Large Agent Alliance Chapter

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Welcome to the Large Agent Alliance Chapter Community!

Chapters provide you with system based education, professional development and networking, in addition to exposure to industry-wide best practices. Check out the upcoming meetings or post in the discussion forum today!

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  • May In Person Meeting Topics!

    The Info You've All Been Waiting For

    We know you are all eager to see the agenda for May's in person meeting.  While we don't have the specifics on who or when, we do have the what!  Details of who will be presenting and when will follow, but until then we hope this helps you convince your agency to send you to Chicago!

    • Commercial Download (with appearance from AUGIE)
      • Presentation primarily from users who DO use Commercial Download and how they solved the challenges that come along with it
    • Reporting & Analytics (PowerBI, Excel, and others + Applied Analytics)
      • Agencies to do a quick roundtable of what they currently use at their agency, what they wish they had access to
      • Applied to speak to whether or not they can solve for large agent data needs
    • CSR24/Mobile Insured
      • What’s new, what’s improved
    • Further Actions & other automation, templates
      • Presented by Applied
    • Browser
      • Agencies to report on the barriers of adoption
      • Applied to present latest updates
    • New PAC (Product Advisory Committee)
      • Applied to present to those who have not used the new PAC
      • Applied to listen and respond to user feedback
    • A workshop for advanced proposal design will be offered outside of the regular meeting hours (date and time TBD)

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   Chapter Leadership

Johnson Financial Group
Morris & Garritano Insurance
NBT Insurance Agency, LLC