Data Exchange Update: Automating Broker-Insurer Transactions to Improve CX

Automating broker-insurer transaction to improve the customer experience

For decades, brokers, along with their technology providers and the insurers they represent, have been building and deploying technology-based applications in order to improve the customer experience and reduce transaction costs. Efficiency and timeliness are key drivers.

In cooperation with CSIO initiatives, the IBAC Technology Committee is managing the Data Exchange (DX) initiative. Its mission is to provide an industry-wide infrastructure to allow all players to develop and implement new improved functions and processes collaboratively and more efficiently and quickly.

This webinar will provide a review of the background, details on the FNOL proof of concept and an update on the three initiatives underway.

Watch the webinar recording or scroll down to learn more about the speakers.

Insurance Brokers Association of Canada (IBAC)

Free webinar:

Held May 21, 2020

Part of our
Technology In Action series:
Technology In Action

Featured Speakers:

Kim Opheim
Kim Opheim
K. Opheim Consulting Inc.

Kim Opheim is leading broker technology and innovation for IBAC.

Bringing over 30 years of experience in the life and property-casualty fields of the Canadian insurance industry, Kim is trusted and relied on to help organizations through the challenges and obstacles that stop them from growing their businesses.

In building relationships, Kim uses effective project management and natural facilitation to build consensus, occasionally breaking a tense moment with a touch of humour.

Kim’s experience ranges from principal in running a brokerage, to IT Manager, to VP Business Development with one of Ontario’s largest P&C brokerages. More recently, as Product Manager, he helped guide the primary software solutions for one of the world’s leading providers.


Gina McFetridge
Gina McFetridge
Archway Insurance

I lead an amazing team of insurance professionals at one of the largest brokerages in Atlantic Canada, Archway Insurance. My brother and I are co-owners of this second-generation family business, established in Yarmouth in 1985 and now comprising 30 locations and 200 employees across the Maritimes.

On a daily basis, I foster and maintain relationships with key personnel of insurers, oversee the brand management of the Company, including marketing, public relations, and our digital strategy, as well as championing operational efficiencies through constant improvement to process and procedures, and guiding corporate communications to share the strategic plan, vision, mission and values of the Company with all employees. Outside of the office, I’m an active member of my business community and a busy mother of two young boys. I sit as current Chair of the Insurance Brokers Association of Nova Scotia, a Director on the Insurance Brokers Association of Canada, and Chair the Board of Easter Seals Nova Scotia.

Michael Loeters
Michael Loeters
SVP - Commercial Insurance & Risk Management,
PROLINK Insurance Inc.

Michael Loeters joined PROLINK Insurance in January 2017 with responsibilities for the commercial insurance division, strategic accounts and running the risk management practice in Canada. He is also the Past President of the Toronto Insurance Council (TIC). During his time as TIC President he led the Data Exchange Initiative where a number of industry stakeholders successfully collaborated on the development of a real-time industry connectivity proof-of-concept. Michael is also a past-Director of the Insurance Brokers Association of Canada, Past-Chair and current member of the Insurance Brokers Association of Canada Technology Committee, and current Board Member of the Centre for Study of Insurance Operations (CSIO).

Prior to becoming an insurance and risk consultant, Michael worked in the technology sector. He held a number of leadership positions where he was responsible for assisting in the alignment of business and technology strategies.

Peter Braid
Peter Braid
Insurance Brokers Association of Canada (IBAC)

Peter Braid was appointed Chief Executive Officer in February, 2017. Before joining IBAC, he served for seven years as a Member of Parliament representing the riding of Kitchener-Waterloo, and was appointed as Parliamentary Secretary for Infrastructure & Communities.
Through a diverse background in government, public service, and private industry, he has gained extensive experience in policy making and consensus building. He has also forged strong partnerships with the corporate, academic, charitable and not-for-profit sectors.

Under Peter’s leadership, IBAC has set a new course for success with enhanced advocacy and public policy initiatives, a refreshed national advertising program and a more ambitious technology agenda.
Peter holds a Bachelor of Arts in International Relations from the University of Toronto and completed the Not-for-Profit Governance Essentials Program at the Rotman School of Management.

Graham Haigh
Graham Haigh
VP - Broker Distribution,
Wawanesa Mutual Insurance Company

Graham Haigh launched his insurance career in British Columbia in 1994 after earning his Bachelor’s degree from Simon Fraser University and attaining his FCIP and CAIB designations. He is a past President of the Insurance Institute of BC and an award winning instructor for the Insurance Institute of Canada’s CIP program.

He joined Wawanesa Mutual Insurance Company in 2009 as Regional Vice President for BC & Yukon. In 2015, Graham moved with his family to Winnipeg to run Wawanesa’s Central region. He accepted the role of Vice President, Broker Distribution in 2019, a position in which his passion for leadership and business strategy drive his goal toward achieving a world-class sales culture.

Graham is an avid supporter of the broker channel and believes in its resilience.


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 the Insurance Brokers Association of Canada (IBAC)

The Insurance Brokers Association of Canada is the national voice of over 38,000 property and casualty insurance brokers, advocating for the best interests of both insurance brokers and consumers. Learn more at

About Archway

Archway Insurance is an Atlantic-owned, independent insurance brokerage, and one of the largest in the region. Headquartered in Amherst, NS, it is a growing, progressive company with more than 200 employees at 31 conveniently located offices.

At Archway, we are committed to providing our clients with professional advice and excellent personal service. Our brokers are professionally trained with extensive knowledge in the areas of personal, business, group, and life insurance. In 2019 Archway received the Burns Wilcox Award for Big Brokerage of the Year, was named a Top Insurance Workplace in Canada, and winner of the Professional Services category for EY Entrepreneur Of The Year® 2019 Atlantic. For more information, visit


PROLINK was founded in 1982 and is a national insurance and risk management firm specializing in knowledge-based industries, professional associations and affinity groups. PROLINK provides a consultative approach to address the business, personal, as well as life and health challenges, risks and opportunities of clients.

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