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ORBiT strives to hold events to help its members gain the benefits of Real Time and to participate in industry events where it can advance the Real Time agenda.


ORBiT hosting Real Time Day on May 5th

Waterloo, ON – April 14, 2016 – ORBiT Canada is hosting Real Time Day 2016 on May 5th at the Hilton Meadowvale in Mississauga.

Real Time Day is ORBiT's premier educational event of the year, dedicated to the advancement of Real Time technologies in Canada's broker distribution channel. It features many sessions with expert speakers from carriers, brokerages, vendors, and more.

“We are very excited to be offering a rich and diverse lineup of topics,” said Wendy Watson, president of ORBiT. “If you want your finger on the pulse of where insurance is headed, make the time to attend Real Time Day.”

Topics include: digital customer experience and usability, commercial lines, clean data, e-signatures, vendor technology, call recording, the future of broker distribution, and more.

The opening keynote explores and provides tips on user experience. “The Big 10: The Secret Digital Experience Strategies that Convert and Differentiate” will be delivered by Tara O’Doherty, customer experience expert at Cossette Communications.

Usability will be further explored in the panel “Usability is King” and in a round table discussion. More highlights include:

  • Commercial lines panel and round table: what it means to become digital in this space and how to get there
  • The great debate: broker role vs carrier role vs the (dreaded) consumer. Continued from the Insurance-Canada Broker Forum in March.
  • The importance of clean data in a Real Time workflow. What this means, how to get it under control, and how to keep it clean.
  • Back by popular demand, we end the day with our “Let's Ask a Carrier” panel. Come with your questions.
  • Several round tables of Subject Matter Experts (SME's): Vendors, eSignatures, Call Recording, Commercial Lines... What are you most interested in? Move from table to table to get in a ton of learning.

ORBiT thanks gold sponsors Xenex Enterprises Inc, Keal Technologies, and Policy Works and silver sponsors ClearPay, Custom Software Solutions Inc. (CSSI), Applied Systems, and Willis Towers Watson for their support.

Registration is $250 for ORBiT members and $290 for non-members. The event includes breakfast, lunch, and a cocktail reception. RIBO accredited training hours are pending.

2016 Hard Trends report

by Agents Council for Technology

We highly recommend this report released by ACT that lists the most important trends "ushering in cultural and societal change. Proactively adapting to these changes is the challenge that lies before us."

Read the report

ORBiT elects new board member

Toronto, ON – January 25, 2016 – ORBiT Canada elected a new board member at their annual members’ meeting on November 10th, Colin Marshall of Will Marshall Insurance Brokers Ltd.

“Sharing information is incredibly powerful and ORBiT helps to facilitate the sharing of technology awareness,” said Colin Marshall, Vice President at Will Marshall Insurance.

“I’m excited about having an active role with the industry’s technology leaders and representing the independent broker. Brokers are the best distribution channel and we need to improve our efficiencies.”

“We’re happy to welcome Colin,” said Wendy Watson, president of ORBiT. “His passion and commitment will help ORBiT achieve our mission of Real Time advancement.”

His two-year term began in January 2016.

He joins the existing board: ORBiT president Wendy Watson, treasurer Devona Allin of BrokerLink, secretary Beth Sigurdson of efficientbroker, Debbie Olsen of ingenie, Kim Opheim of Applied Systems, Lorie Smith of Mass Insurance Brokers, Patrick Vice of, and Rick Dresher of Affiliated Insurance Management Inc.

Clients want this – so why aren’t brokers supplying it?

By Jill Gregorie, Insurance Business Canada
Nov 11, 2015

A non-partisan collection of insurance brokers focused on refining the speed and efficiency of broker-carrier interactions issued a glaring wake-up call to Canadian producers at its annual members’ meeting in Toronto.

ORBiT hosting annual Members' meeting on November 10

Toronto, ON (Oct. 29, 2015) – ORBiT Canada is hosting their annual Members' meeting on Tuesday November 10th at The Insurance Institute in Toronto.

This is ORBiT's annual learning, sharing, and strategic planning event focused on shaping the Real Time agenda for the industry in the coming year. The event addresses top priority topics for brokers, vendors, and carriers.

"Attending our Members' meeting is a great opportunity to sink your teeth into the Real Time future," said Wendy Watson, president of ORBiT. "Your opinions matter and this is the perfect venue to have your voice heard."

The day features several presentations.

A keynote address, titled “Security Breach: It's Not If, It's Not When, It's Will You Know,” reveals some interesting truths on cyber threats. It will be presented by Megan Brister, Senior Manager of Cyber Risk, and Ashkan Rahimian of Deloitte Canada.

A panel of insurance outsiders will discuss self-service technology and how to deliver on the evolving expectations of customers.

There will also be a glimpse at a new initiative aimed at boosting Real Time adoption rates. This project is co-produced by ORBiT and the Insurance Brokers Association of Ontario (IBAO).

The event also shares the progress made by ORBiT's working groups, made up of volunteers who help shape Real Time workflows between brokers and carriers.

Sponsors for this event are ClearPay, Deloitte Canada, Towers Watson, and IBM Canada.

Admission is free for ORBiT members. Non-members are welcome for a $75 fee. The event includes lunch and a cocktail reception.

To register, visit