7:00 pm | Location TBA

Unwind. Connect. Kick off your breakthrough.

Join us for a relaxed and energizing evening as we officially welcome you to the Sitkins 2025 Member Mastermind Summit. Enjoy cocktails, light bites, and great company in a casual atmosphere designed to spark conversations, build connections, and set the tone for two powerful days ahead.

This is your chance to meet fellow growth-minded agency leaders, share ideas, and celebrate being part of a high-performing community. Come as you are and leave more connected than ever.

Breakfast starts at 7:30 am

8:30 am - Defining Breakthrough Moments with Brent Kelly

The Mastermind Summit kicks off with an engaging and energizing opening, setting the tone for what promises to be a transformative experience. This session is all about tapping into the Collective Genius of Sitkins Members, where the brightest minds in the industry come together to share, learn, and grow. The overarching theme, Breaking Through to $300,000+ Revenue Per Employee and a GrowFit of 40+, challenges agency leaders to think bigger, act bolder, and achieve breakthrough results.

As we dive into Defining Breakthrough Moments, Brent will guide you in identifying those pivotal shifts that can take your agency from good to exceptional. This is followed by Agency Introductions.

We’ll also introduce some special guests. These partners bring innovative solutions and insights that can help your agency thrive.

8:50 am - Agency intros & #1 breakthrough

Come prepared to share the Biggest Bragging Point about your agency (1 per agency), where we will celebrate wins and inspire others. To close the session, we’ll ask each participant to reflect on their #1 Takeaway goal: What do you want to walk away with from this Mastermind Summit? This ensures every leader is intentional about their growth and outcomes.

9:20 am - Break

9:30 am - The Sitkins Reality Check-Up with Roger Sitkins

The Sitkins Reality Check-Up is an opportunity for agency leaders to take a hard, honest look at their current strategies and behaviors, rating key areas on a scale of 1 to 10. This isn’t about perfection, it’s about clarity. By identifying where your agency stands today, you’ll gain the insight needed to chart a course toward your ultimate destination. As we often say, “It’s about the destination, not the journey!” A message that will resonate throughout this exercise, reminding you to focus on the big picture and the results that truly matter.

9:50 am – Roundtable

Following the self-assessment, we’ll move into a roundtable, where you’ll collaborate with peers to share insights, challenges, and actionable ideas. You’ll learn from the collective genius of other high-performing agencies and walking away with fresh perspectives and strategies you can implement immediately.

10:20 am - Break

10:30 am - Panel Discussion with Top Performing Members | Gaining Buy In and Execution at 89410

You’ll hear directly from several of our most successful Members who have mastered the art of Gaining Buy-In and Execution. These leaders will share real-world examples of how they’ve aligned their teams, overcome resistance, and implemented strategies that drive results. This isn’t theory; it’s actionable insights from agencies that are living it and doing it well.

11:20 am - Break

11:30 am - Reflection and top 3 takeaways from the morning sessions

Consolidate the insights and strategies from the morning sessions into actionable priorities. You will use a filtering tool to help you identify your most impactful learnings, ensuring they focus on what will drive the greatest results for your agency. This will be followed by a roundtable, where attendees will share their takeaways, gain additional perspectives, and refine their plans through collaborative discussion. It’s a critical step to turn ideas into intentional action.

12:00 pm - Lunch – Emerge Apps Demo

Emerge Apps equips independent insurance agents with a powerful suite of web-based tools designed to go beyond quoting insurance by focusing on prevention, client retention, and operational efficiency. Their offerings include OSHAlogs for simplified incident reporting, AutomateSafety for automated safety training, ModSure for experience modification analysis, and LightDutyWorks for proactive claims management, among others. With a "prevention-first, insurance-last" philosophy, they empower agents to become indispensable partners to their clients by addressing risks before they escalate. Additionally, Emerge Apps supports agents with expert coaching, marketing resources, and onboarding assistance, ensuring seamless implementation and measurable business growth. Their innovative approach positions agencies to deliver greater value while strengthening client relationships.

