Agency Relations, West Coast Chapter

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Meeting notes are available to current, logged in Members only.

NETWORKING BREAKFAST (9:00 – 9:45)

INTRODUCTIONS (9:45 – 10:00)


I. FARMERS INSURANCE: LESSONS LEARNED ON HOW TO BE A GREAT CLIENT
(10:00-11:00AM)
Farmers Insurance Group of Companies is the country's third-largest insurer of both private Personal Lines passenger automobile and homeowners insurance, and also provides a wide range of other insurance and financial services products. In this session, Jenny Howell, Advertising Director – Farmers Insurance will share a case study on how they effectively partner with their advertising agencies and lessons learned for how to be a great client.

Speaker:
Jenny Howell, Advertising Director – Farmers Insurance


II. A LOOK IN THE MIRROR:  WHY CLIENT/AGENCY RELATIONSHIPS FAIL
(11:15AM-12:15PM)
In this session, Mark Sneider, Owner/President - RSW/US & RSW/AgencySearch will talk about relationship hindering issues on the two sides of the the Agency side and the Marketer side. This session will take a look at the full life of the agency-client life cycle and discuss some of the challenges facing both sides that create elements of distrust, dislike, and disengagement - as well the things both sides can do to make it right and long-lasting.

Speaker:
Mark Sneider
, Owner/President - RSW/US & RSW/AgencySearch


LUNCH (12:15-1:00PM)


III. WELLPOINT CASE STUDY:  AGENCY COMPENSATION & SERVICE LEVELS
(1:00-2:00PM)
In this session, Steve Schwartzman, Strategic Sourcing Manager - WellPoint, Inc. will discuss their effective sourcing techniques, agency compensation and service levels.

Speaker:
Steve Schwartzman, Strategic Sourcing Manager - WellPoint, Inc.


IV. MEMBER ROUNDTABLE DISCUSSION: THE INTEGRATED CREATIVE BRIEF
(2:00-2:30PM)
In this session, members will share how they integrate creative briefs across agencies and how their creative brief process works. Members are encouraged to bring in samples of their creative briefs to share, discuss, and solicit feedback from the Committee.

Facilitator:
Bruno Gralpois, Head of Global Marketing Operations – Visa and ANA Agency Relations, West Coast Committee Chair