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Contrary to the initial bursts of enthusiasm for dis-intermediated online life insurance sales over the Internet, the focus of leading life practitioners and suppliers is now on driving efficiency and effectiveness in the distribution chain. Processes traditionally confined within the four walls of an organization are being extended and shared with others in the the distribution channel.

Experience has shown that intermediaries are not going to go away. Therefore, claiming mind-share and shelf-space is becoming paramount for insurance company business and technology strategies in the competitive financial services environment. Quality product, just-in-time marketing support, high-quality underwriting, distributor service, cycle time, and compensation are all points of competition which are being positively impacted by Internet technology.

The focus of the seminar will be on the use of the Internet and associated technologies today to improve both the efficiency and effectiveness of interactions among the participants involved in the distribution chain - Insurer to customer. Experienced practitioners will provide a real-world perspective of the current status, and thought-provoking views on the near- and mid-term term changes we are likely to see.

Continuing Education Credits for Life Insurance, 3 credits

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 quoting, underwriting and issue. 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
	Distribution Effectiveness in Two Channels - Byren Innes, Newlink Group
	Streamlining the Group Benefits Sales Cycle with Online Technology - Jim Giblin, ConnectInsure
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	Mission Possible: Terminate Dual Entry with Extreme Prejudice - Tim Fitzpatrick, CoVirt
	E-Z Data's DataXchange Enabling Connectivity - Mike Overdorf, E-Z Data
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	Mining the untapped value of your inforce customers - Brad Smith, ReMark Group
12:20	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:

The only national directory published for the Canadian financial services industry - from Stone & Cox.

Seminar Details:

The session will be facilitated by Doug Grant Principal, Insurance-Canada.ca, insurance professional with extensive experience using the Internet for insurance business.

This half-day session will be held Friday September 12, 2003. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude at about 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:

• 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.

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 ]