When
Date: September 16, 2025
Time: 1:00 PM - 2:30 PM CST
Agenda
Large Agent Roundtables: User Security, Carrier Logins, & AI
Large agencies face unique operational challenges, and learning from peers who manage similar complexities can be one of the most effective ways to uncover practical solutions. Join the Large Agents Alliance for an interactive, discussion-driven session focused on real-world issues raised by you, our Large Agent Alliance Members.
We’ll begin with a brief sponsored spotlight from Fulcrum, a unified AI platform for insurance agencies and brokerages. We'll follow that with collaborative roundtable breakouts on a few key topics: carrier login management for Benefits and P&C Lines, user security auditing, the ongoing challenge of approving and adopting AI tools within large organizations, and a pre-Applied Net networking and preparation discussion.
Each group will have time to share ideas, ask questions, and explore how others are tackling similar issues. We’ll close by coming back together to exchange key takeaways and insights across the broader group. This is a great opportunity to connect with other agency leaders, learn what’s working, and bring back strategies to strengthen your operations.
Have questions brewing for your peers? Drop them in the comment box here to get the conversation started.
This Alliance Meeting is sponsored by Fulcrum.
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
Cortney DeCaires, Alliance Event Leader
cdecaires@MorrisGarritano.com
805-597-6306