)
TJ- PL Rating
- PL Rater
- How to bridge from AZ to PL Rater
- Adding Log In’s
- Manage Agency Information
- adding states and carriers
- Templates
- Switch Named Insured button
- Adding a new team member
- How to change agency access
- Renewals
- Importance of putting accurate information in client screen
Bill- Agency Zoom
- Pipeline theory – high level conversation
- How to base your automations on categories and not sources
- How to add referral partners to your automation
- When is it time for your agency to look at service center?
- Creating a Service Flow/Process in your agency
- Creating a Sales pipeline in real time
- How to Prospect commercial clients in AZ
- How to maximize the automations available in teams.
- Service center overview
- How to set up intake forms on your website or form builder
- How to connect forms to AZ
- How to use Zapier
- Using outside programs along with your automations
- How to incorporate service process into your sales automation pipeline
AJ- ZyWave
- Intro to Zywave
- Products available through VIAA (Broker Briefcase P&C, Client Cloud, ModMaster and miEdge)
- Account Management/Settings
- Building distribution lists
- Orientation/Searching
- miEdge Strategies
- Launching pre-built Campaigns
- Building Custom Campaigns
- Tracking Campaigns
- Generating Proposal Presentations
- RoughNotes Content
- Commonly used Content
- ModMaster Strategies
- Commercial Lines Planning
- Intro to Zywave
Josh: Communication & Resources:
- Microsoft TEAMS
- NextWeb
- Training & Learning Center
- Marketfinder
- Accessing Profit Sharing & A+ Commissions
Tim & Robert: HR: Importance of Kolbe Testing
- What is Kolbe
- Why we use it
- How to administer
- Analyzing results
Breakouts will continue until Platinum Sponsor speaks before Happy Hour
Platinum Sponsor
Gold Sponsor
Silver Sponsor
Silver Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
Bronze Sponsor
