Agenda – Agent Track

Evolving customer and industry dynamics

Our insurance agents serving the lending, REO and real estate investor/property management industry will gain valuable partnership insights throughout our Customers First Compliance Educational Forum by attending the main industry presentations alongside your clients and concurrent breakout sessions throughout the agenda. The content-rich agenda is packed full of perspectives and best practices and allows time for questions and ad hoc discussions with diverse industry professionals. In addition, company representatives from OSC, SUI and Breckenridge Group will share the latest on the brokerage industry and our insurance programs, products and technology to support you.

All conference activities will take place at the Marriott Atlanta Airport Gateway. All conference activities will take place at the Marriott Atlanta Airport Gateway. There is no cost for currently appointed agents other than your own travel/hotel. You must register however and book your hotel as space is limited. We welcome inquiries from prospective agents by reaching out to or your new business development representative.

The following topics and speakers are confirmed for our event. Specific agenda details will be sent to registered attendees as the date nears.


Tuesday, November 8, 2022
(5:30 p.m.
9:00 p.m.)

  • Welcome reception & registration
  • Heavy hors d’oeuvres/dinner provided

Wednesday, November 9, 2022
(9:00 a.m. – 5:00 p.m.)

Economic & Credit Market Outlook

  • Roger Tutterow, Ph.D, – Professor of Economics and Director, Econometric Center
    Kennesaw State University

Compliance Related Legal Cases

  • Heather Howell Wright – Partner
  • Bradley Arant Boult Cummings LLP

The Responsibility Ethic

  • Adam Kreek, Gold Medal Olympian, Author of The Responsibility Ethic, Executive Coach & Leadership Consultant

Updates on Varied Agent Products and Services

  • Insurance Industry Perspectives
  • SUI Team and Support
  • Loss Drafts
  • Real Estate Investor Portfolios

Wednesday, November 9, 2022
(from 6:30 p.m.)

Onsite – All Attendee Conference Dinner and Casino Night (fun money only!)

Thursday, November 10, 2022
(9:00 a.m. – Noon)

Compliance Perspectives Panel of Industry Professionals

  • Panelists to be Announced

Updates on Varied Agent Products and Services

  • Mortgage Impairment
  • Self-Funded Captive Health Benefits Program
  • Agent Forum

“It’s always a pleasure to spend time with our partners as well as new/old peer clients. The presentations and speakers are very relevant and informative. I look forward to the next event!”