IIAT InsurCon 2026

📅 15 Jun – 17 Jun 2026 📍 San Antonio, USA, San Antonio, United States 🏢 0 exhibitors 👥 0 attendees

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About this event

IIAT Annual Conference & Trade Show 2026

Event type: Insurance, Independent Agents, Risk Management, Brokerage Services, Sales & Marketing, Professional Development, Trade Show

Use case: Buyer/attendee list research, account targeting, event sponsorship evaluation, and lead qualification for insurance-related products and services.

Important note: If you share your client website, I can tighten the buyer recommendations based on the exact product, service category, and target account profile. That matters a lot here because the best buyers can differ sharply depending on whether your client sells insurance software, lead generation, compliance tools, marketing services, training, telematics, fintech, employee benefits, or agency support services.

Event overview

The IIAT Annual Conference & Trade Show 2026 is best understood as a professional gathering for independent insurance agents, agency owners, carrier partners, service vendors, and industry solution providers. This is not a consumer expo. It is a business-focused industry conference where attendees usually include decision-makers, operational leaders, sales leaders, agency principals, and professionals responsible for growth, compliance, technology, servicing, and client retention.

For attendee-list value, this event is attractive because the audience is highly concentrated in one vertical: insurance and agency distribution. That means buyer intent is generally stronger than in broad general-business events. The trade show portion also suggests a meaningful presence of vendors, exhibitors, and partner companies that may be open to new products, software, services, and business partnerships.

1) Who attends: buyers / attendees

The attendee mix at this event is likely centered around the independent agency ecosystem. In practical terms, the best leads are not just “insurance people” broadly, but specific decision-makers and operators with budget authority or strong influence over purchasing.

Primary attendee groups:

  • Independent insurance agency owners and principals
  • Agency CEOs, presidents, and managing partners
  • Commercial lines and personal lines managers
  • Sales leaders, producers, and account executives
  • Operations managers and agency administrators
  • Client service leaders and account managers
  • Technology and system administrators at agencies
  • Compliance officers and risk management leaders
  • Carrier relationship managers and business development reps
  • Insurance tech vendors, SaaS providers, and service partners
  • Marketing agencies serving independent agents
  • Training, coaching, and consulting firms

Best buyer logic: The most valuable attendees are those who influence agency growth, tech adoption, lead generation, customer retention, and operational efficiency. These people are often actively evaluating new partners because their businesses rely on modern workflows, sales performance, and compliance accuracy.

2) Where the show is happening + attendee geographic origin

Venue: Based on the event title alone, the conference is associated with a state or regional insurance trade association environment. The exact city and venue should be confirmed from the official event page before outreach. If you share the client website or the event listing page, I can verify the location and refine the geographic targeting accurately.

Attendee geographic origin: This event is expected to draw a primarily regional audience with strong in-state and neighboring-state participation, along with select national vendors and partners. Insurance association events of this kind often have a strong local core because independent agents, carriers, and service providers work within state-specific regulatory and market environments.

Likely origin mix:

  • Primary: local and in-state independent agencies
  • Secondary: regional attendees from surrounding states
  • Tertiary: national vendors, carriers, and industry service providers

Geographic sales strategy: Focus first on the host state and nearby regional markets. Then expand to national solution providers that sell into insurance agencies across the U.S. This gives you both high relevance and higher conversion probability.

3) Audience reach: Local / National / Global

Reach type: Primarily regional to national

This is not a global mega-conference. Its core strength is concentrated regional relevance with national vendor participation. That makes it especially useful for companies that sell into independent insurance agencies, carrier networks, or state-level insurance professionals.

Commercial meaning:

  • Local/regional reach helps if your client serves agencies in the host state or nearby states.
  • National reach helps if your client is a software, service, compliance, marketing, or training provider selling across the U.S.
  • Global reach is likely limited and not the main value driver.

4) Sample buyer company names + websites

Below is a practical sample list of buyer-style companies that would be relevant to this conference. These are not random names; they are examples of organizations that either operate in insurance, sell to insurance agencies, support policy administration, provide risk services, or may use this attendee base for partnership, sales, or channel development.

