IIABL & IIAM 2024 Young Agents Conference

LOUISIANA & MISSISSIPPI

Young Agents Pitching Success & Catching Dreams

AUGUST 22-24, 2024 ROYAL SONESTA, NEW ORLEANS, LA

CONFERENCE GUIDE

Table of Contents General Information............................................................................................................................... 2 Welcome from the IIABL Young Agents Chair................................................................................ 3 Young Agents Committee Leadership Roster.................................................................................. 3 August 23, 2024 Schedule of Events................................................................................................. 4 August 24, 2024 Schedule of Events................................................................................................. 5 Exhibitor Listing....................................................................................................................................... 5 Speaker Lineup........................................................................................................................................ 6 Staff Roster............................................................................................................................................... 7 SAVE THE DATE: IIABL & IIAM 2025 Young Agents Conference............................................. 7 Thank You To Our Sponsors................................................................................................................ 8

General Information Registration Center The IIABL & IIAM staff is ready, willing and able to assist you. Conference registration and program information is available at the Registration Center. If you have any questions, need information or assistance, contact our staff at the Registration Center.

Conference Registration, Badges & Tickets Each and every person attending the conference must be registered. Conference attendees are issued badges which are to be worn in order to be admitted to all conference activities. Lost or damaged badges can be replaced at the Registration Center.

Individual registrations for separate conference functions are not available.

Some conference functions require tickets for drinks. Tickets are included in your badge. Please make sure to bring your tickets to each function.

Lost or damaged tickets can be replaced at the Registration Center.

Exhibitor Bingo (Agents Only) Visit the Exhibitors during the reception on Friday evening and have them sign your BINGO card. Turn your BINGO card into our staff for your chance to win CASH PRIZES!

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Continuing Education Conference general sessions are approved for Continuing Education credit in Louisiana and Mississippi. Attendance is required for the complete program to qualify for CE credit. Please be sure to scan the QR code at the end of each session you attend and complete the electronic form to qualify for CE credit.

Continuing Education certificates will be posted 2-4 weeks after the conference. CE credit will not be provided to attendees who do not attend the entire seminar and/or fail to complete the electronic CE form at the end of each individual CE session.

Please note which sessions are approved or pending CE approval in each state on the agendas listed on page 4 and 5 of this program.

Baseball Card Collector Game (All Attendees) Get your Baseball Card Collection signed by each of our All-Stars that includes our amazing lineup of speakers and Young Agent leaders from Louisiana and Mississippi! Once you have everyone’s signature, turn in your Baseball Card Collection to one of our staff members at the Cocktail Reception on Saturday night for your chance to win our GRAND PRIZE!

Welcome!

Bienvenue à la Nouvelle Orléans!

On behalf of IIABL and IIAM’s Young Agents committees, we are absolutely jazzed to have you at our annual conference!

This year’s agenda is an grandslam homerun, packed full of informative sessions that will keep you engaged and entertained.

Young Agents and those Young at Heart will have the opportunity to improve their game by scrimmaging other players in the industry.

Maggie

We want to extend a standing ovation of sincere thanks to our sponsors and exhibitors for their support of all our endeavors and events. Without them, events like this would not be possible.

Louisiana Young Agents Chair

So grab a po’ boy, settle in, and let the games begin!

MAGGIE LANDRY

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Maggie Landry LA Young Agent Chair 2024 – 2025

Young Agents Committee Leaders Maggie

Michael

Sydney

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MAGGIE LANDRY Louisiana Young Agents Chairman

MICHAEL MOBLEY Louisiana Young Agents Chairman-Elect

Hanson

CLINT HANSON Mississippi Young Agents Chairman

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Sims

KELSEY SIMS

Mississippi Young Agents Vice-Chairman

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Schedule of Events August 23, 2024

Approved for CE in Louisiana Approved for CE in Mississippi Pending Approval in Louisiana Pending Approval in Mississippi

9:00 am

Registration Opens Royal Sonesta Arcade

10:00 am - 11:00 am

Keynote Speaker: Grand Ballroom Your Brand Sucks, Ernie Harker, Speaker, Author, Consultant In a competitive industry where customers have many options, standing out is crucial for success. In this presentation, based on his book "Your Brand Sucks - How to Ignite a Brand that Doesn’t," Ernie Harker outlines a step-by-step process to create a successful brand that attracts high-paying clients. He also demonstrates how to leverage AI tools for creating on-brand marketing materials quickly and easily.

