CSR Development Conference - Nov. 6-7, 2025 - Jefferson City/Online

Description

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Hybrid: Online or MAIA Headquarters, Jefferson City

Agenda:
Thursday, November 6
10:30 - 11 a.m.: Registration
11 a.m. - 12 p.m.: Networking Session & Lunch (in-person only)
12 - 4 p.m.: Mastering Time Management and Technology for Your Agency  
6 - 8 p.m.: Bowling at Strikers (Optional, $30/person) Includes soft drinks, pizza and 90 minutes of unlimited bowling.
Location: 2017 Christy Dr., Jefferson City

Friday, November 7
8 - 9 a.m.: Seeing Through a Past Lens: Shaping Your Future Based on Your Past Experience
9 a.m. - 12 p.m.: It's Okay To Be Basic: Account Management in the Digital Age

Session Descriptions:
Mastering Time Management and Technology for Your Agency
Dive into strategies for mastering time management, upholding the highest ethical standards, and leveraging technology to streamline your workflows. Learn concepts and strategies that help achieve your personal and business goals. This interactive session will equip you with practical tools to boost efficiency, build trust and stay ahead in a competitive market. Whether you're new to the industry or a seasoned expert, this class offers insights to elevate your agency’s performance and client relationships. Don’t miss this opportunity to transform your approach!
Approved for 1 general CE credit in Mo. & Kan.

It’s Okay To Be Basic: Account Management in the Digital Age
Basic account management for insurance products has transformed in the digital age, but some skills are always useful in empowering professionals to deliver tailored solutions with precision. By leveraging digital tools like CRMs, data analytics and automation, account managers can streamline client interactions, optimize policy offerings and anticipate customer needs. The digital shift not only enhances efficiency but also fosters deeper client trust and loyalty. Equip yourself with the latest technology to stay ahead, provide exceptional service and ensure your clients’ evolving insurance needs are met with confidence.
Approved for 3 general CE credits in Mo. & Kan.