If your top account manager gave notice this Friday, how much of your book would give notice with her? 400,000 insurance professionals retire this year. Spend two days learning how independent brokerages are building firms where the relationships stay when the people go.
What is Continuous Brokerage? An operating model that uses data, automation, and proactive client engagement to create value across the entire policy lifecycle — not only at renewal.
Why This Summit
Most insurance brokerages run on a model that hasn't changed in 30 years. That's about to become a competitive liability. This summit brings together the people changing that.
Learn how agentic AI systems create proactive touchpoints at every policy stage — not just at renewal.
The data your brokerage already has is worth more than you're using it for. See how leading operations extract revenue from it continuously.
Brokerages built on annual renewal cycles are inherently fragile. The continuous brokerage model changes the revenue physics entirely.
What to buy, what to build, what to ignore — from operators who've made these calls in production environments.
Featured Speakers
More speakers announced weekly — check back for the latest additions.
Alex Paras
Founder · Lakeside Consulting Group
Opening Keynote: The Continuous Brokerage
Mike Morrison
Chief Information Security Officer · Zendus Group
Talk Title TBD
Maryann Mason
President, Medical Informatics · MedExpert
Talk Title TBD
Mike Arenas
Chief Revenue Officer · Fractional Professional
Talk Title TBD
Shawn Evans
CEO · Integrated Payor Solutions
Fireside Chat — Live Audience Q&A
Announcement Soon
More speakers being confirmed
— Stay tuned —
500+ insurance professionals. Two days. Zero filler.
Summit Schedule
Sessions run 2–7 PM CT (12–5 PM PT) both days. Individual session topics will be announced as speakers are confirmed. All sessions are live with Q&A — recordings sent to all registrants within 48 hours.
September 24–25, 2026 · Virtual · Free
Join 500+ insurance professionals, brokerage owners, and technology leaders at the only summit dedicated to the continuous brokerage model.
Free to attend. No credit card required. Attend live or receive every session recording. No spam, ever.
Presented By
Lakeside Consulting Group works with P&C insurance brokerages to implement agentic AI systems that create continuous client engagement — moving beyond annual renewal cycles to proactive, data-driven account management.
The Continuous Brokerage Summit is Lakeside's flagship category-defining event, bringing together the leading practitioners, operators, and technology builders in the space.
FAQ
Yes. The Continuous Brokerage Summit is completely free to attend — live sessions, Q&A, and recordings. No upsell, no credit card required.
Fully virtual, streaming live on September 24–25. All sessions will be recorded and sent to registrants within 48 hours of the event.
Insurance brokerage owners and executives, technology leaders in P&C, carriers interested in distribution innovation, and anyone building or evaluating AI systems for insurance.
Absolutely. Register now and you'll receive access to all recordings regardless of whether you attend the live sessions.
Sponsorship opportunities are available. Email us at summit@lakesideconsultinggroupllc.com to receive the sponsorship prospectus.
A few speaker slots are still open. Reach out via the contact above with your name, title, and session idea — 15-word pitch or less.