Priority Company Website Best Title to Target Why This is a Good Buyer Fit
1 Travelers travelers.com Agency Distribution Manager / Business Development Manager Strong carrier presence with direct interest in agency relationships, distribution, and market growth.
2 Liberty Mutual Insurance libertymutual.com Agency Partnership Manager / Regional Sales Manager Carrier-side decision-makers often attend industry conferences to support producer and agency channels.
3 Nationwide nationwide.com Distribution Leader / Agency Growth Manager Large national insurer with recurring need for independent agency relationships and sales enablement.
4 Progressive Insurance progressive.com Channel Sales Manager / Partner Development Manager Very strong fit for agency-facing programs, quoting, and distribution support.
5 Erie Insurance erieinsurance.com Agency Relations Manager / Sales Director Independent agency model makes this a natural buyer audience for agency-focused solutions.
6 Safeco Insurance safeco.com Field Marketing Manager / Agency Development Manager Agency-focused insurance carrier with strong relevance to relationship building at trade shows.
7 Hagerty hagerty.com Partnership Marketing Manager / Business Development Manager Specialty insurance brand with strong affinity for community, agency, and partner-led growth.
8 Vertafore vertafore.com Account Executive / Partner Manager / Product Marketing Manager Insurance software vendor highly aligned with agency technology and workflow decision-makers.
9 Applied Systems appliedsystems.com Customer Success Manager / Sales Director / Channel Manager Core agency management system provider; strong fit for agency ops and technology buyers.
10 EZLynx ezlynx.com Sales Manager / Agency Growth Consultant Relevant for agency automation, rating, quoting, and workflow solutions.
11 AMS360 vertafore.com/products/ams360 Sales Engineer / Product Specialist / Customer Success Lead Agency management software audience overlaps heavily with conference attendees.
12 HawkSoft hawksoft.com Agency Solutions Consultant / Sales Director Independent agencies are a direct fit for agency management and service workflow products.
13 Canopy Connect canopyconnect.com Founder / VP of Sales / Partnership Manager Insurance data and intake technology is highly relevant for modern agencies.
14 Surefyre surefyre.com Head of Sales / Client Success Manager Workflow automation and insurance-tech positioning align well with attendee needs.
15 Agency Revolution agencyrevolution.com VP of Sales / Agency Marketing Strategist Insurance marketing and retention services are a direct match for independent agencies.
16 SIAA siaa.com Membership Development Director / Strategic Partnerships Manager Agency network and affiliation model makes this a good ecosystem buyer and partner target.
17 Indio Technologies indio.com Enterprise Sales Manager / Product Marketing Manager Digital intake and submission tools are highly relevant to agencies evaluating modernization.
18 Insuritas insuritas.com Chief Revenue Officer / Partnership Executive Embedded insurance and agency growth offerings fit the independent agency ecosystem well.
19 Agent Pipeline agentpipeline.com CEO / VP Sales / Director of Growth Agency marketing and lead generation solutions make this a strong event-based buyer fit.
20 Chubb chubb.com Distribution Manager / Business Development Executive Large carrier with strategic agency relationships and strong industry event presence.

Top 5 to prioritize first: Vertafore, Applied Systems, Progressive, Travelers, Liberty Mutual. These represent a strong blend of insurance carrier, agency-tech, and distribution-side buying potential.

5) Job profiles, industries & event type

This event works best when you target a mix of commercial and operational decision-makers. If you are buying attendee lists, the goal should be to identify people with a clear reason to engage: buying software, evaluating services, improving agency growth, or building partnerships.

Best job profiles to target:

  • Agency Owner
  • Agency Principal
  • President
  • CEO
  • Managing Partner
  • Commercial Lines Manager
  • Personal Lines Manager
  • Operations Manager
  • Office Manager
  • Sales Director
  • Business Development Manager
  • Partner Manager
  • Regional Sales Manager
  • Customer Success Manager
  • Compliance Manager
  • Agency Systems Administrator
  • Marketing Director
  • Lead Generation Manager
  • Training and Development Manager
  • Product Marketing Manager

Best industries to use for targeting:

  • Insurance
  • Financial Services
  • Risk Management
  • Information Technology & Services
  • Computer Software
  • Management Consulting
  • Marketing & Advertising
  • Business Supplies & Equipment
  • Professional Training & Coaching
  • Staffing & Recruiting
  • Information Services
  • Telecommunications

Event type classification:

This is best classified as an insurance industry annual conference, association trade show, partner showcase, and professional development event. It is likely to have a strong educational program, networking sessions, sponsor activations, and exhibit-floor conversations rather than a pure product expo.

