| Wednesday 10/21/2015 | ||
 10:00 am - 11:30 am | APPEX 101 (optional, please check if attending) Tommy McDonald, Vice President, MarshBerry Andy White, Member Services Specialist, MarshBerry This session will be a detailed overview to the APPEX Partner Benefits. This introductory session will include ResourceHub demonstration, an overview of the Annual Confidential Employee Survey and the PHP benchmarking report. All Partner Nominees, new Partners, first-time APPEX attendees or Agency Leaders that need a refresher are urged to participate in this introduction to the APPEX Value Proposition. Observe, review and discover tools and resources APPEX Partners use to maximize the value of the APPEX Exchange. This session includes an overview of the SIG Group Format, the APPEX performance standard, the badge and the tools available to help your improve the value of your firm. | |
| 11:45 am - 12:15 pm | APPEX Welcome Presentation Tommy McDonald, Vice President, MarshBerry This session will kick off the fall summit by providing an overview of the membership, introducing new members and sponsors, and discuss recent network developments. | |
| 12:15 pm - 1:00 pm | Lunch | |
| 1:00 pm - 2:00 pm | State of the Industry & Market Update John Wepler, Chairman & CEO, MarshBerry | |
| 2:15 pm - 5:00 pm | Group B Strategic Issues Group Sessions The Strategic Issues Group (SIG) Session can be described as an outside board of advisors. Each APPEX Partner is assigned to a SIG with up to 10 non-competing agencies and 2 facilitators. Agency owners who participate in the SIG share operating strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a think tank group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. | |
| 5:30 pm - 6:30 pm | APPEX Women in Leadership - Cocktail Reception Join us for the APPEX Women in Leadership forum event.
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| 6:00 pm - 10:00 pm | APPEX Reception | |
| Thursday 10/22/2015 | ||
| 6:30 am - 7:30 am | MarshBerry Fun Run/Walk Exercise is proven to boost brain power by increasing the blood flow to the brain, bringing it glucose for energy and oxygen to soak up toxic electrons that are left over. It also stimulates the protein that keeps the neurons connecting. Join us for a 3 mile fun run/walk to boost your brain power. | |
| 7:30 am - 8:00 am | Breakfast | |
| 7:50am - 8:00 am | DVIC Presentation Josh Morgan, Senior Search Consultant, MarshBerry Presentation of check to DVIC | |
| 8:00 am - 8:45 am | Technology and Employee Benefits Panel: Changes, Opportunities, and Challenges Rob Lieblein, Executive Vice President, MarshBerry Steve Williams, President, Financial Services & Employee Benefits, Heffernan Insurance Brokers Tim Clark, SE Zone Manager, Proliant Chuck Der Manouel, COO / Managing Partner, Der Manouel Insurance Group Though many could have predicted the importance of technology to the ever-evolving insurance landscape, few could have foreseen how rapidly and substantially the intertwinement of these two entities would occur. Join us to hear perspectives from Flock, Proliant, the benefits broker, and MarshBerry in a panel discussion format covering the changes, opportunities, and challenges that exist with regard to technology and employee benefits. | |
| 9:00 am - 10:15 am | Group B: Educational Breakout Session: Sales Management Track: Developing & Coaching Producers of Various Experience Levels Jim Wochele, Senior Sales Management Consultant, MarshBerry There is no such thing as “ensuring success” for producers. Sometimes you will just plain miss when you hire a producer. But most of the time, producers and employees in general leave their jobs because of their managers and their failure to set expectations, provide enough time and resources to do their job, or give them enough training to be successful. This session will help simplify management’s responsibility of developing producers by placing them into a four-category typology and providing a model for training. | Group B: Partner Showcase: The Evolution of Cyber Liability Andy Hall, Cyber Underwriter , CFC Underwriting, Ltd. Patrick Costello, Vice President of Sales, Evolve MGA Michael Costello, Cyber Liability Broker, Safeonline Cyber Liability is possibly the hottest new coverage in the insurance industry. In this session the speakers will review the changes that have occurred in technology and the results of those changes. They will discuss cyber exposure and industry-specific breaches as well as the cost of those breaches. Finally, they will show partners how to protect their clients with Cyber Liability Coverage and discuss the various coverages that can be included in a Cyber Liability Policy. |
| 10:30 am - 11:45 am | Group B: Educational Breakout Session: Talent Acquisition Track: Creating a Sales Playbook for Producers Nick Kormos, Vice President, MarshBerry The days of hiring a producer and waiting to see if they “sink or swim” are over. During this session, the speakers will provide the structure for a “Sales Playbook” that producers can use to clearly establish their revenue goals, metrics for measurement, and a framework and approach to closing more new business. Ultimately, implementing a Sales Playbook will help agencies instill consistency in the sales process to build a more repeatable, predictable organic growth engine. | Group B: Partner Showcase: Making Your Agency More Profitable by Outsourcing Mark Leeds, Vice President of Business Development, IBX Paul Gable, President, IBX IBX is a consulting, technology and outsourcing partner for employee benefits firms. IBX’s solutions help brokers manage a book of benefits business that may account for 10-20% of overall firm revenue and can be used to target new business in more strategic ways. Check out this session to learn ways to drastically simplify the RFP process and spend more time strengthening bonds with clients by partnering with IBX! |
| 12:00 pm - 1:15 pm | Lunch | |
| 12:15 pm - 1:15 pm | Advisory Council Lunch (Advisory Council Members Only) | |
| 1:15 pm - 5:00 pm | Group B Strategic Issues Group Sessions The Strategic Issues Group (SIG) Session can be described as an outside board of advisors. Each APPEX Partner is assigned to a SIG with up to 10 non-competing agencies and 2 facilitators. Agency owners who participate in the SIG share operating strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a think tank group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. | |
| 6:30 pm - 9:30 pm | Group B Offsite SIG Dinners (Optional) Enjoy an evening of networking and dining with the MarshBerry staff and other members of the SIG. | |
| Friday 10/23/2015 | ||
| 7:30 am - 8:00 am | Breakfast | |
| 8:00 am - 11:00 am | Group B Strategic Issues Group Sessions The Strategic Issues Group (SIG) Session can be described as an outside board of advisors. Each APPEX Partner is assigned to a SIG with up to 10 non-competing agencies and 2 facilitators. Agency owners who participate in the SIG share operating strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a think tank group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. | |
| 11:00 am | Group B Adjourned | |
