Roundtables: Hospitality & Restaurant
Prospecting: Aug 26th 1pm
Guiding Questions:
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How are you sourcing or finding these opportunities?
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How has the restaurant/hospitality market changed over the last 5- 10 years, and how have your marketing efforts shifted?
- How are you leveraging those needs during the sales cycle?
- What do the restaurant and hospitality owners you work with care about when it comes to their insurance needs?
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What resources are you providing restaurant owners to help them reduce insurance costs/better manage their exposure/make their business better?
- How are your multi-location restaurant/hotel owners managing risk and reducing costs?
- What are your restaurant owners who do delivery doing to manage their exposure?
- How often are you still seeing HNOA needed for delivery
- Where are you taking it?
- How are you advising insureds or finding insureds who already mitigate their delivery exposure?
- What are you or your agency doing throughout the year to stay in front of target prospects in this space?
- How has the rise in food trucks impacted this sector?
- How are you approaching food truck accounts?
Application & Placement: Sept 30th 1pm
Conversation starters are posted a week in advance, and recaps are posted within 24 hours.
Presentation & Bind: Oct 28th 1pm
Conversation starters are posted a week in advance, and recaps are posted within 24 hours.
Retention & Renewal: Nov 18th 1pm
Conversation starters are posted a week in advance, and recaps are posted within 24 hours.
Service: Dec 16th 1pm
Conversation starters are posted a week in advance, and recaps are posted within 24 hours.
COHORT
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Sam has been in the insurance industry since 2012, with experience spanning production, marketing, growth, compliance, operations, and agency development. He has helped agencies scale across 30+ states, recruited and trained insurance professionals, and worked with thousands of agencies and dozens of carriers to improve processes, technology adoption, and market access. His work today focuses on helping independent agencies navigate complex commercial insurance placements and build more effective carrier strategies.
Outside of work, Sam enjoys spending time with his two sons, gardening and raising chickens, fishing, reading, and collecting comic books.
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Meredith McCormick, Sales Exec for Select-Travelers small biz unit. Meredith spent the majority of her life in the insurance industry, including several years in claims and underwriting before taking on her current Territory Manager role with Travelers, where she has been for 5 years. -
Amanda Phelan has been a commercial producer at Phelan Insurance for 13 years. She focuses heavily in the hospitality sector and enjoys helping businesses streamline their insurance program while meeting the lengthy requirements the franchises enforce. She is married with two children, daughters Quinn and McKenna. -
Brad is currently the President and Principal of Winters Financial Network, a third-generation, mid-sized agency based in Cincinnati, OH. He began the agency perpetuation process in 2025, transitioning ownership from his father and uncle. He spent the first 14 years of his insurance career as a commercial producer for the agency, focusing his attention on building his own book of business in niche markets such as investment real estate, restaurants, breweries, and technology accounts.
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Heather has 22 years of experience as an insurance agent, having spent 17 years specializing primarily in personal lines before joining RBI. Her role at RBI has allowed her to expand into larger commercial accounts and continue growing her expertise in the industry. She takes pride in providing knowledgeable, personalized service and developing long-term relationships with her clients. -
Testing testing testing -
Bio Coming Soon -
Bio Coming Soon -
Bio Coming Soon -
I'm Rachel Butler, and I've spent the last 20+ years helping business owners protect what matters most through EK Agency, a family-owned independent insurance agency. I love working alongside entrepreneurs and leadership teams, solving problems, improving processes, and building long-term relationships based on trust. I'm always looking for new ideas that help businesses operate more efficiently and serve their customers better, which is why I'm excited to be part of this discussion.
