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Big I MN Expo

2022_Expo_Banner1-web.jpgWe had an OUTSTANDING Event.  Stay tuned for 2023


To book your sleeping room by phone at the Mystic Lake Casino Hotel, 2400 Mystic Lake Blvd., Prior Lake, MN, 55372, (952) 445-9000 Group Code:  Big I Minnesota Block. Cutoff deadline is April 13, 2022.

2021-EXPO-Flyer2.jpg FluxBingo200x283.jpgGreat Scott it's Back!

We will be providing a Bingo card to each Agent attendee 
The attendee can turn in the bingo card once they have gotten stamps from visiting 25 booths for one chance to win the Grand Prize.  If the attendee visits 50 booths they get two chances to win.  The drawing for the Grand Prize will be held during our Awards Dinner from 6:30-8:00pm


Schedule Of Events

1:00-4:00PM MIx & Match Education Opportunities


What is Catalyit? - Steve Anderson, Co Founder & CEO of Catalyit 
Learn about Catalyit – your new Big “I” go-to technology resource for independent insurance agencies. Catalyit helps agencies discover, evaluate, select, and implement the best technology for their organizations. World-class tech experts, guidance, solutions, training, and community can now be found in one place! Learn how you can access technology solution guides and reviews, training assessments, and tools through Steve Anderson, one of the original thought leaders/influencers for LinkedIn will guide you through important resources and technology available to you and your agency.

Make Hiring Easier with CareerPlug - Andrew Streff, CareerPlug 
Learn how to leverage CareerPlug's recruiting and hiring software that has been customized for Big I MN members to build a better team.


The Anatomy of a Ransomware Attack (2CE) - John Immordino, Sr. VP Professional Liability
Ransomware attacks are up 400%.  The threat actors are more sophisticated than ever and they are now asking for seven figure demands.   This course will provide agents with an understanding of the evolution of cyber ransom attacks.  We will begin by understanding how the threat actor gets into their system and then follow along to see what they do while they are there. (Note:  This session runs for two hours)


Launching the IOI for Independent Agencies Selling Through Partnerships & Embedded - Jason Kolb and Aaron Larson, Dais
For agencies who are thinking differently about ways to grow and expand, there are powerful new opportunities emerging to use partnerships and data to upsell insurance to companies and consumers during adjacent tranctions. From sourcing partnerships to selling insurance for items being financed to cross-selling to your customer's customers, and using the data that's already there to prefill and produce instant quotes, this session will cover new and different ways to grow using the Internet of Insurance. Topics will include:
1. What kind of embedded partnerships have been successful, and which haven't
2. How the mechanics work, and what you need to be successful in terms of markets, products, and customer experience
3. Next steps: what you need to do to capitalize on the opportunity, how to set up digital touchless sales without disrupting your operations

How To Achieve Growth & Operational Excellence with Virtual Assistants - Monica Adwani & Troy Thompson, Savvital 
This presentation will be focused on how implementing VA’s, Process and Accountability can help the Insurance Agency increase revenue and profitability by leveraging time and cost. 


Data Driven Agency (1CE) - Carey Wallace, Agency Focus
There is no question that change is happening at record pace, what are you doing to evolve and change with it as an organization? We will explore how agencies have evolved given the rapid change we face in all aspects of our lives.  Customers, carriers and our staff all have different expectations, and our organization need to continue to evolve to meet and exceed those expectations. Data, technology and relationships are the key to the agencies of today and tomorrow!  

Get a Grip on your Agency and live The EOS Life! - John Klick, Professional EOS Implementer
John introduces a complete set of simple concepts and practical tools being used by thousands of entrepreneurial leadership teams to clarify, simplify and achieve their vision – the Entrepreneurial Operating System (EOS)®.  The EOS Life is doing what you love, with people you love, making a difference, getting compensated appropriately and having time for other passions. 

Big I MN Cyber Panel Discussion moderated by John Immordino - including CyberFin  - Chris Steffl, Daniel Metcalf 
Join us for the Big I Cyber Panel discussion. Hosted by John Immordino, you will hear answers from a panel of agency technology experts and owners on the following:
Top 5 cyber security questions Big I MN members ask
Top 5 cyber security questions Big I MN members should be asking
Big I MN members bring their own cyber security questions. 

3:00-5:30pm Exhibit Hall

Be sure to participate in our Flux Capacitor Bingo and visit each booth.  Drawing will be held at our Awards Dinner.

5:30-6:30pm Reception Under the Sea

Network and mingle with your company reps, peers and vendors at this interlude before our Awards Dinner.

6:30-8:00pm Awards Dinner

KEYNOTE ADDRESS:  What’s Next? Tech Trends that Will Transform Insurance and Your Agency - Steve Anderson, Co-Founder & CEO, Catalyit LLC Insurance technology expert Steve Anderson discusses the latest technology and trends that are changing how agencies operate. Find out about specific technologies and innovations that can generate real value for your agency and clients. Keeping up with technology is a key to maximizing your customer experience. Steve will tell you which technologies to use and how to use them.

Schedule at a Glance
1:00-4:00pm Education Opportunities
3:00-5:30pm Exhibit Hall
5:30-6:30pm Reception Under the Sea
6:30-8:00pm Awards Dinner

Back to the EXPO Speakers


Steve Anderson - Catalyit

Steve Anderson has spent his 35+ year career helping the insurance industry understand, integrate, and leverage current and emerging technologies. From business management systems to social platforms, Steve can analyze what’s happening now and explain its implications for the future. For the last 20 years, he has crossed the nation speaking at places like SAFECO, AAA, Nationwide, as well as many state insurance associations. He is on the faculty of credentialing organizations teaching thousands of insurance professionals and is a writer/contributor to multiple publications. Steve has a Master Degree in Insurance Law and was invited to be an original “thought leader/influencer” on LinkedIn representing the insurance industry and has over 340 thousand followers. He also is a top ten Global InsurTech Influencer. His first book, The Bezos Letters: 14 Principles to Grow Your Business Like Amazon, published by Morgan James Publishing, will be available wherever books are sold in September 2019.


