Speakers and Topics
How to Network in Target Rich Environments
Lynn & Troy McDonald
Back by popular demand! There is a never-ending flow of creative marketing ideas from this energetic husband and wife team who met each other at an Allstate Conference. Lynn and Troy have over 50 years of combined Allstate experience and they have each earned every award from Honor Ring to Inner Circle and Line Leaders too numerous times to list here, yet their enthusiasm for selling Allstate products is as fresh as the day they first opened their doors. Be ready to take notes and tap into their arsenal of great ideas that can move your agency from mediocre, to exceptional.
American Family Agents are Winning Their Battle: Judge Affirms Company Treats Agents as Employees
Attorney Erin Dickinson
Erin Dickinson is a partner in the law firm Crueger Dickinson LLC and lead counsel in the case of Jammal v. American Family. In a class action ruling, a federal judge affirmed American Family treats its agents as employees while claiming they are independent contractors. How did American Family agents win this battle? Learn more about this case and how it could impact other captive agents first hand from Erin.
Understanding the new EA/EFS Agreement; How to Maximize Your Bonus
Jim Bologna, EFS
Jim Bologna is an Allstate Financial Specialist and the founder of B-File. New AFS compensation rules and requirements mean you need new strategies. The days of earning bonus by “selling as much as you can” are over. If you’ve read the volumes of confusing pages on the framework of the 2017 Agency Compensation Program and you still aren’t sure if you get it – you don’t want to miss this presentation. An eight time Court of the Table qualifier and member of the Allstate National Advisory Board, you may recognize Jim from speaking about his processes at Leaders Forum and other national events.
Grass Roots Marketing; the Simplest Things can be the Most Effective
Lezlee Liljenberg is the owner of two Allstate agency locations in Texas. An accomplished author and artistic welder, Lezlee's inherent motivation to succeed has paid off in her Allstate business venture where she has achieved remarkable success. Lezlee is active in her community, leading workshops hosting local radio shows and volunteering at the YWCA. She is currently serving as Executive Vice President on the NAPAA Board of Directors. Lezlee will share the basics of her grassroots marketing efforts that really work.
The Allstate Foundation and Your Agency
Arizona agent Debe Campos-Fleenor has been active in many community and charitable organizations most of her life. She has served as an officer or director on many boards, including the YWCA, American Heart Association, and the United Way of Tucson and Arizona. She is currently the president of the NAPAA Board of Directors. Debe has been awarded the Allstate Helping Hands Award several times, and has made significant contributions to the Allstate Giving Hands campaign. The Allstate Foundation programs for domestic violence and teen safe driving were a natural fit for Debe and her agency. Don't miss as Debe discusses ways you can maximize networking opportunities, gain credibility and agency recognition in your community using resources from the Allstate Foundation.
The Allstate Agency - As a Business
With 37 years of experience in the insurance industry, Mike Stroman is the founder of Stroman Consulting Group, providing consulting services for insurance agents ranging from business plans and cash flow models to measuring and rewarding staff performance. Mike will discuss important business aspects of owning and operating an Allstate agency. Read Mike Stroman's full bio here.
Are You Running Your Business, or is Your Business Running You?
Scott Stars is sales manager for Oak Street Funding, concentrating in insurance industry loans. Scott understands the unique capital needs of agents and specializes in developing growth strategies. Your role as agency owner should change as your agency matures. However, many owners fall into the habit of doing the same functions they did when they started the business. Learn how moving to higher level activities such as strategic planning will allow you to run your agency rather than the other way around.
Latest Employment Law Rules and Updates Under the New Administration
Attorney Dirk Beamer
Dirk Beamer, a principal with the Detroit area law firm of Wright Beamer, advises individuals and business owners on a wide range of business issues. For seventeen years, Dirk has served as General Counsel for NAPAA, and has provided expert consulting for Allstate agents on the EA agreement, buying and selling agencies and other contract issues. His areas of expertise include non-compete agreements, unfair competition, employment practices, and contract law. As Allstate agency owners, it is essential to have a basic understanding of employment law rules, and to stay abreast of the changing rules. Dirk will discuss this topic that is all too often overlooked by small business owners, and will also allow some time to take general questions from the floor.
Gary Olson, EFS
Gary Olson is one of Allstate's top Financial Specialists from Winter Park, FL. Gary is a 32 time Million Dollar Round Table qualifier. He joined Allstate in 2000 and has worked with dozens of agent partners in two states, earning Honor Ring, National Conference and Leaders Forum multiple times. Gary knows what it takes for successful partnerships – and how to consistently exceed the IPS targets. Get ready to hear the tips, strategies and techniques that help Gary produce over 200 IPS each year for over 15 years with Allstate.
Panel of Allstate Agents
Rob McBride (IN), Lezlee Liljenberg (TX), Virginia Ottenberg (OH)
Learn from our mistakes! An interactive panel including agents of various size and tenure will discuss what works and – what doesn't work. Topics include retention, technology and how to maximize use of Allstate platforms: E-Agent, Dash, and the new Tag Program.
What's missing in your agency? See a wide array of products and services you may not have considered when you join our vendor partners for an afternoon of interactive learning on how they can help you improve your agency, grow your business and more! Must be present to win door prizes. Vendors include: Capital Resources, B-File, AgentDesk by eBridge, Agent Support Network of America, Oak Street Funding, Stroman Consulting Group, TWFG, Versicom Communications, Providence Bank, Paychex, QuoteWizard, Franklin Flood.
Capital Resources Cocktail Reception
Join fellow Allstate agents, Farmers agents, Horace Mann agents and our vendor partners for a networking evening of cocktails and delicious food! A special thank you to our friends at Capital Resources for sponsoring this event.