B
Business
Win more business.
Explore the relationships and approaches that can help develop your agency’s next opportunity.
- New-client acquisition and referrals
- Cross-selling and distribution partnerships
- Producer sales development
Los Angeles · An agency-first community
Build a better
insurance
business.
Business. Operations. Team. Succession.
Four priorities. One stronger agency.
InsurTechLA brings agents, agency owners, and industry partners together around the priorities that shape an insurance business.
Founding-community concept · Programs in development
Technology is an enabler. Your agency is the focus.BusinessOperationsTeamSuccession
The BOTS framework
Your agency. Four priorities.
Not an AI-only agenda. BOTS is our organizing framework for practical discussions, curated connections, and relevant solutions—built around what agency owners want to accomplish.
O
Operations
Run a better agency.
Bring a real operating challenge. Explore practical approaches with peers and selected solution providers.
- Workflows and service processes
- Technology evaluation and automation
- Management and reporting
T
Team
Build a stronger team.
Connect around the people, capabilities, and leadership your agency needs for its next stage.
- Hiring and candidate connections
- Onboarding and producer development
- Retention and leadership discussions
S
Succession
Plan your next chapter.
Discuss your ownership goals and the questions behind a transition, internal succession, or potential sale.
- Internal and next-generation transitions
- Ownership options and sale readiness
- Exit-planning education
From priorities to next steps
Start with a problem.
Leave with a next step.
We are designing focused owner forums and practical workshops—not a calendar of generic sales pitches.
01 / Listen
Your priorities set the agenda.
Tell us which BOTS pillar matters most and what you want to solve. Founding participants will help shape the first programs.
02 / Convene
Bring relevant people together.
Business forums, operations workshops, team roundtables, and succession sessions organized around a clear purpose.
03 / Follow through
Turn discussion into action.
Identify useful introductions and agreed next steps. No guarantees of leads, hires, transactions, or investment.
Rooted in Los Angeles
A new chapter.
An agency-first purpose.
InsurTechLA is being reimagined as a community where insurance agents and owners can exchange ideas, evaluate relevant solutions, and build meaningful relationships.
BOTS keeps the purpose clear: technology supports the agenda, but the agency owner’s business defines it.
Help shape the community before programs, partners, or membership packages are announced.
Who should be part of it?
Agency owners
Bring your business priorities and help define useful programming.
Agents & producers
Explore growth, professional development, and industry connections.
Solution providers
Join problem-led discussions with a relevant use case.
Industry partners
Help build practical sessions and support an owner-focused community.
Help build the next chapter
Which BOTS priority matters most to you?
Tell us who you are and what you want to accomplish. Your input will help shape the founding-community plan.