AUGIE Group Virtual Conference

AUGIE Group, we'll changing the format of our April 29th meeting to a Virtual Conference, from 3:00 PM to 5:00 PM - https://ivansinsurance.zoom.us/s/260724805

3:00 PM AUGIE at Mid-Year

Mike Skeele, AUGIE Group, Chair

Mike will review our 2020 objectives, progress to date, and highlight some of the important new programs. He’ll also discuss AUGIE’s work in claims download, policy download and productive agency visits. Many of these have taken on even more importance now that so many in the industry are working remotely. Lastly, Mike will kick off the nomination process for the annual Unsung Hero award.

3:05 PM Running Your Business in a Pandemic: How Agents are Managing Through the Crisis

Moderator: Christine Horne, Bankers Insurance: Panelists: Jay Byrnes, Brynes Insurance; Craig Most, Most Insurance; Tom Greco, Unico Group

A panel of agencies will discuss what they’ve learned so far, their biggest challenges, and what they were most prepared for. The panel will address everything from running their offices remotely, managing staff, technology and servicing customers.

3:25 PM Policy and Claims Download—Now More Important than Ever Before

Claims Download Group Chair: Donna LaGoy, Acrisure and Tony Smith, Ohio Mutual

AUGIE Group has been perfecting and promoting policy and claims download to more agencies and more carriers. We’ll highlight the new materials designed to educate and raise awareness of the benefits. Ohio Mutual will share how they’ve been successful and the benefits they are seeing in agency uptake.

3:45 PM Digital Ecosystem: Remarketing Small Commercial

Group Chairs and Moderators: Kitty Ambers, AVYST and Jason Walker, Agency Insurtech Panelists: Philip Charles-Pierre, Semsee; Kenny Hendricks, HawkSoft; Katherine Ternes, AgencyZoom

The pandemic has put small businesses under significant pressure and many agents are remarketing customers’ insurance to ensure they are receiving the best value possible and they are fully covered for today’s risks. This panel will demonstrate how agencies can leverage the power of an agency management system, CRM system and quoting platform to remarket business quickly and efficiently without rekeying.

4:05 PM eDocs and Messaging: Progress Toward Fully Electronic Workflow

Moderator: Ginny Winkworth, ACT; Panelists: Christine Horne,Bankers Insurance: Vicki Edington, Ohio Mutual; Jim Rogers,The Hartford

In today’s environment, many agents and carriers have been focused on taking advantage of all opportunities to go electronic. This panel will share tactics for getting more carriers on board, ways to increase frequency of transactions to meet agent and customer needs, and the importance of educating field teams and agents to get the most benefits.

4:25 PM Industry Vendor Panel: What’s Changed and Where We’re Headed

Moderator: Mike Skeele, Skeele Agency; Panelists: Steve Mejdrich, ITC; Brent Sheppard, Xanatek; Doug Mohr, Vertafore; Bryce Lee, Partner Platform; Greg Shiple, Applied

With so many working remotely, agency management systems are mission critical. This panel will discuss everything from the cloud to security to critical features and functions, including what they’re thinking about the future.

4:55 PM Closing Remarks

Mike Skeele, AUGIE Group Chair