Your AMS. Your Agency. Powered by AI.

Built for Partner Platform users, a full day of industry insight, product strategy, and practical takeaways on where your AMS is going and how to stay ahead.

Registration Fee
$99

About This Event

Zywave will bring together agency leaders, producers, and Partner Platform users to explore how artificial intelligence is reshaping agency management and what it means for the way you run and grow your business.

This event agenda moves from big-picture industry trends to hands-on product strategy, giving attendees a clear view of where insurance technology is headed and how to get ahead of it. Featuring expert speakers on sales acceleration, a first look at Zywave Apex, and the latest from Zywave's product team — including an inside look at Advisor Agent results and a first look at Service Agent — and practical sessions on AI, workflow efficiency, and pipeline growth, this is a day built for agencies that are serious about what comes next.

Agency owners and operators alike will leave with a stronger understanding of how to maximize the value of their AMS, how AI is being embedded into the tools they already use, and what investments Zywave is making on their behalf.

What You'll Experience

Expect a full day of industry insight, product strategy, and practical takeaways built around where agency management and AI are heading and what it means for your business.

Sessions will cover the big picture — where insurance technology is going, how AI is reshaping the way agencies operate, and what separates the agencies that are thriving from those that are falling behind. You'll get an honest look at the competitive landscape and the technology trends that are redefining client expectations across the industry.

From there, we get specific. Hear directly from Brett Cleveringa, Zywave's VP of Product Management for AMS, on the Partner Platform roadmap — what we're building, why we're building it, and what's coming in the next 12–24 months, including Zywave Apex, Zywave's AI platform built on a simple idea: spend less managing your AMS, invest more growing your agency. You'll see how AI is already embedded in your AMS today and learn how to put it to work immediately. And you'll walk away with practical workflows, best practices, and growth strategies that high-performing agencies are using right now to save time, win more business, and retain more clients.

Beyond the sessions, the day is built for connection. A networking lunch brings together agency owners, producers, operations leaders, and CSRs for real conversations with peers who are navigating the same challenges. Optional afternoon sessions give you the chance to go deeper on the topics most relevant to your role and your agency.

Whether you're running the business, managing the team, or working in Partner Platform every day, there's something here for you.

Keynote Speaker

Callan Harrington is the Founder and CEO of Flashgrowth, a marketing strategy and creative agency that works exclusively with the insurance industry. He hosts the Insurance Growth Lab podcast, where he has interviewed more than 150 agency leaders, carrier executives, and insurtech founders on what actually drives growth in insurance. Before founding Flashgrowth, Callan held revenue leadership roles at multiple insurtech companies, including Bold Penguin and Smart Harbor. He started his career as a producing agent and independent agency owner, so he knows firsthand what it takes to build a book of business. Callan lives in Columbus, Ohio.

Event Agenda

8:00 AM          Doors Open | Breakfast & Networking

Start the day with a hot breakfast and time to connect with fellow Partner Platform users, Zywave team members, and agency leaders from across the region.

9:00 AM          Welcome & Opening Remarks

Kick off the day with a look at why this moment matters for insurance agencies and what to expect from the sessions ahead. We'll set the context for the day — where the industry is, where Zywave is investing, and why AMS and AI belong in the same conversation.

9:15 AM         Keynote: What Elite Agencies Do Differently — Callan Harrington

The gap between elite agencies and everyone else is getting wider, and it has less to do with size or resources than most agency owners think. After 150+ conversations with the industry's top agency leaders, carriers, and growth minds on the Insurance Growth Lab podcast, Callan Harrington has identified the patterns that consistently separate the agencies that pull ahead from the ones that plateau. In this session, he'll break down the three things elite agencies do differently, with specific examples from real agencies that put them into practice. Attendees will leave with practical moves they can apply to their own book, no matter their agency's size.

10:00 AM          What's New in Zywave: Recent Innovations & Product Updates

Zywave's product team shares what's shipped, what's improved, and what those updates mean for your agency day to day — now including Zywave's AI vision and the Zywave Apex opportunity.

10:45 AM         Morning Break

Grab a coffee, stretch, and connect with fellow attendees.

11:00 AM          Customer Panel: Real Agencies, Real Results

Hear directly from Partner Platform users who are putting the platform to work in their agencies every day. No scripts, no sales pitches — just honest conversation from people navigating the same challenges you are. Come with questions.

12:00 PM          Networking Lunch

Step away from the sessions and connect over a sit-down lunch. Whether you’re looking to swap best practices with a peer, continue a conversation from the morning, or connect with the Zywave team, this is your time. Lunch is included with your registration.

Afternoon Breakout Sessions

          TRACK A: Product Users

          TRACK B: Organization Owners & Leaders

1:00 PM      Live Study Hall

Open Q&A session led by Zywave product trainers. Attendees bring real questions about their Partner Platform system or workflows and get answers on the spot — designed to spark conversation on how other agencies handle common workflows. 

1:00 PM      Sales Strategy for Agency Growth

A thought leadership session featuring an expert speaker on sales strategy, agency growth, and what the best-run agencies are doing differently.

1:45 PM      Accounting Deep Dive

Commissions, Reconciliation & Financial Performance — a focused, practical session on making Partner Platform’s built-in accounting work harder for your agency.

1:45 PM      Market Trends, AI & Technology  Investment

A CIO-level conversation on where the insurtech market is heading, how agencies should be thinking about technology investment, and Zywave’s perspective on what’s coming next.

2:30 PM          Brief Break

Take a quick break to stretch before we regroup all together to close out the day.

2:45 PM          Sneak Peek: Service Agent & Closing Remarks

A first look at Service Agent from the product team, plus a recap of the day's key themes and takeaways, and how to stay connected to the Partner Platform community.

Please tell us about yourself: