The Organization of Real Time Brokers Implementing Technology
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ORBiT Real Time Day 2016

ORBiT Real Time Days is our premier educational event of the year, dedicated exclusively to the advancement of Real Time technologies in Canada's broker distribution channel. Ready, set, get it done!


See and participate in sessions on leading edge topics. RIBO accreditation is pending. This is a great opportunity to network plus there'll be exhibitors. Attendance is open to carriers, brokers, vendors, and other industry players; both ORBiT members and non-members.

ORBiT Real Time Days is our premier educational event of the year, dedicated exclusively to the advancement of real time technologies in Canada's broker distribution channel.
See and participate in leading edge sessions on topics such as: telematics, new digital client experiences, electronic signatures, real time workflows available today and how to implement them. RIBO accreditation is pending.
This is a great opportunity to network plus there'll be a vendor exhibition in Toronto and London.
Join us in Ottawa, Toronto, or London. Attendance is open to carriers, brokers, vendors, and other industry players; both ORBiT members and non-members.


ORBiT Real Time Days is our premier educational event of the year, dedicated exclusively to the advancement of real time technologies in Canada's broker distribution channel.
See and participate in leading edge sessions on topics such as: telematics, new digital client experiences, electronic signatures, real time workflows available today and how to implement them. RIBO accreditation is pending.
This is a great opportunity to network plus there'll be a vendor exhibition in Toronto and London.
Join us in Ottawa, Toronto, or London. Attendance is open to carriers, brokers, vendors, and other industry players; both ORBiT members and non-members.

The Big 10: The Secret Digital Experience Strategies that Convert and Differentiate

Keynote address

• Tara O'Doherty, customer experience expert at Cossette Communications

A top Canadian insurance company added one particular visual element to their website and increased online quotes by 300%. Can you guess what it was? Not sure? Well, it's time to stop guessing when it comes to your digital strategy. So many brokers and advisors today are focused on the wrong digital strategies and metrics when it comes to their digital experiences. The key to success is to stop investing in driving more traffic to your site and start optimizing the site experience itself.

 

Tara provides hands-on examples, insights, and best practices for both desktop and smartphone experiences that will enable you to raise your digital success overnight.

Usability is King!

Panel discussion

• Moderator: John Foreman, ePath Consulting

• Newton Asare II, ClientDesk

• Tara O'Doherty, Cossette Communications

• Terry Constantino, Usability Matters

• Adam Mitchell, Mitchell & Whale


This session builds on the keynote address. Walk away understanding:

  • Where you should start or revisit if you’ve already launched technology
  • The building blocks: what you need and what you need to do
  • What sort of ROI you can expect
  • What kind of expertise you need and where to find it
  • What metrics you need and how they get them. Then how to evaluate changes in response to your metrics

Real Time = Clean Data

Panel discussion

• Moderator: Beth Sigurdson, efficientbroker

• Dave Bell, BrokerLink

• Amanda Ketelaars, Mitchell & Whale

• Kim Opheim, Applied Systems

• Matthew Russell, CSSI

• Dianna George, AssureSign


Any brokerage that migrates from one BMS to another quickly learns about the quality of their data, and it’s usually less than sparkling.

 

We hear about big data: our systems are a treasure-trove of data… or could be. The problem is that many brokerages lack standards in inputting data into their system and/or they don’t audit their systems to ensure standards are being met. Similarly, nothing forces carriers to use current standards.

 

In short, the data in an average BMS is of poor quality, which has a negative impact on Real Time and on marketing to clients. This panel is going to share their insight into what data is critical to keep clean and how to manage that process. We will cover the following areas where data is stored:

  • Rating software
  • BMS – manually entered
  • Downloaded data
  • Imported from your website/purchased leads, etc.,
  • Auditing

Crystal Ball on the Future of the Broker Distribution Channel

Debate

• Moderator: Patrick Vice, Insurance-Canada.ca

• Jeff Roy, Excalibur Insurance

• Bill Morris, Navicom

• Greg Purdy, Pathway Partners

• Simon Rivard, Aviva


Continued from the debate in March at the Insurance-Canada Broker Forum "Blurring Lines: Who Does What in the Insurance Broker Distribution Ecosystem".

Being Digital in Commercial Lines

What does that mean and how do we get there?

Panel discussion

• Moderator: Kevin Campbell, Policy Works

• Tom Reid, Aviva

• Cindy Gravelle, Youngs Insurance

• Sam Natur, Bullfrog Insurance


Along the path to a digital commercial lines enterprise, automation and connectivity are table stakes. Yet most brokers and insurers aren’t there today. Let’s hear from industry leaders on how they are leading the way and what that looks like for them.

 

Finding and serving digital customers is the endgame for any digital enterprise, with social media, mobility, cloud, consumerization, and analytics as the foundational pieces. We’ll talk about some initiatives that represent brave steps into this new world.

 

What baby steps can brokers and insurers take to enter into this realm? What strategies can brokers use to remain relevant and valued in the digital world? How do they protect themselves from the disintermediation that often follows consumerization?

Subject Matter Experts (SMEs)

Roundtables
This is the speed-dating of the insurance broker distribution channel. SMEs will be posted at specific tables, ready to answer your questions on their area of expertise. We have multiple experts to allow you a broader perspective and learning. Come prepared with your questions for experts on:

eSignatures
  • Dianna George, AssureSign
  • Lorice Haig, Xenex
TAM/Epic
  • Kim Opheim, Applied Systems
  • Murray Hicks, Applied Systems
  • Susan MacDonald, Applied Systems
  • Dave Bell, Brokerlink
  • Sara Simon, Marsh Canada
Keal
  • Bill Redford, Keal
  • Lauri Roberts, Keal
Commercial Lines
  • Janice Schoonhoven, Will Marshall Insurance
  • Sam Natur, Bullfrog Insurance
  • Natasha Joyal, Keal
Rating service
  • Nathalie Tetler, ARS
  • Nouman Jalal, CSSI
Willis Towers Watson
  • Michelle Poirier, Willis Towers Watson
  • Charlie Samolczyk, Willis Towers Watson
TBW
  • Matthew Russell, CSSI
Real Time payments
  • Devona Allin, Brokerlink
  • John Knotek, ClearPay
PowerBroker
  • Beth Sigurdson, efficientbroker
  • Amanda Ketellars, Mitchell & Whale
Digital
  • Terry Costantino, Usability Matters
  • John Foreman, ePath Consulting
  • Newton Asare II, ClientDesk

Let's Ask a Carrier

Panel discussion

• Moderator: Wendy Watson, ORBiT

• Bryan Bedford, Peel Mutual

• Simon Rivard, Aviva

• Caroline Schweppe, Applied Systems

• Marion Redpath, Heartland Farm Mutual

Back by popular demand! Because of the strong positive feedback we received about this session last year, we have extended its timeslot to ensure attendees have the opportunity to ask what is important to them.

 

Questions include Real Time progress and plans, commercial lines technology developments, product development, going digital, new opportunities, and more. Come prepared with your questions or send them ahead and we’ll ask on your behalf. Our panellists include national and regional carriers.

Sponsors: Xenex, Keal, Policy Works, ClearPay, WillisTowersWatson, CSSI, Applied Systems, IBM