An Insurance Institute of Ontario roadshow: Catch it at your local chapter


Technology is altering customer expectations and business processes.
As savvy insurance professionals, it’s vital that we keep up to stay relevant and competitive.

Are you up-to-date on the latest in insurance technologies?

Join us to get unrestricted access to seasoned leaders and subject matter experts.

Event format

•  Half-day event starting at 9:00 a.m. - some locations offer lunch as part of the event
•  Starts with a combination of structured sessions that feature three hot topics in the InsurTech category
•  After the presentations, enjoy an up-close panel discussion when you can ask your burning questions.

Locations around Ontario

•  This event is a roadshow that will travel to several IIO chapter locations. Scroll down for details.
•  Two of the speakers will present their topics at all events, and the third presenter will be from each chapter's local area.

Who should attend

Brokers, underwriters, adjusters and managers who want to learn more about how digital transformation is expected by customers, the impact on business operations, and how to navigate this evolving environment. 


Future-proofing the Customer Relationship

Get up to speed on the expectations of today’s insurance customer and how they’ve changed. Through highlighting some of the technology solutions available to the insurance industry today, you’ll be provided with insight into future solutions to ensure that insurance professionals provide the most effective risk management experience to the insurance customer. Lastly, the uses of data analytics will be reviewed – along with addressing some Canadian-specific challenges, before providing a forum for discussion on future-proofing the customer relationship with the insurance buying public.


Caroline Schweppe  | Vice President of Insurer Solutions, Applied Systems
Caroline leads the Applied Systems Insurer Solutions team in Canada.  She joined Applied in 2013 with more than 20 years of experience working with IT firms in the Canadian and U.S. insurance industry. She formerly served as vice president of business development at ClearRisk Inc., a provider of risk management solutions to insurers, insurance brokers and professional risk managers. Before that, she held a number of business development and advisory roles at CGI, Insurers Advisory Organization (IAO) and Bank of Montreal. Caroline holds a bachelor’s degree from the University of Dublin and has a diploma in Canadian Risk Management from the University of Toronto.



InsurTech for Claims: Current Trends and Future Opportunities

The pace of innovation in the insurance claims adjusting space is increasing rapidly, yet changes are still slow to come.  We’ve seen industry incumbents and new entrants invest in InsurTech to capitalize on the potential of artificial intelligence, machine learning and data analytics. While there are a few pockets of the industry where these tools are in use today, we have not yet seen the wholesale disruption that many predicted would follow. In this interactive session, you’ll learn about the success stories that exist in the market today and explore the tools and technologies that hold the most promise for tomorrow. You’ll also learn how to transform the promised changes to reality and uncover the role the policyholder will have in driving this change. Finally, discover the key questions industry players must ask when evaluating the potential InsurTech for claims holds for their business.


Greg Smith MBA, FCIP, CRM, | Chief Client Officer, Crawford and Company
Greg is Chief Client Officer at Crawford & Company (Canada) Inc. where he is responsible for the firm sales, marketing and account management strategy. Throughout his 23-year career at Crawford he has held a number of leadership roles in marketing, project management, operations, IT, HR and sales. As a member of the Canadian board of directors and global senior leadership team Greg has been responsible for a number of change management and business transformation initiatives that cut across the organization.


Local topic featuring guest speaker from your chapter

Watch this space for updates as details are being confirmed.



Local Topic




November 26

InsurTech for Brokers: Insurance in Minutes

Randy Carroll, Acting CEO of Insurego Inc, Senior Consultant and Strategist | Select Strategy Group Inc.

Register now


November 21

InsurTech for Brokers:
Automation, Change Management & Staying Ahead

Sarah Heiser
Manager of Group Operations,
D.A. Kurt Insurance Brokers Ltd. & Financial Services
(A Division of McFarlan Rowlands Insurance Brokers Inc.)

Register now



InsurTech Panel

An opportunity to discuss the day’s topics with your presenters. Ask questions about topics discussed earlier or for insights into other areas of digital insurance, InsurTech and the impact on the industry. This is your chance for direct access to these experienced professionals – so come ready to ask questions!

Some locations offer a luncheon as part of this session.


Caroline Schweppe  | Vice President of Insurer Solutions, Applied Systems
Greg Smith  | Chief Client Officer, Crawford and Company
Local Panelist from each Chapter

Register now


Southwestern Ontario