The Organization of Real Time Brokers Implementing Technology
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Real Time Day Speakers

Real Time Today and Beyond

Breakout Sessions

About Bill Redford

Keal Technology

Bill Redford is the Vice President of Product Development at Keal Technology. In this capacity, he manages the development of Keal's entire suite of solution. Bill has been with Keal since 2007 and has served in this position for the majority of this time.

Bill has a 20+ year history in information technology. Prior to working for Keal Technology, Bill held financial, IT and operational management positions in several businesses. He spent most of his career working in leading edge technology companies centered on e-commerce in Canada and the United States. Creating, automating and streamlining processes dealing with systems have been his focus.

About Beth Sigurdson

Efficient Broker

Beth has passionately providing operational solutions to insurance brokerages since the start of her career. Her unique skill is finding creative solutions to workflow challenges, gaining her the reputation as “someone who makes the technology work”. She has served in senior operational leadership roles responsible for project implementation including workflow design, training and technology solutions. Now, a partner with Efficient Broker, Beth enjoys working with brokerages across Canada to help them gain operational efficiencies, enhance system functionality knowledge and construct solutions that work.

As an active member of ORBiT since its inception, Beth led the Electronic Document Transfer team in successfully moving forward the initiative which is now broadly known as eDocs. She sits on ORBiT’s Board of Directors and continues to actively promote real time solutions for brokers.

About Amanda Ketelaars

Operations Manager, Mitchell & Whale Insurance Brokers

Amanda is Operations Manager at Mitchell & Whale Insurance Brokers, one of the fastest organically growing brokerages in Ontario, seeing 52% growth in 2016 and growing 130% since January 2015. Using innovative technology Mitchell & Whale has been able to adapt to the modern consumer. This has made it possible to build a unique book that is made up with 50% of customers under the age of 40.

For more than 20 years Amanda has been involved with industry leading companies to bring innovation and technology to the broker channel. Being a strong leader of the industries transition to paperless workflows, Amanda constantly seeks out and innovating new and better ways of doing business. Today's consumer is constantly evolving and Amanda has been able to ensure the brokers she works with stay relevant.

In addition to our consumers recognizing us as the industry leader, Mitchell & Whale continues to be recognized by the industry, winning awards such as IBAO Innovator of the year 2016, CSIO Technology Leader 2016, 2016 Insurance Business Top Brokerage amongst many others.

Susanna Fraser-Kuipers
Director, Client Services at Policy Works Inc.
Susanna knows intimately the workflow challenges facing commercial insurance brokers, having been one for over ten years prior to joining Policy Works. Since joining Policy Works in 2003, Susanna has helped develop what is now our industry-leading implementation process, and built an outstanding client services team of professionals. Susanna also has completed various internal software implementations at Policy Works, including, an online ticketing and self-help customer support tool, and on-demand training academy to further enhance the excellent reputation Policy Works has earned with its customers.

About Debbie Summers

Sales Executive at Policy Works

The ability to discover the “right fit” between software and a brokerage comes from over 20 years in the insurance field. Success in sales and implementation was developed from an ever changing career in both Personal and Commercial Lines, including Account Management, Sales and Brokerage Management. This experience, combined with years as a computer software trainer, and project manager allows for a unique perspective when looking for solutions.

ORBiT Real Time Days is our premier educational event of the year, dedicated exclusively to the advancement of real time technologies in Canada's broker distribution channel.
See and participate in leading edge sessions on topics such as: telematics, new digital client experiences, electronic signatures, real time workflows available today and how to implement them. RIBO accreditation is pending.
This is a great opportunity to network plus there'll be a vendor exhibition in Toronto and London.
Join us in Ottawa, Toronto, or London. Attendance is open to carriers, brokers, vendors, and other industry players; both ORBiT members and non-members.
ORBiT Real Time Days is our premier educational event of the year, dedicated exclusively to the advancement of real time technologies in Canada's broker distribution channel.
See and participate in leading edge sessions on topics such as: telematics, new digital client experiences, electronic signatures, real time workflows available today and how to implement them. RIBO accreditation is pending.
This is a great opportunity to network plus there'll be a vendor exhibition in Toronto and London.
Join us in Ottawa, Toronto, or London. Attendance is open to carriers, brokers, vendors, and other industry players; both ORBiT members and non-members.
Sponsors: Xenex, Keal, Policy Works, ClearPay, WillisTowersWatson, CSSI, Applied Systems, IBM