The Organization of Real Time Brokers Implementing Technology
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ORBiT Real Time Day 2017

ORBiT Real Time Day is our main educational event of the year. This year’s theme of “Write the Next Chapter” is a call to action to embrace the changing environment and seize upon the potential the future holds! It is a full day with lots to learn, review highlights of this year's sessions below.

Bot. Bot. Bot. Goose? Winning the self-service war today and tomorrow.

Keynote address

Cut costs. Empower your current and potential customers. Create stronger relationships. Join Tara O’Doherty, a digital customer experience expert, as she reveals the top 10 self-service strategies that will create the biggest impact on your offering and brand. In this ROI-focused approach with hands on case-studies she will explore the latest strategic initiatives that will make others “uber” envy your digital brilliance. No need to take a number! From bots to beacons – learn what is hot TODAY, and what will be tomorrow in the world of secret self-service wins.


Tara O'Doherty

[ SPEAKER BIO ] 

Commercial Lines: End to End Implementation…successfully!

Panel discussion


Implementation sounds easy, but as most know, it isn’t! What does it take to have a great implementation? Join our Commercial lines discussion with a vendor, implementation manager from the vendor and a brokerage, sharing the process – what worked well; what didn’t; lessons learned; what made it successful; what would have made it more success; what did the change management process look like.

• 
Susanna Fraser-Kuipers,
 Policy Works

• Marc Power, Policy Works

• Kelly Kilbride, Lackner McLennan Insurance

Janice Schoonhoven, Will Marshall Insurance

• Zac Sutherland, Sutherland Insurance Brokers

• Debbie Summers, Policy Works



Building Your Customer Self-Service

Panel


“Customer self-service” is a broad term our keynote will address. So what does it take to step into that realm? This session is a conversational approach to the topic, allowing attendees to ask questions that will arm them with the information they need to start down this path or broaden their current offering! What is the end goal or what can it be; what is the process to get there (come with your questions at the ready!); what does implementation look like; what works to roll it out to clients; how do we get buy in from brokers/customers; what are the barriers to success? Is perception reality? What else do you want to know?

• Moderator: Patrick Vice, Insurance-Canada
• 
Tara O’Doherty

• Bill Redford, Keal 

• Debbie Olsen, FCIPingenie Canada

• Ken Sedgewick, Sharp Mobile 

• Vince Conroy, CSR24

• Caroline Schweppe, Applied Systems



[ SPEAKER BIOS ] 

Real Time Today and Beyond

Breakout Sessions
You asked and we are delivering! We’re getting back to grass roots with breakout sessions by BMS for front line users on the Real Time that exists today and what is coming soon! We took our eyes off the ball and the Real Time conversation seems to have stalled! We are looking to press the reset button with this session! See what you can do, see how easy it is then get back to the office and make it happen!

CSSI/TBW
  • Nouman Jalal, CSSI
  • Matthew RussellCSSI

Epic

Keal

  • Bill Redford, Keal 
  • Julia MitchellKeal 

Policy Works

  • Susanna Fraser-Kuipers, Policy Works 
  • Marc PowerPolicy Works  
  • Debbie Summers, Policy Works

Power Broker

TAM


Auditing How-To

Hands-on sessions
We all know that auditing is a must do! Even so, we aren’t all doing it. Why? These BMS specific hands-on sessions to get at the data needed for audits. Each BMS shows which reports to run to access the data to evaluate, then we can talk about how to quantify the information. Scorecards are a must.

 
CSSI/TBW
  • Nouman Jalal, CSSI 

  • Matthew RussellCSSI 

  • Brian Hitchlock


Epic

  • Vince Conroy, Applied Systems
  • Marc Lafleur, Applied Systems


Keal
  • Julia MitchellKeal

  • Broker TBA


 
Power Broker

From Music to Insurance: A Raw, Digital, Startup Story

Storytime

Adam (a post-secondary educated, under 40 – your target market) was in the digital marketing world; he joined his father’s brokerage and had a rude awakening – he couldn’t do business the way he and his friends expect to be able to do business. This spawned and idea, which became a business plan. He created an on-line brokerage and all that goes into such a beast to make his vision a reality. The players in this success story join us for a conversation about this journey….and what is coming next!

• Adam Hare, Insurance Jack

Hands on: Build a Digital Marketing Plan 

Panel discussion

Bring your note taking gadget – this is truly a how-to session. The planning, the prep, the material (what should be in it your communication), reaching the right audience, the frequency, and managing the feedback – we’ll cover it. Bring your questions about what works and what doesn’t. What skillset is needed? We’ll tell you!

• John Foreman, ePath Consulting
Sponsors: Xenex, Keal, Policy Works, ClearPay, WillisTowersWatson, CSSI, Applied Systems, IBM