The Part Time Insurance Agent

Wednesday, July 31, 2019
8:00 AM to 11:00 AM
Salesforce Tower
3 Bryant Park New York, NY 10036

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Lately, we’ve been talking about how convenience is turning to be the biggest challenge for insurers. From on-demand taxi services, to on-demand food delivery and on-demand entertainment, today’s consumers have opted for new levels of convenience, which puts a low-usage, behind-the-scenes product like insurance at risk of being cannibalized by digital platforms and/or external players. What’s more, the digital world offers consumers a variety of effortless and emotionless options, and statistics show that online consumers are more tempted and less loyal.

So how do you overcome the convenience challenge? Well, there are four elements that can push convenience to the side:

  1. Quality: Think of shopping for an engagement ring or a wedding dress. It may be inconvenient to shop around in the real world, but you don’t want the limited online shopping experience for such an important purchase.
  2. Instant gratification: Think of those standing in line to get their hands on the newest iPhone or a tasty Cronut. It’s not that Apple doesn’t deliver or that the Cronut craze won’t die, but it’s that instant gratification where we just can’t wait.
  3. Price: Think of buying in bulk from Costco. It’s definitely inconvenient to buy in-store when compared to shopping online, but for some the price difference is worth it.
  4. Emotions: Think of all those times you felt guilty not purchasing a certain product or service because of a salesperson who wen’t above and beyond for you.


Since insurance is a rarely differentiated product that’s sold to a generally indifferent consumer, quality and instant gratification aren’t things insurance companies can count on. And when it comes to price – you can’t build a brand on a factor that may change every six to 12 months. This leaves us with emotions and this is where we invite you to join us on July 31st for a breakfast briefing where we’ll present a new distribution model that’s all about emotions and part time insurance agents. At the event, you will receive a comprehensive report that will cover personal lines distribution challenges, illustrate which companies are best-positioned in a given category, and introduce a new distribution concept of selling insurance through part-time insurance agents.


8:00: Breakfast & Networking
9:00: Kelly Utley, Salesforce

Kelly Utley is a Product Leader who has developed and launched multiple products at Salesforce including the Financial Services Cloud and more recently Salesforce Blockchain. In her current role, she works with Customers across the world to help them innovate using the Financial Services Cloud. In her spare time, she is a fitness enthusiast who loves nature and travel.
9:20: The Part Time Insurance Agent

Patrick West is on a mission to create 10,000 new insurance jobs. Pat is the Founder and Chief Shopping Officer at where he focuses on finding the best places to buy insurance in the United States. Leveraging 16 years of insurance industry experience, Pat is obsessed with the distribution challenges facing consumers and insurance professionals. Pat has operated as a captive life insurance agent, a captive p&c agent, consulted and participated in the launch of 5 independent insurance agencies and is currently engaged in a research project called The United States of Insurance which aims to dispel common myths about the industry, while identifying action based steps that engage insurance professionals with their target audience.
9:50: Instagram, Influencers & Insurance

Brian and Dayna Lee are the founders of AF Creative Media, a media company that develops work for digital, theatrical and new media. Broadway: Angels in America (Tony Award for Best Revival of a Play). Off-Broadway: People, Places and Things at St. Ann’s Warehouse. Upcoming: Moulin Rouge (Broadway 2019) and The Greatest Musical Never Written (Bridland Theatre). Additionally, they are currently developing a new musical about John Lennon’s early life based on the 2009 film, Nowhere Boy. On the digital side, Brian and Dayna specialize in working with hospitality groups on their branding and social media. They currently work with Broadway’s favorite cookie shop Schmackary’s Cookies. They are the creators of a popular Instagram blog with over 60K followers chronicling their experience as millennial producers and foodies in NYC: @artsandfood_nyc
10:10: Organic Growth

After joining us at our first event in June 23, 2017 – Jared Polin is back. A veteran photographer of 20+ years and the founder of; one of the largest photography websites and YouTube channels in the wold – with over 1 million subscribers, Jared is also the cofounder of MyGearVault, a mobile app for photographers and videographers to store and protect their gear – with an insurance proposition built into the app. The MyGearVault app is closing in on 150k users who have entered more than $200,000,000 worth of gear into their vaults.


10:30: Comedians & Side Gigs

Katy Berry is New York based comedian, writer, singer, voiceover actor, and freestyler. She studied writing at The New School in New York City, improvisation at The Magnet Theater, and sketch comedy at the Upright Citizens Brigade Theater (UCB). Over the past six years Katy has traveled the world performing with musical improv legends Baby Wants Candy, and New York’s premier hip-hop improv team North Coast, including two sold out Edinburgh Fringe Festival runs. Her comedy videos and writing have been featured on Vulture, VH1, Reductress, Studio360, Bustle and more. Her voice has been heard on Nick Jr. and in commercials for hair dye and sandwich chains. You can currently catch her performing at UCB every Saturday night, and monthly at Club Cumming. For more Katy, visit or follow heron instagram at @katyberrycomedy.


Jatty Robinson is a New York-based stand-up comedian, host, and actor. He has been featured in numerous comedy festivals and competitions including “TBS New York Comedy Festival”, “NBC’s Stand-Up For Diversity”(Semi-Finalist) and “Laughing Devil Festival”(Finalist), with appearances in film including Emmy-award nominated web-series “AKA Wyatt Cenac”.


Alison Klemp is a NYC-based comedian/actor/writer/karaoke rapper who hails from Colorado and has lived in many places in-between. She performs stand-up regularly and is also a veteran roast battler. Alison was featured as one of Time Out’s Women of Comedy in the New York Comedy Festival, and has also performed on the Brooklyn Comedy Festival and Skankfest. She worked as a producer for The Naked Show and the Cinder Block Comedy Festival. Alison can be seen as a principal performer in Questionable Choices on the MusicChoice network and in the web series “Labeled.” She is also a principal cast member on the podcast The Tableverse, in which she plays the role of Quib.


Click here for the Eventbrite page.