Marketing: Differentiation Through Online Services

Wednesday November 17, 2004

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

Sponsored by:
ci - Canadian Insurance Magazine

The online world has evolved from avante garde to mainstream - the marketing machine itself cannot ignore the web in delivering the corporate value premise. Through a sophisticated web presence, a promotional presence in online directories and search engines and others, and a measured plan to feed the information hungry world, the brand message is carried to prospect, client, partner and even staff.

Consumers have adapted. With the vast information available, many shoppers will research products and suppliers before entering the purchase path, which may be either online or offline.

On-line services are proving to be key differentiators at every step in the insurance supply chain. New and integrated technologies are creating consistency and efficiency from the underwriter through to the end consumer. Insurance practitioners and consumers have been exposed to real-time, 'straight through' processing for service and financial products from the likes of courier services, computer equipment suppliers, and major banks. In this environment, the end consumer is able to control and monitor the data from the origin, through intermediaries, and on to the end service provider. Intermediaries add value within this process. The expectation level is the same for insurance suppliers.

This half day seminar will provide participants with an understanding of the principles behind online information and straight through processing, and an understanding of the marketing advantage these are allowing to leading insurers and brokers. The agenda combines a business oriented view of the technologies available and real life case studies of the returns on investment to implementing organizations.

Continuing Education Credits for RIBO (management category) and 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 and introduction: Patrick Vice, I/T Manager, Frank Cowan Company Ltd.
"Relationship Lifecycle Marketing"
- Stefan Eyram, Senior Director of Marketing, Connectus Direct Solutions Inc.
"Mining for Marketing Gold"
- Michael Turney, Senior Program Manager, Business Intelligence Solutions, SAS Canada
"myAllstate, Customer Access to Allstate Policy Information Online"
- John E. Ongaro CLU, Director, Customer Contact Centre, Allstate Insurance Company of Canada
"On-line Service Technology Horizons: What Insurance Marketers Need to Know"
- Ashley Westwell, Manager of Applications Development, Cowan Insurance Group
"Sharing Information Real-time with Advisors and Clients"
- Mike Overdorf, Corporate Account Manager, E-Z Data, LLC
"If you build it, they may not come"
- Matthew Myers, Account Director - Partner, A.K.A. New Media Inc.
"Online Service in the Canadian Insurance Industry"
- Patrick Vice and Doug Grant,
12:40 Conclusions and 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, Principal,, and Patrick Vice, I/T Manager, Frank Cowan Company Ltd. insurance professionals with extensive experience using the Internet for insurance business.

This one day session will be held Wednesday November 17, 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:

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

Payment details:

Payment is by cheque, made out to, and mailed to, 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

See a list of our Previous Seminars.

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