Marketing Automation: Lessons Learned On The Path To Success

Ai Insurance Organization Inc. is an award-winning insurance brokerage headquartered in Mississauga, Ontario, serving most of Canada. It is Canada's leading surety bond broker and contractor insurance provider.

In 2020 they added a full-fledged in-house marketing team and Act-On, a marketing automation and communications platform, to enhance the sales team’s efforts.

Learn from speakers who will discuss their journey to success:

  • About Ai Insurance Organization
  • Marketing: A Strategic Focus
  • Organization: Staff and Technology
  • Measuring Effectiveness: Data is Key
  • Lessons Learned
  • Future of Marketing Automation

Register now or scroll down to learn more about the speakers.

Ai Insurance Organization

Wednesday, Aug. 24, 2022, 1:00-2:00pm

Part of our
Technology In Action series:
Technology In Action

Featured Speakers:

Chris Mustakas
Chris Mustakas
Director of Marketing,
Ai Insurance Organization

Chris graduated from the University of New Brunswick with a Masters of Business Administration and a Masters of Sports and Recreation Administration in 2009. He worked for the Ottawa Senators Hockey Club before moving into marketing and communications. He has been instrumental in introducing marketing automation programs to a number of small- to medium-sized organizations, including three insurance brokerages.

Samreet Chahil
Samreet Chahil
Digital Project Coordinator,
Ai Insurance Organization

Samreet graduated from the University of Toronto in Digital Enterprise Management and is a resourceful and aspiring digital marketer.

She specializes in planning and implementing our outbound communication campaigns and analyzing KPIs/metrics.


Doug Grant
Doug Grant

Doug Grant has been helping the insurance industry in Canada – individual companies and cross-industry groups in both P&C and Life – make effective use of technology for many years.

Doug is a founding partner of, a leading Canadian Insurance resource centre for consumers and insurance professionals alike. He helps organize and host's annual conference and other industry events.

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About Ai Insurance Organization Inc.

Ai Insurance Organization Inc. is an award-winning Canadian Insurance Brokerage located in Mississauga, Ontario. We proudly serve clients all over Canada (except for Quebec and the Territories). We are Canada's leading surety bond broker and contractor insurance provider.

Our surety bonding programs service companies of all sizes; from start-ups to tenured companies, including Fortune 500. Our clients include contractors and construction companies from all industry sectors, transportation firms, estates, financial institutions and those with miscellaneous and hard-to-place bonding requirements. We also have international surety bonding capabilities.

Our surety partners are the best the industry has to offer, and are chosen specifically to meet your individual needs. Together, we are committed to provide sound counsel and deliver continuity of experience and consistency of service.

Our brokerage is committed to delivering the utmost in customer service and is well informed on changing risk appetites and industry trends. Together, we are in the best position to negotiate the most competitive rates, terms and limits on your behalf.

For more information, visit

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