John Immordino - Arlington/Roe

John rejoined Arlington/Roe in 2012 as Vice President, leading the Professional Liability department and affinity program initiatives. In 2020, he was promoted to Senior Vice President, Professional Liability. John previously worked for a large independent insurance agency in Illinois, returning to Arlington/Roe with retail agency experience. In a prior capacity at Arlington/Roe, he was a professional liability producer and the Illinois State Manager. He had also worked as a business consultant in project development, internal controls, management and marketing. John is a member of the Professional Liability Underwriter’s Society (PLUS) and participated on the Midwest Steering Committee. He was also on the IIA of Illinois Educational Committee and he is a licensed P&C agent. John received the Certified Insurance Counselor (CIC) designation in 2006, Registered Professional Liability Underwriter (RPLU) designation in 2008, Certified Risk Manager (CRM) designation in 2010, the Certified Information Privacy Professional (CIPP/US) designation in 2014, and the Certified Programs Leader (CPL) in 2015.


Andrew Streff - CareerPlug

Andrew has been at CareerPlug for over 4 years and has helped hundreds of agents and small business owners solve their recruiting and hiring challenges


Carey Wallace - Agency Focus

Carey Wallace started her career in a technology startup and found her way into the insurance industry like many others have – by chance. She fell in love with the people, the entrepreneurial spirt, and the insurance industry as a whole. While working for the Ohio Insurance Agents Association, Carey created valuation and consulting services as well as built and led the first data-analytics company solely focused on independent insurance agencies. She is incredibly passionate about helping agency owners leverage data to grow and thrive in the changing insurance marketplace. Over the past 14 years, Carey has worked with hundreds of agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their agency’s future. Carey has a Finance degree from West Virginal University and provides a variety of consulting services through the company she founded, Agency Focus, LLC.


John Klick - Professional Implementer of E.O.S.

John has 25 years of experience of starting, managing, and owning small businesses. Fifteen of those years were running businesses on EOS. John is passionate about helping leaders run their business, drive growth, and live a balanced life. His diverse background includes owning companies ranging from promotional products to an award-winning brewery.


Troy Thompson - Savvital

Troy Thompson is the Founder and President of Savvital. Savvital fortifies and scales growing companies with Virtual Professionals. Troy is an entrepreneur who also owns an independent insurance agency.​ Savvital was born from utilizing the exceptional services of Virtual Professionals at Pinnacle Insurance of MN. They have changed the game at his agency and because of them, Troy has the time to spend with his new venture. Troy is married to his beautiful wife Sarah, with 2 kids, Taytum and Tye. He loves coaching their sports teams. With a vision to help Americans with growing businesses, Troy wants to bring the world of Virtual Professionals to America.


Monica Adwani - Savvital

Monica is extremely passionate about process, strategy, profitably, leadership and obsessed with bringing a new meaning to remote teams and revenue to Independent Agencies & Small Business-Owners. Monica graduated from Fisher College in Boston and the InterAmerican University of Puerto Rico with a Bachelors Degree in Business with concentrations on Management & Information Technology Management. Over the past 15 years she has been dedicated to lead very successful teams and organizations within the Insurance Industry. She looks forward to making significant contributions in the areas of process efficiency, technology integration, culture and leadership development. ​ She is an avid advocate for Women and proud mother of her nine year old Veronica Torres. She is a "foodie", an amazing cook and a big fan of Frida Khalo. Currently residing in Massachusetts, she enjoys weekends at the beach in Gloucester during Summer, Fall at the White Mountains in New Hampshire and binge on Netflix with Veronica during the Winter Time.


Jason Kolb - DAIS

Jason Kolb is a successful technical entrepreneur excited by the ability of technology to change the world, and in particular the powerful competitive advantages created by data. As a programmer since age 12 he quickly became attracted to the opportunities that emerge from using data in new and different ways. He was the founding CTO of Latigent, one of the first Web-based analytics providers, which was subsequently acquired by Cisco. Jason spent three years in technical leadership at Cisco focusing on intellectual property and big data strategy. Jason grew interested in how data interacts with the physical world and began to explore the Internet of Things, eventually becoming the founding CTO of Uptake in Chicago. Uptake grew from 2 employees to 400 during Jason's tenure, becoming Forbes' Hottest Startup of 2015 and reaching a billion dollar valuation in 15 months. It has gone on to reach a $2 billion valuation in early 2017. Jason left Uptake in early 2016 to explore a few important trends that were beginning to emerge outside of IoT. He is now the CEO/CTO of DAIS.


Aaron Larson - DAIS

Co-Founder and CRO of Dais. One of the most creative minds in insurance with 20+ years of actuarial, analytics, operational, and executive experience, giving Dais invaluable domain knowledge within the insurance industry.


April Goodin

Chief Operations Officer
p: 763.235.6475
  • Speaker Contact
  • Program

Keith Knapp

Director of Communications
p: 763-235-6478
  • Exhibitor Contact
  • Power in Partner Coordinator
  • Convention Registration

Exhibitor Information

Exhibitor Registration, Exhibit Floor Plan, Exhibitor Kit, Exhibitor List, Internet Access Form, Electric Access Form