6) Estimated attendance / expected total footfall

Without the official event registration numbers, the safest estimate is a mid-sized professional conference attendance range.

Estimated total attendance: 300 to 1,000+ attendees, depending on the association’s membership base, local chapter strength, and the scale of the trade show.

Why this estimate is reasonable:

  • Insurance association conferences are usually highly targeted rather than mass-market
  • The audience is niche but commercially valuable
  • Attendance can be boosted by exhibitors, sponsors, and continuing education sessions
  • Decision-maker density is often better than at larger general expos

Lead quality note: Even if the raw attendance is smaller than a mega-trade show, the conversion potential can be stronger because the audience is professional, segment-specific, and purchasing-relevant.

7) Key focus areas & buyer engagement

The strongest engagement themes at this event will likely center around agency growth, technology, compliance, training, and partnerships. If you are selling attendee lists or event-based research, you should frame the value around business outcomes rather than generic attendance.

Likely focus areas:

  • Independent agency growth and retention
  • New business development and lead generation
  • Agency management systems and automation
  • Quoting, submission, and underwriting workflow
  • Compliance, regulation, and risk controls
  • Employee benefits and client service processes
  • Insurance marketing, branding, and digital presence
  • Talent development and training for agents and producers
  • Carrier-agency partnerships
  • Customer experience and retention strategy

Buyer engagement opportunities:

  • Sponsor booths and exhibitor meetings
  • CE sessions and educational workshops
  • Networking breakfasts, receptions, and association mixers
  • Vendor demo meetings on the trade show floor
  • Roundtables on agency growth and technology

Best outreach angle: Position your data as a way to reach independent agency decision-makers, carrier-side relationship managers, and insurance-tech buyers who are actively evaluating tools, services, and partnerships.

8) Client-product fit note

To recommend the best buyers with precision, I need the client website or at least a short description of what the client sells. That will let me segment the audience properly. For example:

  • If the client sells insurance software, target agency principals, ops managers, systems admins, and product-aware vendor buyers.
  • If the client sells marketing services, target agency owners, producers, sales leaders, and growth-focused principals.
  • If the client sells compliance or regulatory solutions, target compliance managers, agency administrators, and operations leaders.
  • If the client sells training or coaching, target agency owners, sales leaders, and onboarding/training managers.
  • If the client sells lead generation or customer data tools, target growth leaders, marketing directors, and business development teams.

Most important next step: Share the client website, and I can turn this into a sharper “best buyer list” with suggested titles, account tiers, and event-fit scoring.

9) Best industry suggestions based on the industry list

For this conference, the most relevant industry targeting categories are the ones connected to insurance distribution, software, consulting, and professional services. Since the event is insurance-centric, the value is usually highest when you combine industry filters with title-based targeting.

Best industry categories to use:

  • Insurance
  • Financial Services
  • Information Technology & Services
  • Computer Software
  • Information Services
  • Management Consulting
  • Professional Training & Coaching
  • Marketing & Advertising
  • Business Supplies & Equipment
  • Staffing & Recruiting
  • Telecommunications
  • Internet

Why these industries work: These categories align well with the people and companies most likely to buy from insurance-focused conference audiences. They also help isolate vendors and service providers who are active in agency enablement, customer acquisition, and operational systems.

Practical buyer recommendations

If your client is selling attendee lists or event-based contact intelligence, the smartest buyer segments for this event are:

  • Independent agency owners and principals
  • Agency operations leaders
  • Carrier distribution and agency partnership teams
  • Insurance software vendors and channel partners
  • Marketing, lead-gen, and growth-service providers
  • Compliance and workflow solution providers

Quality rating for B2B attendee-list value: 8.5/10

Reason: Very targeted professional audience, strong commercial intent, good opportunity for agency-focused products and services, and strong relevance for insurance ecosystem selling. The only limitation is that the event may be somewhat regional and niche, so buyer selection should be carefully filtered by job title and company type.

Suggested outreach summary

If you are presenting this event to a client, the strongest positioning is:

This conference brings together independent insurance agency owners, principals, operations leaders, carrier partners, and insurance technology vendors. It is a strong target event for companies selling software, marketing services, compliance tools, workflow automation, training, consulting, and agency growth solutions.

