2004 Seminar

Brokers: Putting Technology to Work

August 11, 2004

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

Sponsored by:
ci - Canadian Insurance Magazine

Since the first broker management systems were introduced in the early 1980s, professional brokers have become mature systems users. Principals and operations managers have learned that the success of technology from a business perspective depends as much on HOW technology is applied as on WHAT technology is introduced. This full day seminar showcases the HOW technology has been and continues to be a key element in the business success of independent insurance professionals.

Progressive brokers are extending their relationships with technology suppliers. The technology landscape changes rapidly, and practitioners must rely on the expertise of suppliers to advise them on developments. Suppliers are adopting best practices to ensure that their customers are aware of new product offerings and best practices to ensure effective and efficient utilization. Leading vendor representatives at this seminar will give specific examples of this trend.

Insurers have introduced a wide range of technologies to support brokers in attracting and servicing business that meets common objectives. Increasingly, insurers are aligning the technology they supply with targeted marketing efforts. Our seminar will have case studies of how insurers are working with brokers to increase profitable market share.

Training and support are critical to effective technology utilization. Frequently overlooked in the past, training, workflow management, and support are now becoming central elements for brokers. Our seminar will present the views of leading consultants on emerging best practices for re-designing workflow and training to achieve desired results.

Although document automation has been available for several decades, the evolution of true information management, incorporating documents, data, and multi-media has only become a reality in the last few years. Brokers who intelligently adopt these technologies are finding substantial increases in productivity and reductions in manual processing. We will provide detailed information on document and information management technologies in use for both personal and commercial lines business.

The Broker and Technology seminar has been the most popular event in the Insurance-Canada.CA seminar series for over six years. This year promises to continue our record of delivering the best information information in a compressed, cost effective manner. Register today to ensure your place is reserved for Brokers and Technology: Taking Technology to Work on August 11th.

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: Patrick Vice, I/T Manager, Frank Cowan Company Ltd.
8:45 “Low Hanging and Delicious Fruit from Existing Technology”
– Craig Tilford, ICN Consulting
9:15 “Insurance and the Internet: An Insurer’s Perspective”
– Keith Martin, Royal SunAlliance
9:45 break
10:00 “Agency Performance Management”
– Craig Carothers, SAS Institute
10:30 “Vendors as Partners for Integration and Real-Time Processing”
– Lee Slack, Applied Systems
11:00 break
11:10 “Have Your Cake and Eat It Too: Using Web Services to Build a Real-time Commercial Lines Quoting System that Satisfies All Brokers”
– Kevin Campbell, tec4 Systems Inc., and
Tom Reid, ING Insurance
11:40 “Wireless Technology: The Latest Information You Need to Provide the Optimum Service”
– Steve Parry, Bell Mobility
12:10 lunch
12:50 “Automating Risk Inspections and Risk Management for Brokers and Insurers”
– Terry Neilson, Insurance Systems Inc.
1:20 “How To Think About Technology In Business Terms”
– Chris Venn, Inventive Networks
1:50 “The CSIO Insurance Portal”
– Paul Taylor, IBAO
2:15 break
2:30 “Automating the Claims Notification Process to Companies and Brokers”
– Mike Marsden, Accident Support Services International Ltd.
2:50 “Best Knowledge Management Practices for Brokers”
– Michael Tabor, Tetraplex Limited
3:20 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:

  ci - Canadian Insurance Magazine

Seminar Details:

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

This one day session will be held Wednesday August 11, 2004. 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.

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 in the Conference Centre of the Ontario Bar Association at 20 Toronto Street, Suite 200, Toronto.

See a list of our Previous Seminars.