1:00 pm - The Intelligent Agent with Mick Hunt

The Intelligent Agent is going to be a game-changer for anyone looking to leverage AI in their agency. Mick will break down how tools like The Intelligent Agent are not just about automation but about empowering agents to work smarter, streamline onboarding, enhance client interactions, and free up time for high-value tasks. The focus will be on practical applications, showing how agencies can use AI to reduce inefficiencies, boost productivity, and ultimately deliver better results for their clients. Mick’s insights will help you see how to move from the “hype” of AI to the “how” of making it work for your agency. This session is all about actionable strategies to stay ahead in an evolving industry.

1:20 pm – Roundtable

Following this session, we’ll transition into a 30-minute roundtable discussion. This is where you will have the chance to unpack the concepts Mick shared, exchange ideas, and explore how AI-powered tools like The Intelligent Agent can be applied to your own agency.

1:50 pm - Break

2:00 pm – Business Discipline Center with Kari Glennon

The BDC isn’t just a concept, it’s the heartbeat of an agency’s operational discipline, ensuring that team members stays aligned with the agency’s core behaviors, processes, and goals.
Agencies often struggle with consistency. You might have great ideas, but without someone to enforce and maintain focus, those ideas fall apart. That’s where the BDC Coordinator comes in. This role is all about keeping the agency disciplined, ensuring producers, service teams, and leadership are following through on the behaviors and strategies that lead to long-term success. In this session, Kari will break down: How the BDC acts as the agency’s internal compass, keeping everyone on track and aligned with the agency’s vision and goals.

2:20 pm – Roundtable

This roundtable will focus on practical implementation; how to establish or strengthen the role of a BDC Coordinator, how to instill discipline across the agency, and how to measure the impact of these efforts. It’s a chance for agency leaders to collaborate, share challenges, and brainstorm actionable strategies to ensure their teams stay focused on the right behaviors and goals. The goal of this roundtable is simple: to turn ideas into execution and help agencies build a culture of consistent improvement.

2:50 pm - Break

3:00 pm – The $300K Revenue/Employee Business Model: Maximizing Agency Capacity with Roger Sitkins

This session is designed to challenge agency leaders to rethink how they measure and maximize their agency’s capacity. The focus will be on achieving the benchmark of $300,000 in Revenue per Employee. This isn’t just about working harder, it’s about working smarter by redeploying your team, processes, and resources to unlock your agency’s full potential.

We’ll dive into The Sitkins Principle Analysis™, a framework that helps agencies segment their clients strategically. By focusing on your top-tier clients and redeploying resources away from low-value accounts, you’ll free up capacity and drive profitability. This approach ensures your sales team spends more time in the Green Zone.

Next, we’ll explore the 60% New Business Profit Model, a game-changing strategy that ensures your agency grows profitably. This model emphasizes the importance of disciplined behaviors, efficient processes, and a relentless focus on high-margin opportunities.

3:20 pm – Roundtable

The session will wrap up with a roundtable, where you will collaborate to share insights, discuss challenges, and brainstorm actionable strategies.

3:50 pm - Break

4:00 pm - Day 1 Reflection and top three takeaways

The final session of the day is all about pausing to reflect, process, and prioritize. After a full day of insights, strategies, and collaboration, this session will give attendees the opportunity to step back and identify the most impactful lessons they’ve learned.

🍽️ 6:30 pm Networking Dinner
Grotta Room

After a full day of insight, strategy, and big ideas, it’s time to relax, recharge, and connect on a whole new level.

Whether you’re celebrating a major aha moment or simply ready to unwind, this dinner is your chance to deepen connections in the best possible setting.

Come hungry for both food and inspiration.

Breakfast starts at 7:30 am

8:30 am - Opening Welcome and Morning BFOs with Brent Kelly

We’ll dive into the Morning Blinding Flashes of the Obvious. Brent will share key insights and themes for the day, giving you a clear roadmap of what to expect and how to make the most of each session. This is your chance to get grounded, set your intentions, and prepare to take your agency one step closer to its Best Version Possible.

