Insurance Agent Events
1) InsureTech Connect (ITC Vegas)
When & Where: Typically late September–October · Las Vegas, USA
Why it matters: The world’s biggest insurtech gathering—perfect to see what’s next in distribution, AI, data, and customer experience.
- Inspiration: Live demos from startups and carriers that will shape quoting, underwriting, and service.
- Learning & Knowledge: Tracks on digital distribution, embedded insurance, automation, and agency tech stacks.
- Networking & Connections: Carriers, MGAs, vendors, founders—line up partnership talks, pilot programs, and new appointments.
2) MDRT Annual Meeting (Million Dollar Round Table)
When & Where: Usually June · Host city rotates (global)
Why it matters: Sales mastery + mindset for life, health, and wealth advisors. High energy, high standards.
- Inspiration: Mainstage talks from top producers—scripts, routines, and client experience ideas you can deploy tomorrow.
- Learning & Knowledge: Breakouts on prospecting, complex cases, advanced planning, and practice management.
- Networking & Connections: Mix with elite advisors and coaches; swap referral strategies and joint-case opportunities.
3) NAIFA Apex (and regional NAIFA conferences)
When & Where: Late summer/early fall · U.S. city rotates
Why it matters: Built for advisors/agents across life, annuity, health, and retirement—skills, ethics, advocacy.
- Inspiration: Real-world producer panels on what’s working now (seminars, webinars, workshops, social).
- Learning & Knowledge: Sessions on compliant marketing, suitability, Medicare season prep, and small-biz benefits.
- Networking & Connections: Carrier reps, GAs/FMOs, and peer study groups to grow pipelines and mentorships.
4) Applied Net (Independent Agency Conference)
When & Where: Typically October · U.S. city rotates
Why it matters: The premier user conference for independent agencies (Applied Epic/eCommerce), heavy on operations and growth.
- Inspiration: Agency spotlights on cross-sell plays, renewal saves, and CSRs-as-sales strategies.
- Learning & Knowledge: Deep dives into Epic workflows, reports/automation, marketing, and client portals.
- Networking & Connections: Agency owners, Account Managers, and carrier partners—build your vendor shortlist and process playbook.
5) Vertafore Accelerate (NetVU)
When & Where: Usually spring (Apr–May) · U.S. city rotates
Why it matters: Power-user training and strategy for agencies on AMS360, QQCatalyst, Sagitta, PL Rating, and more.
- Inspiration: “How we run” sessions from top-performing agencies—dashboards, roles, and playbooks.
- Learning & Knowledge: Hands-on labs for downloads, data hygiene, proposals, e-sign, and renewal automation.
- Networking & Connections: Meet peer admins, trainers, and integration partners to streamline your stack.
Quick picks (match to your goal)
- See the future & meet insurtechs: ITC Vegas
- Level up sales & mindset: MDRT Annual Meeting
- Compliance-savvy growth across lines: NAIFA Apex
- Tighten agency ops (Applied users): Applied Net
- Dial in systems (Vertafore users): Accelerate