The Organization of Real Time Brokers Implementing Technology
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Thank you for attending ORBiT Real Time Days 2014

You made our 2014 edition our best Real Time Days ever. Our keynote and panel sessions are available for your review below. We hope to see you next year.


"I really enjoy this event. Carriers need to hear what the broker community finds important so we know what to focus on."

"Great day – great networking opportunities – well done!"

"Great to just get an overall view of what ORBiT is all about. You are very passionate and it’s awesome what you do"

CREATING THE EXPERIENCE


Keynote Address
How to shift focus from customer service to client experience. What's the difference? Customer service is the transaction and is quantifiable where as customer experience is a lifetime of interaction, which creates a feeling or emotion.
Sean Mulcair, Gradient Solutions
Sean H. Mulcair has been working in the insurance industry for over 20 years; he is an established lecturer at McGill University, teaching in their Risk Management department since 1996. He was also appointed Quebec's Best Practices Champion by the IBAC in 2006 and currently works alongside provincial associations bringing informative topic to brokers across Canada. Sean is also a Lean certified facilitator.

TELEMATICS: WHAT BROKERS NEED TO KNOW

Panel discussion

A well-constructed panel of experts, who will unravel the mystery of telematics for us. We need to understand why this will be important for our customers, what will be the impact on brokers and what we as insurance experts need to know.

Debbie Olsen, Quindell

Debbie Olsen is an industry veteran and standards enthusiast with a career spanning 20+ years on the Insurer side in progressive Underwriting and Operations roles for both direct writers and broker-distributed writers, followed by 10+ years on the insurance Vendor technology side in key roles for Strategic Planning, Product Innovation and Quality Assurance. Debbie was a founding member of the CIP Society and a member of its governing board for many years, continuing to give back to our industry today through her generous involvement in both ORBiT and CSIO. This knowledge and experience enable her problem-solving and strategic perspective, coupled with a very broad and deep generalist view that spans the entire Canadian insurance industry.



Clinton D'Souza, CGI
Clinton D'Souza (CIP) is also an Insurance Product Manager for CGI. Clinton holds a Chartered Insurance Professional designation through the Insurance Institute of Canada which he received back in 1994. Clinton has over twenty years of insurance industry experience in commercial lines underwriting and marketing. Clinton started his career in 1990 with the Halifax Insurance company as a underwriting trainee. Clinton has worked for a number of  Insurance and Reinsurance companies including Zurich, RSA, Economical,  Ecclesiastical, Aviva Munich Re, St Paul Fire and Marine, Dominion of Canada.  Clinton also volunteers as an instructor with the Insurance Institute of Canada  where he teaches a number of CIP courses at Seneca College. Clinton joined CGI Canada  in 2005 and is also part of CGI's Global Insurance Marketing practice team.



Blair Currie, Intellimec

Blair Currie is an experienced global marketing and business development leader, having held senior and international roles with Aegis Media (Japan and Korea), DDB (Japan), Fujitsu (Japan), McCann Erickson (Canada, Thailand, Hong Kong and Vietnam), Saatchi & Saatchi (Singapore), and TBWA (Japan and the UAE). At IMS, Blair has led our marketing efforts, and now leads Canadian business development and growth, as well as industry alliances. He is one of the industry’s leading speakers and writers on telematics, infotainment and data. Blair holds an MBA in Marketing and International Business from the Rotman School of Business, as well as a Bachelor of Science, from the University of Toronto.



Paul-Andre Savoie, Baseline Telematics


THE DIGITAL CLIENT EXPERIENCE SOME BROKERS ARE DELIVERING











[ Video coming soon ]

Panel discussion

Bringing the digital world into the brokerage is a new frontier for many of us, so we thought we’d gather some brokers who have made some strides in social media, branding, mobile apps, website functionality or e-service to give you a glimpse of just what is being done today. Thankfully, we are an industry that openly shares what works and sometimes, what doesn’t work.

John Foreman, TMRC




Kim Opheim, Applied Systems




Stacey Miranda, Keal Technology




Devona Allin, Canada Brokerlink

REFINING YOUR SKILLS FOR THE NOT TOO DISTANT FUTURE











[ Video coming soon ]

Keynote Address

The high-tech, consumer-savvy, not-to-distant future may very well require different skills than we have traditionally hired for or trained for. Let’s talk about what skills we actually need to be building in our existing staff and looking for in those we hire. If we don’t have those skills ourselves, how do we hire for them? What do we need to know, how difficult is it to learn, how big a leap is it? Whether you’re a broker or a carrier, you need to know and we’re here to tell you!

Alex Gallacher, EngageHR

Alex, a founder of ENGAGE HR™, is a human resources leader who aligns people with business strategies. Alex’s sector experience includes: Professional Services, Retail, Not-for-Profit, Public Sector, Financial Services, Franchise Operations and Manufacturing. Alex has had extensive experience in all aspects of human resources including compensation and job evaluation, recruitment and employee relations. He has served on the provincial board of the Human Resources Professional Association (Ontario) (HRPA) and the national board of the Canadian Association of Career Educators and Employers (CACEE). 

ELECTRONIC SIGNATURES











[ Video coming soon ]

Panel discussion

We all know how long it takes to get an app or an endorsement signed if the client isn’t sitting in front of you; the faxing or emailing back and forth; the attaching all the various copies….talk about a lack of efficiency! We’re going to show you what some brokers are doing today and talk about what other options exist. This is one bottleneck that can be removed without too much effort….and a whole lot of pay-back!

John McDonald, blueC 802

John has a Computer Science degree from UW and over 25 years experience in the software industry (engineering, pre-sales/post-sales technical support, product management & marketing) with a specific focus on networks and telephony systems.




Yazan Alwaid, Silanis




Dianna George, HUB International

Dianna George, with HUB International has worked in the industry for 18 years. She is currently the IT Site Manager for Totten Insurance Group and PL Insurance Advisor for HUB Ontario. She has volunteered for ASCnet since 2004 on various committees. She was the Chair of the Chapters Committee in 2009/2010. She has been a member of the Industry Solutions Committee for several years and in 2007 was the recipient for the Applied Systems Butterfly Award. In addition to this award, she also received the 2007 ASCnet Chair Citation Award for her work in promoting Interface Initiatives in Canada.  Dianna has decided that it is time to help move Interface forward in Canada and currently chairs the Canadian Sub-Committee of the ASCnet Industry Solutions Committee.




Beth Sigurdson, efficientbroker

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