If you share the client website, I can next provide:

  • a refined buyer fit analysis
  • a ranked target-account list
  • ideal job titles by product category
  • industry filters for better list building
  • a stronger outreach message tailored to the client’s offer

Data sheet

IIAT InsurCon 2026 – Event Attendee & Buyer Profile Analysis
Event date: June 15–17, 2026
Location: San Antonio, Texas, United States
Event status: Completed
Research date: June 23, 2026
Event Overview
Event Name IIAT InsurCon 2026
Event Date June 15–17, 2026
Event Status Completed
Venue San Antonio, Texas, United States. Specific facility not publicly confirmed in the supplied details.
City San Antonio
State / Region Texas
Country United States
Organizer Independent Insurance Agents of Texas (IIAT) — organizer name based on the IIAT brand reference; event-page verification recommended.
Official Event Website iiat.org (event-specific page verification recommended)
Event Type Annual conference and trade show for insurance, independent agents, risk management, brokerage services, sales and marketing, and professional development
Primary Category Banking & Finance
Secondary Applicable Categories Business Services; Education & Training; IT & Technology
Audience Reach Primarily regional to statewide Texas reach, with select national carrier, technology, and service-provider participation likely
Estimated Attendance / Expected Footfall Attendance figure not publicly confirmed by the organizer.
Attendance Data Reliability Low for current-year volume metrics without an official post-event release or event prospectus
Main Purpose of Event Industry education, networking, vendor discovery, agency growth, market intelligence, carrier relationships, and business development for independent insurance agencies and related solution providers
About the Event

IIAT InsurCon 2026 appears to be the annual conference and trade-show environment associated with the Independent Insurance Agents of Texas ecosystem. Based on the supplied event description and the IIAT branding reference, the event is positioned for independent insurance agencies, agency principals, producers, carrier partners, service providers, and operational leaders rather than general consumers.

From a commercial standpoint, this is a concentrated vertical-market event with strong relevance for B2B lead generation in insurance distribution. It is particularly valuable for firms selling agency technology, compliance support, CRM and AMS integrations, quoting and underwriting tools, lead-generation services, marketing solutions, training, analytics, cyber risk solutions, premium finance, and operational support services. Buyer quality is typically stronger than broad business expos because participants are closely aligned around agency growth, servicing, retention, risk, and operating efficiency.

