If your top account manager gave notice this Friday, how much of your book would give notice with her? The Bureau of Labor Statistics projected the industry would lose nearly 400,000 professionals to retirement by the end of this year. Spend two days learning how independent brokerages are using AI to build 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
Every speaker is an operator or practitioner. No products sold from the stage.
Alex Paras
Founder · Lakeside Consulting Group
Opening Keynote: The Continuous Brokerage. What Is Your Book Worth?
Maryann Mason
President, Medical Informatics · MedExpert
Fireside Chat: A Human Between the AI and the Client
Shawn Evans
CEO · Integrated Payor Solutions
Fireside Chat: What Retires With Them · Live Audience Q&A
Mike Morrison
Chief Information Security Officer · Zendus Group
Guardrails, Not Handbrakes: Governing AI When It Sits Next to Client Data
Mike Arenas
Chief Revenue Officer · Fractional Professional
Session details to be announced
Brendan Quinn
Data Architect · Fullstack GTM
Fix Your Data Before AI: Building the Source of Truth
Antoine M. Campbell Sr.
Founder · 929 Business Solutions
Turn Brokerage AI Strategy Into a Working Revenue System Without Replacing the Team
Built for brokerage operators. Two days. Zero filler.
Summit Schedule
All times Central. Pacific is two hours earlier. Every session is live with Q&A, and recordings go to all registrants within 48 hours.
The Continuous Brokerage. What Is Your Book Worth?
Alex Paras · Founder, Lakeside Consulting Group · Author, The Continuous Brokerage
The same data tells three stories: what you have earned, what you are worth today, and what you will be worth in five years. What consolidating buyers check before they write the check, and the three steps to a brokerage that runs on its data all year.
A Human Between the AI and the Client
Maryann Mason · President, Medical Informatics Division, MedExpert
MedExpert has run expert-system AI for twenty-five years and still puts a person in front of it every time. How her team knows about a denial before the patient does, and what that looks like for a book of business.
What Retires With Them
Shawn Evans · CEO and Founder, Integrated Payor Solutions
Somewhere in your brokerage is a person who remembers the warehouse fire, which carrier paid, and why the policy reads the way it does. How to get that knowledge into the system before it walks out the door. The audience drives the questions.
Guardrails, Not Handbrakes: Governing AI When It Sits Next to Client Data
Mike Morrison · Chief Information Security Officer, Zendus Group
Start with an inventory, find the shadow AI your team is already using, ring-fence client data, and log what goes in and out. Why treating governance as a blocker is what drives AI use underground.
Session details to be announced
Mike Arenas · Chief Revenue Officer, Fractional Professional
Day 2 opens on revenue: where a book grows between renewals.
Fix Your Data Before AI: Building the Source of Truth
Brendan Quinn · Data Architect, Fullstack GTM
Getting data out of the management system and the carrier reports and into one place you own. The warehouse, the semantic layer that keeps every metric meaning the same thing, and why an AI agent is only as good as what it reads.
Turn Brokerage AI Strategy Into a Working Revenue System Without Replacing the Team
Antoine M. Campbell Sr. · Founder, 929 Business Solutions
Most brokerage AI discussions begin with tools. This session begins with the workflow: map the client journey, find the handoffs where leads, renewals and revenue quietly leak, assign an owner, and deploy AI around the existing team.
September 24–25, 2026 · Virtual · Free
Join independent brokerage principals, operators, 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.