ORBiT Education Days for Ontario Brokerage Principals, CSRs and Producers

ORBiT (Organization of Real time Brokers Implementing Technology) is pleased to present a series of
education days to facilitate the advancement of Real Time transactions following industry standards
throughout Canada�s insurance industry, to improve efficiencies and customer satisfaction.
The ability to conduct seamless real time transactions is critical to the continued viability and competitiveness of
the broker distribution channel. We need to be able to deliver the level of service our customers expect. ORBiT
is focused on developing a real time, single workflow to make us more competitive.

Real Time Education Days 2010
April 26, 2010 April 27, 2010 May 26, 2010 May 27, 2010
D Cartier Suite Hotel
180 Cooper Street,
Ottawa, ON
K2P 2L5 – E-
(613) 236-5000
Holiday Inn Express Hotel
North Bay
1325 Seymour Street,
North Bay, ON
P1B 9V6
(705) 476-7700
Delta Kitchener-Waterloo
105 King St E, Kitchener,
ON N2G 2K8
(519) 744-4141
Holiday Inn Hotel &
7095 Woodbine Ave,
Markham, ON
L3R 1A3
(905) 474-0444

Learn or perhaps re-learn what real time transactions are available in your broker management system (BMS) today. Participants will leave with the knowledge to allow them to continue to push the boundaries in delivering better, high-quality customer service.

Having a Real Time, single workflow will make you more competitive:

  • You’ll have access to all transactions pertaining to your client : quote, billing inquiry, claim inquiry/loss runs, policy view, endorsements or a general request for information
  • Real Time will improve efficiencies, improve service levels, reduce costs, improve profitability and increase sales


9:00 a.m. Registration
9:30 a.m. Welcome and Introduction (Personal Lines attendees)
9:45 a.m. Real Time for Personal Lines Breakout sessions � RIBO CE 2 Personal Hours
12:00 p.m. Lunch (All attendees)
        Important Message from ORBiT Committee – RIBO CE 1.5 Management Hours
1:00 p.m. Real Time and Brokerage Principals � RIBO CE 1.5 Management Hours
        Real Time for Commercial Lines Breakout sessions – RIBO CE 1.5 Personal Hours
3:00 p.m. Panel Discussion and Wrap up

The breakout sessions are BMS specific with demonstrations and discussion on what real time transactions are available today.

Registration form at http://www.realtimecanada.com/Registration%20form.doc

For more information, contact Cathy Trimble or Wendy Watson

About ORBiT

ORBiT is a non-partisan, non-political committee of Brokers, Insurer representatives, BMS and technology vendors formed to educate all stakeholders on workflow issues and focus on solutions to help the Independent Broker channel remain profitable. Website: http://www.realtimecanada.com/.