The Organization of Real Time Brokers Implementing Technology

 
 
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"Sharing information is one of our core values.

Our blog provides a means for sharing and 

discussion within the ORBiT community 

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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Why I am excited about Real Time Day 2017

By Wendy Watson, President of ORBiT Canada



This year will mark our 8th annual Real Time Day and each time we learn more about how to make this a great event for our attendees. We think that this year will definitely be our best ever.

 

Our theme of Write the Next Chapter is a call to action to embrace the changing environment and seize upon the potential the future holds. This is the driving force behind our sessions.

 

Personal lines folks will get an update on all the Real Time workflows available in their broker management system (BMS) today and hear about what’s coming tomorrow. This is your opportunity to confirm you’re using all that’s available and to optimize the solutions you have in place.

 

This year we’re introducing a hands-on experience in sessions where it we feel it will enhance learning. First, there’s Auditing How to for each BMS. Some love this topic; others love to hate it! Regardless how you feel, it is a necessary evil for many reasons including: data integrity, consistent workflows, identifying gaps in coverage, and identifying training needs. We encourage you to bring your own laptop/device to (ideally) access their own data remotely; or you can use the test data that vendors are providing. This should interest team leaders, managers and the front line from brokerages and carriers.

 

Lots of exciting things are happening to move commercial lines forward! The secret (ssshh!) is a successful implementation, which is what our commercial session is focusing on this year. Implementation sounds easy, but it isn’t. Buying the software is only the beginning. In order to reap benefits from your investment, staff needs to buy in and use it. This is going to be a great discussion.

 

Customers today want to do business with us in many different ways, so where’s a brokerage to start? We asked Tara O’Doherty back this year to wow us with her top ten self-service strategies (and secrets). Bring something to take notes. We also invited Tara to contribute to a discussion on Building Customer Self-service alongside vendors and brokers. This panel discussion will be moderated by Patrick Vice, Insurance-Canada. Bring your questions and comments.

 

Digital marketing is another “oh, if I only had time” opportunity. Bring your gadget, this is a hands-on how-to session covering: planning, prep, material, reaching your audience, frequency, and dealing with feedback. If you’re just starting down this path or need a few new thoughts, this would a great offering. Our own Digital Marketing and e-commerce expert is going to lead the session.

 

Finally, who doesn’t like a great story? We’ve invited a young broker to share his path from starting in a brokerage, to noticing he couldn’t do business the way he and his friends expect, to doing something about it. From music to insurance. Come and listen to Adam Hare’s awesome tale.

 

Monday, May 15th is about investing in your business. We want to make sure you get the most from your time away from the office, so we are wrapping our day with an opportunity to create an action plan. This final session of the day is called Bringing it all Together. Will the work never end? Oh, that’s right, the day ends with a complimentary cocktail hour. Now that’s how to end the day!

 

The whole ORBiT team (not just me) is very excited about Real Time Day 2017. We hope you will join us.

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