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Education and In-person Events
Our robust education program provides you with opportunities to stay up-to-date with the latest industry trends and techniques. We also understand that sometimes you need to get from behind your computer to network with others, so we offer in-person opportunities to connect throughout the year. We constantly add new courses, webinars, and events to our offerings to help you expand your knowledge and improve your skills.
Filter by webinars, CE, or CPIA courses with the links on the right. Be sure to regularly check the calendar below to see what's going on!
Technology & Innovation Series
Data-Driven Dollars: Turning Insights Into Revenue for Your Agency
Tuesday, March 31
2:00 – 3:00 PM ET
Data isn’t just something agencies collect — it can become one of your strongest revenue drivers. Join us for the next session in the Technology & Innovation Series, where agents and technology leaders come together to explore how everyday data can power smarter decisions, stronger client relationships, and measurable business growth.
In Data-Driven Dollars: Turning Insights Into Revenue for Your Agency, panelists will share practical ways to transform raw information into meaningful action. From improving retention strategies to identifying cross-sell opportunities and optimizing workflows, this discussion will highlight how agencies of all sizes can turn insights into results.
This session will feature insights from industry leaders and agency innovators who are actively using data to drive smarter decisions and measurable growth, including:
Matthew Fastow, Co-Founder & CEO, Coverflow
Chris Paradiso, Founder, Paradiso Insurance
Frank Sentner, Sentwood Consulting
Together, they will share real-world examples of how agencies and technology providers are leveraging data to improve retention, identify new revenue opportunities, and create more efficient sales and service workflows.
What You’ll Learn
How to understand, organize, and clean your agency data
Tools and technology that help turn analytics into action
Real-world examples of agencies using data to drive growth
Strategies to improve retention, enhance service, and uncover new revenue opportunities
Whether you’re just beginning to explore data analytics or looking to scale your current approach, this session will provide actionable ideas you can apply immediately within your agency.