The BTR Virtual Summit 2021 will offer smaller forums during the week of June 14-17.

The General Session takes place on June 23, 2021, from 1-3 PM EST.

For the Third Annual BTR Summit, we will remain virtual but put a slightly different spin on a traditional webinar. This year we are hosting smaller forums for advisor partners, and a General Session where we will break down and consolidate the findings into a comprehensive deliverable that you can use to evaluate how your agency is re-emerging as we approach normalcy.

Who Is It For?

BTR Virtual Summit 2021 is for any broker or advisor looking for ideas on how to take their agency to the next level. The Forums are for BTR Members and Retainer Partners only, for direct discussion and idea-sharing based on the specific discussion topic for each Forum session. The General Session is where we will compile all of the key ideas and initiatives from the Forum sessions into one bigger presentation and deliverable for you to download and review. Don’t miss this opportunity to hear directly from other benefit brokers and learn how this market is evolving!


Small-Group | Network & Idea Sharing | 9 Sessions | 3 Tracks


Integrations –Knowing which software to add to an organization’s HR Suite can be a daunting task, even before considering integrations with existing systems and processes. In this interactive small group forum, we plan on diving into the intricacies around APIs, SSO, Flat Files, and EDI. How are carriers and solution providers adapting to meet the needs of the organizations? What are the barriers you are seeing? How can we as the broker community and solution consultants help to drive change?
June 15, 2021 | 11:00a.m.-12:30p.m. ET
Sponsored by


Small-Group Tech Strategy – Every agency has a different approach to how they are supporting their clients with tech. Is it just ben admin? Is it full HCM? Do you partner with solution providers agency-wide or Producer by Producer? Learn from the experience of others as they share their stories and best practices.
June 14, 2021 | 3:00p.m-4:30p.m ET
Sponsored by


Vendor Management – We want to hear from you! This forum will focus on the type of tech that you would like to learn more about, working through current vendor assistance, what your pain points are, agency management/internal tech needs, and how you would like to see BTR supporting you. Which solution providers are you finding success with? We will also be discussing our EVP and ECP programs and how they benefit our broker partners.
June 16, 2021 | 11:00a.m.-12:30p.m.ET
Sponsored by


Wellness & Health Navigation – In this small group forum, we will be taking a look at Wellness and Health Navigation tech and services. As a producer, do you find this beneficial to your clients? Could these services help to drive down high costs and re-route employees to appropriate providers? What barriers do you see? These are just some of the topics that we are looking to explore!
June 14, 2021 | 11:00a.m.-12:30p.m. ET

Sponsored by


Tackling Open Enrollment – In this session, we will discuss how to get the most out of the system and carriers for open enrollment. Tips and Tricks for bringing in new carriers at OE: Timing, Tech Subsidy, and does vendor integrate well with your ben admin system.
June 15, 2021 | 3:00p.m.-4:30p.m. ET
Sponsored by


Cross-Selling in 2021 & Prospecting with Technology – Hear from the top producers in the country discuss how they position technology in their sales process. This forum will provide real, actionable takeaways to implement in your next prospect Zoom call or overall agency sales strategy. Hear from your peers and learn how to incorporate tech into your pitch!
June 16, 2021 | 3:00p.m.-4:30p.m. ET
Sponsored by


Strategy Behind Carrier Choice- Join this discussion of the impact of carrier choice on the overall profitability of your brokerage firm. Going beyond commission compensation, we will examine how carrier tech subsidies are influencing the adoption of benefit administration technology and how carrier integrations to benefit technology are affecting the overhead of brokerage firms. We will also consider how benefits technology is impacting employee satisfaction and client retention.
June 14, 2021 | 1:00p.m.-2:30p.m. ET
Sponsored by


Broker Funding vs. Client Investment – Is it the brokers responsibility to pay for BTR’s Consulting services on behalf of their clients? This session gives Principal’s the opportunity to share their best practices and how different markets are impacted by different competitive strategies.
June 17, 2021 | 11:00a.m.-12:30p.m. ET
Sponsored by


Evolution vs. Status Quo – 2020 taught us all the importance of stability and steadfast partnership; the pandemic forced us all to slow down and focus on the basics. Now that light is at the end of the tunnel, it’s time to pick up our growth plans where we left off and examine how priorities have evolved over the past year. Join other agency Principals to share ideas on how your agency is evolving and growing as we move closer to a post-pandemic state.
June 17, 2021 | 3:00p.m.-4:30p.m. ET
Sponsored by

Forum Spots are FULL!


Putting It All Together

The larger session takes place on June 23, 2021, from 1 – 3 p.m. EST and will combine all of the best practices and lessons learned from the small group Forums. We will share the biggest revelations that come from the Forums to evaluate systemic and strategic changes.

Register Here



Ryan James Miller coaches high performers to achieve all that they want out of life and business and consults industry leaders to create strategic sales and marketing plans, develop their teams, and ensure great culture.  With over 20 years experience in sales, marketing, personal branding, as well as professional and leadership development across Healthcare, Medical, Real Estate, Automotive, Construction, Media, and Non-profit, he’s been fortunate to influence and drive significant growth in individuals and organizations everywhere.

Ryan’s life came to a crashing halt in October 2017 when he was a part of the mass shooting in Las Vegas. That evening (the sights and sounds, the tragic loss of a friend) altered his approach to everything in his life including his purpose, goals, success, discipline, and so much more. He now sees life so much more clearly and wants to use all that he has learned to incite others to life-altering growth and change. Ryan believes that speaking is more than just motivating a group of people or getting them excited about a topic and yet, that is the value proposition of most speakers today. His belief is that without practical steps to action, investment in a speaker is a waste of precious time and money.