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With Life insurance and related products becoming more complex, consumers becoming more knowledgeable and information becoming more transparent, experience has shown that intermediaries will long remain the key component of Life insurance distribution. 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 impacted by computing and Internet technologies.

Processes traditionally confined within the four walls of an organization are being extended and shared with others in the the distribution channel. The focus of this seminar will be on the use of computer and Internet 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 changes we are likely to see.

By attending this session, you will learn more about the impact that computer applications, the Internet and other changes are having on Life Insurance distribution, from product information distribution through quoting, underwriting and issue through to compensation. A number of speakers will present their respective topics in various aspects of this topic, including how you may benefit.

Continuing Education Credits for Life Insurance: 3 credits

Topics and Speakers

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
8:40	"Distribution Trends in the Canadian Marketplace" - Harv Luthra, IBM Business Consulting Services
9:10	"New Technologies are Changing the landscape of Insurance Distribution" - Al Blitzstein, CPU Tracker Software
9:40	break
9:50	"Knock Down that Wall!" - Tim Fitzpatrick, CoVirt Inc.
10:20	"Enhancing the Insurance Value Chain and Utilizing your Compensation Information" - Mike Donati, DSPA Software Inc.
10:50	"Channel Analysis and Management" - Dimo Dzoutzidis, National Life, and - James Barber, Information Builders
11:20	break
11:30	"Enabling Customer Service in Distributed Environments" - Michael Brown, Vice President, Canadian and European Sales, Solcorp
12:00	"Breaking the Data Logjam: A Perspective from Distribution" - Jack Brown, PPI Financial Group
12:30	Conclusions and Close: 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:

Seminar Details:

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

This one day session will be held Tuesday September 14, 2004. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude at about 12:30 pm.

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:

• on-line registration

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

• print or cut and paste our registration form

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 in the Conference Centre of the Ontario Bar Association at 20 Toronto Street, Suite 200, Toronto (two short blocks east of Yonge Street near Adelaide - 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 ]