Schedule

Sunday, April 13th

BlocBuilder 2025 kicks off with optional, add-on opportunities:

• Two certification courses
• An exclusive Leadership Experience

7:00 AM - 7:00 PM: Registration

Monday, April 14th

7:00 - 8:30 AM: Registration, Breakfast, & Networking

8:30 - 8:45 AM: Welcome & Opening Remarks

8:45 AM - 12:30 PM: Main Sessions & Panels

• State of the Industry Panel

  8:45 - 9:30 AM

  What are the emerging trends and issues in the overall benefits space? How will those things manifest themselves as challenges or opportunities for agents? Join this panel of experts to get the answers to these questions and more!

  Panelists:

  Bill Hepscher

  Bob Harding

  Cory Schmidt

  John Greene

• The AgencyBloc Vision Panel

  9:45 - 10:30 AM

  Get a glimpse into the vision for AgencyBloc solutions. AgencyBloc Product Strategy leaders lead this session, giving you an exclusive look at the future of our product offerings.

  Panelists:

  Cory Schmidt

  Robert Burns

  Tim Robinson

• Near Term Product Roadmaps

  10:45 - 11:30 AM

  Get an exclusive look at the future of AgencyBloc solutions and what is on our product roadmap. Join the AgencyBloc Product Management Team for updates on initiatives for each AgencyBloc solution.

  Panelists:

  Dyani Galligan

  Kayleen Popp

  Lori Broker

  Robert Burns

  Sarah Brammer

• Digital Marketing Strategy

  11:45 AM - 12:30 PM

  AgencyBloc is excited to introduce digital marketing tools to help your agency successfully find, win, and retain customers. This session will provide an overview of the tools. Attend the more in-depth detailed sessions, Websites and Integrated Content Marketing, to dive into specific capabilities.

  Presenter: Dyani Galligan

12:30 - 1:30 PM: Lunch & Round-Table Topic Discussions

1:30 - 4:15 PM: Sessions & Panels in Room 1

• A Look at AgencyBloc Websites

  1:30 - 2:15 PM

  A component of our new Digital Marketing offering includes an insurance-specific website that integrates directly with AMS+. AgencyBloc Websites come built with content for the health, life, senior insurance, and group benefits space. Join this session to see how this product can enhance your sales and retention goals.

  Presenter: Dyani Galligan

• Medicare Quoting & Enrollment 2025: What should agents expect to weather in the next AEP

  3:30 - 4:15 PM

  Join this session to hear about Medicare quoting and enrollment issues and trends in 2025, the specific solution options Connecture is bringing to the market, and how they are partnering with AMS+ to bring agents a seamless, efficient experience.

  Presenter: Andrew Tutaj

1:30 - 4:15 PM: Sessions & Panels in Room 2

• Beyond Medical: How & Why to Leverage an Array of Ancillary Products

  1:30 - 2:15 PM

  Learn how properly selecting and presenting ancillary products can increase employer engagement, expand your client base, and boost revenue. Join a panel of experts from the ancillary space to discuss the opportunities and challenges, plus ways to add ancillary product sales to your agency's toolbox easily.

  David Thorne
  
  Kayleen Popp

• ICHRAs: Everything You Need to Know but Were Afraid to Ask

  2:30 - 3:15 PM

  Join a panel of experts to hear them explore individual coverage health reimbursement arrangements (ICHRAs), how they work, why they're growing in popularity, and what you need to know to leverage this product for your customers.

  Kayleen Popp
  
  Mark Mixer

• Buying & Selling Agencies: Best Practices on Both Sides of the Deal

  3:30 - 4:15 PM

  Join M&A expert Brett Rosen to discuss best practices when buying or selling agencies of all sizes. By sharing examples of real deals and negotiations, you'll leave with a practical checklist to guide your M&A efforts, whether you are the buyer or seller.

  Presenters: Brett Rosen

5:00 - 7:00 PM: BlocParty

Following the first full day of sessions, we will all gather for a BlocParty on the picturesque Hemapik Lawn. Network with AgencyBloc team members, speakers, sponsors, and fellow conference attendees.

Tuesday, April 15th

7:00 - 8:30 AM: Breakfast & Networking

8:30 - 9:15 AM: Opening Outgrow Session led by Mari Tautimes

Join Mari Tautimes for a powerful session on how to predictably grow your business' revenue. 

The key is to take fast, simple, proactive actions that are proven to add sales quickly. Mari will review how to plan these actions, implement them, and track them. Whether  it’s your salespeople, managers, or even you, Mari will demonstrate high-impact, immediately applicable techniques that her clients use to dramatically expand business with current customers and bring on new ones. 

Mari’s clients add 15-30% in new sales annually, and Mari will share how you can, too — every single year.

9:30 AM - 12:15 PM: Sessions & Panels in Room 1

• Integrated Content Marketing: Taking Your Outreach & Growth to the Next Level

  9:30 - 10:15 AM

  AgencyBloc is excited to launch a new Digital Marketing offering, which includes a digital content capability. In this session, experience how this new offering gives you the tools to drive success with content at your fingertips that's designed to help your agency win and grow.

  Presenter: Dyani Galligan

• Protect Your Income: How Tracking & Managing Commissions Can Impact Your Business

  11:30 AM - 12:15 PM

  Want to take your commissions processing in AgencyBloc to the next level? Then, you’re in the right place! Tasha will cover the “above and beyond” of what AgencyBloc’s Commission Module can do. This session will cover using commission reports, setting up projections, identifying missed commissions, and more.

9:30 AM - 12:15 PM: Sessions & Panels in Room 2

• Trends & Opportunities in Small Group Benefits

  10:30 - 11:15 AM

  Join this session for a discussion about the evolving small group insurance market. We'll cover current trends and major product types, including ACA, level-funded, and ICHRAs, as well as an array of quoting methods.

  Kayleen Popp

• Small Group Proposaling

  11:30 AM - 12:15 PM

  This session will focus on AgencyBloc's Quote+ solution. Since launch, we've significantly expanded the capabilities of our proposal generation functionality. Join this session to get a walkthrough of the new features and learn how they can help you generate more business with less busy work.

  Kayleen Popp

12:15 - 1:15 PM: Lunch

1:15 - 3:00 PM: Sessions & Panels in Room 1

Stay tuned! The details for these sessions are coming very soon.

1:15 - 3:00 PM: Sessions & Panels in Room 2

Stay tuned! The details for these sessions are coming very soon.

3:15 - 4:00 PM: Summary Session & Closing

Details are subject to change.