Forrester Research Guru to Address Big "I" Fall Leadership Conference


Dr. James L. McQuivey will discuss the latest in creating enhanced client relationships taking advantage of available technologies on Sept.15.

The Independent Insurance Agents & Brokers of America’s Agents Council for Technology (ACT), Education Convocation and Young Agents Committee will host a presentation by James L. McQuivey, Ph.D., Forrester Research vice president and principal analyst. McQuivey’s presentation, titled “Welcome to the Era of Experience: How You’ll Have to Adapt to a Hybrid Digital/Personal Customer Relationship,” will occur Sept. 15 at 8:30 a.m. CT as part of the Big “I” Fall Leadership Conference in Minneapolis, Minn.

McQuivey is a leading researcher in how an increasingly online and technology-driven world is changing consumer expectations and how businesses can take advantage of these trends to create stronger client relationships and a more powerful brand. The special event will also feature break-out discussions where Young Agents, ACT participants, state education directors and other carrier and agent executives will sit together to discuss how the independent insurance agency system distribution system can best take advantage of the “Era of Experience” and what tools independent agents will need.

Another highlight of the special event will be a presentation by Tom Minkler, Clark-Mortenson Agency and Big “I” executive committee member, discussing how the Big “I” will be able to help independent agencies strengthen their online presence and brand, using the association’s consumer agent portal and marketing resources and the Trusted Choice® brand.       

McQuivey analyzes television and media technology and specializes in the future of the moving image, including digital video recorders, HDTV, video on demand, Internet-based video, and the business implications of each of these disruptive technologies or movements. He previously served as a vice president and research director, running Consumer Technographics® North America, and was a senior analyst and founding member of the online retail strategies practice at Forrester. He also served on the Boston University College of Communication faculty and he consulted for such clients in the media and entertainment space as PBS, Current TV, and others to help them understand the future of television distribution and the role of consumer-generated video content. McQuivey earned his Ph.D. in mass communication research at Syracuse University and also holds an M.B.A. with an emphasis in marketing.

Other highlights of the Big “I” Fall Leadership Conference include association leadership and committee meetings;  Big “I” Young Agents Leadership Institute including the Young Agents CEO breakfast, ACT and ACT State Technology Liaisons meetings, The Education Convocation and appearances by numerous other high-profile speakers discussing important trends, challenges and opportunities confronting agents and brokers. The events will take place Sept. 13-17 at the Hyatt Regency in Minneapolis, Minn.

For registration and hotel information, go to and select the “Events and Conferences” link. Journalists interested in attending, please contact Margarita Tapia, Big “I” director of public affairs, at (800) 221-7917 or for media registration.

Established in January 1999 by the Independent Insurance Agents and Brokers of America (the Big “I”), ACT provides a candid, action-oriented forum to address the critical workflow and technology issues facing the Independent Agency System. ACT helps participants understand the perspectives of the other stakeholders in the process and provides excellent networking opportunities with the participants who are shaping the future for the industry on these issues. For more information about ACT visit

The Big “I” National Young Agents Committee (YAC) encourages young agents – those under 40 years of age or with less than five years of experience in the industry—to network, learn and get involved at all levels of the independent agency system.