Please be aware a course cannot be applied toward your license renewal requirements more than once within a two-year licensing period. We encourage you to review your education transcript to verify whether you’ve already completed this course. You can access your transcript here

 

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Calendar of Events

2026 IIAT 62nd Joe Vincent Management Seminar
2026 IIAT 62nd Joe Vincent Management Seminar
January 2026

Sunday, January 25, 2026 - Tuesday, January 27, 2026 Central Standard Time

Renaissance Austin Hotel
Austin, TX

Join us for the premier event for Texas insurance agency leaders to learn, connect, and lead boldly.

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Different: A different approach to business relationships and marketing
Different: A different approach to business relationships and marketing
January 2026

Monday, January 26, 2026 1:30 PM - 2:30 PM Central Standard Time

Renaissance Austin Hotel
Austin, TX

Join Brandon Smith for Different: A different approach to business relationships and marketing

No CE

Register for the 2026 Joe Vincent Management Seminar to attend this session!

In an industry where flashy ads and cold outreach dominate the conversation, genuine business relationships can feel like a lost art. In this session, Brandon shares two real-world stories…one involving a youth sports sponsorship that delivered a 2100% ROI, and another that grew a local Facebook page by 350 followers in just 48 hours, leading to $58,000 in first-year revenue.
 

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Visibility = Opportunity. The Power of Thought Leadership
Visibility = Opportunity. The Power of Thought Leadership
January 2026

Monday, January 26, 2026 1:30 PM - 2:30 PM Central Standard Time

Renaissance Austin Hotel
Austin, TX

Join Ciara Gravier for Visibility = Opportunity. The Power of Thought Leadership

No CE

Register for the 2026 Joe Vincent Management Seminar to attend this session!

The insurance buyer has changed. They research, compare, and decide before they ever talk to you. That means your agency’s real advantage isn’t price—it’s perceived expertise. In this practical session, Ciara Gravier (CEO, The Bunker Insurance & Risk Management) breaks down her “Visibility = Opportunity” strategy on how to position yourself as an authority and a leader in your community. Less noise. More inbound. Better-fit clients. 

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Ethical Management: Breaking Barriers to Integrity
Ethical Management: Breaking Barriers to Integrity
January 2026

Monday, January 26, 2026 3:00 PM - 4:00 PM Central Standard Time

Renaissance Austin Hotel
Austin, TX

Join Tai Jenkins Williams, M.Ed, MS, ITP, MCCT for Ethical Management: Breaking Barriers to Integrity

1-Hour CE

Register for the 2026 Joe Vincent Management Seminar to attend this session!

In today's volatile market, your agency's reputation is your most valuable asset—and your greatest vulnerability. This high-impact session is designed for leaders ready to break down barriers to integrity by providing a practical, repeatable three-question framework to confidently navigate the toughest dilemmas. Invest an hour to secure your agency's future, turn ethical leadership into your long-term competitive advantage.

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Hook'Em: The Secret to Client Retention
Hook'Em: The Secret to Client Retention
January 2026

Monday, January 26, 2026 3:00 PM - 4:00 PM Central Standard Time

Renaissance Austin Hotel
Austin, TX

Join Brandon Smith for Hook'Em: The Secret to Client Retention

No CE

Register for the 2026 Joe Vincent Management Seminar to attend this session!

In a world where sales and lead generation get most of the spotlight, client retention is too often overlooked. In this engaging session, Brandon shares how shifting that mindset transformed his business. By creating a dedicated retention specialist role, his team saw a major boost in client loyalty and cross-selling success. This session will equip you with practical tools to create a more balanced approach…one that values both winning new clients and keeping the ones you already have.
 

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