Upgrade and Outpace: How to Improve Agency Sales and Operations


Date: Tuesday, August 23rd, 2022

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Editorial Webcast Sponsored by:

Although many insurance agencies have already embraced digital tools, some continue to rely on paper processes and face-to-face interactions. The majority of carriers, brokerages and agencies are well on the road to digital transformation, but there are still steps each organization can take to improve processes and best the competition. The trick is to successfully fuse new technologies with each company’s historic business culture. Whether an organization is just beginning its digital journey or they’ve already gone digital but are looking to upgrade, this discussion will summarize key considerations for selecting technology partners and tools.

Join this complimentary webcast featuring insurance carrier tech and innovation executives to discover how to make communications, customer experiences and sales operations more efficient and effective. You will learn how to:

  • Evaluate current digital tools as well as when and how to upgrade those tools
  • Ensure your agency’s technology stack is best meeting employee and client needs
  • Make sure your agency’s digital tools support your organization’s culture and goals
  • And more!



Joel Zwicker | The Insurance Evangelist | Agency Revolution

Joel has helped hundreds of independent agencies improve KPIs and achieve growth objectives. He coaches them in their digital transformation by helping them leverage digital marketing, marketing automation, and content marketing. For 11 years he was an independent agent and oversaw the marketing efforts for a large insurance agency. Joel opened multiple branch offices and spearheaded the agency’s initiative to become one of the most liked insurance agencies on Facebook.

Bill Martin | President & CEO | Plymouth Rock’s Home Insurance Group

Bill is the president and CEO of Plymouth Rock’s Home Insurance Group at which he oversees the business’s operations and reinsurance program. Bill has 35 years of experience in the property/casualty insurance industry. He has held senior positions at Farmers, Great American, Progressive and Travelers. Prior to joining Plymouth Rock in 2016, Bill was president of Bankers Insurance in St. Petersburg, Fla. He has a B.A. in political science from Stanford University. He is an avid sailor, skier, trombone player and sports fanatic.

Ryan Jesenik | COO | Orion180

Ryan is chief operating officer of Orion180, a homeowner’s insurance company rooted in cutting-edge technology, competitive pricing and excellent service Ryan joined Orion180 full-time to assist in building and scaling the business. He oversees sales and operations at Orion180, bringing extensive experience in scaling and operational growth. Ryan utilizes leadership, advanced analytics, and systematizing business processes to push Orion180 to the forefront and keep us there. In his role as COO, he manages the business analytics with special focus on rate adequacy, territory aggregate capacity management and the profile of the policies in-force. Holding a finance degree from the University of Oregon, Ryan brings the drive and ambition he displayed in corporate finance and capital market roles to Orion180.

Elana Ashanti Jefferson | Executive Editor | PropertyCasualty360.com and NU Property & Casualty Magazine

Elana is a veteran journalist and communications professional based in Denver, Colorado.