2003 Seminar

Brokers Harness Technology

August 12, 2003

the premier Internet reference site for insurance in Canada
Sponsored by:
PolicyWorks from TEC4 Systems Inc.
Canada's leader in Source Document Retrieval
Canada's National Insurance Magazine

The focus of brokers has shifted from expanding market share at any cost to profitably placing the right business with more demanding insurers. Leading brokers, and support organizations, are proving that technology is a critical element in their strategies. This seminar will provide participants with insight into what works, in what conditions, and how resources can best be deployed.

Brokers have matured as systems users, and are demanding more from technology providers. Successful brokers are finding that business focused systems knowledge is producing profit power. Our presenters – brokers and suppliers alike – will show how to select and utilize systems to the maximum productive advantage.

Underwriters are demanding more and better information to qualify and rate both new and existing risks. At the same time, information sources – both public domain and proprietary – are proliferating. Successful brokers have selected information providers that best suit the needs of their markets and themselves. Our seminar will highlight case studies of intelligent capture and use of data and information.

The world of technology continues to evolve rapidly, and available information has proliferated in volume. The key to effectively harnessing technology is business driven management and leadership in systems selection and implementation. Brokers and brokerage managers who seek business oriented discussion of the current best of class and next generation important technologies will find the information they need – with real world examples – at our focused, single day seminar.

The Broker/Technology seminar has been one of our most successful events for a number of years, because Insurance-Canada.ca offers the most experienced presenters available. With a modest investment of time, participants have found practical, tested solutions, and shared experiences with other seasoned technology users.

Register today for Brokers Harness Technology. All presentations target business use of technology. Organizations have found that sending multiple registrants allows them to benefit from having different perspectives of the information presented brought back to the office for immediate use.

Continuing Education Credits for RIBO (P&C) and Life Insurance RIBO has approved 5.5 credits, Management Category

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, Insurance-Canada.ca
Gaining a Competitive Edge in Commercial Lines
– Kevin Campbell, Tec4 Systems Inc.
Paper free? NO, REALLY paper free!
– Catherine Trimble and Vince Conroy, Applied Systems Canada
Improving business performance with CRM
– Robert Bradaric, FigmentSoft Inc.
Technology Revisited
– Richard Shallhorn, Hunter, Keilty, Muntz & Beatty
Disaster Recovery & Business Continuity
– David Gerrard, Keal Technology Inc.
Enabling Brokers to Provide Better Service in Packaged and Niche Products; A Case Study of the Ecclesiastical Yacht System
– Terry Neilson, Insurance Systems Inc.
– Charmayne Lund-Pedersen, Ecclesiastical Insurance
Access to Source Documents for Daily Decision Making
– Michael Damm, Insurance Search Bureau of Canada
Driving new business and increasing retention using the Internet
– Lee Romanov, The Consumer’s Guide to Insurance
Examples, Discussion, Conclusions: Doug Grant
3:15 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:

PolicyWorks from TEC4 Systems Inc.

Policy Works is revolutionizing the way commercial insurance is sold. Policy Works is setting the standard for a seamless link between brokers and insurers and our track record for providing superior quality and support speaks for itself. Welcome to the future of commercial policy management.

Canada's leader in Source Document Retrieval

Insurance Search Bureau of Canada has been the leader in source document retrieval for the Insurance Industry for over 9 years, with over 30 years experience in the Insurance Industry. We specialize in individual personal service, our knowledgeable Customer Service Representatives are ready to assist you in locating the information you are looking for.

Canada's National Insurance Magazine

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 one day session will be held Tuesday August 12, 2003. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude at about 3:30 pm.

Cost for the seminar including handout material, lunch and coffee is $350.00 plus G.S.T. ($374.50). Payment is due in advance.

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

Payment details:

Payment is by cheque, made out to Insurance-Canada.ca. 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).


See a list of our Previous Seminars.