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LULU Event Schedule

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Tuesday, August 6th, 2019

9:00 to 9:45 a.m.

SB 1343: Sexual Harassment Compliance Law Update

Michael Aberle
Chief Executive Officer & Executive Producer,

Dean Rocco
Partner, Wilson, Elser 

Course Description: TBD

9:50 to 10:25 a.m.

California FAIR Plan: Agents & Brokers Overview

Mindy Cruz
Operations Manager, California FAIR Plan Association

Justin Pierce
Underwriting & Operations Manager, California FAIR Plan Association

Course Description: TBD

10:30 to 11:00 a.m.

Why InsurBanc For The Independent Agent?

Scott Freiday
Vice President & Commercial Loan Officer, InsurBanc

Patricia Smith
Vice President & Client Service Manager, InsurBanc

InsurBanc has established itself as the bank of choice for independent insurance agents, demonstrating a deep understanding of the agency business and delivering the financing and banking services required to help agencies expand and prosper.  Learn how we have assisted agencies reach the next level.

Wednesday, August 7th, 2019

9:00 to 9:20 a.m.

Tech Talk:
Broker Buddha

Speaker: TBD

Course Description: TBD

9:25 to 9:45 p.m.

Tech Talk:
miEdge - The Ultimate Unfair Advantage

Darin Vick
Chief Sales Officer, miEdge

miEdge is a one of kind lead generation and research tool designed specifically for the insurance professionals. miEdge aggregates multiple data sources and then assembles that data to create an insurance profile. This allows Insurance agents and brokers as well as Insurance carriers, to filter the data for fast efficient queries, which saves valuable time and resources.

9:50 to 10:10 a.m.

Tech Talk:

Servicing Digital Clients and Their Expectations

Todd Sorrel
Co-founder, ePayPolicy

Looking for the best InsurTech solutions for your agency, ones that take minimal time to deploy (60 minutes or less) but yield the greatest return and impact? In this session, we’ll highlight how the expectations of the digital consumer have evolved and explain how these affordable solutions across sales, operations, and marketing will not just allow you to meet your client expectations but crush them.

10:15 to 10:35 p.m.

Tech Talk:

Speaker: TBD

Course Description: TBD

10:40 to 11:00 a.m.

Tech Talk:

Speaker: TBD

Course Description: TBD




Thursday, August 8th, 2019

9:00 to 9:30 a.m.

Key Developments in California Insurance Regulations

Steve Young
Senior Vice President & General Counsel, IIABCal

A fast and furious update on measures in the California Legislature and California Department of Insurance to improve the Homeowners Insurance marketplace, resolve legal uncertainty over independent contractor status, and address the new normal of wildfire liabilities.

9:35 to 10:00 a.m.

Personal Safety in an Era of Active Shooters

Jerry McCormick
Chief Safety Officer, Personal Safety at Work

This session starts with a look at what active shooter is and isn't.   We’ll review the real impact of active shooter from a standpoint of what are the true cost.  This is important to know from a business perspective and those that write policies to insure against Active Shooter Incidents.  We will look at how often Active Shooter actually occurs compared to the myriad of threats in the world every day.  There is a wide variety of viewpoints about Active Shooter that simply are not supported by facts, and worst scare employee into believing that Active Shooter is likely going to happen to them. We will share facts learned through researching Active Shooter for 20 years, looking at more than 327 cases of Active Shooter, and briefly review an interview with an Active Shooter who is imprisoned in North Carolina following an Active Shooter incident he carried out.  

10:05 to 10:30 a.m.

The Agent & Broker Toolkit

Cheena Malicki
Director, Outreach & Education, WCIRB

The California Workers' Compensation Insurance Rating Bureau (WCIRB) will walk you through the worker’s comp tools you need to provide the answers clients are looking for, including classification, experience rating, and preparing for final audit.

10:35 to 11:00 a.m.

21 Secrets of Million Dollar Sellers: W.A.I.T

Steve Harvill
President, Creative Ventures

Great sales success is all about the application of skills.  What skill sets do you bring to the job and how often are you working on getting better?  Great producers are great listeners. I found this somewhat counter-intuitive. Most salespeople are taught to sell and in order to sell, they are taught to present features, strengths and a wide variety of other pieces that make their product or service superior to all the rest. They speak the language. They talk SALES. But the pinnacle salespeople in our book have found the space to LISTEN. They have developed acute listening skills and don’t fill every gap in a conversation with “pitch”.