LIVE Virtual Event: May 12-16, 2025
Discover What the Top Independent Agencies Are Doing In 2025 To Adapt, Grow and Succeed… Despite All the Challenges!
EARLY BIRD SPECIAL!!! $67 (Normal Price: $127)
“I’ve been an insurance agent for 16 years and over those many years, I’ve never found a business resource as useful as the “Insurance Summit.”
Rodney Stewart
TriStar Insurance Services, LLC
WHAT YOU WILL LEARN:
PROVEN AGENCY GROWTH SECRETS
HOW TO BUY BACK YOUR TIME
HOW TO LEAD YOUR TEAM WELL
HOW TO LEVERAGE AI AND TECH
FEATURING
TOP AGENTS AND INDUSTRY LEADERS
Ryan Hanley
CMO of Linqura |
Founder of Finding Peak
Billy Wagner
Owner of Brightway Insurance |
4x "Agency if the Year" winner
Bradley Flowers
Founder of Portal Insurance |
Host of the Insurance Guys Podcast
Chris Paradiso
Owner of Paradiso Financial and Insurance Services
Brent Kelley
President, Sitkins Group
Dale Steinke
Director, Agent for the Future™ Advisors
…Plus, 12+ More Powerful Speakers To Be Announced Soon!
Click the button below to get EARLY BIRD SPECIAL!
What Makes This Event Different?
1. No Travel Required
There’s no flight or hotel room to book…saving you thousands of dollars, travel time, and time away from your family.
2. Watch LIVE or On Demand
The presentations will be available online to watch live for 48 hours at the normal ticket price… or you can upgrade to get lifetime access to all the interviews to watch whenever you want.
3. An All-Star Lineup of the Industry’s Best
We hand-picked the best-of-the-best. Some are professional speakers with valuable insights to share, but most are agency owners who are in the trenches sharing real world experience.
4. It’s Not a “Pitch Fest”
This is NOT one of those events where speakers hold back info so they can pitch their products or service at the end of their talk. Instead, everyone is here to add as much value as possible.
See What Other Agents Have Said About the Summit…
“I have been in this industry for over 35 years and have attended countless conventions and seminars. Typically these events always included travel, lodging and convention expenses.
After reading the invitation to the Insurance Agent Summit I signed up myself and one of my staff members. To be able to see and listen to all these great speakers from my office is invaluable…..at fractions of the cost of a seminar. And I can watch them as many times as I want.
Thank you for coordinating and delivering such a great format for attending and listening to the leaders in our industry.”
John Crawley
Owner/Broker | JCA Insurance Services
“I’ve had “ok success” with my agency but I’ve been getting frustrated with lead generation. Then I found the Insurance Agent Summit. This is the kind of information I've been looking for and had no idea how to find it or get it! After watching about 10 interviews I had my “aha moment,” that yes I can do this and yes the insurance industry is for me!
If you have not purchased the Summit I highly recommend it. If you have any new producers in your agency, I recommend sharing these interviews with them, as well as anyone in your office.”
Melissa Mertes
Personal and Commercial Lines Producer Strachan Novak Insurance Services
“I want to thank you for putting the Insurance Agent Summit together. The speakers are incredible and the amount of information is really priceless. It’s an amazing value at any price and worth three times what you are charging for it.
I am making changes in some of my marketing and calendaring other items that I want to improve.
Once Again Thanks!”
Craig Colgrove
CEO | Colgrove Financial
“The Insurance Agent Summit brings incredible value and uniqueness. After watching a few videos of the talks, I felt I had already gotten more than what the asking price of the Summit was.”
Ara Muradyan
President |Calico Insurance
“I’ve listened to four or five of your interviews so far and I’m getting tremendous value. Thank you for putting this together. It has really helped me develop some vision and help me move my agency into the future and has given me ideas on how to excel. I’m looking forward to watching more!”
Jon Sharp, MBA
President | Hardenbergh Insurance Group
“You’ve done an excellent job on the technology, content and speakers. I just watched about 20 minutes of John Fear. It’s excellent and I can’t wait to finish it. Nice job. Glad I bought the VIP Access as I’ll have to spread out my viewing.”
Rick Pierce,
CPCU, AA SVP- Mid Atlantic Agency Development National General Insurance
Letter from Josh
From: Josh Monen
Austin, Texas
February 2025
Dear Agency Owner:
Hi. I’m Josh Monen, host of the Insurance Agent Summit.
I’m so excited that you’re here because you’re just one click away from what some agents are calling “The most useful business resource for agents in the world!”
I know that can sound like “hype.” And you may be thinking, What’s so great about a collection of video interviews? I already have enough good ideas for my agency.
And I agree… you need another “good” idea like you need a hole in the head, right? But the Summit is more than a bunch of people sharing their opinions about the state of the industry or what they think agents should do.
Instead, you’ll hear from some of the most innovative and successful agency owners and thought leaders as they pull back the curtains and reveal their best secrets on:
Lead generation (what’s really working today and what’s not)
How to create systems and processes to leverage your time
Specific niche marketing strategies and tactics that are working now
How to hire and train Million Dollar Producers
And so much more!
I’m excited for you to take the next step and join the other 3,508 agents who have benefited from this powerful resource!
