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In spite of best efforts by direct writers and direct response insurers, broker companies still have dominant market share in the property/casualty insurance business in Canada. Brokers have demonstrated the capability of using technology to out-market and out-support competitors in a soft market.

Now with a firming market, and withdrawal/consolidation of carriers, brokers are facing new challenges to their leadership role in the placement and maintenance of business. Higher prices and reduced availability mean higher commissions, but also mean more shopping activity by customers, and the requirement to respond to unanticipated market changes. The leading players are viewing technology strategies with an even keener eye than before to maintain and expand market share, while reducing internal costs to improve bottom line profitability.

The CSIO Portal is coming to reality, albeit with a different roll-out plan, while carriers and vendors are offering an array of proprietary solutions. Never has technology offered such promise, and such choice. Risks of not doing anything have never been higher.

Join us on August 13 and learn from experienced brokers, carriers, and suppliers about the technologies and strategies that work in this shifting market. Speakers will examine the insurance world from a ‘broker centric’ view, and illustrate specific tactics to keep brokers front and centre with the clients. In addition to a full agenda of insightful presentations, there will be ample opportunities to talk informally with presenters and other attendees to get information which you will use the next day.

Continuing Education Credits for Life and P&C Insurance
RIBO is 6 credits, Management Category

Topics and Speakers

By attending this session, you will learn more about the impact that the Internet, technology and other changes are having on Life Insurance sales processing, from product information distribution through application underwriting and issue, and compensation. A number of speakers will present their respective topics in various aspects of this topic, including how you may benefit. Here is an overview of the agenda for the day with more detail on topic and speaker information available.

8:00 – 8:30: Registration and Coffee

8:30	Welcome: Doug Grant Insurance-Canada.ca
8:40	Technology should Provide Benefits, not Baggage Craig Tilford, FCIP, Aon Reed Stenhouse
9:10	Integrating Call Centre and Web-based Customer Service Robert Bradaric and Patrick Vice, FigmentSoft Inc.
9:40	break
9:50	Managed I.T. Infrastructure Solutions for Brokers Arvin Jain, Noble House International Inc.
10:20	Newer Technologies and Applications Helping to Improve Your Business Michelle Cole-Kennedy and Caroline Kennedy, Applied Systems
10:50	The CSIO Insurance Portal: Status and Next Steps Klaas Westera, CSIO
11:20	break
11:30	Using Technology Effectively at CMD Insurance Services Inc. Rick Dresher, CMD
12:00	Does Your Web site do What you Want it To Do? John Kerr, Manager Accounting and Administration, CURIE
12:30	lunch
1:00	Technology and Advertising in Support of Customer Acquisition Lee Romanov, The Consumer's Guide to Insurance
1:30	Attracting and Converting Prospective Customers using the Web Chris Mildon, The Insurers Financial Group
2:00	break
2:10	Web sites for Commercial Lines - an Overview and a Summary Case Study Terry Neilson, Insurance Systems Inc.
2:40	Technology- Real World Comments for Brokers Bruce Rabik, Cookson Walker Consulting
3:10	Close: by Doug Grant Insurance-Canada.ca

For more details on topics and information about speakers.

The session is designed for insurance professionals
No technical experience is required.

Our Seminar Sponsors:

ci   Canadian Insurance Magazine

Seminar Details:

The session will be facilitated by Patrick Vice, Consultant and Doug Grant CIP, Principal, Insurance-Canada.ca, insurance professionals with extensive experience using the Internet for insurance business.

This full day session will be held Tuesday, August 13, 2002. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude about 4:00 pm. The location is central Toronto at the premises of the Insurance Institute at 18 King Street East, Suite 600, Toronto (King and Yonge being the closest subway stop).

Cost for the seminar including handout material, lunch and coffee is $350.00 plus G.S.T. ($374.50). Payment is due in advance.

Three ways to register:

• e-mail to doug.grant@insurance-canada.ca your business card information

• print or cut and paste our registration form

• on-line registration

A confirmation and additional details will be returned by e-mail.

Questions? call Doug Grant 416-921-7756 or email at doug.grant@insurance-canada.ca

See a list of our Previous Seminars.

[ Announcement Flyer | Speakers and Topics | Online Registration | Registration Form ]