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BlocBuilder 2024 Focus

We’re offering unique sessions to drive overall growth that are exclusive to BlocBuilder. Network with other AgencyBloc users. Learn more about AgencyBloc solutions. And, gain valuable knowledge from our industry-renowned speakers.  

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Sunday, April 14th

BlocBuilder 2024 kicks off with optional, add-on opportunities: an inaugural certification course and an exclusive bonus Leadership Experience. 

Monday, April 15th

BlocBuilder 2024 will include two tracks of sessions focusing on best practices in Marketing & Sales Enablement and Operations & Customer Service, plus additional learning options.

Tentative schedule:

7:30 - 8:30 AM: Registration & Breakfast

8:30 - 9:30 AM: Keynote Opening Session with Jessica Brooks-Woods

9:30 AM - 12:00 PM: Sessions

12:00 - 1:30 PM: Lunch

1:30 - 4:00 PM: Sessions

6:00 - 8:00 PM: BlocParty at Georgia Aquarium

Following the first full day of sessions, Members of The Bloc gather for a BlocParty at Georgia Aquarium. Network with AgencyBloc team members as well as fellow users.

Tuesday, April 16th

The final day of BlocBuilder 2024 will continue to bring educational value and growth-driving experiences for attendees.

Tentative schedule:

7:30 - 8:30 AM: Registration & Breakfast

8:30 - 9:30 AM: Opening Session Panel led by Mari Tautimes

9:30 AM - 12:00 PM: Sessions

12:00 - 1:30 PM: Lunch

1:30 - 3:00 PM: Sessions

3:00 - 4:00 PM: The Future of AgencyBloc & BlocBuilder Closing

Details subject to change. Full schedule to be released closer to the event.

20+ Unique Sessions

Join BlocBuilder 2024 speakers to learn more about automation, sales and marketing strategies, lead generation, industry changes and management, mergers and acquisitions, the next evolution of the AgencyBloc platform, and more! Below is just the start of the full list of sessions.

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BlocBuilder 2024 Opening Session Keynote

As a prominent and innovative leader in the the healthcare industry, Jessica has built a reputation as an engaged and inclusive leader. She's been published in many major news outlets and appeared on numerous radio and TV stations across the country. As NABIP’s CEO, she is focused on shaping the future of healthcare. More details coming soon on this session kicking off BlocBuilder 2024.

Jessica Brooks-Woods

Entrepreneur State of Mind: How is your team thinking about their role in your business?

Get ready to leave this session feeling empowered to bring innovative energy to your organization! Join leadership development coach Mari Tautimes as she leads a panel of experts in discussing the importance of having an entrepreneurial mindset throughout your business. Mari is known for leveraging her 20+ years of entrepreneurial leadership to coach, train, and inspire today’s business leaders of all ages, experience-levels, and industries. Bring your questions!

Mari Tautimes

How to Be a 5-Star M&A Planner Part 1

Calling all leaders: become a true student of mergers and acquisition planning (M&A) by attending this two-part workshop. Join industry expert Brett Rosen to explore the world of M&A, understand the value of your agency, and create a plan for your agency’s exit strategy. In Part 1, Brett will cover understanding M&A excellence, setting your goals, and gauging your agency’s exit readiness.

Brett Rosen

How to Be a 5-Star M&A Planner Part 2

Continue your journey to becoming a student of mergers and acquisition planning (M&A). Industry expert Brett Rosen is hosting this two-part workshop to help leaders define their agency’s value and map out their business’ exit plan. In Part 2, Brett will dive into pricing models, share case studies of recently purchased agencies, and discuss strategies for increasing your agency’s value. Leave this second session knowing the value of your business and the steps your agency needs to take.

Brett Rosen

Setting Achievable Goals for Your Agency

Every business has goals. But what are the right goals? What is your agency working towards? Are you on the right path? Join agency owner and executive Lynn Schreder for a new take on planning: reverse goal setting. In this leadership-focused workshop, Lynn will lead attendees through the reverse goal-setting exercise to help each leader understand what they want to achieve and the steps they need to take. Leave this workshop with a game plan, solidified goals, and the confidence to achieve them.

Lynn Schreder

The Future of AgencyBloc

The Future of AgencyBloc session is a fan-favorite at BlocBuilder. This session is dedicated to discussing what’s happening across the AgencyBloc platform. Hear more about new solutions, features, and functionality from AgencyBloc team members who are leading these projects. It’s a can’t-miss presentation!

YouTube & Video Marketing 101

Video marketing is a buzz word in the industry, but what does it mean? How do you get started? What do you say? Join Christian Brindle, an insurance video marketing expert, to go in-depth into all things video marketing. Learn how to leverage organic and paid video advertising, define your agency’s online business identity, and build the blueprint for getting started. Take the fear out of video and leave with a plan your agency can implement immediately.

Christian Brindle

Defining Your Differentiator: Building a Strong Brand That Stands Out

In today’s noisy market, customers have many options to choose from—insurance agencies included. In order to stand out, you must define your differentiator and use that to effectively market yourself and your agency. Join this workshop with Certified Brand Strategist, Kelsey Rosauer, to identify and define your agency’s key differentiator so you can win out over the crowd.

Kelsey Rosauer

Harnessing the Power of Neuromarketing

Neuromarketing is the process by which you speak, advertise, and sell in a way that resonates with your consumers. Join Steve Ogden for this how-to session to learn the interesting truth about neuromarketing, how to shift your tactics to create more personalized experiences, and the easy steps to implement it into your team’s sales processes.

Steve Ogden

Managing Medicare Commissions Campfire

Campfires are interactive sessions where attendees will learn from one another by sharing their stories and experiences. Join AgencyBloc expert Tasha Fitzgerald for this collaborative campfire all about Medicare commissions processing. Learn best practices from other Medicare-focused agencies about how they save time and find success, manage Medicare payout structures, and recover missing commissions payments.

Tasha Fitzgerald

Riding the Wave of Industry Changes in Sales & Client Service Campfire

Campfires are interactive sessions where attendees will learn from one another by sharing their stories and experiences. The industry has had so many changes over the past few years — from how appointments are handled, compliance requirements, technology advances, and more. Join client success expert Danielle Bond for a discussion focused on how your agency has addressed these challenges, implemented processes that have made your team more efficient, and improved your sales results.

Danielle Bond

Streamlining Group Commissions Campfire

Campfires are interactive sessions where attendees will learn from one another by sharing their stories and experiences. Join AgencyBloc expert Tasha Fitzgerald for this collaborative campfire focused on managing and streamlining group commissions processing. Learn how other agencies save time and find missing commissions, as well as pick up tips on best practices for managing complicated commission structures.

Tasha Fitzgerald


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