11:00 am - 1:00 pm

Lunch On Your Own

1:00 pm - 2:00 pm

General Session: Foundations of Effective Leadership William Harwood, Co-Founder of New Level Partners & Amanda Schroeder, Manager, Client Engagement & Marketing, New Level Partners This presentation explores essential qualities for successful leadership, covering intrapersonal, operational, interpersonal, and strategic aspects. Key qualities include influence, integrity, decisiveness, risk-taking, and resilience. It highlights emotional intelligence (EQ) for managing emotions and relationships, emphasizing self-awareness, self-management, empathy, motivation, and social communication. Trust and empowerment are discussed through the 13 behaviors of trust, fostering reliability and collaboration. Time management and priority setting are addressed using Covey’s principles, with strategies for enhancing team productivity. This presentation equips leaders with foundational skills to navigate diverse leadership challenges effectively.

2:00 pm - 2:20 pm

Refreshment Break

2:20 pm - 3:20 pm

Breakout Session 1: SOUTH BALLROOM (Closest to Foyer) Difficult Conversations & Conflict Resolutions, William Harwood, Co-Founder of New Level Partners & Amanda Schroeder, Manager, Client Engagement & Marketing Master the art of turning conflicts into productive discussions! We'll explore negotiation vs. conflict, uncover dispute causes, and learn effective management. Identify root causes, navigate emotions, and apply a structured resolution process.

With engaging examples and practical strategies, you'll be equipped to handle challenging conversations confidently. Let's turn conflicts into opportunities for growth and understanding!

3:30 pm - 4:30 pm

Breakout Session 2: SOUTH BALLROOM (Closest to Foyer) Communications & Relationship Management, William Harwood, Co-Founder of New Level Partners & Amanda Schroeder, Manager, Client Engagement & Marketing Unlock the secrets of effective communication and relationship-building. Learn to adapt communications styles, use persuasive techniques, manage stakeholders, and lead impactful meetings.

Enhance your skills to connect, persuade, and lead with confidence.

5:00 pm - 6:30 pm

Welcome Reception with Exhibitors Evangeline Suite, Foyer, Regal Suite & Arcade

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NORTH BALLROOM The Future of Marketing: Integrating Generative AI Into Your Strategy Ernie Harker, Speaker, Author, Consultant Generative AI is a hot topic in business for good reason! It can save you time and money, especially if you're overwhelmed with tasks. Marketing expert Ernie Harker, who has been using generative AI for years, will show you how to use these tools to quickly and cost-effectively produce on-brand marketing materials.

NORTH BALLROOM Trending Endorsements You Should Be Paying Attention To, Ben Albright, IIABL CEO & President Join this session to explore key auto and roof coverage endorsements, their risks, and how they affect your E&O exposure. Learn best practices to protect your clients and refine your skills in explaining Actual Cash Value (ACV) policies. Perfect for young agents looking to stay informed and proactive!.

Play Exhibitor Bingo during the reception for your chance to win CASH PRIZES!

Schedule of Events August 24, 2024

Approved for CE in Louisiana Approved for CE in Mississippi Pending Approval in Louisiana Pending Approval in Mississippi

9:00 am

Big I Brunch Grand Ballroom

10:00 am - 12:00 pm

E&O Mock Trial: Bushwood Country Club v. Danny Noonan’s No Risk Insurance Agency Cast: Narrator: Annette Ardler, SwissRe Corporate Solutions Ty Webb (Owner of Bushwood Golf Course): Clint Hanson, Columbus Insurance Services Danielle Noonan (Agent): Maggie Landry, Perkins-McKenzie Insurance Agency Chris Steven Russell (CSR): Scott Douglas, FCCI Insurance Group Spaudling Smails (Agency Intern): Kelsey Sims, Meeks Cockroft Agency Baliff: Tamara Pharr, Mc-Wright Insurance Group Judge Elihu Smails: Sydney Schwing, Schwing Insurance Agency Court Reporter: Baylie Babin, IPFS Attorney for Plaintiff: Jim Gibson, Gibson Law Partners Attorney for Defendant: Courtnee Green, Gibson Law Partners Al Czervik (Former Owner of Bushwood Golf Course): Nick Farley, Pappalardo Agency James Westport (Standard of Care Expert): Michael Mobley, Moore & Jenkins Insurance Agency This session is designed to show how mistakes made by an insurance agent are portrayed in a courtroom setting. Ty Webb, a local businessman and longtime friend of Danny Noonan, is purchasing a golf course and country club, Bushwood Country Club. Danny places coverage based on the prior policy. Four years after the purchase, a fire ensues and burns down the country club.

Between the time of the purchase and the fire, Webb has subleased the golf cart, pro shop and snack bar vending to Al Czervik, and also added a banquet room. Webb has a total loss of the building, his contents and Al Czervik’s contents in the sum of $3,875,000. The insurance company pays him $500,000 for the building, and $250,000 for his contents leaving an uninsured loss of $3,125,000. Webb makes a claim against Noonan for this amount.

