The Organization of Real Time Brokers Implementing Technology

 
 
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and the industry at large."

 

 Wendy Watson

President, ORBiT Canada

The ORBiT Blog

Our blog is a place for members of ORBiT and the Canadian broker distribution channel to share ideas, opinions and thought leadership.


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Ambition and vision for 2016

At ORBiT we aim to create an environment where utilizing new technology to drive efficiencies can flourish. By working together, we feel this is the year to bear fruit.

 

What’s in store for 2016? Education, networking, dialog; an ambitious year is planned. Here is a sample:

 

  • We will launch a video series in partnership with IBAO. The program is designed to trigger Real Time adoption from a variety of perspectives: broker principals on why to make the investment, office administrators on how to optimize their systems, carrier underwriting/billing departments on how to encourage adoption, and front line on how to actually use the workflows today.

  • Our Client Experience working group will continue its mandate to define our customers’ evolving expectations and identify the tools and practices needed to deliver the ideal experience (and the gaps in the way). This working group is a great volunteer opportunity for more future-focused ORBiT members.

  • We will launch a working group examining the barriers to straight-through processing. This was the outcome of lively discussion at our Annual Members’ meeting in November. It’s a great volunteer opportunity for brokerage principals.

  • And of course, our major event of the year will be Real Time Day. Last year was our most successful ever, selling out in advance and receiving great reviews across the board. We featured 2 keynote addresses, 6 panel discussions, and 1 workshop. Stay tuned for our Save-the-Date announcement soon. 

 

 

We look forward to seeing you and hearing from you soon. Tell us your struggles and successes. By working together, we can make this year one of substantial progress.

 

If you haven’t yet joined ORBiT, this is the perfect time.

 

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