Events
Culture is formed over years of interaction among employees in an organization. When staff realize and recognize the need to transform to support the organization’s success and progress, change can occur. But change is not pretty, nor is it easy. By its very nature, changing workplace culture can be messy and challenging. Recommended for Brokerage […]
By Samantha Chang | March 6, 2020
1 min read
If your commercial renewal processes are created around the underwriter’s need to re-visit the eligibility and rating, rather than around your clients’ needs for risk management advice, it’s time to shake things up! Recommended for Sales and Service Brokers Handling Commercial Lines Accounts. $120 plus $60 each additional registrant Facilitated by Jo Anne Mitchell, CIP, […]
D&O Insurance is becoming a common request from clients. Discuss who needs the coverage, what is included and how to underwrite an application. We will review an application with financial statements and by-laws and discuss how to understand the aspects and common underwriting flags to look for. Recommended for Brokerage Management Facilitated by Melanie Needham […]
Goals and targets are important for both companies and individuals, yet it is probably the one task we don’t spend enough time on to make a valuable impact. Think about how well-chosen goals and targets point a new business in the right direction and keep an established company on the right track. Discover how to […]
insPRESS
Calgary, AB, March 5, 2020/InsPress/ – Trufla Technology is pleased to announce the acquisition of ClientDesk, effectively securing their position as one of the leading insurance broker technology providers in Canada. The acquisition will enable Trufla to adopt features such as BMS integration and user experience models to provide additional benefits to truMobile customers in […]
By Trufla Technology | March 5, 2020
2 min read
Toronto, ON, March 5, 2020/InsPress/ – Given the global uncertainty and concern that has quickly mounted relating to the COVID-19 situation, MSA Research has made the difficult decision to postpone both InsurTech North and the Canadian Insurance Financial Forum (CIFF) until autumn. MSA has been monitoring the situation closely over the last few weeks, noting […]
March 5, 2020
Montreal, QC, March 5, 2020/InsPress/ – KBD Insurance, the Montreal based P & C insurance broker is thrilled to announce the opening of it’s second office location just outside of the downtown core in Griffintown, Quebec to focus on further expanding their commercial lines department. “We wanted to be close to the action” says Curtis […]
By KBD Insurance | March 5, 2020
Join us at the Ritz-Carlton, Toronto for this unique experience while learning about the age-old art of tasting and pairing a variety of scotches. Lead by a renowned Scotch Master, you will be taken on a historic and fun journey into the world of this timeless art. Cocktails start at 5:30pm followed by an outstanding […]
By Ailie Bikaunieks | March 5, 2020
In this seminar we will discuss the appropriate use of certificates of insurance, elaborate on when to use them and describe how to communicate effectively with certificate requesters, clients and underwriters. In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this seminar will focus on […]
Please note that this seminar has been cancelled. Please contact gtaseminars@insuranceinstitute.ca for more information. Thank you. Do you need to enhance your teaching and facilitation skills? If so, this four-day certificate program is for you. (June 5, 12, 19, 26, 2020) This instructional course will give you the resources needed to understand your audience, prepare your […]
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