TQA Update Credit at Convention-2026

Explore how to harness modern AI tools and integrate them into daily agency workflows. Learn practical ways to customize AI for tasks like client outreach, data analysis, and workflow improvements so small teams can scale efficiency without losing the personal touch.

Build a strong, consistent brand identity tailored for independent agencies. Focuses on clarity, messaging, and the customer experience so your agency looks as professional as it actually is.

Streamline internal processes and customer service workflows using automation tools. Covers practical setups that reduce manual effort, minimize errors, and free your team’s time for growth, relationships, and strategic work.

Tech only works when the foundations are solid. Learn why agencies struggle with adoption, how unclear processes and unmanaged data derail tools, and how to prioritize improvements so automation drives service, efficiency, and growth instead of adding complexity.

Cut through the hype. Compare AI options through a security and compliance lens, see real workflows that reduce manual work and improve efficiency, learn better prompting, and review insurance-specific use cases like document handling and email triage. Ends with a look at what AI evolution means for agency strategy and staffing.

Build strong, complete submissions, especially for distressed and E&S risks. Covers key risk components, clear claims write-ups, accurate ACORDs, and core coverage concepts (GL/property, valuation, coinsurance, umbrella vs. excess). Walk away with a clearer view of the process from binding through renewal.

Turn every contact into a potential win. Learn communication strategies, real-world techniques for coaching from recorded calls, and how an intentional conversation mindset can deepen relationships, close business, and strengthen retention.

Proven strategies for maintaining composure, communication quality, and workflow efficiency under high stress. Explores how personal behavior, team synergy, and agency processes interact to create (or relieve) service stress, with an emphasis on risk reduction, E&O awareness, and professional conduct.