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Virtual Recovery Summit

Held May 21, session recordings now available on demand  for FREE

Innovation. Growth. Not typically two words that your agency is thinking about these days in the midst of a global pandemic. The virtual summit was created to provide your agency with strategies to map out a successful road to recovery, covering a variety of topics including reasons to be optimistic, adjusting your agency's marketing and retention efforts and staffing issues to consider during this unprecedented time.

Black and white background - Virtual Recovery Summit banner - O is a power button, symbolizing a REBOOT The Virtual Recovery Summit is now available on-demand, for free!

Harvill headshotJumpstart Tomorrow

Optimism in the New Future Optimism is not a wasted state of mind when looking at a Post COVID-19 world. Though all of time is moving towards an uncertain future, the past will actually play a key role in how the future might unfold. Consumers will drive everything and confidence will be the only player of any importance. Stephen Harvill of Creative Ventures will show you a model where optimism is stronger than you think and the consumer will be waiting to decide where their money will go in jumpstarting a new tomorrow.

SPEAKER:  Steve Harvill, President - Creative Ventures


Leading, Managing and Liability Concerns with Your Workforce and COVID-19:  A Panel Discussion 

Join us for a discussion on managing and leading your team during this uncertain time.  Hear how other agents are supporting their agency culture in a remote setting and planning out the next few months. Plus, employment law attorney, Claudia St. John, will offer insights and guidance on the new regulations and guidelines that you need to be aware of as an employer.


Claudia St. John, President - Affinity HR

Jonathan Theders, CRA, CHSP, ACRA;   CEO - Risk Source Clark-Theders

Ted Walsh, CPCU, CIC;   CEO - Walsh Duffield


Williams headshotBest Practices to Protect Your Current Book and Grow Your Agency During the Pandemic 

In this can’t-miss session, Dr. Billy Williams will share his top tips on retaining existing clients and adjusting your marketing strategy to engage and attract new customers during these challenging times. Dr. Billy Williams will help equip you with the knowledge needed to increase revenues and put your agency on a path towards growth. 

SPEAKER:  Dr. Billy R. Williams, President - Williams Family Investment Group & Inspire a Nation Business Mentoring