Most insurance conferences are glorified trade shows. Carriers push products, lead vendors sell leads, and agents walk out with nothing they can actually use. The IAD Sales Summit was built to be different, and the agents who attended felt it immediately.

Chris Orestis and Filip Lundstedt join the Direct Insurance Podcast the day after the IAD Sales Summit to break down what made it different, what agents walked away with, and what is coming next for Insurance Advisors Direct.

In this episode:

• Why most insurance conferences are conventions in disguise, and what a real one looks like
• How the IAD Sales Summit delivered actionable ideas agents could implement within 90 days
• Why nobody was staring at their phones, and what that says about the content
• How the conference workbook challenged agents to honestly assess where they really are versus where they think they are
• The 7 Whys process, and why drilling down to the real reason behind a decision changes everything
• Why knowing your numbers and what they point to beats throwing statistics at people
• How IAD plans to go deeper in future events, beyond sales into building a complete business
• Why the goal is to train agents to be complete business people, not just product pushers

About the guests: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement. Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. Both presented at the IAD Sales Summit.

Connect with us:

Website: www.iadbrokerage.com

Phone: 800-381-0977

YouTube: www.youtube.com/@iadbrokerage

Facebook: www.facebook.com/InsuranceAdvisorsDirect

LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency

TikTok: www.tiktok.com/@insuranceadvisorsdirect

That wraps up Season 3!

New episodes return next season, so subscribe and you will not miss the start of Season 4!