Sign In

to manage your profile

I forgot my password

2016 Canadian Insurance Top Broker Summit


Canadian Insurance Top Broker was proud to once again host the Top Broker Summit. This year, the conference was held on November 14 at the Ritz-Carlton Hotel. The Top Broker Summit is generally a day of education and networking that gives top producing commercial insurance brokers the opportunity to hear from industry leaders and speak with senior-level risk managers. This exclusive single-day event is designed to provide delegates with the business intelligence they need to grow their book, differentiate themselves from the competition and create winning long-term strategies.

The event's aim is to also bring together the brokers, risk managers and insurance executives in a mutually beneficial forum. Attendees are made up of top producing insurance brokers, broker owners and broker management, senior risk managers and insurers.


The Top Broker Summit is reserved for brokers only. Non-brokers are welcome to attend with a sponsorship or table purchase.


Coverage of the 2015 Top Broker Summit




CONTACT INFORMATION

For general agenda inquiries, please contact project manager, Jennifer Hughey
For future sponsorship opportunities, please contact Stefanie MacDonald

2016 Top Broker Summit Agenda

Canadian Insurance Top Broker will soon be submitting the following agenda for RIBO accreditation.



7:45 - 8:30 amBreakfast
8:30 - 8:35 amOpening Remarks
8:35 - 9:45 am

SESSION ONE - Morning Keynote

THE BIG SHIFT
The Battle between Old and New Canada

Leading pollster with Ipsos Global, Darrell Bricker has his pulse on public opinion, anticipating how it will affect the future of consumers and business organizations. Canada, once one of the world's most consensual countries, is polarizing; with the west versus the east, suburban versus urban, immigrants versus old school, coffee drinkers versus consumers of energy drinks. The winners - in politics, in business, in life - will figure out where the people are and go there too.

Presenter:
Darrell Bricker
, CEO, Ipsos Public Affairs

[Download the Presentation]

9:45 - 11:00 am

SESSION TWO

NEW FOR 2016 - Roll Up Your Sleeves with Canada's Top CEO's

Insurer CEO and President Small Group Discussions

Replacing the traditional CEO panel discussion, this new interactive format will focus on sharing new ideas and knowledge through forward-thinking content and heightened audience engagement. This interactive session encourages delegates to discuss and debate critical broker/insurer issues with the Presidents and CEO's of a select group of insurance companies in an exclusive "think-tank" environment. CEO's will then reconvene on stage for the last 15 minutes of the session to share their insights from their discussions.

Panelists:
Alister Campbell,
CEO, The Guarantee Company of North America
Mike George
, President and CEO, Trisura
Patrick Lundy
, President and CEO, Zurich
Greg Somerville, President and CEO, Aviva
Lambert Morvan, COO, Northbridge Insurance


11:00 - 11:20 amNetworking Break and Visiting Exhibits
11:20 am - Noon

SESSION THREE
Panel Discussion - Customer-Centricity

While the concept of customer-centricity isn't new, it's used increasingly in the context of digital marketing transformation, corporate customer culture and overall customer experience. As we move into a new digital reality, how do we establish and maintain relationships with our customers? How will we change the way we conduct business and what tools do we need to deliver the best customer experience possible to our clients?

Moderator:
Shane Schick, editor-in-chief, Marketing Magazine

Panelists:
Paul Cowen,
chief marketing officer, Feast, Inc.
David Postill, VP, marketing, Toronto Symphony Orchestra
Barry Quinn, chief creative officer, Juniper Park\TBWA
Suzanne Rose,
VP customer propositions, personal lines, Aviva Canada


Noon - 1:15 pm

Lunch, buffet-style followed by a presentation


SESSION FOUR
Winning Consumers: Their Way

The face of today's consumer is rapidly evolving, as they embrace a digital world that is immediate, mobile, and across multiple platforms. To stay competitive, we need to communicate with them on their terms. With the game changing so rapidly, and consumers demonstrating the ease of taking their business elsewhere, how is the insurance industry going to adapt? How do we determine how potential clients want to be communicated with, and still create a connection with them? In this engaging session, we'll discuss the perception of the changing consumer profile and how the industry is responding to demands in an environment that is always connected.

