AI is everywhere—but what does it actually mean for your agency?

Join us for a one‑hour, beginner‑friendly webinar that cuts through the buzzwords and fear‑mongering to focus on real, practical uses of AI in an insurance agency. We’ll talk about what AI is (and isn’t), how agencies are using it today, and where the guardrails need to be. No tech background required—just curiosity and a desire to work a little smarter.

This course is designed to equip next-generation insurance agents with practical sales development strategies and producer best practices to accelerate growth and build sustainable books of business. 

Through a moderated panel discussion, attendees will gain real-world insight into prospecting, relationship-building, pipeline management, personal branding, and long-term producer success from high-performing next-gen agents in the industry.

The property and casualty insurance marketplace continues to evolve rapidly—and staying ahead of carrier trends, underwriting shifts, and emerging risks is critical for today’s independent agents.

This timely webinar provides an in-depth update on the current P&C marketplace, with insights from carrier leadership on where the industry has been, where it stands today, and what’s ahead. Participants will explore recent underwriting and premium trends at both the national and Ohio levels, carrier outlooks for the near and long term, and how agent–carrier relationships are changing amid consolidation and market pressures.

The course also offers practical guidance for independent insurance agents, including how to best leverage carrier partnerships, manage risk in a changing environment, and respond to shifts in consumer behavior, technology, and emerging exposures across personal, commercial, and umbrella lines.

This session is ideal for licensed agents, agency managers, and principals who want a clearer understanding of the P&C landscape and actionable insights to better serve clients in an evolving market.

Ethics mistakes rarely happen because agents don’t care... they happen because real life gets messy. 

Join Ashley Fitzsimmons of OIA for this fast‑paced, real‑world ethics webinar that tackles the gray areas agents face every day, helping you recognize risk, navigate pressure, and make decisions you’d feel confident defending to a regulator.

How to Perform Agency Acquisition Due Diligence is a practical webinar designed to help agency buyers understand and minimize the risks involved in acquiring another agency. This session walks through the due diligence process—from identifying operational, legal, and E&O risks to reviewing employment agreements and restrictive covenants—and explores post-acquisition strategies for integrating cultures, retaining staff, and maximizing the long-term success of an acquisition.

Join Rick Pitts of ArlingtonRoe for Seven Things to Know About Claims. This course is focused on helping insurance professionals confidently navigate today’s claims environment. Using real-world cases and practical guidance, this session highlights common trouble spots, clarifies the difference between claims and coverage issues, and walks through essential best practices—from internal communication to documentation—that can help minimize E&O exposure and manage conflicts more effectively.