1. Who Attends: Buyers / Attendees
Buyer / Attendee Segment Typical Organizations Buying Role or Influence Relevance to Exhibitors / Suppliers
Agency owners / principals Independent insurance agencies, brokerages Final decision-makers for technology, partnerships, marketing, training, and operations Highest-value targets for vendors selling agency growth and efficiency solutions
Agency operations leaders Mid-size and large independent agencies Influence workflow, AMS/CRM usage, service processes, staffing, and vendor implementation Strong fit for back-office platforms, automation, training, and service optimization
Sales and producer leadership Retail agencies, brokerage offices, specialty producers Selects prospecting, marketing, lead-gen, and sales enablement tools Relevant for revenue-growth vendors and partnership programs
Carrier partner representatives Property & casualty, specialty, and personal-lines carriers Influence distribution partnerships, appointments, underwriting support, and co-marketing Important for channel relationships and market-access solutions
Risk management and compliance professionals Agencies, brokerages, advisory firms Influence E&O, regulatory, cybersecurity, and documentation tool purchases Relevant for regtech, audit, training, and security suppliers
Technology leaders Larger agencies, broker networks, MGAs, distribution groups Evaluate core systems, integration, cybersecurity, analytics, and digital transformation High-value for insurtech, cloud, API, data, and security vendors
Training and professional development leaders Associations, agencies, learning providers Influence CE, licensing, onboarding, and staff development programs Good fit for education, coaching, and certification vendors
Vendor and solution-provider executives Insurance software, fintech, analytics, marketing, cyber, BPO firms Partnership buyers, channel-development leads, sponsorship evaluators Useful for alliance building and ecosystem sales
2. Event Location and Attendee Geographic Origin
Geographic Area Likely Attendee Origin Buyer Concentration Notes
San Antonio metro Local agencies, regional offices, nearby carrier representatives, local service firms Medium Local attendance likely benefits from same-city access and lower travel friction
Texas statewide Independent agents, agency principals, brokerages, carrier teams, association members Very High This is the core attendance base given the IIAT brand and Texas agency focus
Major Texas business hubs Dallas-Fort Worth, Houston, Austin, San Antonio, Corpus Christi, El Paso High These markets contain dense concentrations of agencies, brokerages, and insurance service providers
Neighboring states Select attendees from Oklahoma, Louisiana, New Mexico, Arkansas, and broader Southwest markets Low to Medium Possible where carrier, MGA, and vendor footprints overlap with Texas distribution
National National vendors, insurtechs, software providers, specialty carriers, and training firms Medium More likely on the supplier side than the agency-attendee side
3. Audience Reach
Reach Level Assessment Explanation
Regional Primary classification The event appears centered on the Texas independent insurance market, making it strongest for statewide and nearby regional account targeting.
National Secondary influence National carriers, insurtech firms, software platforms, and service providers may participate where they sell into Texas agencies.
4. Sample Buyer Companies and Websites
Buyer Company / Organization Buyer Type Why It Is Relevant Website Best Job Titles to Target Evidence Level
Independent Insurance Agents of Texas (IIAT) Association / Organizer ecosystem Central industry body behind the event brand and Texas independent agency network iiat.org Executive Director, Events Director, Partnerships Director, Membership Director Confirmed Organizer Brand
The Iroquois Group Agency network / distribution partner Relevant to independent agency growth, market access, and operational support iroquoisgroup.com Regional Vice President, Agency Development Director, Partnerships Director Strong Market Fit, Attendance Not Confirmed
Higginbotham Large Texas insurance brokerage Major Texas-based brokerage with likely interest in technology, partnerships, and operational tools higginbotham.com Agency Principal, Operations Director, IT Director, Practice Leader Strong Market Fit, Attendance Not Confirmed
Marsh McLennan Agency Brokerage / buyer-side operator Relevant for agency systems, training, cyber, analytics, and marketing solutions marshmma.com Regional President, Operations Director, CIO, Practice Operations Manager Strong Market Fit, Attendance Not Confirmed
AssuredPartners Brokerage / agency platform Potential buyer of agency operations, compliance, sales enablement, and customer-service solutions assuredpartners.com Regional Operations Leader, Agency President, Technology Director Strong Market Fit, Attendance Not Confirmed
Goosehead Insurance Texas-based insurance distribution organization Highly relevant to producer performance, marketing, CRM, and digital customer acquisition goosehead.com VP Operations, VP Sales, Franchise Operations Leader, Technology Director Strong Market Fit, Attendance Not Confirmed
SIAA Independent agency alliance Relevant because independent agency alliances overlap with the event’s distribution audience siaa.com Agency Development Director, Partnerships Director, Regional Manager Strong Market Fit, Attendance Not Confirmed
TWFG Insurance Texas-based agency network Relevant for channel enablement, sales systems, training, and agency support offerings twfg.com COO, Agency Principal, Training Director, Technology Director Strong Market Fit, Attendance Not Confirmed
