Seamless Insurance Distribution
in the P&C Broker Channel

February 28, 2003

Hosted by Insurance Canada
the premier Internet reference site for insurance in Canada

Sponsored by:
ci   Canadian Insurance magazine

The need for efficient, effective insurance sales and service has never been greater. With the tightening of market conditions, and raising consumer expectations, both brokers and insurers must eliminate unnecessary friction points. New technologies continue to emerge which offer promise, and require evaluation. Some of these are complementary, some contradictory. Decision time frames for selection of appropriate methods and systems are shortening.

In the current market, with prices generally rising, and availability of coverage sometimes difficult to ensure, brokers have to spend an increasing amount of time placing and renewing business, and interpreting new prices and conditions to customers. Some brokers wonder whether the increase in effort is outweighing any increase in compensation.

Research shows that local presence and detailed, personal expertise continues to be required for some interactions, but sophisticated, time-starved customers are not willing to accept delays in checking account status, or in fulfilling simple changes to their accounts. Can insurers and brokers continue to provide current levels of service and expect customer loyalty?

The CSIO Portal is now technically complete, offering single point of contact for brokers to obtain comparative quotes for selected markets and lines of business. Insurers have underwritten the majority of the Portal's costs and have openly challenged brokers to demonstrate their commitment through adoption. Brokers must resolve how to make this new tool fit within their operations.

Emerging technologies are stressing the convergence of previously distinct types of communication and forms of information. Significantly, many of the technologies now allow brokers, underwriters, and third party information and service provides to collaborate as 'teams', replacing the need for strictly linear, sequential methods of handling information. How will these tools complement or replace existing methods and systems?

Brokers and insurers are recognizing these trends but have limited resources for evaluating and adopting processes and technologies to support anytime, anywhere any-way methods of interaction. This seminar is intended to help focus discussions and compress time required for evaluation by:

  • Detailing requirements for frictionless distribution

  • Exploring the possibilities offered by new processes and technology, and how these fit with the current environment

  • Highlight the new technologies actually being deployed, and

  • Present findings of early adopters.

Get ahead of the most important curve facing insurers and brokers. Attend "Seamless Insurance Distribution" February 28, 2003.

Continuing Education Credits for RIBO (P&C) and Life Insurance
RIBO is 3 credits, Management Category

Topics and Speakers

Here is an overview of the agenda for the day with more detail on topic and speaker information available.

8:00 – 8:30: Registration and Coffee

8:30 Welcome: Doug Grant
"In Pursuit of an Integrated Channel Model"
Justin Lafayette, DWL
What Now, and What Next, with the CSIO Portal
Klaas Westera, CSIO
Delivering on the Promise of Seamless Distribution
Michelle Cole-Kennedy and Catherine Trimble, Applied Systems Canada
Technology and Commercial Insurance - Are You up for the Challenge?
Kevin Campbell, Tec4 Systems Inc.
Making It Happen -- A Broker's Perspective.
John Belyea, Creighton & Company
noon Close: Doug Grant

For more details on topics and information about speakers.

The session is designed for insurance professionals
No technical experience is required.

Our Seminar Sponsors:

  ci   Canadian Insurance Magazine

Seminar Details:

The session will be facilitated by Doug Grant CIP, Principal,, insurance professional with extensive experience using the Internet for insurance business.

This half day session will be held Friday February 28, 2003. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude at noon.

Cost for the seminar including handout material, lunch and coffee is $275.00 plus G.S.T. ($294.25). Payment is due in advance.

Three ways to register:

A confirmation and additional details will be returned by e-mail.

Payment details:

Payment is by cheque, made out to, and mailed to, Attn: Dave Gibbons, 207 Carlton Road, Markham, ON L3R 3L9. Please send by regular mail (do not courier). Special arrangements can be made to bring payment to the seminar, or to invoice you.

Seminar Location

The location is central Toronto at the premises of the Insurance Institute at 18 King Street East, Suite 600, Toronto (one short block east of Yonge Street - King and Yonge being the closest subway stop).

Questions? call Doug Grant 416-921-7756 or email at [email protected]

See a list of our Previous Seminars.

[ Announcement Flyer | Speakers and Topics | Online Registration | Registration Form ]