Skip Ribbon Commands
Skip to main content

Virtual Recovery Summit

VRS OD Promo.png 

The Virtual Recovery Summit is now available on-demand, for free!

Innovation. Growth. Not typically two words that your agency is thinking about these days in the midst of a global pandemic. We’d like to change that.

On May 21, 2020, four Big “I” state associations, New York, North Carolina, Ohio and Texas, joined together to host a one-day, virtual summit to provide your agency with strategies to map out a successful road to recovery.  We are pleased to share this with you all in Maine!
The Virtual Recovery Summit covers a variety of topics including reasons to be optimistic, adjusting your agency's marketing and retention efforts and staffing issues to consider during this unprecedented time. Nationally-recognized speakers, including Steve Harvill and Dr. Billy Williams, offer key takeaways that will help your agency overcome current challenges and excel in the future. 

Click on the sessions below to watch the Virtual Recovery Summit on-demand. 

Jumpstart Tomorrow - Optimism in the New Future

Optimism is not a wasted state of mind when looking at a Post COVID-19 world.  Though all of time is moving towards an uncertain future, the past will actually play a key role in how the future might unfold.  Consumers will drive everything and confidence will be the only player of any importance.

Stephen Harvill of Creative Ventures will show you a model where optimism is stronger than you think and the consumer will be waiting to decide where their money will go in jumpstarting a new tomorrow.

Additional Resources
Session summary

harvill.jpgSteve Harvill
President - Creative Ventures


Leading, Managing and Liability Concerns with Your Workforce and COVID-19: A Panel Discussion

Join us for a discussion on managing and leading your team during this uncertain time. Hear how other agents are supporting their agency culture in a remote setting and planning out the next few months. Plus, Affinity HR President Claudia St. John, offers insights and guidance on the new regulations and guidelines that you need to be aware of as an employer.


Claudia St. John
President, Affinity HR

Jonathan Theders, CRA, CHSP, ACRA
CEO, RiskSource Clark-Theders, Cincinnati, Ohio

Ted Walsh, CPCU, CIC
CEO, Walsh Duffield, Buffalo, New York

Best Practices to Protect Your Current Book and Grow Your Agency During the Pandemic

In this can’t-miss session, Dr. Billy Williams will share his top tips on retaining existing clients and adjusting your marketing strategy to engage and attract new customers during these challenging times. Dr. Billy Williams will help equip you with the knowledge needed to increase revenues and put your agency on a path towards growth. 

Additional Resources
Big I Best Practices During the Pandemic
Payroll Protection Plan Summary and Examples
Pandemic Retention Email Blast Script w/ Optional Wording

Dr. Billy R. Williams
President – Williams Family Investment Group and Inspire a Nation Business Mentoring