2018 Fall Insurance EXPO

​​​​​​ FINAL Insurance Expo.jpg EXHIBITS .  EDUCATION .  ENGAGE  .  NOVEMBER 8-9 

November 8-9 at Brasstown Valley Resort 
6321 US-76, Young Harris, GA 30582

Fall Insurance Expo has rapid-fire learning sessions covering topics such as how to overcome price objections and creating an internship program and will provide agents with a platform to discuss personal and commercial lines issues. The Expo also gives IIAG's Partners in Progress including representatives from our Diamond and Gold Sponsors the opportunity to showcase their latest products and services and build relationships with Big "I" Members.

Who should attend?
All agents and company reps looking for the tools, tactics, and relationships necessary to take their business to the next level.

Why you should register?


Fall insurance Expo has a packed agenda including sessions from consultants and fellow agents about what's working and what's not so you can take home best practices and implement them in your office. Our new and improved format gives you a level of participation like never before. This year you can choose from a number of breakout sessions depending on your area of interest. Not to mention, you can earn up to six hours of CE credit.

Also, when you sign up for Fall Insurance Expo, you'll automatically be eligible for 20% off Brasstown Valley Resort and Spa services. Come learn from the best and brightest our industry has to offer all while experiencing the beautiful North Georgia Mountains in the fall. It's only $49 to attend so register today.

Member Agents $49  . Non-Member Agents $99
Exhibitors $300 . Additional Exhibitor $49 (Partners in Progress Only)
Non-Exhibiting Partners $49


Nearby Hotels

The Ridges Resort & Marina on Lake Chatuge

3499 US-76, Young Harris, GA 30582(706) 896-2262
Holiday Inn Express & Suites 300 Big Sky Dr, Hiawassee, GA 30546(706) 896-8884
Comfort Inn90 Fisher Street, Blairsville, GA 30512
(706) 745-6844​

​​​​​​​​​​​​​​​EXPO Itinerary

Wednesday November 7

8:30 a.m. Breakfast - Breakfast

9:00 a.m. IIAG Executive Committee Meeting - Walnut Grove

11:00 a.m. Registration - Business Center

12:00 p.m.  IIAG BOD Luncheon & Meeting - Salon I & II

5:00 p.m. Hospitality - Cottage #7

6:30 p.m. IIAG Board of Directors Dinner - Creekside Pavilion

Thursday November 8

7:30 a.m. Registration - Business Center

7:30 a.m. - 11:30 a.m. Exhibitor Set Up - Ballroom

9:00 a.m. – 10:00 a.m. – David Siekman;  Agency Performance Partners  - "Overcoming Price Objection for Every Role in Your Agency"  (1 hour CE) Trackrock Amphitheater 

10:00 a.m. – 11:00 a.m. – Agency Operations “Shorts" – Proven Techniques to Improve Your Agency

Agency Operations: "Using an Intern Program"  Kelley Herrin; Jack Bradley Agency

Agency Operations: "Connecting with Customers"  Woody Brown; Rhoads Group - Trackrock Ampitheater – 

11:00 a.m. - 12:00 p.m. General Session (1 Hour Ethics)

Speaker of the House: David Ralston Trackrock Amphitheater 

New Commissioner Address  Trackrock Amphitheater 

12:00 p.m. – 2:00 p.m. – Tradeshow & Lunch with E​​​xhibitors  Salon III & IV

2:00 p.m. – 3:00 p.m. -  David Siekman; Agency Performance Partners – "Age​ncy Culture Assessment & Change"  (1 hour CE)

Trackrock Amphitheater 

3:00 p.m. – 4:00 p.m. – State of the IA Channel:  Company Leader Panel - (1 hour CE) - Trackrock Amphitheater 

Bruce Peddle, President; Risk Innovations

Carrie Cheshier, Regional President of Southern Region; Travelers Insurance

Abram Hoffmeister, Assistant VP of and Region Manager of FL & GA; Safeco Insurance 

Dan DeLamater, President; Southern Mutual Insurance Company

Moderator: Michael Mellars, IIAG President-Elect, VP of Operations | Principal; Pritchard & Jerden

4:00 p.m. - 5:00 p.m.   Breakout Sessions 

  • Personal Lines; Andy Siegel, Committee Chair - Longridge Room
  • Commercial Lines; Allan Webb, Committee Chair  - Cedar Knob A
  • Agency Management and Technology; Sherry Burrell, Committee Chair   - Cedar Knob B Room

5:30 p.m. - 6:30 p.m. Reception - Autumn sunsets start early!  Join us for a great view! -Sunset Pavilion

6:30 p.m. BBQ Dinner - Sunset Pavilion

Enjoy this savory, classic American delicacy so loved for its backyard quality and reminiscent of simple get togethers where you can unplug with friends and colleagues and enjoy the beautiful outdoors with live music from the Georgia Mountain String Band. 


