Sunday, April 13th
BlocBuilder 2025 kicks off with optional, add-on opportunities:
7:00 AM - 7:00 PM: Registration
Monday, April 14th
7:00 - 8:00 AM: Registration, Breakfast, & Networking
8:00 - 8:15 AM: Welcome & Opening Remarks in Akimel 3/4
8:15 AM - 12:15 PM: Main Sessions & Panels in Akimel 3/4
- State of the Industry Panel
8:15 - 9:15 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:
- The AgencyBloc Vision
9:30 - 10:15 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:
- Near Term Product Roadmaps
10:30 - 11:15 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:
- New Plus Suite Solution Preview: Digital Marketing Strategy
11:30 AM - 12:15 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
12:15 - 1:15 PM: Lunch & Round-Table Topic Discussions on Akimel Terrace
1:15 - 4:00 PM: Sessions & Panels in Kave
1:15 - 4:00 PM: Sessions & Panels in Akimel 1/2
- Beyond Medical: How & Why to Leverage an Array of Ancillary Products
1:15 - 2:00 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 easily add ancillary product sales to your agency's toolbox.
Panelists:
- Policy, Politics, & Their Impact on Rx Costs
2:15 - 3:00 PM
Why is medicine so expensive in the USA? This session will discuss the high cost of prescription medication, past events and policies that got us where we are today, and proposed legislative initiatives that may (or may not) help bring those costs down.
Presenter: Bill Hepscher
- Buying & Selling Agencies: Best Practices on Both Sides of the Deal
3:15 - 4:00 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.
Presenter: Brett Rosen
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 - 8:00 AM: Breakfast & Networking
8:00 - 8:15 AM: Welcome & Opening Remarks in Akimel 3/4
8:15 - 9:15 AM: Opening Outgrow Session led by Mari Tautimes in Akimel 3/4
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 Kave
- A Look at AgencyBloc Websites
9:30 - 10:15 AM
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
- AMS+ User Experience Evolution
10:30 - 11:15 AM
AMS+ combined the best of two leading applications to expand the #1 Recommended agency management platform significantly. With nearly a year in production, we are excited to share data and feedback on refinements to many features you're using today. This session will focus on what we've found and the changes we're planning to elevate the capabilities and user experience.
Presenter: Sarah Brammer
- Protect Your Income: How Tracking & Managing Commissions Can Impact Your Business
11:30 AM - 12:15 PM
Join to learn how other agents and agencies have found success in managing commissions, how they've leveraged Commissions+, and the impact it's had on their business. Additionally, this session will dive into best practices in commission management, common pitfalls, and emerging trends.
Presenters: Jeff Thibadeau
Tasha Fitzgerald
9:30 AM - 12:15 PM: Sessions & Panels in Akimel 1/2
- ICHRAs: Everything You Need to Know but Were Afraid to Ask
9:30 - 10:15 AM
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.
Presenter: Mark Mixer
- 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.
Panelists:
- 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.
Presenter: Kayleen Popp
12:15 - 1:15 PM: Lunch & Puppy Bark Break on Akimel Terrace
1:15 - 3:00 PM: Sessions & Panels in Kave
- Transforming Communication: VoIP in AMS+
1:15 - 2:00 PM
The introduction of integrated VoIP in AMS+ has opened up a world of possibilities, and we've been listening closely to your feedback! Join us as we delve into the exciting changes we've made, explore the features you've been asking for, and unveil the innovative advancements on the horizon.
Presenter: Sarah Brammer
- AgencyBloc's Professional Services: How to Get The Most Out of AMS+
2:15 - 3:00 PM
Take your experience to the next level by getting even more value out of the solutions you have already come to know and love! Join this session to learn how to leverage our Professional Services offerings to implement new features, set up best practices, and save yourself time/effort.
Presenters: Faith Shriver
Matt Kivett
1:15 - 3:00 PM: Sessions & Panels in Akimel 1/2
- In Case You Missed It: Integrated Content Marketing
1:15 - 2:00 PM
If you missed the first session, no worries! Join us for the second to learn about the launch of our 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
- In Case You Missed It: A Look at AgencyBloc Websites
2:15 - 3:00 PM
Join us for a second hosting of this awesome session to learn about a component of our new Digital Marketing offering — an insurance-specific website that integrates directly with AMS+. During this session, see how this product can enhance your sales and retention goals.
Presenter: Dyani Galligan
3:15 - 4:00 PM: Summary Session & Closing in Akimel 3/4
Details are subject to change.