IBAO: Market Update: Broker Solutions for Electronic Documents

 A must attend presentation for Principal Brokers, Management and Brokerage Technology Leads seeking solutions to become the primary electronic communicator with clients. In light of the Ontario Government’s 2017 Budget which stated that “drivers will benefit from the option of using electronic proof of insurance” and “to ensure savings are passed along to the consumer, the government will require that insurers offer a discount to policyholders who choose to receive documents electronically,” brokers need to be equipped to deliver these documents to consumers across Ontario. Join us for a review of available options followed by a live Q&A.

Objectives:

• Learn why brokers need to be able to communicate with their clients electronically
• Compare and contrast available options (BMS capabilities, third party vendors and Intact’s Client Centre)
• Understand general implementation timelines of each solution
  • BMS Vendors: Keal Technologies, Applied Systems, Power Broker, CSSI
  • Self-Service Vendors: Sharp Mobile, ClientDesk, Intact Client Centre
• Understand why your brokerage should invest in this technology
• Learn what’s to come/what’s next

Pending Accreditation: 1.5 Management Hours

Time: 9:30 – 11:30 AM

Contact Tracey for questions – 416.488.7422 x118.