9:00 am - Your $300k Revenue per Employee Business with Roger Sitkins

This session is all about taking the Best Version Possible mindset and applying it to achieve the benchmark of $300,000 Revenue per Employee. We’ll begin with Awareness, focusing on how to maximize your agency’s current talent and resources. This includes addressing the two questions all leaders should use. These questions are designed to challenge your thinking and inspire action, ensuring every team member is contributing at their highest level.

Next, we’ll move into Alignment, where we’ll explore the critical connection between Goals & Roles. If your team doesn’t have clarity on what they’re working toward and how their individual roles contribute to the agency’s success, you’ll never achieve your full potential. We’ll discuss practical strategies to align your team around shared goals, ensuring everyone is rowing in the same direction.

9:20 am – Roundtable

Share and learn from your agency peers and brainstorm actionable strategies you can use as soon as you get back to your agency.

9:50 am - Break

10:00 am – Maximizing The Ultimate Growth Strategy with Brent Kelly

This session dives deep into The Ultimate Growth Strategy, a cornerstone of agency success. Brent will guide you through the process of applying TUGS to your Producers’ Top 5%, focusing on how to round out, retain, and replicate your most valuable clients. Your top 5% of clients often drive a disproportionate amount of your revenue and profitability. If you’re not maximizing these relationships, you’re leaving significant growth on the table.

The session will explore practical strategies for ensuring these top clients are fully rounded out across all lines of business, creating deeper, more meaningful relationships that lead to long-term retention. Brent will also discuss how to replicate these ideal clients by leveraging referral strategies, targeted prospecting, and disciplined execution.

10:20 am – Roundtable

Focus on identifying specific actions to round out, retain, and replicate the top 5% of clients for all producers. Discuss successful cross-selling techniques, continuation strategies like stewardship reports, and referral systems with fellow attendees.

10:50 am - Break

11:00 am – Countdown to 1/1/26 with Roger Sitkins

This session is all about setting the stage for your agency’s best year ever. Roger will walk you through the Key Strategies & Behaviors Management Action Plan, helping you identify the critical actions that will drive success in 2026. With just under three months to prepare, it’s time to get laser-focused on what matters most.

Then you’ll filter down to the Top Three priorities that will have the greatest impact on your agency’s growth and alignment. From there, you’ll zero in on The One Thing; the single most important focus that will create a ripple effect of success across your agency.

Roger will wrap up with Closing Comments, leaving you with clarity, motivation, and a concrete plan to hit the ground running on January 1, 2026.

12:00 pm - Box lunch and goodbyes

✈️ As You Sit at the Gate…

You’ve just wrapped two days of insight, inspiration, and honest conversations. Your notebook is full. Your mind is racing. And your flight is boarding soon.

Before the whirlwind of the everyday catches up with you, take a breath and take stock.

• What breakthrough hit you the hardest?
• What bold idea won’t leave your head?
• What’s the one move you’re committed to making in the next 90 days?

The real power of this Summit isn’t what happened in the room. It’s what happens next. When you lead differently, think courageously, and move with intention.

You came here to optimize your capacity. Now it’s time to activate it.

Perfect for high-performing agency owners, seasoned leaders, and growth-focused teams ready to scale to the next tier. If you're serious about job creation, real results, and ready to implement, not just learn, you belong here. 

October 8-10, 2025 at the Crowne Plaza Atlanta Perimeter at Ravinia in Dunwoody, GA (just north of Atlanta).

No. You can Uber or Lyft from Hartsfield Jackson International Airport. The hotel offers a local shuttle with a 2.0 mile radius. But there is plenty to do within walking distance.

We start with breakfast at 7:30 AM, feature deep-dive sessions through lunch, wrap late afternoon with reflection, and host a networking dinner on Day 1. Day 2 ends midday with a working lunch.

We encourage you to bring as many of your agency leadership team as possible. You'll all walk away with a solid plan and your implementation rate will be increased substainally.

Full refund up to 30 days before the event; 50% refund up to 14 days before; no refunds within 14 days.