2016 Broker Forum: Overview

ICBF2016: “Brokers on the Digital Expressway”

Held Tuesday, March 1, 2016 — Metro Toronto Convention Centre

ICBF2017 will be held Wed., March 1, 2017, at the Allstream Centre.

ICBF2016: Brokers on the Digital Expressway - Tuesday, March 1, 2016

Forum Overview
Agenda & Topics

Photos from the Forum
Sponsor Directory
Technology Conference

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ICEF2016: “Brokers on the Digital Expressway”

Brokers are competing strenuously. They understand all too well the need to out-market and outsell the competition, to offer competitive products and to excel at customer service. While brokers are continuously enhancing their positions, the competition is more aggressive than ever with insurers embracing multi-channel strategies and doubling down on Big Data and sophisticated analytics tools for marketing and service delivery.

The 2016 Insurance-Canada.ca Broker Forum will provide you with information about leading best practices in each of the major functional areas, to help you better assess that you are on the right course for success as you travel the digital highway.

Learn from and discuss with the expert faculty, which consists of leaders from your broker peers, innovators from your insurer partners, subject matter experts in these disciplines, and representatives from key providers of technology to this community.

Presentations by thought leaders, including ...

Blurring Lines: Who Does What in the Insurance Broker Distribution Ecosystem

Wendy Watson, President, ORBiT
Jeff Roy, President & CEO, Excalibur insurance Group
Ed Meiering, Vice President - Business Development, Aviva Canada
Bill Morris, Senior Partner, Navicom

Brokers and their insurance partners have been venturing onto the digital highway for some time. But customers have become the driving force behind the acceleration onto the digital expressway, as brokers face an increasing challenge from direct writers and the ever-increasing threats from outside disruptors.

Change requires determination; dramatic change requires innovation, risk-taking, drive, and passion. Technology is a key enabler, but innovation requires new ways of servicing, marketing, selling, collaborating.

The leaders among us continue to challenge the old ways, but more quickly, abruptly, and significantly.

The question to be debated is about the blurring lines of communication between insurer and broker; the blurring lines of communications with the insurance customer; and the blurring lines of responsibility among insurer, wholesaler, MGA and broker.

What does all this mean? Everything in real time, but what shape will it come in?

Topics and Speakers

Successful progress along the digital expressway requires strong leadership, good people, current market knowledge and effective technology tools. Over the course of the day, the ICBF faculty will examine topics including:

See the confirmed presentation topics or browse the speakers and hosts who will bring their experience and knowledge to the discussion. More presentations and speakers are being added regularly.

In addition to the formal presentations, you will benefit from:

  • Networking opportunities with the faculty and your peers;
  • Vendor exhibits.

RIBO: Accreditation for RIBO continuing education is being finalized.

Who Should Attend

The Insurance-Canada.ca Broker Forum is designed for:

  • Broker Principals and Partners who have top- and bottom-line accountability for strategic and operational plans and programs;
  • Broker Leaders who have responsibility for winning customers: marketing, customer engagement and experience;
  • Broker Managers who are looking to improve operations using technology;
  • Insurance Company Strategists who need information to plan and prioritize strategic business options with their broker partners;
  • Insurance Managers with responsibility for planning and coordinating with broker partners the optimal use of data, technology and processes to mutual advantage;
  • Insurer Marketing Leaders who work with their Broker partners to win customers by leveraging their combined assets.

Register now

Schedule & Location

8:30am - 4:30pm, Tuesday, March 1, 2016
Registration and Continental Breakfast open at 7:30

Metro Toronto Convention Centre - Room 104, North Building
255 Front Street West, Toronto, Ontario   (M5V 2W6)
See Venue & Accommodations for more details.

Mark your calendar now:

ICTAs & Plenary Session

All ICBF delegates are invited to the ICTA Awards and a short plenary program beginning at 4pm, Monday, Feb. 29, featuring:

  • Keynote Presentation: “Digital Transformation – Becoming a Digital Insurer” by Gartner's Kimberly Harris-Ferrante;
  • CxO panel;
  • Insurance-Canada.ca Technology Awards ceremony;
  • Insurer/Broker networking reception;
  • Monday access to the ICTC Exhibit Hall.

The ICTA program is also a separate registration option for those unable to attend during the daytime.

Sponsor ICBF

To reach this broker and insurer audience, consider these sponsorship opportunities.


If you have questions about the Broker Forum, please contact Doug Grant at doug.grant@insurance-canada.ca.