KYC It Starts Here

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.

Monday June 4th, 2018

The Mississauga Grand
35 Brunel Road, Mississauga, ON

Our day of stimulating sessions will educate, motivate, and spur you into action. The program is diverse and engaging, featuring speakers, discussion groups, and hands-on breakout sessions:


8:00Registration and breakfast
9:00Welcome and ORBiT update
9:45Buried Treasure: Using your Data to Enrich Customer Relationships
Keynote by Rob Triggs, VP Sales, CRM Dynamics
Rob Triggs, VP sales and thought leader for a prominent Microsoft Partner, will share how to thrive through digital transformation. The focus for this talk is on how you can grow your business with less effort by knowing your customer, not only by leveraging data from your BMS. You should know how your customers want to be served. Rob will reveal research done on over 1800 companies in Canada. He will also share the results of a test performed on our specific industry. Is your business ready to thrive through this digital age? Digital transformation, learn what it means and learn practical advice on what to do.
10:45ORBiT KYC Working Group updates
11:15Commercial Lines Analytics: How Well do You Know Your Clients?
Steve Pieroway, VP, Marketing & Sales, Policy Works
This interactive session will investigate what commercial lines analytics are critical to understanding your book of business and providing increased value to you and your customer.
Data. What on Earth Does it Mean?
Ken Sedgewick, Director of Sales, Sharp Mobile
Amanda Ketelaars, Mitchell & Whale

The word “data” is thrown around a lot, but do we really know what it is, or why it’s important? Let’s have a basic discussion so we are finally all on the same page, and then we can leapfrog forward.
1:00Customer Engagement in 2018
Ken Sedgewick, Director of Sales, Sharp Mobile
John Staines, Chief Sales Officer, ClientDesk Inc.
Alek Mirkovich, CEO & Cofounder, Pathway Automated Insurance Communication

Let’s talk about what to communicate to our customers, how often, how to and what solutions are at your fingertips to just get it done. Leave knowing how you can interact with your customers using technology in a real way.
Mapping your Customer Journey
How does a customer experience their interactions with you? Examine each step and identify moments of truth: when you either win or lose their business.
2:15Website Data: What It Can Tell You
Your website has a ton of valuable data. Use it to your advantage and maximize your ROI.
BMS: SIG, TAM, Policy Works Breakout Sessions
Our systems are rich with data that can help us know our customers better. Let’s get deep into what is available, how you can get at it and how some are using it to enhance client relationships.
3:15The Analytics Gold Mine in Carrier Data
Greg Purdy, Managing Partner, Pathway Partners Ltd.
Examine the wealth of analytics collected by carriers and how this data could be shared with brokers to drive retention and growth.
BMS: CSSI, Epic, Power Broker Breakout Sessions
4:15Wrap up and cocktail reception


  • Network with like-minded individuals and learn from their experiences
  • Gain practical hands-on training that you can apply at the office the next day
  • Hear top-notch speakers share valuable insights that will help you grow your business
  • Visit our vendor exhibition area
  • Enjoy our breakfast, lunch, and social hour
  • RIBO accreditation pending

Who should attend?

Personal lines
Commercial lines
Senior management
Interface coordinators
Broker relationship managers/marketing reps


The Mississauga Grand is three stop lights from Highway 401, minutes from Highway 403 and the 407, and minutes from GO Transit.

Staying overnight? Two hotel options nearby are the Quality Inn Airport West or the Hilton Garden Inn


ORBiT Day is open to brokers, carriers, and vendors, both members and nonmembers.

Price Qty
Members' Earlybirdshow details + $250.00 (CAD)*  
Membersshow details + $280.00 (CAD)*   Goes On Sale
May 5, 2018
Nonmembers' Earlybirdshow details + $290.00 (CAD)*  
Nonmembersshow details + $320.00 (CAD)*   Goes On Sale
May 5, 2018
Speaker Registrationshow details + $0.00 (CAD)  

* price does not include taxes

Online event registration and ticketing powered by Event Espresso