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Streamlining the Carrier Payment Process
The ePayments working group was created in 2011 by several ORBiT Members including Lisa Nicol-Kerr and John Knotek. Read their account of the group's journey to replace an outdated method of payment (cheques) with a tidy once-and-done solution.

ORBiT hosting Real Time Day on May 5th

Waterloo, ON – April 14, 2016 – ORBiT Canada is hosting Real Time Day 2016 on May 5th at the Hilton Meadowvale in Mississauga.

Real Time Day is ORBiT's premier educational event of the year, dedicated to the advancement of Real Time technologies in Canada's broker distribution channel. It features many sessions with expert speakers from carriers, brokerages, vendors, and more.

“We are very excited to be offering a rich and diverse lineup of topics,” said Wendy Watson, president of ORBiT. “If you want your finger on the pulse of where insurance is headed, make the time to attend Real Time Day.”

Topics include: digital customer experience and usability, commercial lines, clean data, e-signatures, vendor technology, call recording, the future of broker distribution, and more.

The opening keynote explores and provides tips on user experience. “The Big 10: The Secret Digital Experience Strategies that Convert and Differentiate” will be delivered by Tara O’Doherty, customer experience expert at Cossette Communications.

Usability will be further explored in the panel “Usability is King” and in a round table discussion. More highlights include:

  • Commercial lines panel and round table: what it means to become digital in this space and how to get there
  • The great debate: broker role vs carrier role vs the (dreaded) consumer. Continued from the Insurance-Canada Broker Forum in March.
  • The importance of clean data in a Real Time workflow. What this means, how to get it under control, and how to keep it clean.
  • Back by popular demand, we end the day with our “Let's Ask a Carrier” panel. Come with your questions.
  • Several round tables of Subject Matter Experts (SME's): Vendors, eSignatures, Call Recording, Commercial Lines... What are you most interested in? Move from table to table to get in a ton of learning.

ORBiT thanks gold sponsors Xenex Enterprises Inc, Keal Technologies, and Policy Works and silver sponsors ClearPay, Custom Software Solutions Inc. (CSSI), Applied Systems, and Willis Towers Watson for their support.

Registration is $250 for ORBiT members and $290 for non-members. The event includes breakfast, lunch, and a cocktail reception. RIBO accredited training hours are pending.

2016 Hard Trends report

by Agents Council for Technology

We highly recommend this report released by ACT that lists the most important trends "ushering in cultural and societal change. Proactively adapting to these changes is the challenge that lies before us."

Read the report

ORBiT elects new board member

Toronto, ON – January 25, 2016 – ORBiT Canada elected a new board member at their annual members’ meeting on November 10th, Colin Marshall of Will Marshall Insurance Brokers Ltd.

“Sharing information is incredibly powerful and ORBiT helps to facilitate the sharing of technology awareness,” said Colin Marshall, Vice President at Will Marshall Insurance.

“I’m excited about having an active role with the industry’s technology leaders and representing the independent broker. Brokers are the best distribution channel and we need to improve our efficiencies.”

“We’re happy to welcome Colin,” said Wendy Watson, president of ORBiT. “His passion and commitment will help ORBiT achieve our mission of Real Time advancement.”

His two-year term began in January 2016.

He joins the existing board: ORBiT president Wendy Watson, treasurer Devona Allin of BrokerLink, secretary Beth Sigurdson of efficientbroker, Debbie Olsen of ingenie, Kim Opheim of Applied Systems, Lorie Smith of Mass Insurance Brokers, Patrick Vice of, and Rick Dresher of Affiliated Insurance Management Inc.

Clients want this – so why aren’t brokers supplying it?

By Jill Gregorie, Insurance Business Canada
Nov 11, 2015

A non-partisan collection of insurance brokers focused on refining the speed and efficiency of broker-carrier interactions issued a glaring wake-up call to Canadian producers at its annual members’ meeting in Toronto.

May 15, 2017 - Mississauga