SUMMIT
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A LETTER FROM JACK
I am thrilled to welcome you to our first-ever Falvey Insurance Group Production Summit in Arizona. This milestone event marks an exciting opportunity for us to come together as underwriters, business development professionals, wholesale brokers, and marketing experts to collaborate, learn, and strategize for the future.
Throughout our time together, we will focus on defining what Falvey Insurance Group truly represents. We have built a strong foundation, but this summit presents a unique moment to further refine our identity, ensuring that our mission and values resonate across all facets of our business One of the most exciting aspects of our agenda is the opportunity to gain deeper insights into our broker relationships. By learning about them in new ways, we can enhance our partnerships and better align our services with their needs. This deeper understanding will empower us to strengthen our value proposition and reinforce our position as a trusted partner in the industry Most importantly, we will work together to develop strategies and actionable plans that will bring our growth initiatives to life. This summit is not just about discussions; it is about translating ideas into concrete steps that will propel us forward and drive meaningful results.
As we embark on this journey, let us embrace our mantra to Be Seen, to stand out in the market, to be visible in our partnerships, and to ensure that our impact is recognized across the industry. Each of you plays a crucial role in making this vision a reality.
I encourage each of you to fully engage, share your perspectives, and seize this moment to contribute to our collective success Your expertise and dedication are invaluable as we chart the course for the future of Falvey Insurance Group.
Thank you for your commitment and enthusiasm. I am confident that, together, we will make this inaugural summit a resounding success Let’s embrace this opportunity to learn, grow, and lead Excited to embark on this journey with you here in Arizona
Falvey represents a Unified Insurance Platform that transcends the limitations of traditional MGAs, carriers, and brokers.
By delivering a holistic, client-focused approach, we have become the go-to partner for brokers and clients seeking innovative solutions for risks of all types and complexities.
FALVEY PRODUCTION SUMMIT
AGENDA
WEDNESDAY (1/29)
8:00 AM Travel - 3200 E. Camelback rd.
9:00 AM Welcome to Office (Breakfast)
9:30 AM Opening Message
10:00 AM What is Falvey Insurance Group
10:30 AM Understanding the Book of Brokers
11:30 AM Broker Network Discussion
12:30 PM Lunch / Marketing Interviews
2:00 PM Offense vs Defense
2:30 PM Be Seen
4:00 PM Tools for the Visit
5:00 PM Day 1 Wrap Up
5:30 PM Travel
5:45 PM -
8:00 PM The Henry4455 E Camelback Rd
THURSDAY (1/30)
8:00 AM Travel - 3200 E. Camelback rd.
9:00 AM Breakfast
9:30 AM How FIG will leverage Digital Marketing to Amplify YOUR Message
10:30 AM BDM, YOUR Growth Opportunity with Brokers
11:30 AM Closing Session
12:30 PM Lunch / Marketing Interviews
2:00 PM Broker Panel 3:30 PM Travel 4:00 PM6:00 PM
Broker Networking EventCulinary Dropout 5632 N 7th St
RECAPPING 2024 WINS: LESSONS LEARNED:
IDENTIFY YOUR TOP 5 BROKERS
MILESTONES
IDENTIFY ONE NEW TERRITORY YOU DON'T DO BUSINESS IN FILL OUT 1 PRE-TRIP REPORT
129 REFERRAL SUBMISSIONS
$3,997,660 REFERRED QUOTED PREMIUM $1,598,037 REFERRED BOUND PREMIUM
Graeme Schultz Chemical Equipme nt Labs Inc
Graeme Schultz
WHOLESALE DATA
Graeme Schultz
Product Packagin g
Graeme Schultz
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W H E R E W
L Y O U “ B E S E E N ” I N 2 0 2 5
NOTES STATES
ATTENDEES
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BROKERS
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ATTENDEES
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BROKERS
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ATTENDEES
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NOTES STATES
ATTENDEES
DATE
BROKERS
FOCUS
ATTENDEES
DATE
BROKERS
FOCUS
ATTENDEES
DATE
BROKERS
FOCUS
WHAT IS FALVEY INSURANCE GROUP
NOTES
ACTION ITEMS
UNDERSTANDING THE BOOK OF BROKERS
TOP 5 BROKERS IN 2024 BY GWP
BROKER NETWORK DISCUSSION
NOTES
ACTION ITEMS
BE SEEN NOTES
ACTION ITEMS
TOOLS FOR THE VISIT
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ACTION ITEMS
H O W A N D W H E N T O S E N D S W A G
C O V V E R c a n b e u s e d f o r l a r g e r g i f t s l i k e a
b r a n d e d j a c k e t o r s i m i l a r s w a g i t e m s .
H O W T O U S E C O V V E R :
L o g i n t o y o u r C o v v e r a c c o u n t a n d B r o w s e t h e l i s t o f
c u r a t e d i t e m s t o f i n d s o m e t h i n g r e l e v a n t t o t h e o c c a s i o n . 1 . A d d t h a t i t e m t o y o u r c a r t ! ( B e m i n d f u l o f s i z i n g b e c a u s e t h e r e a r e n o r e t u r n s )
2 . C h e c k o u t u s i n g y o u r c o m p a n y c r e d i t c a r d . ( A l l o c a t e t o
3 . S h i p t h e g i f t t o t h e o f f i c e / r e m o t e l o c a t i o n .
y o u r T & E B u d g e t )
4 .
B e f o r e o r A f t e r a B r o k e r M e e t i n g w i t h a V I P B r o k e r W e l c o m i n g a N e w V I P B r o k e r
T h a n k y o u f o r B e f o r e o r A f t e r a n E v e n t
T H N K S c a n b e u s e d f o r s m a l l e r g i f t s l i k e a c u p o f
c o f f e e o r a l u n c h .
H O W T O U S E T H N K S :
B r o w s e t h e l i s t o f t h o u s a n d s o f c u r a t e d i t e m s t o f i n d
1 . E n t e r t h e e m a i l t o w h o m y o u w a n t t o s e n d y o u r T h n k s .
s o m e t h i n g r e l e v a n t t o t h e o c c a s i o n .
2 . W r i t e a p e r s o n a l i z e d n o t e .
3 . R e v i e w w h a t y o u r T h n k s w i l l l o o k l i k e , a l o n g w i t h y o u r p e r s o n a l n o t e , a n d s e n d .
4 .
C h e c k o u t u s i n g y o u r c o m p a n y c r e d i t c a r d . ( A l l o c a t e t o
5 .
y o u r T & E B u d g e t )
T I P : L e t t h e r e c i p i e n t k n o w a g i f t i s o n i t s w a y t o e n s u r e
6 .
S p e c i a l O c c a s i o n ( e x . o n e s i e f o r n e w b o r n ) W H E N T O U S E T H N K S W H E N T O U S E C O V V E R
t h e y d o n ’ t m i s t a k e i t f o r s p a m .
F o l l o wu p C a l l s w i t h a P r o s p e c t o r E x i s t i n g B r o k e r
P o s t H e a d q u a r t e r V i s i t s w i t h a P o t e n t i a l B r o k e r ( n o t
V I P )
A n n i v e r s a r y / P o l i c y R e n e w a l D a t e s
J u s t B e c a u s e !
t h n k s . c o m
HOW FIG WILL LEVERAGE DIGITAL MARKETING
TO AMPLIFY YOUR MESSAGE
NOTES
ACTION ITEMS
BDM, YOUR GROWTH
OPPORTUNITY WITH BROKERS
NOTES
ACTION ITEMS
CLOSING SESSION NOTES
ACTION ITEMS
BROKER PANEL NOTES
ACTION ITEMS
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NOTES