Amwins Wholesale broker / MGA platform Important buyer group for distribution technology, market access, and broker support tools amwins.com Regional President, Operations Leader, Distribution Strategy Director Strong Market Fit, Attendance Not Confirmed
CRC Group Wholesale brokerage / underwriting distribution Relevant buyer of broker enablement, cyber, data, and operational platforms crcgroup.com Branch President, Operations Director, Digital Strategy Leader Strong Market Fit, Attendance Not Confirmed
Brown & Brown Brokerage / agency platform Relevant for sales growth, service operations, digital tools, and cross-sell enablement bbrown.com Regional Leader, Office President, Operations Manager, IT Director Strong Market Fit, Attendance Not Confirmed
These are prospecting targets relevant to IIAT InsurCon’s buyer ecosystem. They are not confirmed current-year attendee claims unless explicitly labeled as confirmed.
5. Job Profiles, Industries and Event Type
Priority Job Title / Function Department Seniority Level Why This Role Matters
1 Agency Principal / Owner Executive Office Owner / C-Level Final approval authority for major spend and strategic partnerships
2 President / COO Operations C-Level Controls operating model, implementation, and vendor approvals
3 Director of Operations Operations Director Owns process improvement, staffing, and workflow tools
4 VP Sales / Sales Director Sales VP / Director Buys lead generation, producer enablement, and growth tools
5 Marketing Director Marketing Director Important for customer acquisition, retention, and campaign automation
6 IT Director / CIO Information Technology Director / C-Level Key buyer for systems integration, cybersecurity, cloud, analytics, and digital transformation
7 Compliance Director / Risk Manager Compliance / Risk Director / Manager Relevant for regtech, audit readiness, security, and training products
8 Training Director / Learning Manager Training / HR Director / Manager Buys CE, onboarding, coaching, and workforce development solutions
Priority Apollo Industry Why It Fits the Event Best Buyer Use Case
1InsuranceCore event audience across agencies, brokerages, and distribution partnersAgency owners, brokerage operations, carrier-facing distribution teams
2Financial ServicesRelevant for adjacent financial protection, premium finance, and advisory solutionsCross-sell, compliance, customer lifecycle tools
3Information Technology & ServicesStrong fit for agency IT, managed services, integrations, and digital transformationAMS/CRM support, APIs, cloud migration, support services
4Computer SoftwareInsurtech, CRM, workflow, analytics, document, and automation vendorsSaaS outreach and account targeting
5Computer & Network SecurityCybersecurity is highly relevant for regulated customer-data environmentsManaged security, training, endpoint, email, compliance
6Marketing & AdvertisingAgencies often buy growth marketing, local acquisition, and brand support servicesLead gen, producer support, digital campaigns
7E-LearningProfessional development and licensing support are event-relevantTraining, CE, onboarding, role-based learning
8Professional Training & CoachingStrong fit for producer development and leadership coachingSales coaching, leadership, service training
9Management ConsultingAgency growth, M&A readiness, process design, and operational consultingAdvisory outreach to agency leadership
10Events ServicesUseful for sponsorship, event partnerships, and trade-show engagement vendorsSponsorship support and attendee engagement solutions
Note: Apollo.io commonly includes Insurance as an industry in many datasets, but exact platform taxonomy can vary by account setup. If unavailable in your instance, use Financial Services plus insurance-specific keywords and title filters.
6. Estimated Attendance
Metric Figure Status Source / Basis Notes
Estimated total footfall Attendance figure not publicly confirmed by the organizer. Not confirmed No verified current-year public attendance release available in supplied details Should be validated using official post-event recap, exhibitor prospectus, or registration materials
Exhibitor count Not publicly confirmed Not confirmed Would require official sponsor/exhibitor directory Important metric for sponsorship benchmarking
Buyer count Not publicly confirmed Not confirmed No verified attendee segmentation release identified from supplied details For this event, “buyers” are typically agency leaders and operating executives rather than formal hosted-buyers
Speaker count Not publicly confirmed Not confirmed Would require official agenda or program Speaker organizations can be useful account-targeting indicators
Sponsor count Not publicly confirmed Not confirmed Would require official sponsor page or brochure Useful for partner mapping and competitive visibility
Historical attendance Historical volume not verified in this data sheet Historical / prior-year evidence needed Organizer recap or archived event prospectus required Prior-year participation evidence. Not a confirmed attendee list for the current edition.
7. Key Focus Areas and Buyer Engagement
Focus Area Typical Buyer Need Buyer Engagement Opportunity Relevant Supplier Offering
Agency growth Lead generation, producer productivity, cross-sell, retention Talk to principals, sales leaders, and marketing heads Marketing services, CRM, sales enablement, analytics
Operations efficiency Workflow automation, service consistency, staffing leverage Position demos around time savings and account-servicing improvement Automation, BPO, document management, process tools
Technology System integration, AMS/CRM optimization, reporting, digital workflows Target IT directors and operations executives with implementation proof points Software, APIs, cloud services, dashboards, integration services
Cybersecurity Client-data protection, compliance, phishing defense, incident readiness Use risk-reduction messaging and regulatory posture as entry points Managed security, awareness training, endpoint protection, compliance services
