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January 2019


January 24, 2019 - January 26, 2019
JW Marriot Las Vegas Resort and Spa, 221 N Rampart Blv
Las Vegas, NV 89145 United States
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$349 – $599

We are pleased to announce that we will be both sponsors and vendors for IAOA at their upcoming INNOVATI9N event in Las Vegas in 2019. The event will be held in January from the 24th through the 26th. We hope that you will head out and partake in this amazing event. There will be plenty of speakers and some great advice for anyone looking to build and better their agency.   We will also be hosting a client dinner, so…

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Joe Vincent Management Seminar

January 29, 2019 @ 3:00 pm - 4:00 pm
Renaissance Austin Hotel, 9721 Arboretum Blvd
Austin, TX 78759 United States
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  Hello everyone! We are pleased to announce our next event which we will be speaking at this coming January  at the Joe Vincent Management Seminar in Austin, TX from the 28th-29th. We will be speaking on three separate topics for this seminar. January 28th from 10:30-11:45: The topics for our panel will be determined at the time of the conference, but we hope that you will come and join us! We would love to see any familiar faces and any…

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May 2019

Greenwich Group Spring Meeting (Private Meeting)

May 2, 2019
JW Marriott Nashville, 201 8th Ave S
Nashville, TN 37203 United States
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We are so pleased to announce that we will be speaking to the Greenwich Group in Nashville, TN on the second of May! This is a private event that is for members only. We will be touching on branding and building a customer experience, some topics that we hope will help the audience and give them a better understanding of how to reach their goals in those categories. We hope to see our members at this private event.  It will…

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Our agencies tell the story

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”


Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”


Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”


Account Manager
Preferred Insurance Center


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ADDRESS 5775 Post Road #562
East Greenwich, RI 02818
United States