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Insurance-Canada.ca Seminar



Maximizing Competitive Resources: Life Underwriting and Knowledge Management

cancelled as of Jan 6 -- January 17, 2003


Hosted by Insurance Canada
the premier Internet reference site for insurance in Canada

Sponsored by:
ci   Canadian Insurance magazine

Knowledge is THE competitive advantage in life insurance underwriting and servicing. Until recently, this has solely required the attraction and retention of key knowledge workers. While people power cannot be ignored, a discipline, referred to as Knowledge Management, is emerging to help capture, store, re-use and extend the value of scarce people resources.

The rapid evolution of intuitive computing and the extension of data access through means such as the internet are now allowing for better support for knowledge workers and for improved retention of competitive decision making information. This seminar, presented by leading practitioners and suppliers, will address:

  • · Knowledge Management: the basics, the challenges and why it is of paramount interest.

  • · Life Underwriting evolving to KM's "SMART" Underwriting: a panel of Senior Life representatives.

  • · Case Study: "Knowledge Management At Work" at Clarica Life.

While the primary focus will be on life insurance, many of the principles and examples immediately translate to P&C.

This seminar will help you evaluate opportunities for use of knowledge management tools and techniques today. You will be better equipped to plan your next steps in taking advantage of technology to better equip knowledge workers to better support your organization. Whether your goal is to improve understanding of your customers and prospects; or to implement better ways of sharing knowledge among your staff members and partners, our guest speakers have valuable information for you.

Continuing Education Credits for RIBO (P&C) and Life Insurance
RIBO is 3 credits, Management Category

Topics and Speakers

By attending this session, you will learn more about the potential and real impact that the Internet, technology and other changes are having on People -- letting them bring their skills to the fore. Our speakers will share their expertise, including how you may benefit. Here is an overview of the agenda for the day with more detail on topic and speaker information available.

Seminar has been cancelled as of January 6.

8:00 – 8:30: Registration and Coffee


8:30 Welcome: Doug Grant Insurance-Canada.ca
8:40 "Knowledge Management 101"
Deb Wallace, Sun Life Financial Canada
9:25 break
9:35 Is There an Opportunity to Use Knowledge Management Principles to Evolve the Underwriting Process?
Andrea McGrory, BearingPoint, and
representatives from Canada Life, Clarica Sunlife and Transamerica Life Canada
11:00 break
11:10 Knowledge Management at Work
Deb Wallace, Sun Life Financial Canada
11:55 Close: Doug Grant

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 Doug Grant CIP, Principal, Insurance-Canada.ca, insurance professional with extensive experience using the Internet for insurance business.

This half day session will be held Friday January 17, 2003. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude at noon.

Cost for the seminar including handout material, lunch and coffee is $275.00 plus G.S.T. ($294.25). Payment is due in advance.

Three ways to register:

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

Payment details:

Payment is by cheque, made out to Insurance-Canada.ca, and mailed to Insurance-Canada.ca, Attn: Dave Gibbons, 207 Carlton Road, Markham, ON L3R 3L9. Please send by regular mail (do not courier). Special arrangements can be made to bring payment to the seminar, or to invoice you.

Seminar Location

The location is central Toronto at the premises of the Insurance Institute at 18 King Street East, Suite 600, Toronto (one short block east of Yonge Street - King and Yonge being the closest subway stop).

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 ]


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