Digital Insights & Innovation for the Broker - Webinar (EST)


ON [Map]
Date and Time: June 17, 2021 1:00 pm - 2:30 pm EST


Join our fantastic panel of recognised thought leaders in the digital innovation space. Each panelist brings a unique yet critical perspective on the insurance landscape, offering insights to the challenges and opportunities presented to brokers and insurers who aim to stay ahead of the curve.

This interactive session will focus on the trends, considerations, risks, and rewards on offer to those balancing the need for innovation with ‘business-as-usual.’ Most aspire to be both proactive and responsive, but how do we achieve it when also staying the course with ‘tried-and-true’ methods that have served us so well? This panel discussion will provide you with a wealth of insights as you evolve your short- and long-term plans, both for yourself and your organization.

Key themes:

  • Overview of the current digital landscape (i.e., opportunities & constraints)

  • Consumer behaviour & trends (i.e., impact of COVID, rebates, the evolving insurance-buying relationship)

  • Continuing value of the broker (i.e., simple vs. complex risks, if and when to use aggregators)

  • "Data muling" (the data ‘arms race,’ the use of Application Programming Interfaces (APIs))

  • Technological innovation and the impact on staffing/skill development (i.e., talent acquisition and management, remote workplace and culture)

  • As always, we wrap up with an open Q&A session so come prepared with your questions!

  • Panel:
    Jeff McCann | CEO, APOLLO Insurance
    Jeff is an award-winning insurance professional, Chief Executive Officer, and expert at building teams for fast-paced execution. A visionary leader, McCann founded APOLLO, one of Canada’s fastest-growing insurance technology companies. Over the past two years, APOLLO has created, launched, and expanded rapidly to over 500 insurance brokerages, deployed over 2000 property and casualty insurance products, and partnered with a cohort of international insurance providers.

    Jeff Roy | President & CEO, Excalibur Insurance Group
    As a leader and coach, Jeff is fueled by three things – technology, people and big ideas. He also believes that the pinnacle of innovation for an entrepreneur is best measured by the number of times you’ve tried something new – and learned from the adventure when it didn’t go as planned. Jeff has spoken to over 8,000 brokers and agents across North America and is also the co-host of the "Digital Insurance Pint" Podcast

    Charlene Ramdeo | Digital Marketing Consultant, Aviva Canada Inc.
    Charlene has been helping clients with digital strategies over the last 12 years. She has worked in various digital marketing roles at large companies across Canada including CIBC, RBC, Rogers, and KPMG to name a few. She has been solely focused on supporting insurance brokers and helping them along their digital journey since joining Aviva in 2018.

    Moderator: Lisa Vercillo , CIP, CRM | President, Magenta Insurance Professionals Inc.
    Lisa is President of Magenta Insurance Professionals, a niche insurance brokerage that provides commercial insurance solutions for Childcare, Children's Education & Children's activities. Lisa's insurance career began in the commercial department at Zurich Insurance in 1986, before moving to the broker side in 1999. Lisa is also the incoming Chair for the Southwestern Chapter of the Insurance Institute.

    Register today!

    CE Credits:
    1.5 RIBO Hours (pending)

    - Prices below are for IIO Members. Fees noted below do not include hst.
    - Non-members and renewing members the IIO Membership fee will be added to your cart.
    - Sorry, no refunds. Credit notes issued only with 48 hour written notice
    - In accordance with Provincial regulator's guidelines, in order to be eligible for CE hours, you must be logged in with for the entire duration of the session. Partial hours cannot be issued.
    - please test your system in advance and ensure it meets the requirements by testing your system using this link:

    24-48 hours prior to the webinar, all registrants will receive an e-mail providing the direct Zoom link and passcode. This link is unique to you and is tied to your name. It cannot be shared or transferred to others. This personalized link must be used when you log in to the webinar so that your attendance can be tracked. We cannot credit CE hours if you are using a link that is not assigned to you, or if you do not attend for the full duration of the webinar.  

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