When
Date: Tuesday, March 17, 2026
Time: 12:00 p.m. - 1:30 p.m. (CST)
Agenda
Time Management Strategies for Account Managers
The Personal & Commercial Lines Alliance invites you to kick off 2026 with a practical session on time management and organization for Account Managers, featuring expert content from Agency Performance Partners and a chance to unpack takeaways with fellow AMs.
Kelly Donahue-Piro from Agency Performance Partners will focus on actionable strategies for staying on top of activities, managing inbox volume, and keeping organized. Attendees will gain practical tips for prioritization, documentation, and reducing overwhelm in day-to-day operations as Account Managers.
Following the presentation, attendees will participate in role-based breakout discussions (Personal Lines, Small Commercial Lines, and Large Commercial Lines) to share key takeaways and implementation plans. Breakouts will give attendees a chance to explore others' experiences with Epic Bridge, how individual workflow habits impact colleagues, and overall agency efficiency.
Designed to be both tactical and collaborative, this session will leave you with practical ideas you can implement immediately!
Have questions for Kelly or your peers? Let us know here or on your registration form, and let's get the conversation started.
Registration
FREE for ALL ACN Members!
The dial-in number and link will be included in the registration confirmation email.
What is an Alliance Meeting?
Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.
Meeting Contact
Melissa Timberlake
mtimberlake@burkhartinsurance.com