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


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


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 fascinating, 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)

    Cancellation Policy: No refunds, substitutions welcome. Credit notes issued only with 48 hour written notice.

    If you have any questions or required assistance with registration, please contact us: