Thursday, April 16

8:00am - 10:00am

Exhibitor Move-In & Registration

9:00am - 6:00pm

Agent Registration Open

10:15am - 11:45am

SUPER SESSION - "We Were Promised Jetpacks"

Speaker: Seth Zaremba

Agents were promised that if we adopted carrier technology, used our AMS's more completely, embraced the insurtech movement, and invested in 21st century roles around marketing and data, that we could win. 

It’s 2020. Carrier platforms are in many cases out of date. The number of agencies is falling. Insurtechs number in the thousands. And attracting new people to roles the IA Channel does not support, seems impossible.

The jetpacks we were promised...aren’t coming. For the indie agent to keep pace with the customer and create the margins necessary to thrive, we’ll have to build them ourselves. 

*Session approved for 1 Hr. GEN CE credit (NC only)

11:45am - 1:15pm

Networking Lunch with Exhibitors

1:15pm - 2:45pm

SUPER SESSION: "Conquering Kryptonite: How to Beat Fear, Leverage Change, and Achieve Your Best Results"

Speaker: Kevin Brown

People often fail in life due to self-imposed limitations, poor choices and other people’s opinions. Success isn’t easy...if it was, everyone would have already achieved his or her dreams.

The truth is, heroes are masters at overcoming the things that hold them back and use their powers of resilience, tenacity and laser focus to channel their energy into the best possible outcome for themselves and the people they serve. Now is the time to use your own hero powers to kick fear in the face and breakthrough to the next level of performance personally and professionally.

2:45pm - 3:45pm

Networking Break with Exhibitors

3:45pm - 5:00pm

Breakout Sessions (Choose One)

#1: NCAHU Session

Join NCAHU's President Andrew Kaiser as he and the NCAHU leadership kick off the all new 2020 NCAHU Symposium! We'll share highlights from the past year and our vision for the future of the association. You don't want to miss this exciting session!

#2: Social Media: Your Road Map to Success in 2020

Speaker: Chris Paradiso

Join Chris Paradiso as he dives into why every agent/agency needs a strategic social media plan in 2020 and what platforms you should be spending your time on. This session will cover items such as:

● Facebook overview, and how to set up paid advertising to targeted audiences (boosting)

● Twitter – how to setup your account, and how to use Twitter to find prospects or attract leads

● Instagram set up and uses, along with individual accounts for an agent/broker or agency (including the “in’s and out’s” of the Instagram app and how to re-market visuals properly to Instagram)

● YouTube – how to set up an agency page and maintain your channel

● Pinterest – how to set up an agency page, what to post, and how to properly hashtag and get visibility in the Pinterest world

● Your social strategy with your staff – the power of checking in on Facebook and how your staff speaks to your agency brand

● The power of hashtags – why they are important and how to properly use them (and how your agency can create your own custom hashtags to spur your audience to take action)

#3: Swiping My Way to Success: How Dating and Customer Experience Go Hand in Hand

Speaker: Ashley Fitzsimmons 

There I was. Another first date I knew right from the beginning wasn’t going to go beyond just that: the first date. I know what you’re thinking – “Isn’t this supposed to be about insurance?” It is. Follow me here. 

It seemed like I was striking out left and right. But I couldn’t just give up, could I? So I continued going and continued asking the same questions, going through the motions when it hit me: why not turn this into a business opportunity? Enter: Swiping my way to success. 

Maybe you’re going through this now or maybe you’ve already found ‘the one’ – but think about it: dating is incredibly comparable to how we get our insurance clients. Or at least how we should be getting them. In this industry, retention is key. We want to find ‘the ones’ – the ones that are going to value quality over price, that will be open to communication and most important of all, will stick around. I’m going to walk you through the steps to dating, I mean, courting your clients. 

It all starts with your (agency) profile. What does it say about you? Is accurate? Or better yet – does it even exist? Just like on a dating app, whether we admit it or not, the first thing we base our decision on is appearance. I’m going to provide you with important tips and tricks to get your online presence in ‘swipe right’ mode. 

Congrats – they liked your profile enough to initiate the conversation. Now we’re on to the first date. It’s easy to get over excited to close the deal – but here’s where the regular agents and the awesome agents get set apart: are you interested in them or just interested in the premium? I’m here to help you through this. I’ll be talking about leading questions, directing the conversation and most important, setting yourself up for a long time relationship and not just a fling! 

Want to know what happens when you decide you’re the perfect match? Find out at InsurEXPO20!

#4: Throw Me a Lifeline! Tools and Tips to Achieve a Healthy Work-Life Balance

Speaker: LuAnn Wooters, CISR, AAI, AAI-M, TRA

Is your day controlling you or are you controlling the day? Are work-life balance and time management really myths? Why is it so difficult to manage a healthy balance between work and home life? In this session, we are going to explore some helpful tips to strike a balance between work and life. And yes – you should have a life!  

