Your Data. Your Edge. Powered by AI.

A full day of market intelligence, real-world AI application, and straight talk about what organic growth actually requires, and the tools that make it possible.

Registration Fee
$250 Early Bird Registration
ends August 14, 2026

About This Event

Proprietary research shows P&C premiums ranked as the #1 client challenge for four straight years. When rate increases moderate and carriers get more aggressive, clients who have been absorbing cost will ask hard questions like what you are doing about it.  

The agencies with good answers will have built a retention story and a prospecting engine before the shift. However, most have not. New producer validation rates sit under 50%. Producers spend over 60% of their time on administrative tasks rather than client-facing work. More headcount is not the answer, and generic AI that returns unvalidated results is not either. Insurance is regulated, half of agency records are missing critical fields, and one wrong sentence is an E&O event. The industry needs AI built for insurance. 

At Insuring Growth Dallas, Zywave is bringing together agency principals, producers, and operations professionals for a day of direct conversation about what it takes to grow in this market. The agenda covers the conditions reshaping agency strategy, the AI tools already in use that create risk at agencies across the country, and what it looks like operationally to be the kind of broker clients do not leave when the market shifts. 

Attendees will leave with a clear view of how agentic AI, market intelligence, and client engagement tools are changing the path to sustained growth, and what leading agencies are doing today. 

What You'll Experience

Expect a full day of market data, peer conversation, and applied expertise centered on the challenges agencies are navigating and the technology shaping how the best ones operate. 

Throughout the day industry experts and attendees will cover three main topics: 

• When the market softens and buyers start shopping, what keeps clients loyal and fills your pipeline at the same time. 
• How to leverage AI without putting your clients, data or E&O at risk, and how agentic AI is solving the AI adoption problem that has limited enablement tools for years.  
• Your clients need more than a broker. What operating as a strategic business partner looks like, and why it produces a book that is harder to walk away from. 

A networking lunch brings together agency owners, producers, operations leaders, and CSRs. Whether you run the business, manage the team, or work in your AMS every day, there is a conversation in this room for you. 

You’ll also get a look at Zywave Apex^TM, the first AI platform for the front office of insurance. 

Apex includes:

• Zywave Apex MCP: Zywave’s insurance intelligence, embedded directly in the AI tools you use today.
• Producer Agent: Autonomous prospecting that builds your pipeline, whether or not you log in.
• Advisor Agent: Renewal intelligence that protects and grows your book.
• With more on the way.

Event Agenda

8:00 AM           Doors Open | Breakfast & Networking

9:00 AM           Welcome & Opening Remarks

9:15 AM           Keynote Session by Kasey Connors, Executive Director, ACT, Big I

10:00 AM         Panel 1: Market Conditions & Agency Strategy

11:00 AM         Morning Break

11:15 AM         Panel 2: AI Implications, Risk, and Safe Adoption

12:00 PM         Panel 3: How to Find and Engage More Prospects

12:45 PM         Networking Lunch

2:00 PM           Event Concludes

Speakers

Who Should Attend

This event is for independent agency professionals responsible for growth, operations, or client relationships who want a concrete look at how technology is changing what agencies can do. 

• Agency principals and owners working through organic growth strategy, producer performance, and technology investments 
• Producers and account managers looking for better ways to identify prospects, win new business, and grow their book 
• Operations leaders and CSRs who want to pull time back from manual work and deliver more without adding headcount 
• Marketing and business development leads responsible for building pipeline and keeping clients engaged between renewals 
• Technology decision-makers who want to understand what is already in their AMS, what the broader Zywave platform supports, and where agentic AI fits their agency today 
• Carrier and MGA partners looking to expand retail distribution and build relationships with agencies they don't currently write business with in the Dallas area

Whether you run the business, manage the team, or work in your AMS every day, the conversations in this room were built with your agency in mind.

Please tell us about yourself: