Guessing, assuming, and “that’s how we’ve always done it” can be expensive. 

In this webinar, Vertafore will break down common E&O risk traps and shows how better information and documentation lead to smarter decisions—and fewer sleepless nights.

Private Equity has become an increasingly influential force in the independent agency system—bringing both opportunity and risk. 

This session examines the history of Private Equity in insurance and its impact on agency operations, valuations, E&O exposure, and M&A activity. Agents will gain insight into what PE’s growing presence means for their agencies, the IA system as a whole, and the potential implications for policyholders, carriers, and local communities.

The Excess & Surplus (E&S) market has grown rapidly over the past decade and now represents a significant portion of many agents’ written premium. 

This session explores key E&S trends, emerging risks, and the evolving role of broker partnerships—while addressing the challenges and responsibilities that come with placing business in non-admitted markets. Learn from Ohio E&S experts, Terry Quested and Carol Blaine on how risks are changing and how to confidently ensure your clients are properly protected.

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.