2005 Conference

P&C Brokers Deploying Technology to Advantage

Wednesday, August 10, 2005

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

Sponsored by:

WebWriter from Insurance Systems Inc.

CGI Inc.

Canadian Insurance Magazine

Join your colleagues on August 10 for a focused one day session devoted to managing technology to the best advantage of the broker distribution system.

For many brokers, management of technology is taking on increasing importance from an operational and strategic perspective. After personnel costs, the ongoing investment in technology is the largest expense item for many brokers. Increasingly, customers and insurance carriers are suggesting, and in some cases, imposing requirements for specific technologies as a part of a business plan.

The session will look at how brokers can best manage technology from three perspectives:

Internal processes and functions. Brokers originally purchased systems to reduce manual functions of accounting and management reporting and found that to maximize these efficiencies, they had to examine their workflows carefully and target the technology deployment in areas that would have the most impact.

Today’s sophisticated broker management systems allow functionality beyond simple accounting, such as customer relationship management, sales tracking, marketing program support and more. As a result, the need for careful attention to planning and deployment has increased as well.

Customer Facing Initiatives. Today’s consumer has unparalleled options in how services are purchased and serviced, and carries these expectations to the insurance sector. After a few false starts, marketing oriented insurers and brokers are responding to meet these expectations with integrated solutions encompassing internet portals, call centres, and personal contacts. The pace of change is not expected to slow in the near term.

Presenters at this session will explain how to put together solutions that meet their market needs, while providing flexibility and improved service within the offices.

Data and information exchange with Business Partners. The vision of single entry, multiple company interface has been articulated within the broker-company community for over three decades, and there have been some notable results in personal lines. However, a true industry solution encompassing bother personal and commercial lines is not yet apparent.

At the same time, individual insurers are bringing forward technology solutions which are intended to improve effectiveness and efficiency in the broker channel. In some cases, the markets are requiring the use of technology to support specific programs.

Presenters at “P&C Brokers Deploying Technology to Advantage” consist of experienced practitioners and technology suppliers who are thought leaders in effective technology deployment for brokers. All presentations are in business terms, no technical background is required.

Register today for one day that will offer you opportunities to improve your bottom line tomorrow.

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: Doug Grant, Insurance-Canada.ca
“A Broker’s Perspective: Are We Being Out-Geeked?”
   – Jim McGregor, CEO, The Precept Group
“Planning, Measuring, and Controlling for Success”
   – Steven Frye, Partner, Cookson Walker LLP
“For your customers, their insurance experience should be Simple, Efficient and Service Oriented. Is it?”
   – Laura Hill, Assistant Vice President, Finance, Encon Group Inc.
   – Rick Alcock, Leader, Strategic Business Solutions, Royal Sun Alliance
   – Catherine Trimble, Business Development Consultant, Applied Systems Canada Inc.
“Internet Marketing and the On-Line Consumer”
   – Lee Romanov, President, The InsuranceHotline.com
   – Stephanie Lewis, Vice President Sales and Marketing, InsuranceHotline.com
“Using Tactics of Direct Writers in a Broker Channel: Group Portals at Work”
   – Lucie Frechette, Marketing Manager, Aviva Traders & Elite
   – Terry Neilson, President and CEO, Insurance Systems Inc.
“Commercial management Systems Come of Age”
   – Kevin Campbell, President, Policy Works
“Nexisys and SEMCI – Why this innovative solution is different”
   – Karl Greenlaw, President, Brovada Technologies Inc.
“Emerging Technologies for Broker Applications”
   – Patrick Vice, I/T Manager, Frank Cowan Company Ltd.
2:45 Conclusions & Close: Patrick Vice

For more details on topics and information about speakers.

The session is designed for insurance professionals
No technical experience is required.

RIBO has approved 5.5 Credits in the Management category for Continuing Education.

Our Seminar Sponsors:

  ci - Canadian Insurance Magazine CGI  
  Webwriter by ISI  

Seminar Details:

The session will be facilitated by Doug Grant,
Principal, Insurance-Canada.ca
, and
Patrick Vice, I/T Manager, Frank Cowan Company Ltd.
insurance professionals with extensive experience using the Internet for insurance business.

This full day session will be held Wednesday August 10, 2005. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude at about 3:30.

Cost for the seminar including handout material, lunch and coffee is $375.00 plus G.S.T. ($401.25). Payment is due in advance.

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

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.