3 Ways The 2016 Indie Agent Expo Helped Our Partners Grow Their Business!

We made some exciting changes to the format of our annual tradeshow in 2016. To be more accessible to our agency partners, we brought the Indie Agent Expo to each of Ohio’s three C’s: Columbus, Cleveland and Cincinnati! The agenda was full of interactive activities, including a free CE course, an engaging tradeshow with our company partners, and Indium exclusive educational breakout sessions with five of our company partners.

‚Äč1. CE Course

Members of our partner agencies had the opportunity to earn one hour of free CE sponsored by the OIA. Titled “Emerging Issues Impacting Ohio’s Consumers,” this one hour class covered the controversial issues of drones, the sharing economy and the issue of “Where you Reside” with ISO homeowners.

 2. Tradeshow

After the morning CE course and throughout the day, our agency partners had the opportunity to explore the tradeshow and have one-on-one conversations with our company partners. Our partner agencies were able to have in depth conversations on how they can grow their business with American Modern, Chubb, Grange, Great American, Liberty Mutual, Merchants, QBE, Safeco, Travelers, Victor O’Schinnerer, IPFS, J.L. Thomas, Live Oak Bank, Sequent, RT Specialty, the OIA and SIS/PartnerXE.

3. Breakout Sessions

We introduced educational breakout sessions to our 2016 Indie Agent Expo agenda, offering additional value to our agency partners in the form of product education.

American Modern – “Business Transformation for the Future and New System Platform (AMsuite) Launch”

Senior Territory Sales Manager, Rick Reynolds, shared ways to increase an agency’s revenue with enhanced product offerings. Additionally, he previewed upcoming system changes and increased ease of use with AMsuite, including self-service policy changes, flexible navigation and improved underwriting flow.

Live Oak Bank - “Financing For Your Agency”

Senior Loan Officer, Matthew Richte, discussed insurance agency financing, common loan structures and what lenders are looking for to help secure necessary financing.

Safeco – “Build Your Brand with Social Media”

Stacie Cooper from Safeco’s Bricks & Clicks program discussed the most effective way to represent your agency on your website and social media profiles.

QBE – “Global Reach, Local Presence”

QBE explained their company offerings, including product strategies and highlights for both personal and commercial lines.

J.L. Thomas & Co. – “Learn How to Increase Your Agency’s Revenue and Client Retention with Life & Disability Insurance and Annuity Sales”

J.L. Thomas reviewed how they partner with clients to help them develop a marketing plan. They also touched on sales ideas for your affluent and business owner clients and identified ways to incorporate them into your current marketing strategy.

Indium – Indium University: The Basics of Partnership”

Finally, Chad Eddy, the CEO of Indium, shared the results of our latest customer satisfaction survey and provided a look into the future of Indium, including upcoming production services, perpetuation resources and growth solutions for our partner agencies.


“[I liked the] opportunity to meet with Indium people and carrier people. There are a lot more opportunities with Indium carriers than I realized.”

“It was one of the best events that I have been to in a long time. I can’t think of anything that I would change. Everything from the venue, food, presenters, vendors, staff, exceeded my expectations for the day. It was first class!”

“The Safeco session on social media was excellent.”

Thank you again to all of our partner agencies who attended the 2016 Indie Agent Expo! We hope you found great value in the information, tools and resources provided by Indium and our company partners.

Stay tuned to our communications throughout the year for more information about future events designed to help grow your agency!