Play Baseball Card Collector throughout the Cocktail Reception Conference for your chance to win the Fleur Dis Lis Ballroom GRAND PRIZE at the Cocktail Reception!

Don’t forget to vote for the “Best Young Agent Actor” award which will be included in the CE form following the E&O Mock Trial!

5:00 pm - 6:30 pm

Exhibitor Lineup LWCC Mathison Insurance Partners, Inc. Mountain Life Insurance National General, an Allstate company New Level Partners Openly Orion180 Insurance Pennsylvania Lumbermens Mutual Insurance Company Restoration 1 of Jackson Risk Placement Services - RPS Alpharetta Risk Placement Services - RPS Louisiana RT Specialty Safepoint Insurance Company SageSure Stonetrust Commercial Insurance Co. TAPCO Underwriters, Inc. The Gray Insurance Company Travelers Insurance Company UFG Insurance Page 5 US Risk Brokers

List as of August 12, 2024

Accentus Insurance Group AF Group AFCODirect Agile Premium Finance Amerisafe AmWINS Berkley Southeast Insurance Group, a Berkley Company Berkshire Hathaway GUARD Insurance Companies Bluefire Insurance Burns & Wilcox, Ltd. CRC Group Dealer Plus Insurance Gulf States Insurance Company Homebuilders SIF Hull & Company IPFS Jencap Insurance Services LCI Workers' Comp LHBA GL Trust LUBA Workers' Comp

Speaker Roster Ernie Harker brings a whirlwind of energy and innovation to every stage, captivating audiences with nearly 30 years of industry insight and leadership wisdom. Known for igniting transformative thinking, Ernie shares practical strategies for branding, creativity, and personal growth that resonate deeply with professionals across sectors.

Harker

His dynamic approach not only educates but also inspires attendees to explore new horizons in their careers and businesses. Ernie’s presentations are a powerful catalyst for change, leaving audiences equipped and motivated to tackle their challenges with renewed vigor and a fresh perspective. Discover why Ernie is an audience favorite wherever he speaks!

ERNIE HARKER Speaker, Author,Consultant

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New Level Partners LLC’s Co-Founder and Managing Partner, Bill Harwood combines 15+ years of instructional design and education with extensive prior insurance broker and carrier experience. He has also worked with a wide range of insurance industry non-profit organizations.

Bill’s experience includes all standard Commercial Lines (Property, CGL, Auto, Workers Compensation) plus Technology Risk, Large Lines Casualty and Alternate Risk.

Harwood YOUNG AGENTS CONFERENCE

“Communication, persuasion, influence and negotiation are foundations of success in the insurance industry. New skills and tactics are essential, given the level of detail we all manage for accounts and clients, and the inherent conflicting positions of many insurance transactions” Bill speaks at insurance industry events and writes on a broad range of learning and development, risk management and insurance and talent acquisition topics. He is also certified as a Continuing Education instructor.

Amanda Schroeder is the Manager of Client Engagement and Marketing and has worked for New Level Partners for the past 10 years. She manages our Learning Management Systems and connects with our clients daily. She works with clients to come up with on-boarding solutions for their employees and oversees all customer service and tech support. She leads our relationships with over 30 State Associations and manages our Shopify Retails Sites. Amanda also manages marketing for NLP and supports retail sites such as MyAgencyCampus.

Schroeder

Amanda is a graduate of the University of Rhode Island. She lives in New Jersey and is married with two children.

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Benjamin Albright is President & CEO of the Independent Insurance Agents & Brokers of Louisiana (IIABL).

Ben represents independent agents in legislative and regulatory affairs, insurance industry relations, with the consumer public, and is responsible for implementation of the IIABL Strategic Plan and management of the association.

Albright

Ben has a well-rounded insurance background, having spent 8 years with Eagan Insurance, and 2 years with LWCC before joining IIABL. He joined IIABL in November 2020, after a nationwide search, as their Vice President of Strategic Initiatives before being named the President & CEO in January of 2024. In that role, he lead various projects within the association to accomplish the organization’s strategic goals including agency technology innovation, agency market access programs, and developing training and benchmarks for successful agency management.

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A graduate of Louisiana State University triple majoring in Economics, Political Science, Psychology and minoring in French, Ben now resides in Baton Rouge with his girlfriend Emily and their two fur babies, Maggie and Daisy.

Staff Roster

Albright

Albright

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O’Regan

Roberts

Wilkerson

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Thank you to our Sponsors!

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

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List as of August 12, 2024