General Sessions - Panel Discussion & Keynote
Been There, Done That!
Thursday, February 20 - 9:00 am - 12 noon - The Agents Symposium Opening General Session will feature a panel discussion highlighting the experience of four Nationwide Independent Contractors who have successfully blazed the trail to independent agent. During this discussion, you will hear how they did it, and learn the priorities and critical components for ensuring your successful transition.
Michael BarePresident Charlotte Region, Towne Insurance - A TowneBank Company
1987-1995 Prudential Agent and Sales Manager1995-2018 Nationwide Agent
AwardsNationwide Hall of Fame8 Prudential Citation Awards21 Nationwide President Conferences23 Nationwide Champion Conferences MDRTNW Agent of the Year NW Financial Agent of the YearNW National Community Service Award
Warren BarhorstCEO, Iscential
Warren is extremely competent at managing the P&L and Balance Sheet. He truly understands how to minimize taxation and leverage finances. Currently, Warren operates a private risk management, insurance and financial services firm, Iscential, (pronounced essential), which he founded in 1993.
Warren has grown Iscential from a start-up to a 100-million-dollar firm. Iscential, was listed on the Inc. 5000 list from 2008 to 2011 as well as the Houston Business Journal Fast 100 from 2008 to 2010.
Nathan DagleyCEO, Dagley Insurance & Financial Services
Nathan founded Dagley Insurance & Financial Services, Inc (DI) in 2001. As CEO the vison, leadership and strategic direction provided by Nathan has fueled the expansive growth and success the Company has achieved throughout its history. Prior to establishing DI, Nathan started several companies including Gilbert Landscaping, Custom Design Innovations, Inc. and Earthcare Management, Inc.
Nathan has been honored by Nationwide Insurance Company for attaining the level of Champions and Presidents Conference for thirteen years.
John M SenaCEO, The Sena Group
John began his insurance career in 1977 with Nationwide Insurance Company in Baltimore, shortly after serving his country in the U. S. Navy. Over the years, he has served Nationwide in a variety of capacities.
In 1988, John “saw the light” and realized his talents were best suited for selling Nationwide products directly to consumers. Over the years John, and his wife Dolores built their Nationwide Insurance book to just over $10M with an additional $7M of brokerage business.
Since becoming an independent agent, The Sena Group has grown to 33 members with four offices in South Florida and a combined premium of $27M. John's only regret is that he didn't become an independent agent sooner!
Become the Best Version of Your Independent Self!
Friday, February 21 - 8:30 - 9:30 am - During this high-energy keynote presentation, Michael McCormick and Taylor Dobbie of Insurance Soup will talk sales, marketing, social media and more!
Michael McCormick and Taylor Dobbie are former award and trip winning captive and independent insurance agents that decided after an uphill battle with some carriers and vendors that a revolution in our business was necessary.
With captive carriers keeping their Agency force hypnotized by their Kool Aid cultures and independent agents left to fend for themselves and figure the industry out basically on their own, Michael and Taylor envisioned a community where the entire industry could get together to talk about the good, the bad, the ugly, and everything in between.
On December 28th2015, Insurance Soup was born out of necessity to bring transparency and open dialogue to an industry that many have long claimed to be “old, male, pale, and stale” and just four years later they boast an army of 30,000 Agents and Brokers all sharing what works and does not work in our field.
While they could not do anything about being male and pale, the boys have made it their mission to make the industry anything but old or stale.
Constantly pushing the envelope with their products and services, the boys have won industry awards for their innovation around marketing and technology. They have the top mastermind in the industry for lead generation, a fantastic automation program, chatbots that are up for national awards, and are partners in life insurance technology Back9 and in continuing education program SoupCE, a partnership with WebCE.
Their crowning achievement though has been in the cultivation of a new way of doing things in our industry, Career Insurance Agents.
Career Insurance Agents is an independent agent opportunity that provides all the things that are on the captive agents wish list – 200+ carriers, higher commissions and overrides, better bonuses, freedom, little compliance, book ownership…And marries it to all the things that most captive agents love – training, comradery, community, and more…It is the first and only hybrid model of it’s kind and where the dudes feel their trend setting ways will lead the industry next.
If there is something new and interesting going on in the industry there is a good chance Michael and Taylor are already involved in it whether it in a consultative role, partnership, or promotionally.
The Head of Insurance for Facebook and his team work regularly with Michael and Taylor to understand the industry, trends in advertising, learning industry direction, jargon, and more.
Fortunately for the industry; Taylor and Michael are young, full of energy, full of ideas, and have proven to be highly successful in guiding many Agents and Agencies to become the best versions of themselves.