InsurTech Forum: Thriving through Technology

Conestoga Chapter Office

515 Riverbend Drive, Unit 101, Kitchener, ON, N2K 3S3 [Map]
Date and Time: September 12, 2019 9:00 a.m. - 1:00 p.m.


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?

Event format
• Starts with a combination of structured sessions that feature three hot topics in the InsurTech category
• After the presentations, an up-close panel discussion when you can ask your burning questions.

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.

SESSION 1- 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, and has 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.

SESSION 2 -The Dawn of the Digital Broker

Rapid technological advancements and evolving customer demands have pushed the insurance marketplace towards a new mode of insurance broker: the digital insurance broker. But what makes an insurance brokerage ‘digital’ and how should the industry be positioning itself now for the future?

In this session, speaker Jeff Kidd shares how his company, Aha Insurance, has embraced technologies such as artificial intelligence, omni-channel and highly sophisticated UX & UI to create a flexible, modern customer experience that is ready to welcome customers now and in the future.

Jeff Kidd, Vice President Sales, aha Insurance
As sales and affinity leader, Jeff brings 20 years of financial and insurance industry experience to Ignite. His reputation for motivating, inspiring, engaging and empowering brokers from good to great precedes him, as does his panache with clip art and Work Hard? Play Harder approach to life.

Jeff will use his mastery of business development to foster new affinities and associations who value their clients and desire to connect in real ways. Jeff thrives on creating a dynamic team who share his ambition to meet every demand of the client, the broker team and our partners.

You’ll recognize Jeff in the office by his use of motivational words like Shazzaam! And Wicked Smart! as he tries to regain the title of #1 sales manager by executing the Ignite vision of making insurance “effortless, interesting and down-right fun”.

SESSION 3 - 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.

InsurTech Panel Lunch & Networking Q&A
At the end of the 3 sessions, you will have 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!

Caroline Schweppe  | Vice President of Insurer Solutions, Applied Systems
Jeff Kidd | Vice President Sales, aha Insurance
Greg Smith | Chief Client Officer, Crawford and Company


9:00 – 9:15  Registration, Welcome and introductions
9:15 – 10:00 First session
10:00 – 10:45  Second session
10:45 – 11:00 Break
11:00 – 11:45 Third session
11:45 – 1:00  Luncheon and Panel Q&A


IIO Members who need to renew their membership, please add the membership fee.
No refunds, credit notes issued only with 48 hour written notice.
- The price of our half-day seminars include breakfast snacks upon arrival and morning refreshment.

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