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

CIP Society Webinar

Insurance Institute of BC, BC [Carte]
Date and Time: juin 17, 2021 10:00am - 11:30am PDT

* This is the registration page for IIBC members.  Please register with your local Institute office for IIO-GTA , IIO-Southwestern .


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.

• Overview of the current digital landscape (ie. opportunities & contraints)
• Consumer bahaviour & trends (ie. impact of COVID, rebates, the evolving insurance-buying relationship)
• Continuing value of the broker (ie. simple vs. complex risks, if and whent o use aggregators)
• "Data muling" (the data 'arms race', the use of Application Programming Interfaces (APIs))
• Technological innovation and the impact on staffling/skills development (ie. talent acquisition and management, remote workplace and culture)


PANELIST  - 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.

PANELIST  - 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

PANELIST  - 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.

 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.

Webinar Log-in: Please ensure the email address in your profile is current.  Login details will be emailed prior to the webinar.  Please check the email to test your connection to the webinar platform.

Number of Continuing Education Credits:  1.5 Technical CE Credit
Please be aware that tardy log-in or early log-out to/from the webinar will preclude IIBC from issuing a CE certificate for this education session.
* If you require CE credits for licensing renewal requirements in provinces other than BC, please check with you provincial licensing regulator for validity.  

Registration Deadline: Wednesday, June 16, 2021

Fees: Include GST. Insurance Institute membership required

$59 CIP Society Member
$69 IIBC Member
+$85 Insurance Institute membership for New Member (membership exp May 31, 2022 , please contact Winnie to register)

Corporate Rate: $50 per attendee for groups of 6 or more (membership is additional for non-members).  To register with a corporate rate, please contact Winnie at .

Cancellation Policy:   Participant substitutions accepted up to 48 hours prior to webinar (substitute must be current member). IIBC reserves the right to cancel the webinar due to unforeseen circumstances.

Best Practices for Virtual Sessions:
Please be advised that your image and voice may be captured and recorded during this virtual session for review purposes. Your participation in this virtual session is considered consent to be recorded as required by law.
It is highly recommended that you
follow our suggested best practices when participating in any virtual session.
We have taken every precaution to keep you and your information safe.
Here is what we are doing to protect all of our stakeholders.

Winnie Hon, CIP, Seminars & Events Specialist
Insurance Institute of BC
T: 604.681.5491 x21 

New members: IIBC Membership Fee of $85 (expiring May 31, 2022) is applicable.  For assistance to renew or process a new membership, please contact or 604 681 5491.