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DTSTART;TZID=America/New_York:20261118T120000
DTEND;TZID=America/New_York:20261118T130000
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SUMMARY:Your Phones Are Talking: Turning Calls into Client Intelligence
DESCRIPTION:Today's TECH CONNECT TopicEvery day your agency has dozens of client conversations\, and most of that information never makes it into your management system. This session shows how call summaries\, automatic documentation\, and phone data can protect you from E&O exposure and make sure nothing a client tells you ever falls through the cracks.\nMore to ComeJanuary 13:  New Year\, New Stack: The Agency Tech Tune UpThe TECH CONNECT SeriesConnecting Independent Agencies with the Technology That Moves Them ForwardTechnology is transforming the insurance industry at an unprecedented pace. Tech Connect is a PIA ongoing educational series designed to help Professional Insurance Agencies stay informed\, evaluate emerging solutions\, and make smarter technology decisions.Each session features industry experts\, technology providers sharing practical insights on today's most important topics from AI and automation to agency management systems\, cybersecurity\, digital marketing and more.Whether you're exploring new tools or refining your agency's technology strategy\, Tech Connect delivers real-world ideas and actionable takeaways you can put to work immediately.Connect. Learn. Innovate. Grow.Speaker: Matt SladeMatt Slade is Co-Founder of PrismAMS and has spent more than 20 years in insurance technology\, working with AMS vendors\, comparative raters\, carriers\, and independent agencies across the country. He is the author of The Insurance Agency's Non-Techie Guide to Cyber Security and consults with independent P&C agencies on IT strategy\, cybersecurity\, and automation. Matt is based in the Pacific Northwest.
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE html><html><head><title></title></head><body aria-disabled="false"><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin: 0px 0px 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><img src="https://res.cloudinary.com/micronetonline/image/upload/q_auto\,f_auto\,c_limit\,w_1980\,h_770/v1783521636/tenants/acbb55cf-04b8-4ef5-bb9c-7650ee55d2d6/3623d17499924ef88b1f28ad95467510/Tech-Connect-header-image-1980x763.png" width="530" style="width: 530px\; height: 206.403px\; position: relative\; max-width: 100%\; cursor: pointer\; padding: 0px 1px\;" height="206.403" fr-original-style="width: 530px\; height: 206.403px\;" fr-original-class="fr-draggable" /><br /></p><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin: 0px 0px 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><br /><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 18px\; color: rgb(0\, 0\, 0)\;"><strong fr-original-style="" style="font-weight: 700\;">Today&#39\;s TECH CONNECT Topic</strong></span></p><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin: 0px 0px 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 14px\; color: rgb(0\, 0\, 0)\;">Every day your agency has dozens of client conversations\, and most of that information never makes it into your management system. This session shows how call summaries\, automatic documentation\, and phone data can protect you from E&amp\;O exposure and make sure nothing a client tells you ever falls through the cracks.</span><span style="color: rgb(0\, 0\, 0)\;"><br /></span></p><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin-top: 0px\; margin-right: 0px\; margin-bottom: 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 14px\;"><strong fr-original-style="" style="font-weight: 700\;">More to Come</strong></span></span></p><ul fr-original-style="margin-left: 20px\;" style="margin-left: 20px\; list-style-position: inside\;"><li style="color: rgb(0\, 0\, 0)\;"><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 14px\;">January 13: &nbsp\;New Year\, New Stack: The Agency Tech Tune Up</span></li></ul><hr fr-original-style="" style="clear: both\; user-select: none\; break-after: page\;" /><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin: 0px 0px 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 18px\;"><strong fr-original-style="" style="font-weight: 700\;">The TECH CONNECT Series</strong></span></span></p><p><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 14px\;">Connecting Independent Agencies with the Technology That Moves Them Forward</span></span></p><p><span style="color: rgb(0\, 0\, 0)\;"><span style="font-size: 14px\;"><span style="font-family: Arial\,Helvetica\,sans-serif\;">Technology is transforming the insurance industry at an unprecedented pace. Tech Connect is a PIA ongoing educational series designed to help <strong fr-original-style="" style="font-weight: 700\;">P</strong>rofessional <strong fr-original-style="" style="font-weight: 700\;">I</strong>nsurance <strong fr-original-style="" style="font-weight: 700\;">A</strong>gencies stay informed\, evaluate emerging solutions\, and make smarter technology decisions.</span></span></span></p><p><span style="color: rgb(0\, 0\, 0)\;"><span style="font-size: 14px\;"><span style="font-family: Arial\,Helvetica\,sans-serif\;">Each session features industry experts\, technology providers sharing practical insights on today&#39\;s most important topics&mdash\;from AI and automation to agency management systems\, cybersecurity\, digital marketing and more.</span></span></span></p><p><span style="color: rgb(0\, 0\, 0)\;"><span style="font-size: 14px\;"><span style="font-family: Arial\,Helvetica\,sans-serif\;">Whether you&#39\;re exploring new tools or refining your agency&#39\;s technology strategy\, Tech Connect delivers real-world ideas and actionable takeaways you can put to work immediately.</span></span></span></p><p><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 18px\;"><strong fr-original-style="" style="font-weight: 700\;">Connect. Learn. Innovate. Grow.</strong></span></span></p><hr fr-original-style="" style="clear: both\; user-select: none\; break-after: page\;" /><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin: 0px 0px 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><span style="color: rgb(0\, 0\, 0)\;"><span style="font-size: 18px\;"><span style="font-family: Arial\,Helvetica\,sans-serif\;"><strong fr-original-style="" style="font-weight: 700\;">Speaker: Matt Slade</strong></span></span></span></p><p align="left" style='box-sizing: border-box\; border: 0px\; font-size: 16px\; font-style: normal\; font-weight: 400\; margin: 0px 0px 1rem\; outline: 0px\; padding: 0px\; vertical-align: baseline\; color: rgb(75\, 79\, 88)\; font-family: "Source Sans Pro"\, sans-serif\; font-variant-ligatures: normal\; font-variant-caps: normal\; letter-spacing: normal\; orphans: 2\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; text-align: left\;'><span style="font-family: Arial\, Helvetica\, sans-serif\; font-size: 14px\; color: rgb(0\, 0\, 0)\;">Matt Slade is Co-Founder of PrismAMS and has spent more than 20 years in insurance technology\, working with AMS vendors\, comparative raters\, carriers\, and independent agencies across the country. He is the author of The Insurance Agency&rsquo\;s Non-Techie Guide to Cyber Security and consults with independent P&amp\;C agencies on IT strategy\, cybersecurity\, and automation. Matt is based in the Pacific Northwest.</span></p></body></html>
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DTSTAMP:20260711T043048Z
URL:https://piaofvadc.growthzoneapp.com/piaeventandeducationcalendar/Details/your-phones-are-talking-turning-calls-into-client-intelligence-1847249?sourceTypeId=Hub
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