Is It Time to Transition Your Agency? The Questions You Need to Ask

Deciding when—and how—to transition your agency is one of the biggest decisions you’ll ever make. Join us for this essential webinar where we’ll break down the personal, financial, and operational factors that influence the right time to move on. From agency performance and team health to personal readiness and E&O risk, we’ll help you ask the right questions to protect both your clients and your legacy. You’ll also gain access to planning tools and resources to take the next steps—whatever they may be, confidently. Don’t miss this opportunity to prepare, protect, and plan your agency’s future with clarity.

Featuring Zac Franz of Epay Policy

Private Equity is rapidly reshaping the independent agency landscape—are you ready for the impact? 

Join us for a powerful and timely webinar that pulls back the curtain on PE’s growing influence in the insurance industry. Discover why private equity is aggressively targeting independent agencies, how it's driving up valuations, accelerating M&A activity, and transforming traditional business models. We’ll dive into the real risks for your clients, your community, and your carrier relationships—and what it all means for the future of your agency. Whether you're considering a PE deal or just want to stay competitive, this is the insider knowledge every agent and agency leader needs.

Ready to elevate your workers’ comp game? 

Featured Panelist Tony Sharrock and Rejeana Wollum-Napier from Sedgwick,

Join us for Trends, Changes & Forecasts in Workers’ Compensation—an action-packed, info-rich webinar designed to give insurance agents a competitive edge in today’s evolving marketplace. From breaking down the national landscape to exploring the ins and outs of Ohio’s unique system, you'll get insider insights on coverage options, claims handling, and emerging challenges that impact your commercial clients.  This session is packed with real-world strategies and up-to-date data to help you deliver smarter advice and stronger protection. Don’t miss out—register now and walk away with the tools to lead in 2025 and beyond!

Struggling with how to document employee performance issues without putting your agency at risk? 

“Cover Your (HR) Assets” is a must-attend webinar for insurance professionals who manage teams. Learn best practices for clear, compliant, and defensible documentation that protects your agency and supports employee growth. From red flags to write-ups, we’ll cover what to say, how to say it, and how to keep your records audit-ready and lawsuit-proof. 

Join Andrew Sullivan of Clearpoint, Dan Rapp of Ohio Farm Bureau, James Smith of OSMA, Michael Bailey of Ohio Farm Bureau, and Trevor Kirkpatrick.

Get ready for an engaging and fast-paced webinar designed to keep you ahead in the ever-evolving world of group health insurance! Trends, Changes & Forecasts in Group Health Benefits brings together industry experts to unpack the latest developments, innovative plan designs, and emerging market forces shaping 2025. 

From navigating Medicare and MEWAs to exploring captive options and health plans tailored for the agriculture community, this session delivers the insights you need to serve your clients better. Featuring top voices from ClearPoint Health, OSMA, and the Ohio Farm Bureau, this is your chance to stay informed, competitive, and confident in today’s benefits marketplace.

Explore crucial developments in the Ohio P&C market, including premium rate drivers, emerging cyber and climate risks, and underwriting and Insurtech innovations. 

With interactive panel discussions and expert predictions, this session delivers actionable insights and strategic guidance to help you seize new opportunities and strengthen your position for the rest of 2025. Don't miss your chance to stay ahead of the curve!

We're also excited to welcome Greg Roth of WeSure, Adam Augspurger of Steadfast and Jake Kowalski of Donegal, our featured speaker, who will share his expert perspective on market trends and opportunities.

This webinar is designed exclusively for P&C insurance agents looking to understand market dynamics, identify emerging opportunities, and navigate challenges impacting their business performance. We’ll explore:

Market Trends: Examining shifts in underwriting, pricing strategies, and claim patterns. 

Industry Performance: Assessing the competitive landscape and identifying key growth drivers. 

Challenges & Opportunities: Addressing regulatory changes, evolving customer expectations, and emerging risks. 

Strategic Insights: Practical guidance on adapting your approach to maximize profitability and client retention. 

Thinking about acquiring an agency? In this strategic session, agents will learn how to confidently navigate the complexities of an acquisition while minimizing risk at every step.

You'll gain practical insight into:

• Conducting thorough due diligence and risk assessments

• Evaluating employment agreements and restrictive covenants

• Identifying potential E&O, EPLI, and HR-related liabilities

• Successfully integrating agency cultures and aligning producer/staff incentives

Whether you're planning your first acquisition or looking to sharpen your approach, this session equips you with the knowledge to make smarter decisions and drive long-term success.