Compliance and E&O risk Documentation accuracy, audit readiness, licensing and CE support Engage risk and compliance leaders with process and defensibility benefits Regtech, training, workflow controls, policy documentation tools
Professional development Producer training, onboarding, leadership development Strong for workshops, CE partnerships, and management coaching offers E-learning, coaching, licensing prep, sales training
Carrier and market relationships Market access, placement support, underwriting communication Useful for ecosystem partnership selling and channel relationships Distribution support, data exchange, communications platforms
Lead Quality Assessment
Factor Assessment Explanation
Buyer relevance High Audience is concentrated around insurance distribution and agency operations rather than general business visitors.
Decision-maker availability High Agency owners, principals, and operations leaders are likely attendee segments for this type of association event.
Data collection potential Medium Good if sponsor, exhibitor, speaker, or attendee directories are available; weaker if the organizer does not publish lists.
Apollo targeting potential High Agency, brokerage, insurtech, and carrier-related roles can usually be modeled well using title, geography, and industry filters.
Geographic targeting potential Very High Texas is a clear primary geography for account clustering and event follow-up.
Best outreach approach High Use event-relevant value messaging around agency growth, efficiency, customer retention, compliance, and digital modernization.
Overall lead quality High Best suited for vertical B2B solutions that sell into independent agencies, brokerages, and insurance operations teams.
Best use case High Account targeting, sponsorship evaluation, event follow-up, ecosystem partnership mapping, and vertical-specific outbound.
Limitations / risks Medium Current-year attendee counts and participant confirmations were not publicly verified in the supplied details; direct list claims should be avoided without official evidence.
Apollo.io Targeting Recommendation
Filter Type Recommended Filters Purpose
Apollo industries Insurance; Financial Services; Information Technology & Services; Computer Software; Computer & Network Security; Marketing & Advertising; E-Learning; Professional Training & Coaching; Management Consulting Capture both core insurance accounts and adjacent vendors/partners
Departments Executive, Operations, Information Technology, Sales, Marketing, Compliance, Risk, Training, Partnerships Align outreach by use case and purchase authority
Seniority Owner, Partner, C-Level, VP, Director, Head, Manager Prioritize budget holders and implementation owners
Job titles Agency Principal, Agency Owner, President, COO, Director of Operations, VP Sales, Sales Director, Marketing Director, CIO, IT Director, Compliance Director, Risk Manager, Training Director, Partnerships Director Core buyer and influencer map for this event
Geography Texas first; then San Antonio, Austin, Dallas, Fort Worth, Houston, Corpus Christi, El Paso; optional Southwest U.S. expansion Reflect likely attendee concentration and post-event follow-up territory
Employee size 11–50, 51–200, 201–500, 501–1,000, 1,001+ Cover both independent agencies and larger brokerage platforms
Keywords independent insurance, agency, brokerage, P&C, personal lines, commercial lines, MGA, wholesale broker, agency management system, insurtech Improve relevance where industry tags are inconsistent
Technologies If relevant to your offer: CRM, cloud, cybersecurity, analytics, call tracking, martech, policy administration, API/integration keywords Useful for narrowing solution-ready accounts
Revenue range Use open range initially; refine after title and geography match quality is reviewed Prevents over-filtering in fragmented agency markets
Company type Private companies, public companies, franchise/network entities, partnerships Covers typical insurance distribution structures
Suggested Apollo Search Logic: ("insurance agency" OR "independent insurance" OR brokerage OR "commercial lines" OR "personal lines" OR MGA OR "wholesale broker") AND (Texas OR "San Antonio" OR Dallas OR Houston OR Austin) AND ("agency principal" OR owner OR president OR COO OR "director of operations" OR "IT director" OR "VP sales" OR "marketing director").
Client Fit Review Required
Please share the client website or product/service details. I will review the client offering and identify the highest-fit buyer companies, Apollo industries, seniority levels, departments, and job titles from this event.
Sources & Verification Notes
Source Type What It Verified Reliability
Independent Insurance Agents of Texas (IIAT) Official organizer website Organizer identity and association context for the IIAT event brand High for organization identity; event-page details should still be checked
Visit San Antonio Destination / city source City validation for San Antonio event location context Medium
Supplied event details from request User-provided input Event title, city, country, date range, and event-description framing Medium; should be cross-checked against official event page for final sales use
Verification note Research control Current-year attendee counts, exhibitor counts, sponsor lists, specific venue facility, and speaker rosters were not publicly verified in this data sheet Important limitation
This event is suitable for B2B attendee-list building and account targeting when used with caution: the strongest value comes from vertical-fit buyer profiling, Texas geography clustering, and role-based Apollo outreach, not from unsupported claims of confirmed attendance.

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