5:00pm - 6:30pm

Networking Reception with Exhibitors


Dinner On Your Own


NCAHU Past Presidents Meeting

*By Invitation Only


Trivia Night & Networking

Marriott Bar


Friday, April 17

7:30am - 11:00am

Registration Open

7:30am - 8:45am

Breakfast with Exhibitors

8:45am - 10:00am

SUPER SESSION: "The Evolution of the Agent"

Speaker: Chris Paradiso

Join Chris Paradiso for a thought provoking discussion on big data and technology and how it will change the agent/customer relationship by allowing us to analyze our book of business in 6 ways:

● Allow us to identify and target new business more accurately

● Allow us to identify and target new opportunities with existing clients

● Allow us to assign a loyalty score to each of our clients to determine how likely they will renew with our agency

● Allow us to identify and target loyal customers for referrals and cross-selling opportunities

● Allow us to identify and remove our problem clients (clients who are likely to submit a claim) within our book of business

● Understand the importance of process and procedure when it comes to data entry

Chris will then go on to discuss how this information will aid in our digital marketing campaigns by micro-targeting our audiences with strategic ads catering to their exact needs.

10:00am - 11:00am

Networking Break with Exhibitors

11:00am - 12:15pm

Breakout Sessions (Choose One)

#1: NCAHU Session: 2020 Legislative Preview

Speaker: Joe Stewart

2020 is shaping up to be a dramatic, dynamic election year in North Carolina. The top three races on the ballot - President, US Senate, Governor - are all expected to be hotly contested and highly competitive, and will cast a long shadow over all the other contests for state office (including the race for Commissioner of Insurance). 

IIANC Vice President for Governmental Affairs Joe Stewart will provide an overview of state’s currently electoral landscape, and also offer insights on what issues the NC General Assembly is likely to take up during the legislative session that starts in May.

 *Session approved for 1 Hr. GEN CE credit (NC only)

#2: The Brand Messaging Playbook

Speaker: Chris Paradiso

Learn the importance of developing your agency brand and how it will help take your agency to the next level in 2020. Join Chris as he introduces you to the Brand Messaging Playbook - a resource that will help you determine exactly what your agency stands for and what message you want to portray to the outside world. This session will go through:

● Your Organizational Personality

● Building Your Brand Image

● Creating A Mission Statement

● What Is Your Special Sauce?

● Developing Your Brand Personas

● The Importance Of Color Usage In Your Brand 

#3: Building a Culture and Employer Brand that Attracts and Retains Top Talent

Speaker: Dani Kimble

According to Deloitte’s 2020 Insurance Outlook, only 4% of millennials are interested in working in the insurance industry. Yet, due to retirement, our industry is anticipating nearly 400,000 job openings by the end of 2020. 

So, what can we do today to attract and retain top talent within our agencies? In this session, I’ll share practical, implementable strategies on how to create a thriving culture and employer brand experience. I’ll also share specific examples from our work at O’Neill Insurance that have led to direct results around recruitment, employee experience, and employee retention. 

#4: Keys to Agency Prosperity

Speaker: Mick Hunt

Is your agency struggling to grow its revenue year over year? Do you have a strategic plan for organic growth?  Come find out how our Agency Prosper team is helping Agencies just like yours put together Growth Strategies!  

Topics include:

-How to effectively hold Sales Meetings

-Producer Development

-Cross Selling Methods

-Digital Marketing

1:00pm - 4:00pm

NCAHU Sessions

Note: The following sessions will be located at the Marriott hotel. Lunch will be provided for any attendees participating in these sessions. 

1:00pm - 2:00pm 

Panel Discussion: The Price of Pills - How Can the US Keep Up with Rising Prescription Drug Costs?

Moderator: Greg Stancil - Scott Insurance

Join us for an informative and can't miss panel discussion where we'll address the following questions:

  • Why are the prices of medications so high in the US?
  • What has contributed to the current pricing structure?
  • How do insurance companies assign a "tier" to a medication?
  • Why do most other countries pay less?
  • What has Congress done (or is doing) to lower medication prices?
  • What are some logical steps that might provide relief?

2:00pm - 3:00pm - Single Payer Systems

Speaker: David Smith

This session will discuss how different single payer systems as proposed and operating in other countries impact the current competition-based approach of financing health care in America. The session will discuss the Beveridge, Bismarck and National Health Insurance models offered in other countries, and then outline the different proposals for single-payer and public option and how they vary from the ‘managed competition’ model created by the Affordable Care Act. 

3:00pm - 4:00pm

ACA Notices and Penalties... Now What?

Speaker: Jennifer LaTour

In this interactive seminar, Jennifer LaTour will walk you through the latest and greatest of ACA Notices and Penalties to ensure you can advise your clients on the letters coming out from the IRS.  We’ll review ACA reporting rules and how we got to this point.  We’ll also review Failure to File Notices and ESRP Tax Assessments.  We’ll do a deep dive into the ESRP letter and review the guidelines for a proper ESRP response.

*Sessions approved for 3 Hours GEN CE Credit (NC only); must attend all three sessions to receive credit