To Your Success,
Josh Monen
Host of the Insurance Agent Summit
EARLY BIRD SPECIAL! ONLY $67 (Normal Price: $127)
Host
Josh Monen got his start in insurance 18 years ago as an agent for Amica Insurance in the Pacific Northwest. After a successful career selling insurance Josh decided the corporate world wasn’t for him and started his own copywriting and marketing consulting company.
Josh wrote copy and helped lead marketing campaigns for clients like: Daymond John from Shark Tank, Agora (the #1 financial publisher in the world), American Express, Zander Insurance, and Bankrate.
Today, Josh is the CEO of Insurance Funnels, a boutique marketing agency he founded 9 years ago, that specializes in working with insurance agencies. He’s also the host of the Insurance Agent Summit.
Josh resides in the Hill Country outside Austin, Texas with his wife and 4 kids. When he’s not working, he can be found at the ice rink playing hockey, or obsessing over how to make the perfect cup of loose leaf chai.
FAQ
Q: Is this event a good fit for me?
If you find yourself in one of the following categories, this event is a good fit for you:
The Young Agent: If you’re a young agent who is looking to take their skills to the next level this is the perfect event for you. You’ll learn from countless years of experience along with the best and brightest from today, ensuring you will have a long and prosperous career in this industry.
The Mature Agent: Agents that have been in this business long enough eventually reach a plateau, a point where they spend more time servicing current clients then they do selling and growing their business. This isn’t the case for the best in the industry and they’ll show you just how they do it!
The Agency Owner: Decent agency owners work IN their business, great agency owners work ON their business. Every one of our speakers fits this bill and they will show you the exact strategies, tools and processes they use to help grow their agencies year over year.
The Industry Professional: Whether you work for an agency, company, association, publication or are just one of the many professionals who work in the insurance industry this event is for you. You’ll learn where the industry is going and how to better understand the agents you are working with.
Q: Where is this event located?
Wherever you are! Because this is an online event. There is no physical venue and no travel expenses. You can watch anywhere with an internet connection.
Q: How do I watch the sessions?
Once you sign up, you’ll receive login info to the secure area where you’ll be able to access all of the interviews as well as the bonuses. Simply login and follow the easy instructions we give. You’ll be able to view the interviews on any computer, tablet or mobile device.
Q: WIll I be able to listen to the interviews on my phone or in my car?
Yes! You will get access to all the MP3 versions of the interviews too. You can upload them to your phone or thumb drive and listen to them on the go!
What Past Attendees Have Said…
Just wanted to reach out and let you know the sessions are fantastic. I purchased the unlimited subscription since I know I will want to watch some of them again. Kudos and congratulations on making this happen.
Anthea Mumby
CEO Mumby Insurance Brokers
Just want to say I love the Agent Summit, wish I would have found this 3 years ago when I started my agency. I am currently listening to Chris Langille as I type this e-mail. Every interview is great and I’m learning a ton.
Jason Archer
Insurance Agent | Farmers Insurance
“Wow! You’ve done a fantastic job of lining up great interviews with the industry’s top thought leaders who share their best. Each interview is filled with nuggets of info that you can implement into your own operations and catapult to the next level!”
Andrea Blair
President | Blair Insurance Brokers
“Thanks for all the information. It's amazing what you put together. I'm just scratching the surface getting to all the videos. It all has an impact. It is just what I need. Thank you.”
Bill Abbott, CIC
Owner | Abbott Insurance Agency
"We looked at the list of speakers and knew that this was something we couldn’t miss. Since attending the Summit, we have partnered with three of the speakers and will likely partner with more over the next year. The Insurance Agent Summit has launched our agency toward success. The quality of the speakers is unbelievable. The Summit is a must for all agency owners!”
Ryan Swalve
Agency Owner | Coverage Direct
“Incredible. I don't know where to start. Too many things to list here. Best insurance meeting ever.”
Charles Anzalone
CEO | First State Agency
"Great speakers, great topics!!! There is NO better way of getting this type of valuable information and these quality speakers for this price and convenience. I am so glad that I received the information about the Summit and I took the time to take advantage of this great information to use in our agency.”
Craig Gaines
Agency Mgr/Producer | Cornerstone Insurance & Financial, Inc.
“It was a very helpful and interesting thing to do. I am glad I decided to get the All Access Pass there was no way I could have listened to all I wanted before time ran out. Lots of great ideas! Great to get a lot of different perspectives on different things - and then be able to take parts to help us in our agency. Thank you for putting this together!”
Linda Laven Bernth
President | Laven Insurance Agency
“I loved the summit. It is a brilliant idea and full of excellent information. My biggest takeaway was the technology recommendations such as online payments and certificate assistance.”
Sandi Paschall
Managing Director | Propel Insurance
“The summit was excellent. Very informative on many different levels. My biggest takeaway was information regarding how successful insurance business owners became successful. That was very helpful to me.”
Tracey Talley
CEO | Wall Street Insurance
It was tremendous. My biggest take-a-way was discipline. My own discipline and that of my agency. My own discipline to execute what I've learned and the discipline of my agency to execute the scripting we have put in place.
Marcus Wegmeyer
President | Michigan Insurance Services Agency
EARLY BIRD SPECIAL! ONLY $67 (Normal Price: $127)
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