Speaker for Insurance Agents

Patrick Schwerdtfeger is a leading authority on self-employment and a motivational speaker who has spoken for many conferences for insurance agents and brokers. Patrick is the author of the award-winning book Marketing Shortcuts for the Self-Employed (2011, Wiley) and a frequent keynote speaker for Bloomberg TV. He has spoken at conventions and business events around the world, many of them in the insurance industry. Examples include events for the Finance and Insurance Conference Planners (FICP), Insurance Brokers and Agents West (IBA West), California Insurance Wholesalers Association (CIWA), American Association of Managing General Agents (AAMGA), two MarshBerry APPEX Summits, a United Healthcare National Roundtable and a Penn-American Group Insurance Summit, among others. Patrick has extensive expertise in social media and innovative online marketing channels and at the same time, is well aware of the regulatory environment in the insurance industry, delivering actionable insights for insurance agents that fall within compliance guidelines. His philosophy on the insurance business is described in more detail below.

Insurance Motivational Speaker




Past speaking clients include:


Insurance Business Speaker


Recent speaking destinations include:



Insurance Industry Keynote Speech

The insurance business is heavily regulated and Patrick’s programs are specifically designed for insurance agents and brokers. Even with these regulations, however, tremendous opportunities exist for insurance professionals to build awareness and attract new clients by using modern technology platforms (including Facebook, Twitter and YouTube). Insurance agents can create value-packed PDF report to give away for free. They can create educational videos on YouTube. They can create educational “info-graphics” about their business. And certainly, insurance companies can help their agents by tagging their agents in photos with prospective clients.

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The vast majority of insurance agents on social media are just wasting time. They might be having fun. They might be “being social” but they’re not attracting new clients. They’re not building revenue. In his 60-minute keynote program, Patrick walks attendees through a series of case histories that are specifically tailored for insurance agents. He is familiar with insurance vernacular including MGAs, soft markets versus hard markets, and surplus lines. Patrick Schwerdtfeger is the ideal speaker for your insurance audience.


Motivational Speaker for Insurance Agents

Patrick’s programs are extremely well received in the insurance industry because the agents immediately sense that he has gone through the same process that they are in themselves. Although not in insurance, Patrick has been self-employed since 2002 and actually uses all of the strategies that he shares in his keynote programs. He also has a passion for positive psychology and the science of happiness, both of which contribute to success in commission sales positions. Please visit his video blog and review the topics covered there, and let us know if you would like Patrick to incorporate any particular message into his program. We are happy to customize a program to best compliment your event objectives.
Patrick Schwerdtfeger is a keynote speaker who has spoken at business conferences in North America, South America, Europe, Africa, the Middle East and Asia.

Conference Speaker