Agency Management Institute
May 13-14, 2010 | Westin Lombard | Lombard, IL
Thank you for attending the 2010 AMI, May 13-14, 2010 in Lombard, Illinois. Select handouts from AMI are available in PDF format, see agenda below for links.
Attendees learned:
- Best practices for making your agency more efficient
- How to deliver outstanding, consistent customer service
- Insights and the latest information on teleunderwriting
- The latest in product information from carriers and vendors
- And more!
Registrants, watch your email for a follow up survey, and share your feedback with NAILBA regarding your conference experience.
NAILBA gratefully acknowledges the support of our AMI sponsors:
AGENDA
Thursday, May 13, 2010
11:00am – 1:00pm Lunch and Opening General Session
Back to Basics: The Ritz-Carlton Style
1:15pm-2:30pm – Breakout Sessions
Workshop 1: Teleunderwriting: A Global Survey and its Implications
Speaker: Hank George
Workshop 2: Agency Best Practices Panel
Moderator: Eugene Koster, DCG Consulting
Panelists:
Christi Daughenbaugh, Borden-Hamman Agency, Inc.
Steve Rosen, Underwriters Brokerage Service
Todd Simpson, CLU, ChFC, The Stamm Agency
Ray Phillips, Jr. CLU, LTCP, The Brokers Source, Ltd.
2:45pm – 4:45pm Product Training University: Vendors/Suppliers
5:00 pm -6:30pm Networking Reception
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Friday, May 14, 2010
7:30 – 8:30 am Working Breakfast: Geriatric Underwriting: The State of the Art
Speaker: Hank George
8:45 – 10:00 am Breakout Sessions (repeated from Thursday)
Workshop 1: Teleunderwriting: A Global Survey and its Implications
Speaker: Hank George
Workshop 2: Agency Best Practices Panel
Moderator: Eugene Koster, DCG Consulting
Panelists:
Christi Daughenbaugh, Borden-Hamman Agency, Inc.
Steve Rosen, Underwriters Brokerage Service
Todd Simpson, CLU, ChFC, The Stamm Agency
10:15 am – 12:15 pm Product Training University: Carriers
12:20-1:30 pm
Lunch with Closing General Session
Radar On, Antenna Up! Fulfilling Customers’ Unexpressed Wishes