Friday November 9

8:00 a.m. - 9:00 a.m. Breakfast with Exhibitors 
9:00 a.m. – 12:00 pm -  E&O Class (3 hours CE) - Trackrock Amphitheater  

This course is one of two parts.  Successful completion of both parts will apply toward the agency's requirement for the 10% Swiss Re and Fireman's Fund E&O discount*. This course is designed to give agents important information to help reduce their exposure to E&O claims.  Topics that will be discussed include:

  •    Understanding Agent Duties
  •    The Role of Agency Procedures
  •    An E&O Claim – 360° View​
  •    Reporting an E&O Claim
  •    Risk-assessment Questionnaires and Checklists​

BONUS! Those attending this course onsite are eligible for a 25% discount on Part II (3 Hours of Ethics) and will complete the hours needed for E&O completion.

Overflow Hotel Alternatives:

The Ridges Resort & Marina on Lake Chatuge3499 US-76, Young Harris, GA 30582(706) 896-2262
Holiday Inn Express & Suites 300 Big Sky Dr, Hiawassee, GA 30546(706) 896-8884
Comfort Inn90 Fisher Street, Blairsville, GA 30512(706) 745-6844

***This itinerary is tentative and subject to change***


LeahAllsLGE Insurance Services
Will ArgoTidwell & Hilburn Insurance 
MelanieBaerImperial PFS
DaronBatesThe Bates Insurance Group
KendyBennettDawson Insurance Agency, Inc.
LizBevelacquaHeritage Insurance
CarynBowenUPC Insurance
MichaelBowmanCongruity HR
VirginiaBoydHull & Company
EldridgeBravoCongruity HR
RamseyBrockBrock Insurance Agency, Inc.
RichardBrockBrock & Collins Agency Inc.
WoodyBrownRhoads Group, Inc.
CoryBryantKevin Panter Insurance
MichaelBryantAlco Insurance Agency
MelissaBryantAlco Insurance Agency
DebbieBurdettMetro South Insurors LLC
JamesBurgerService Guarantee & Surety Co.
WhitniBurnesStallings Insurance Agency, Inc.
MarkBurnetteJoyner and Burnette, P.C.
SherryBurrellGrimes Insurance & Financial Services
ThadBynumBynum Insurance Agency
JanelleBynumBynum Insurance Agency
TaylorCarnleyStallings Insurance Agency, Inc.
AllisonClarkYates Insurance & Real Estate, Inc.
ChrystalCliftonFairway Insurance Advisors
JohnCoakerICW Group Insurance Companies
AndrewCoardPeoples Agency, Inc.
MarciaCochranKevin Panter Insurance, Inc.
William "Darryl"CollinsBrock & Collins Agency
BrinceCoodyWalker Insurance Agency, Inc.
KeithCookEncompass Insurance
GregCrookCrescent South Agency, Inc.
StephenDabbsThe Stephen Dabbs Agency
MichelleDarkoPritchard and Jerden
DanDeLamaterSouthern Mutual Insurance Co.
BarronDietzEMC Insurance Companies
MeganDomeniconeZenith Insurance Company
BrianDunnHull & Company
AshleyEllisBBWH Insurors
MattEstesBerkley Southeast Insurance Group
NeilEuniceEunice Crop Insurance
KimberlyFarnerKim Farner Agency LLC
JacobFarnerKim Farner Agency LLC
RobertFarnsworthFarnsworth Insurance, Inc.
DavonFieldsJohnson and Johnson
KristenFinleyPritchard and Jerden
JessicaFranklinKevin Panter Insurance
MartyFriedmanHamby and Aloisio
ChadGabrielsenCapital Premium Financing
HeatherGastonAssure Alliance
JoeGeracieJimCor Agencies
BobGillespieSouthern Insurance Solutions
MissyGobleFarner Insurance
RogerGoffJackson Sumner & Associates
JessGroganThe Rhoads Group
WendiHamby WashowichHamby and Aloisio
DavidHancockAssured Group LLC., The
StarkHarbourSouthern Jewelry Insurance William Adams and Assoc.

