8:00 AM - 9:00 AM



8:15 AM - 9:45 AM




9:00 AM



9:15 AM - 9:45 AM

Early Registration

If you want to get a jump start on the day, early registration opens at 8 AM just for you.

Location: Second Floor Lobby

VERTAFORE: Solutions to Solve Your Business Challenges

Learn about Vertafore solutions that can help you stay competitive and grow your business from Vertafore sales executives and solution consultants. Hear more about products such as Vertafore Agency Platform, Client Portal, SalesTrack and DocuSign.

Sheri Prout, Vertafore Solution Consultant
Michelle Woods, Vertafore Sales Executive
Hodji Bruin, Vertafore Account Manager

Location: Chelsea

Show Floor & General Registration Open

Begin the day with a hot cup of Joe in hand. Morning coffee will be served on the Show Floor starting at 9 AM.

Location: Central Park East/Central Park West/Metropolitan Ballroom West

Session from Pictometry

Location: Sugar Hill

10:00 AM - 11:15 AM



Cyber threats. The Internet of Things. Terrorism. Drones. Technological advancements are changing our world and the future of our industry, for better and worse. New risks and exposures are emerging daily. Are your clients affected? In this Super Session, our solutions-focused panel thinkers will dig down deep into to the insurance and regulatory implications arising from these emerging exposures and discuss what you can do about them. It might just change how you do business in the future.

TANGIBLE TOOL: Detailed information about potential markets, coverage forms, solvency concerns, and current trends.

MODERATOR: Sam Friedman
Ron Biederman, ISO Solutions
Stephen Doody, New York State Department of Financial Services
Pano Karambelas, Moody’s Investor Service
Daniel Maher, Excess Line Association of New York

Location: Metropolitan Ballroom East

11:30 AM - 12:30 PM



You did the research, made the purchase, and survived the switch over to a new agency management system. Sure, it’s a great improvement but are you really getting everything from it you should be? Industry guru Steve Anderson will identify 7 major ways agency management systems can help grow your business, improve efficiency, and retain customers when used properly. Walk away with in-depth knowledge on reporting features, proposals, templates, forms, carrier communication and much more.

TANGIBLE TOOL: Reps from the major Agency Management systems will be in the room & ready to talk specifics on their systems.

PRESENTER: Steve Anderson

Location: Empire Ballroom East

11:30 AM - 12:30 PM



What’s the number one challenge facing your agency? Chances are it’s figuring out how to find and train qualified talent to replace your retiring Baby Boomers. We will give you insider secrets from HR expert Claudia St. John on how to recruit, hire, and then train great talent. You’ll leave with an easy-to-follow DIY approach to managing your agency workforce needs.

TANGIBLE TOOL: Hiring Tips & Training Tracks Booklet produced by IIABNY and Affinity HR Group

PRESENTER: Claudia St. John

Location: Empire Ballroom West

12:00 PM - 2:00 PM


2:00 - 3:30 PM

Lunch on Show Floor

Location: Central Park East/Central Park West/Metropolitan Ballroom West


Do you have a true understanding of what your customers experience when they interact with your agency? What they see when they search for you online? What they hear when they call your office? You have spent countless hours and dollars creating effective sales strategies, marketing campaigns, and intricate automation processes but in the end the experience you provide is often the driver of new business and retention. We will provide simple & effective steps on how to focus your staff, set standards and what technological tools you should use to improve your customer experience cycle.

TANGIBLE TOOL: You will leave the class with an ACT Consumer Insurance Journey Recommendation Report & complimentary access to a Customer Experience follow-up webinar.

PRESENTERS: Sydney Roe, Steve Anderson, Matt Aaron

Location: Empire Ballroom East

3:00 PM - 4:30 PM


Agency mergers and acquisitions are occurring at lightning speed. Buyers continue to be hungry, aggressive and enabled. Whether you’re considering selling, buying or perpetuating internally, our experts will give you effective strategies on succession planning, agency valuation, accessing capital and important post-transaction considerations.

TANGIBLE TOOL: Specific tips on how to get capital, valuation techniques, and E&O considerations from true experts in the field

David Tralka, President & CEO InsurBanc
Michael J. Fletcher, Managing Partner, Sica Fletcher LLC
Sabrena Sally, Senior Vice President, Swiss Re America Holding Corporation

Location: Empire Ballroom West

3:00 PM - 4:30 PM

APPLIED: The connectivity of the digital agency






Corey Fallarino, Sales Consultant
Lindsay Stradeski, Solution Consultant

Location: Chelsea


Keynote Mike Greenberg

Location: Metropolitan Ballroom East

4:45 PM - 5:45 PM


Cocktail Reception

Location: Empire Ballroom

5:45 PM - 7:15 PM

NYiDAY 2014

It was a first-class event, with excellent presentations and the keynote speaker was outstanding”
— NYiDAY '14 Attendee