TENTATIVE AGENDA

Crust Brewing
5500 Park Place
Rosemont, IL
630-653-5500

(SLYCE Restaurant)

Enjoy a complimentary made-to-order breakfast at the hotel's main restaurant, SLYCE.  Our group will have a reserved section.

(Salon C)

RiskProNet has a policy of strict compliance with federal and state antitrust laws and is committed to legal and ethical behavior. RiskProNet members should, at all times, follow the guidelines contained in its Antitrust Compliance Policy and to avoid or prevent situations which may pose possible violations of this policy.

PRESENTER

Dave Linhardt
Chief Growth & Marketing Officer
CRANE AGENCY

(Salon C)

Introduce yourself and your agency

• Agency name/location

• Book size

• Your background

• What you want to get out of this meeting

(Salon C)

PRESENTER

Garrett Barrera
AVP, Business Development Executive
CAPTIVE RESOURCES

(Salon C)

The struggle is real for Property Markets across the country.  How are you managing to find competitive property solutions?  Share the tools you are using successfully.  Take a deep dive into: 

• HAB, Hospitality, LRO,  and Assisted Living placement challenges.

• Who are you using for the hard-to-place markets?

• Deductible buy back programs.

• Review successes with parametric and quota-share programs.

PRESENTER

Dave Linhardt
Chief Growth & Marketing Officer
CRANE AGENCY

(Salon C)

Join this open discussion of  CAT Modeling for wildfire, quake, flood insurance.

• Have you used CAT Modeling before?

• Discuss best practices for presenting to the insured.

• Billing options (how/what to bill).

• Recommended vendors.

(Atrium)

(Salon C)

What tools / integrations are you using with you clients/prospects to be more efficient? 

• What software tools/integrations are you using (ex: Indio)?

• How are  you tracking new business?

• How are you tracking your pipeline?

• Overview of your success rate.

• What is you Hit ratio.

(Salon C)

Are there big changes coming to the way client fees are structured?  Will the industry push for a 10% flat fee without commissions (even on admitted lines) or  no fees but with commissions?  How would changes affect you and how will you remain competitive?

(Salon C)

(Salon C)

AI is getting better every day. How is your agency using AI /ChatGPT in tis marketing efforts or throughout the Agency?

• How are you using AI/ChatGPT in your marketing efforts?

• Is your Agency using AI/ChatGPT in any unique ways?

(Salon C)

Review of the day's topics.

Gibson Steakhouse Rosemont
5464 North River Road
Rosemont, IL
847-928-9000

(SLYCE Restaurant)

Enjoy a complimentary made-to-order breakfast at the hotel's main restaurant, SLYCE.  Our group will have a reserved section.

(Salon C)

State of the industry with CRC and how they can help you with those hard-to-place markets.

(Salon C)

In a world of uncertainty, you can have more confidence. Securing the right protection for yourself, your family and your business is the first step. Securing enough is the next.

PRESENTERS

Tom Chestnut
Account Underwriter
AFM Insurance

Chris Garcia
Production Underwriter II
AMR Insurance

(Salon C)

(Salon C)

Discuss any topics that was not covered over the past day and a half.