May 13-14, 2010 | Westin Lombard | Lombard, IL 

The NAILBA Agency Management Institute is your MUST ATTEND mid year educational opportunity!  Agency principals and staffers AT ALL LEVELS will benefit from two days of first-rate programming specifically designed to meet your needs as a BGA, as well as key training and development for your staff.

You will learn:

• 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!

REGISTRATION
Registration is now open!  Click Here to download the registration form, or click here for online registration.  Early registration discounts end on April 16th!

To download a printable agenda and registration form, click here. For full agenda with session details, click here or see below.

HOUSING
Westin Lombard
70 Yorktown
Lombard, IL 60148
630.719.8000
Conveniently located about 20 minutes from Chicago's O'Hare International Airport, rooms at the Westin Lombard are only $159 per night!  Reserve your room by April 19 to take advantage of the NAILBA discounted rate!  Click here to make your reservations online!

GROUND TRANSPORTATION
NAILBA recommends ground transportation arrangements be made before attending AMI.

Windy City Transportation:
Shuttle is $25 each way from both airports
Car Service is also available
Reservation is needed
Call 866-949-4639

Cab from O'Hare Airport:  $30-$40 each way
Cab from Midway Airport:  $35-$45 each way

NAILBA gratefully acknowledges the support of the current AMI sponsors (as of March 4, 2010):

Additional SPONSORSHIP OPPORTUNITIES are available.

AGENDA (as of March 10, 2010)

Thursday, May 13, 2010

11:30am – 1:00pm         Lunch and Opening General Session
Back to Basics:  The Ritz-Carlton Style

This highly interactive session focuses on the important elements of delivering excellent customer service.  This program examines your role in the organization, and how important taking personal accountability for your own customer service can be.  You’ll learn the impact that you have on your agency’s brand everyday, and how to be a positive ambassador for your agency!  Brought to you by the Ritz Carlton Leadership Center, you’ll learn the key concepts to providing Ritz-level customer service every time!

 1:15pm-2:30pm – Breakout Sessions

Workshop 1:    Teleunderwriting:  A Global Survey and its Implications
Speaker: Hank George

The use of teleinterviews in life underwriting began in the early 1990s. Today, over 75% of life insurers use this as their primary means of gathering applicant risk histories. Hank, along with colleagues in the UK, recently completed six-continent, 380-respondent global survey on teleunderwriting under the auspices of SCOR Global Life Re. This presentation will share relevant insights from that survey, embellished by other developments and insights which impact the life brokerage community.  This workshop will be repeated on Friday so that all attendees can participate.

Workshop 2:    Agency Best Practices Panel
A panel of BGAs and agency operations experts will offer their insights and wisdom into the BEST practices for agency management.  All the tricks and tips you need to work smarter every day!  This workshop will be repeated on Friday so that all attendees can participate. 
You will learn:

• “When to quit” on a project
• Techniques on how best to prioritize
• Time management
• How to handle peak work periods
• How the top agencies work smartly and efficiently
• How to ask for help
• Top hints for the best available tools and technology

2:45pm – 4:45pm           Product Training University
These breakout sessions will give attendees the opportunity to attend small group demonstrations and discussions specifically related to each vendor/service provider attending the NAILBA AMI!  Companies will share their latest updates and information and offer an overview of how their product or service can help you as an agency staffer.

5:00 pm -6:30pm  Networking Reception

________________________________________

Friday, May 14, 2010

7:30 – 8:30 am     Working Breakfast: Geriatric Underwriting: The State of the Art 
Speaker: Hank George
The fastest growing life market is the elderly community. Underwriting practices in this domain are undergoing rapid change. Hank recently completed a survey of almost 100 insurers covering a wide range of issues about how geriatric risks are assessed. The fascinating revelations of this survey directly impact the brokerage community. Hank will examine survey findings with amplification of their implications for how older-age risks will be assessed in the years ahead. And, for the record, this will be the first time findings from this survey will be presented to any audience!

8:45 – 10:00 am   Breakout Sessions (repeated from Thursday)

Workshop 1:    Teleunderwriting:  A Global Survey and its Implications
Speaker: Hank George
The use of teleinterviews in life underwriting began in the early 1990s. Today, over 75% of life insurers use this as their primary means of gathering applicant risk histories. Hank, along with colleagues in the UK, recently completed six-continent, 380-respondent global survey on teleunderwriting under the auspices of SCOR Global Life Re. This presentation will share relevant insights from that survey, embellished by other developments and insights which impact the life brokerage community.  This workshop will be repeated on Friday so that all attendees can participate.

Workshop 2:    Agency Best Practices Panel
A panel of BGAs and agency operations experts will offer their insights and wisdom into the BEST practices for agency management.  All the tricks and tips you need to work smarter every day!  This workshop will be repeated on Friday so that all attendees can participate. 
You will learn:

• “When to quit” on a project
• Techniques on how best to prioritize
• Time management
• How to handle peak work periods
• How the top agencies work smartly and efficiently
• How to ask for help
• Top hints for the best available tools and technology

10:15 am – 12:15 pm     Product Training University
These breakout sessions will give attendees the opportunity to attend small group discussions specifically related to each carrier attending the NAILBA AMI!  Companies will share their latest updates and information and offer an overview of how their product or service can help you as an agency staffer.

12:20-1:30 pm
Lunch with Closing General Session
Radar On, Antenna Up!  Fulfilling Customers’ Unexpressed Wishes

Customer service is absolutely critical to the success of any business.  This program is designed for employees who want to take their customer service to the next level – by focusing on the important elements of delivering excellent customer service in a consistent manner.  Brought to you by the Ritz Carlton Leadership Center, you’ll learn to anticipate your customers’ needs, what customers REALLY want, and even more ways to provide Ritz-level customer service every time!

1:30pm – Adjourn and departures