SBHIS Insurance Services presents

The Transformation Summit 2026.

Six days for agents to become crystal clear, connect, and amplify.

Aug 22 – 27, 2026 · Chula Vista, CA · Keynotes · Breakouts · Tradeshow
San Diego bay
32.7157° N, 117.1611° W  ·  San Diego, California
The gathering

A week built for the agents shaping tomorrow's MA market.

This summit transforms agents from benefit presenters reacting to plan changes into trusted advisors who lead through change. Armed with AI tools to amplify their work, deeper relationship skills to retain their book, and the clarity that comes from knowing every plan inside and out, they walk out a different agent than the one who walked in.

The experience

Everything you'd expect
from a flagship summit.

Clarity -- Connection -- Amplification

01 / KEYNOTES

Stage time with the people defining our industry.

Full-week lineup of carriers, inspirational speakers, tech, and skill building.

02 / BREAKOUTS

Closed-door rooms where the real work happens.

Small-group sessions presented by carriers and the benefits offered across regions.

03 / TRADESHOW

Network. Connect. Make it happen.

Leading plans meeting with top agents. Be in the room that matters. #IYKYK

By the numbers

Six days. Zero filler.

A destination venue that drives attendance and engagement all week.

Duration
6

Full days of programming, Saturday through Thursday — not a one-night dinner.

Location

740 Bay Blvd,
Chula Vista, CA.

Twelve minutes from downtown San Diego. Warm weeks, walkable neighborhoods.

Audience

5-star agents ★★★★★

Top-performing producers actively learning from carriers about their products and partners.

Sponsor tiers

Four ways
to show up.

From visionary full day title billing to tradeshow booth.

Cost to agents

Complimentary.

Free for 5-star agents ★★★★★ who will sell and represent you.

Deadline

Commit by
June 15, 2026.

Sponsorships are limited — earlier commitment = better placement.

Sponsorship

Four ways in.

Four distinct levels of visibility and deliverables. Each designed to match how deeply you want to show up in front of our agents.

Tier 02 · Amplify
Half-Day
Tue / Wed · 2 per day
$15,000 USD
2 LEFT · LIMITED
  • Two sponsors per day
  • Featured presentation slot
  • Hosted lunch or breakfast on sponsored day
  • Logo placement event-wide
  • Tradeshow booth
Inquire about Amplify ›
Tier 03 · Balance
Showcase
Thursday, Aug 27 · 5 slots
$5,000 USD
3 LEFT
  • One-hour presentation
  • Tradeshow booth
  • Logo placement across signage
  • Shared hosted breakfast
Inquire about Balance ›
Tier 04 · Connection
Tradeshow
Monday, Aug 24 · 25 slots
$1,000 USD
OPEN
  • Tradeshow booth
  • Direct agent access
  • Listed on event materials
Inquire about Connection ›
The details

Everything you need to know.

Dates

August 22 – 27, 2026.

Six full days, Saturday through Thursday. Programming runs morning through evening with hosted meals and after-hours hospitality.

Venue

740 Bay Blvd,
Chula Vista, CA 91910.

Twelve minutes from downtown San Diego. San Diego International (SAN) is the closest airport.

Audience

Free for qualifying 5-star agents ★★★★★

That means full rooms, full booths, and a captive audience of top-performing producers. Sponsor inquiries welcome at agentsummit@sbhis.net.

Sponsor inquiry

Let's pick your level.

Tell us how visible you want to be.