Digital Insights & Innovation for the Broker - Webinar (EST)
Date and Time: June 17, 2021 1:00pm - 2:30pm
| BUILDING | TECHNICAL
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
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 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.
McCann | CEO, APOLLO Insurance
Jeff Roy | President & CEO, Excalibur Insurance
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 https://digitalinsurancepint.com/
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.
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
1.5 RIBO Hours
Cancellation Policy: No refunds, substitutions
welcome. Credit notes issued only with 48 hour written notice.
have any questions or required assistance with registration, please contact us:
Pricing for this seminar varies based on your membership. Prices exclude tax