KYC It Starts Here Videos

ORBiT Day is our major educational event of the year. This year’s theme, KYC: It Starts Here, reflects our big pivot towards better knowing your customer and leveraging that knowledge.
ORBiT Day took place on June 4th, 2018

Buried Treasure: Using your Data to Enrich Customer Relationships

Keynote by Rob Triggs, VP Sales, CRM Dynamics

Fortune Favours the Brave… the Bold… the Lucky. How Change Brings New Opportunities

Keynote by Neil Huzinga, Founder, Business Adviser and Author, Arun Bay Ltd

The Analytics Gold Mine in Carrier Data

Moderator: Greg Purdy, Pathway Partners
Larry Nickel, VP, Underwriting, Sales & Distribution, Heartland Farm Mutual
Paul Fletcher, SVP Marketing, Aviva Canada
Steve Cutler, Director, Information Technology & Data Governance, Frank Cowan Company

Customer Engagement in 2018

Moderator: Ed Meiering, M2O
Ken Sedgewick, VP of Sales, Trufla Technology
John Staines, Chief Sales Officer, ClientDesk Inc.
Alek Mirkovich, CEO & Cofounder, Pathway Automated Insurance Communication
JF LeBlanc, Product Manager, Applied Systems Canada

Website Data: What It Can Tell You

Michael Seaton, Principal, Level C Digital

Mapping your Customer Journey

Courtney Cooper, Innovation Strategist Great-West Life
Ziyan Hossain, Accelerated by Design
Vince Galante, The Pixel Shop

Commercial Lines Analytics: How Well do You Know Your Clients?

Steve Pieroway, VP Sales, Policy Works

Data. What on Earth Does it Mean?

Ken Sedgewick, VP of Sales, Trufla Technology
Amanda Ketelaars, Operations Manager, Mitchell & Whale


ORBiT Canada Update 2018

by Wendy Watson, President, ORBiT Canada

View Speaker Bios


Gold sponsor Policy Works. Silver Sponsors: CSSI, Xenex, Applied, Trufla