UNMASKING HIDDEN UNDERPERFORMANCE

Be the first to access the results of our nationwide survey with Insurance Journal with over 600 sales, service, and management respondents. 

Frank Pennachio, Principal of leading insurance training, coaching, and consulting firm Oceanus Partners, will deliver a first look at the not-yet-published report exploring the vital relationship between sales and service teams.

He will highlight the far-reaching implications of the findings, including leaving money on the table and putting policy holders and your brand at risk. You will learn how to: 

  • Break out of the business-as-usual mold
  • Differentiate your organization
  • Take actionable insights to benefit your 2020 planning

Afterward, join ReSource Pro's CEO Dan Epstein for our hosted dinner and network with other insurance sales and operations executive leaders.


AGENDA

4:00 — 5:00 PM: Networking cocktail hour

5:00 — 6:30 PM: Presentation and discussion with Frank Pennachio, Principal, Oceanus Partners

6:30 — 8:00 PM: Dinner Reception


Presenter

Frank Pennachio

Frank Pennachio
Principal, Oceanus Partners a ReSource Pro Company

Frank Pennachio has spent more than 30 years in the insurance agency as an agent and producer, expertise he’s leveraged to personally train more than 1,000 insurance professionals. In 2009, he sold his agency and co-founded Oceanus Partners with his partner, Susan Toussaint. He is now a full-time trainer and consultant to independent insurance agents, insurance carriers, agent associations and technology companies with agents as their customer.

Frank is an expert in the technical elements of workers' compensation, emphasizing the need for agents to understand all aspects of protecting an employers' workforce in order to provide true value. In addition, Frank is knowledgeable in agency sales and marketing strategies designed specifically to reduce reliance on contingency commissions and increase agency revenues.

Highly regarded as a speaker and thought leader, Frank regularly presents at conferences and publishes articles in outlets as Risk and Insurance, Professional Insurance Agent, WCEC, HR Magazine and Insurance Journal. When speaking, he hopes to educate, entertain and provoke his audiences to think in a new way about emerging challenges.