THRIVING AMIDST VOLATILITY: STRATEGIES FOR SUCCESS IN 2024

April 24, 2024 | Arcadian Toronto
#IBBrokerSummit
Registered Insurance Brokers of Ontario – 3.5 Hours (2.5 hours of Technical Content, 30 minutes of Management Content and 30 minutes of Professional Development Content)

ABOUT


The Insurance Business Broker Summit is bringing together leading experts from across Canada to share their knowledge and discuss how to take advantage of the opportunities presented by 2024’s volatility.

You’re invited to join us in addressing the key issues impacting today’s insurance landscape. We’ll be discussing critical insurance topics like:

  • Managing the growing list of emerging risks – professional risks (D&O), catastrophic risks, cyber risks
  • Improving services to clients by staying on top of rapidly evolving technology
  • Advancing your career in times of change – navigating amidst the changing role of brokers

Discover insights into the future of the insurance industry – from where the market is heading, to tips and strategies you can use to elevate your career today and tomorrow.

Why attend?

  • User Icon

    Hear from some of Canada’s top brokers

  • Chat Icon

    Unpack industry-wide developments and their implications for 2024

  • Idea Icon

    Discover best practices for conquering emerging risks and improving client relations

  • Bytesize Portfolio Icon

    Network with your professional community

  • Bullhorn Icon

    Get the latest on 2024’s digital innovations

SPEAKERS


Paul A. Croft
Paul A. Croft

Chief Operating Officer – Canada
Aon Insurance

Dario Battista
Dario Battista

Founder, President & CEO, isure insurance inc.
Board President Elect, Insurance Brokers Association of Ontario

Stephen Billyard
Stephen Billyard

CEO
Billyard Insurance Group

Reid Irwin
Reid Irwin

Senior Vice President, Practice Leader for Executive Risk & Financial Institutions
Hub International

Michael Malfa, CIP
Michael Malfa, CIP

CEO & Co-Founder
Boardwalk Insurance

Aneeza Ahmad
Aneeza Ahmad

Marketing Manager
K A S E Insurance

Siham Alibux
Siham Alibux

Senior Vice President
APOLLO Insurance

Mathew Alkerton
Mathew Alkerton

Senior Vice President
Ridge Canada Cyber Solutions Inc.

Tariq Ba’Aqeel
Tariq Ba’Aqeel

Senior Executive Director
Experior Financial Group

Arian Ebrahimi
Arian Ebrahimi

President
KASE Insurance Inc.

Rose Freeman, C.A.I.B.
Rose Freeman, C.A.I.B.

Owner/Broker
Willow Insurance Corp.

David Leadbetter
David Leadbetter

President & CEO
Avail Group Of Companies

Adam Mitchell
Adam Mitchell

CEO
Mitch Insurance

Jo-Anne Raymond
Jo-Anne Raymond

Director, Commercial Lines & Programs
Paisley Partners Inc.

Jonathan Weekes, CRISC
Jonathan Weekes, CRISC

Senior Vice President, Cyber Practice Leader
Hub International Canada

AGENDA


  • Registration and breakfast
  • Opening remarks from chairperson
    Paul A. Croft
    Paul A. Croft

    Chief Operating Officer – Canada
    Aon Insurance

  • Panel: Award-winning business strategies

    This panel brings together the top brokers in Canada to share their secrets to success, with a focus on business development, goal setting, brand-building and operational efficiency.  

    • Best practices for boosting your brand, generating leads and building client relationships  
    • Winning strategies for identifying target audiences  
    • Practical and effective goal setting practices  
    • Business development strategies; best practices for growing your business  
    • Streamlining your business through technology: key factors in assessing technology decisions  
    Moderator
    Paul A. Croft
    Paul A. Croft

    Chief Operating Officer – Canada
    Aon Insurance

    Panelists
    Dario Battista
    Dario Battista

    Founder, President & CEO, isure insurance inc.
    Board President Elect, Insurance Brokers Association of Ontario

    Arian Ebrahimi
    Arian Ebrahimi

    President
    KASE Insurance Inc.

    Stephen Billyard
    Stephen Billyard

    CEO
    Billyard Insurance Group

    Adam Mitchell
    Adam Mitchell

    CEO
    Mitch Insurance

  • Networking coffee break
  • Practical Insights: applying generative AI in your business  

    Explore the latest advancements in AI, and find out how you can use it to enhance customer experiences, streamlines pipeline growth, optimizes workflows, and compete effectively with direct markets. Uncover practical insights and real-world applications that you can apply in your business.  

    • Update on what AI can deliver a better customer experience:  how AI is changing the information available to the industry  
    • How to use AI and the latest tools to assist in growing your pipeline, streamlining efficiencies, and better connecting with clients  
    • Best practices for optimizing workflows to keep up with sales demands and better serve customers  
    • How effective AI and data strategies allow brokers to better compete with direct markets   
    Stephen Billyard
    Stephen Billyard

