Running a growing, thriving company takes a holistic approach
As you hear from us often, it takes both insurance and non-insurance solutions to create an effective program and be a well-rounded advisor for your clients. And it’s no different for your own businesses.
We’ll take the time together to look at your operations from marketing to sales to team structure to client experience in a way that helps you bring a complete message and a complete program to life in an effective way that resonates with buyers.
Keynote speaker Patrick Galvin
Patrick Galvin is cofounder and chief galvanizer of The Galvanizing Group, a speaking, coaching and consulting company in Portland, Oregon that helps high-performance companies and teams galvanize repeat and referred business through better relationships. A National Speakers Association (NSA) member and former NSA Oregon president, Patrick takes pride in delivering tailored presentations that have a lasting impact.
Patrick is the author of The Connector’s Way: A Story About Building Business One Relationship at a Time which is a parable about a struggling insurance agency owner who discovers simple yet effective ways to cultivate relationships that fuel his personal and professional success.
Agenda: Step up your game
- Define what you want your clients to experience and take charge of creating processes to take them through it consistently.
Sometimes this may require reorganization of teams and roles. That’s okay. Just go about it with clear intent.
Attracting attention of the prospects you want to talk with requires the right message. That’s not necessarily easy to define, but it is effective.
Having conversations with prospects and clients that resonate must address the modern complexities of business.
Many new agencies are starting, and many are reinventing themselves and acting like they’re just starting up. What lessons can we all learn from an agency in start-up mode?
- Not all clients are large businesses and ready for or even able to go self-funded. How do we help them with creative benefits and solutions?
Monday, January 27th, 2020
2:00 pm – Session Begins
Welcome & Kick-off | Kevin Trokey
Vendor Happy Hour Networking
5:00 pm – Session Ends
Group dinner at The Vault
Tuesday, January 28, 2020
7:45 am – Breakfast
8:30 am – Session Begins
12:00 pm – Lunch
4:30 pm – Session Ends
Wednesday, January 29, 2020
7:45 am – Breakfast
8:30 am – Session Begins
11:30 am – Session Ends
Cost to attend
$1190 | Agency attendees who are not Q4i members
$2330 | Vendors – 1st attendee; $1190 2nd attendee
$1100 – $3200 | Promotional sponsorship opportunities available
ALM Media Properties, LLC
Ault International Medical Management, LLC
Employee Benefits Services
National Insurance Partners Corp.
Nova Healthcare Administrators
Rx ‘N Go
Wakely Consulting Group LLC
Please note: We place a very high value on all of our agency attendees and vendors who attend and sponsor Q4Live, and we respect and protect that participation by enforcing a no suitcasing policy. Anyone coming to the event or venue without a registration, or anyone scheduling events that interfere with any of our schedule, will be called out and asked to leave.
Learn and network with industry leaders
All non-agency attendees are considered vendors.
If you are interested in attending as a vendor to network with our agencies, please apply below.
If, as a vendor, you are also interested in having some stage time to share an educational message with our agencies that fits with our topic, please include details of your suggested content and how it is relevant for our audience of advisors. No sales pitches. We have few spaces available and will only select messages relevant to the overall agenda.
Speaker selections will be made after registration.
Thanks for your interest!
“I want to thank you all for the Q4 Live Conference this week. It was outstanding. I have been to many industry events and this one was the best of the best. Not only was the content excellent but the planning and format supported everything you were trying to do. The pace of the presentations, the opportunity to debrief regularly and the quality of the speakers was unlike anything I have been a part of before. The icing on the cake was the healthy food options. I came away with new knowledge, new friends, and an even stronger desire to create a “new normal” for my clients.”
“The content is great. I end up not being able to sleep at night while we are there because I’m wrapped up thinking about everything that was presented. The attendees are real people with like problems and questions. They all want to help you grow and succeed. It is the most genuine group of people I have ever met! I get more out of these conferences than any other.”
Want to know more?