ScottHardinUBIC - Get Comp!
MattHarpinUBIC - Get Comp
HapHarrisSanford Bruker and Banks
GregHawthorneThe Hawthorne Agency Inc. Coastal Insurance Division
DeborahHawthorneHawthorne Agency
NyemadeHenryHenry Agency
KelleyHerrinJack Bradley Agency
GregHicksChattahoochee Insurance Agency
TeriHilsmanJim Boyd & Associates, Inc.
AllanHixon Jr.Cole Insurance Services
JeffHuntCapital Premium Financing
RyanInzengaStonewood Insurance Company
ClintIvyFleming and Riles Insurance
KevinJohnsonJohnson Insurance Services, Inc.
KeithKammerKammer Financial Group
BethKellermanKellerman & Associates, LLC
EvanKobialkaFCCI Insurance Group
EllisLaneHull & Company
AlexandriaLeCroySouthern Insurance Associates
DeborahLeeTown and Country Agency
PaceLivelyJ.Smith Lanier & Co., Inc.
LeslieLockeSouthern Insurance Underwriters SIU
MadgeLovingoodByrd Insurance Agency, Inc.
JoyceLyttonHamby and Aloisio
BenMagillAmTrust North America
AjayeMashburnSouthern Insurance Associates
JillMashburnStructured Insurance Agency, LLC
BillMathisInsurance House
JenniferMathisWilliams Turner and Mathis
JimmyMayoMarietta Insurance Services
ChristopherMcDuffyHeritage Insurance Company
SteveMcMullenKevin Panter Insurance, Inc.
MichaelMellarsPritchard and Jerden
MikeMendoncaRisk Innovations, LLC
CashMillerTitan Web Marketing Solutions
EricMobergMoberg Group
DavidMonkWorth Insurance Agency, Inc.
TheodoreMooreSafeco Insurance
AshleyMorrisICW Group Insurance Companies
BrandonMurphyMarkel Specialty Commercial
KurtNelsonICW Group Insurance Companies
FrankNewmanInsurance House
MichaelNoyesMountain Life
JarrettO'DonnellNormandy Insurance Company
KevinPanterKevin Panter Insurance, Inc.
BrucePeddleRisk Innovations, LLC
JordanPilandLewis and Wallace Associates
DianePinsonFinley, Pinson & Associates, Inc.
WilliamPinsonFinley, Pinson & Associates, Inc.
KathrynPowell-SmithRisk Innovations, LLC
KirstiePutrelloChubb Group of Insurance Cos.
MarkRaymondWhite Oak Insurance Services
JosephRaymondWhite Oak Insurance Services
ThomasReichertDunwody Insurance Agency, Inc.
ChaseRhodesGary Thacker Insurance
KyleRichardsMarquee Insurance Group
CharlesRobertsHull & Company
JayRoweLee Hill and Rowe Insurors
CharlesRungeThe Institutes
AmySalterGenesee General
Mary MargaretSandyDunwody Insurance Agency, Inc.
TJSchmakelChubb Group of Insurance Cos.
CourtneySchutterEncompass Insurance
AndySiegelSiegel Insurance, Inc.
DavidSiekmanAgency Performance Partners
RobertSimsYates Insurance & Real Estate
HarrisonSmithStructured Insurance Agency, LLC
DonSmithJohnson Insurance Services, Inc.
AshSmithBlanchard and Calhoun
GabrielleSmothermanTitan Web Marketing Solutions
NikkiSparksKevin Panter Insurance
MelissaStallingsStallings Insurance Agency, Inc.
JuneStricklandAssured Group LLC., The
MattSummerellHarford Mutual Insurance Company
ChristopherTabbSouthern Trust Insurance Co.
JulianneTamplinJ Smith Lanier & Company of Atlanta
MichaelTaylorDawson, Taylor & Company
JohnThomasonAmTrust North America
TylerThornhillFCCI Insurance Group
AlvinTownleyTownley-Kenton Inc.
RobertTownleyTownley-Kenton Inc.
SheilaTuckerHarford Mutual
JanieVan HooseKim Farner Agency LLC
NelsonWalkerImperial PFS
DanielWalkerKevin Panter Insurance
NolanWalkerThe Nolan Group
AllanWebbSnellings Walters Insurance
WendyWotringJ. M. Wilson
BlairZavodnyUBIC - Get Comp!