    CEO
    Billyard Insurance Group

  • Networking lunch
  • Panel: Emerging risks: Best practices for maximizing opportunities while avoiding pitfalls
    Emerging risks, such as those related to climate change, have had significant implications for brokers and the insurance industry as a whole. These emerging risks have resulted in the offering of new insurance products, multiplied claims, and have increased complexity for clients, providing brokers with opportunities, as well as challenges. In this session, learn from top insurance experts on how to maximize these opportunities while addressing the increasing challenges and better serving their customers.
    • Insight into the latest emerging risks within the industry and their impact on brokers
    • Best practices for brokers to maximize opportunities presented by new and emerging risks
    • Key strategies for educating customers about how to fortify properties against these emerging risks
    • Exploring the changing insurance needs of clients as a result of significant emerging risks
    • Exploring key elements of insurance policies covering evolving risks
    • Latest categories of insurance created to address new risks
    • How industry will handle rising reinsurance costs cause by risks such as severe weather-related issues
    Reid Irwin
    Reid Irwin

    Senior Vice President, Practice Leader for Executive Risk & Financial Institutions
    Hub International

  • Panel: Changing role of brokers: how to succeed in today’s environment 

    Insurance brokers are facing an ever-changing and increasingly challenging environment, as the industry and the customers that they serve are evolving. This requires brokers to play to their strengths and capitalize on the opportunities that the market presents. This session will explore the world that today’s brokers find themselves in and how they can best advance their careers. 

    • A look at the broker of the future: different categories of brokerages, and where it is heading 
    • Expanding career opportunities: how can brokers can make themselves more valuable and become trusted advisors that deliver a superior customer experience 
    • Adapting to the impact that widespread consolidation has had on the insurance distribution marketplace 
    • Focussing on strength: strategies for providing more trusted, relevant and personalized interactions with customers 
    • The growing importance of education your customer and not just be a salesperson: keys to a successful career 

     

    Moderator
    Aneeza Ahmad
    Aneeza Ahmad

    Marketing Manager
    K A S E Insurance

    Panelists
    Tariq Ba’Aqeel
    Tariq Ba’Aqeel

    Senior Executive Director
    Experior Financial Group

    Michael Malfa, CIP
    Michael Malfa, CIP

    CEO & Co-Founder
    Boardwalk Insurance

    Jo-Anne Raymond
    Jo-Anne Raymond

    Director, Commercial Lines & Programs
    Paisley Partners Inc.

    Rose Freeman, C.A.I.B.
    Rose Freeman, C.A.I.B.

    Owner/Broker
    Willow Insurance Corp.

  • Networking coffee break
  • Panel: Risk Management in the cyber Insurance landscape

    As cyber threats evolve, the market for cyber insurance grows rapidly. Join us to identify underserved business types, gain key strategies for addressing client cyber risks, and get up to speed with the latest developments in cyber insurance. 

    • Identifying key business types and industries that are currently underinsured  
    • Latest threats companies are facing and how to mitigate that risk  
    • Exploring changing cyber trends: current cyber risk offerings and key challenges for brokers  
    • Strategies to encourage clients to adopt and maintain certain levels of cyber security maturity  
    • Additional features that come with cyber policies: Cyber training, dark web monitoring, active alerts, access to forensic experts  
    • How to prepare clients for cyber insurance: how brokers can better explain the importance of cyber insurance to their clients  
    Panelists
    Mathew Alkerton
    Mathew Alkerton

    Senior Vice President
    Ridge Canada Cyber Solutions Inc.

    David Leadbetter
    David Leadbetter

    President & CEO
    Avail Group Of Companies

    Jonathan Weekes, CRISC
    Jonathan Weekes, CRISC

    Senior Vice President, Cyber Practice Leader
    Hub International Canada

  • Future of customer service in the insurance industry

    In an era of heightened customer expectations, brokers must adapt to online sales, fast contactless service, and personalized communication. Join our session to explore the future of customer service, gain practical tips for enhancing sales success, and driving leads in this evolving landscape. 

    • Best practices for offering a more digital client experience while remaining personalized 
    • Overcoming challenges to offering insurance products through digital channels   
    • Understanding evolving customer demands and preferences  
    • The role of technology in improved customer service: tips for getting up to speed  
    • Creating attractive digital experiences that create customer loyalty and drive satisfaction  
    Panelists
    Siham Alibux
    Siham Alibux

    Senior Vice President
    APOLLO Insurance

  • Closing remarks from the chairperson 

SPONSORS


Gold Sponsor

  • Lloyd’s Canada

Silver Sponsors

  • Premier
  • Sompo
  • Trisura Guarantee Insurance

Exhibitors

  • April Canada
  • PAL
  • Specialty Program Group Canada

Media Partner

  • IBAO

VENUE


Arcadian Toronto

TRAVEL PLANS

Preferred Accommodation

Hotel room rates are subject to all applicable taxes and fees. Rooms are subject to availability in each hotel from April 23 to April 25. We recommend that you book as soon as possible.

HOLIDAY INN EXPRESS TORONTO DOWNTOWN

111 Lombard Street, Toronto, ON M5C2T9 Canada

Book your group rate via the reservation link to secure the discounted rate.

Room rate: $299 CAD per Standard One King room/night
Cut-off date: March 11, 2024

Book your group rate for Insurance Business Broker Summit

CHELSEA HOTEL, TORONTO

33 Gerrard St W, Toronto, ON M5G 1Z4

Book your group rate via the reservation link to secure the discounted rate.

Room rate: $299 CAD per Chelsea room/night
Parking: $35/day
Cut-off date: March 1, 2024

Book your group rate for Insurance Business Broker Summit

Get the update for 2024

Book your seat today to discover the latest solutions to today’s evolving risks.

CONTACT US


Example: john-doe@gmail.com
Example: (61) 409-889-253
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