Category: Paid Content

Member Meeting Recap | Nov. 16, 2022

Finishing Q4 Strong

Topic to Be Covered

  • Avoiding burnout
  • Managing multiple projects & competing priorities
  • Positive mindset during challenges
  • Focus on today
  • Focus on things you can control
  • and Much More


Speaker Bio

Eric Lofholm is a Master Sales Trainer who has taught his proven sales systems to thousands of professionals around the world. He is President and CEO of Eric Lofholm International, Inc., an organization he founded to professionally train people on the art and science of selling.

Eric began his career as a sales failure. At his first sales job he was put on quota probation after failing to meeting the minimum quota two months in a row. It was at this point that Eric met his sales mentor.

After being professionally trained, Eric achieved his quota and eventually become the top producer at that company. Eric went on to become the top producer at 2 more companies prior to starting Eric Lofholm International.

Eric lives in Rocklin, Ca with his wife and children.

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Member Meeting Recap | Oct. 19, 2022

How Your Agency Management System Can Help You Stand Out During Q4

Program Overview

An agency’s sales and retention strategy is put to the test during Q4. Brokers are running around trying to secure a big account while managing their current clients’ expectations and keeping them happy. 

“Wouldn’t it be great if all of these account management tasks were handled automatically?” Learn how to manage these important tasks while in Q4.

If you have an Agent Management System, then you already have access to all kinds of tools that will help you manage your client’s expectations and ensure that they’re happy with their experience. 

This presentation will discuss ways to supercharge your agency management system and ensure your agency stands out during Q4.

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Member Meeting Recap | Sept. 28, 2022

Best Practices for Insurance Brokers

Program Overview

Best Practices for Insurance Brokers: Best practices can be defined as methods or regular actions that you as a business owner take on a regular basis that supports, grows, and nurtures your book of business.

Best practices can encompass technology used, routines that are implemented on a daily, monthly, quarterly or annual basis, specific call or referral scripts, customer service methods, lead generation, marketing, sales presentations and follow-up, product knowledge, and ongoing training and personal development.

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Member Meeting Recap | Jun. 15, 2022

Lunch & Learn: Online Collaboration for the Insurance Agent

Lunch & Learn: Online Collaboration for the Insurance Agent

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Member Meeting Recap | Apr. 20, 2022

April Lunch & Learn: Why Investing in Diversity, Equity and Inclusion Pays Off

April Lunch & Learn: Why Investing in Diversity, Equity and Inclusion Pays Off

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Member Meeting Recap | Jan. 19, 2022

Presentation Topic: New & Emerging Benefit Trends

Presentation Topic: 2022 Employee Benefit Trends

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Member Meeting Recap | Nov. 17, 2021

Presentation Topic: New & Emerging Benefit Trends

Presentation Topic: New and Emerging Benefit Trends in Employee Benefits
Panel Discussion with Health Advocate, Genomic Life, and GetPeanutButter

Join us for a panel discussion with three benefit programs available to help your small and mid-market clients address the benefit needs associated with addressing employee financial security, health advocacy & wellness, and improving health outcomes.  Our panelists will provide a brief background on their companies, what brought their programs into the market, where they are today, and where do they see themselves in the future.  We hope you will join us to learn more about the programs and how they can help you and your clients!


  • Nick Bellanca, Executive VP Group Benefits, Genomic Life
  • Joseph Kwasniewski, Executive VP Group Sales, GetPeanutButter
  • Tyler Connaughton, VP Sales West, Health Advocate
  • Sue Earley, Director of Well-Being, Health Advocate

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Member Meeting Recap | Oct. 20, 2021

Presentation Topic: Simple Technology Hacks to Improve Agency Productivity

Speaker Bio:

Tom Avery Headshot

Tom Avery is the Founder & CEO of Signal Sync, An insurance industry SaaS and agency automation solution designed for the independent agency. Tom is also the Founder & CEO of Innovative Broker Services, an independent boutique brokerage company located in Folsom CA. Tom writes about the many challenges being faced by today’s agencies and has developed Signal Sync to overcome these challenges. Tom is frequently interviewed by national and local news publications and in 2017 was the featured cover story in Employee Benefit Advisor magazine discussing innovations in agency technology.

August 2021 – Benefit Pro Conference, Speaker, Technology hacks to improve agency productivity
March 2019 – Present, Founder of Signal Sync – An insurance industry SaaS and agency automation solution designed for the independent agency.
July 2005 – Present, Owner of Innovative Broker Services, a boutique Employee Benefits agency located in Folsom CA. Awarded a Top 10 Employee Benefit Agency for 12 consecutive years, Sacramento Business Journal.
2021 – Began monthly editorial for Benefits Pro Magazine regarding agency operations and key issues facing agencies
Avery Featured Cover Story – The Inventor, Employee Benefit Advisor Magazine April/May 2017
Avery – 10 benefit industry trendsetters to watch in 2016, Employee Benefit Advisor

Course Details:

This session will explain how agencies have increased their productivity by using simple technology hacks. We will dissect the costly trade-offs suffered by many agencies on their quest to find the perfect technology solution (spoiler alert – it doesn’t exist). Additionally, we will also break down why technology is more critical than ever, why finding the right solution is so difficult, and lay out an easy-to-follow path leading to improved technology results for your agency.

Learning Objectives/Key Takeaways:

  • Easy to implement technology ideas and hacks to improve productivity today.
  • Clarity on what to look for, and avoid, when searching for a new technology solution.
  • How to set realistic, and achievable, operational goals supported by technology.
  • Insights as to the coming technology trends specific to agency operations.

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