David A. Siekman: Overcoming Price Objections & Agency Culture Assessment & Change 

Dave-3.jpgDavid A. Siekman works with insurance agencies to drive performance using our proven strategies. David's career in the insurance industry began in 1999 as a customer service representative before he worked his way up through the operations side of the business. Before joining the team, he was the Executive Vice President at Cochrane and Porter Insurance Agency and increased agent commissions 25 percent in less than two years. Prior to this he was the Vice President of Sales and Marketing at Encharter Insurance where he increased new business sales from 90 policies per month to 250 policies per month. Having held a number of varied positions inside of multiple insurance agencies has given him a unique perspective that our clients can greatly benefit from.


​Eric Moberg: E&O Class 

Eric Moberg Bio Picture cropped (1).jpgEric Moberg's forty plus year career in the insurance industry has involved management and executive positions with insurance companies, vendors providing services to the insurance industry. He has consulted with many of the top national and regional insurance companies, and with well over 2,000 independent agencies and brokers providing E&O Risk Management, business planning, valuations, mergers and acquisition assistance, selection of systems to meet operational requirements, agency-company procedures, Internet marketing, document management, and the implementation of new systems and procedures Eric is the President & CEO of The Moberg Group, a leading provider of Insurance Agency Errors & Omissions loss control programs.


Woody Brown: Connecting with Customers

Woody Brown's Headshot.jpg

Woody Brown does not fit the “Insurance Agent” stereotype/mold. His marketing and entrepreneurial mindset was forged early on during his childhood living overseas in places like Jakarta, Indonesia and Singapore where he sold baseball cards and other items his fellow international school students couldn’t get, at a margin.  Later, as a professional musician striking out during the infancy of social media, he fine tuned his target marketing and relationship building skills via online platforms such as Myspace – eventually landing his band a record deal and touring the country.  Utilizing these same skills, coupled with his passion for people, he dove headfirst into the Insurance industry when his college friend started a “scratch” agency in 2014.  Now as a Partner and Agent at The Rhoads Group (Cumming, Georgia) he is using content creation and interacting via social media to create new referral partnerships, earn new business, cultivate his client relationships, cross sell, recruit new agents, and ultimately tell his story at scale.

Kelley Herrin: Using an Intern Program

Kelley Herrin Cropped 1.jpgKelly started the second generation of ownership at Jack Bradley Agency when she joined her dad, John Barnette, in 1979. For the past 36 years, she has worked in every area of the agency. Currently, Kelley is focused on taking care of the agency's customers, employees, and companies represented. She believes in personal improvement through learning, and is passionate about motivating others to achieve their own goals. 

Lunch & Exhibits  
Noon - 2:00 p.m.

November 9 - Breakfast & Exhibits 
8:00 - 9:00 - Exhibitor list below

Expo Exhibitors Layout.jpg 

1. Service Insurance Co. 
11. The Moberg Group
21. J.M. Wilson
2. UBIC - Get Comp!
12. Assure Alliance ​
22. Imperial PFS
3. Jackson Sumner13. The Institutes 
23. Risk Innovations 
4. Insurance House 
14. The Zenith
24. Hull & Company 
5. Heritage Insurance Co.
15. Titan Web Marketing
25. Stonewood Insurance
6. Encompass
16. JimCor Agencies 
26. UPC Insurance 
7. SNA
17. Mountain Life 
27. Capital Premium Financing
8. Harford Mutual 
18. Normandy Insurance  
28. Chubb​ Insurance
9. AmTrust 
19. SIU​
29. Congruity 
10. ICW Group 
20. Johnson & Johnson
30. Genesee General 

Overflow Lodging Alternatives 
The Ridges Resort & Marina on Lake Chatuge3499 US-76, Young Harris, GA 30582(706) 896-2262
Holiday Inn Express & Suites 300 Big Sky Dr, Hiawassee, GA 30546(706) 896-8884
Comfort Inn90 Fisher Street, Blairsville, GA 30512(706) 745-6844​