Presenter:

Graham Kingma
, executive vice-president, The Verde Group
(Sponsored by The Insurance Institute)

[Download the Presentation]


1:15 - 2:00 pm

SESSION FIVE
Getting to YES in an SMS World

Today's business environment represents an interesting challenge. Boomers and millennials currently purchase most goods and services in Canada, yet have very different ways of making decisions and exhibit different buying behaviours. At the same time, "digital" has become the new norm. As companies seek to satisfy the needs of both audiences, establishing trust and credibility through social media platforms has become as critical to the brand building process as other online activities - and all needing to dovetail with more traditional marketing communications vehicles, where appropriate. For brokers in all industries, the challenge is even more complex: How do you create a strong personal brand in the face of increasing competition? How do you leverage your company's advertising and promotional activities while still maintaining your own Point of Distinction? How do you manage to carve out a niche for yourself, and get heard, when the volume of data has become overwhelming? This presentation offers a few tips on how to use social media effectively to be heard above the clamouring hordes - in ways that work for boomers and millennials, for both B2B and B2C clients.

Presenter:
Susan Kates, professor, experiential learning coordinator and CMO, Kates Consulting

[Download the Presentation]

2:00 - 2:30 pm

Networking Break and Visiting Exhibitors

2:30 - 3:00 pm

Presentation of the PEER to PEER Awards

3:00 - 4:00 pm

SESSION SIX - Closing Keynote

Algorhythm: The Pulse of Creativity, Data and The Future of Brands


We live in a culture of change. Most brands are overwhelmed by the massive shifts they have to make to their business models. Disruption is everywhere. Digital transformation is imperative. We live in the Uber-ization of everything. There are several new (and dramatic) realities that will force businesses to rethink many of their commonly held beliefs about what works in business today, and what the future may look like. Interestingly, this is less about the evolution of technology and much more about how consumers have become that much more efficient in this very different landscape. Bring an open mind, because the world continues to change and challenge brands like never before. The new leadership is being a digital leader. Algorhythm is your compass.


Presenter:
Mitch Joel, president, Mirum Global Services

[This presentation is not available for download]


4:00 - 5:00 pm

Closing Remarks and Cocktail Reception


** The event's agenda is always subject to change at any time. **

For the most updated version, please contact Jennifer Hughey, event consultant and project manager.



SPEAKER BIOGRAPHIES


KEYNOTE SPEAKERS

Darrell Bricker



Darrell Bricker

Dr. Darrell Bricker is the world-travelling CEO of Ipsos Public Affairs, a division of the world's second largest market research firm with offices in 25 countries. He is a frequent media commentator on political, social and business issues. On the speaking circuit, he's popular at industry, government and academic conferences. Based in Toronto, he is also an acclaimed researcher, having being director of public opinion research in the Office of Canada's Prime Minister. He holds a Ph.D. in political science and a B.A. and an M.A. from Canadian universities. Bricker is an active member of the American Association of Public Opinion research, ESOMAR, and Canada's MRIA. He is a prolific author of best-selling books, including Canuckology, with John Wright, and most recently, The Big Shift: The Seismic Change in Canadian Politics, Business and Culture and What It Means for Our Future, co-authored by John Ibbitson. A fervent supporter of Canada's military, Bricker serves, by ministerial appointment, as the honorary colonel of the historic Queen's York Rangers.




Mitch Joel

Mitch Joel

Mitch Joel is president of the global digital agency, Mirum Global Services. When Google wants to explain innovation and marketing to the top brands in the world, they bring Joel to the Googleplex in Mountain View, California. Marketing Magazine dubbed him the "Rock Star of Digital Marketing" and called him, "one of North America's leading digital visionaries." As president of Mirum, he oversees the global digital marketing agency operating in 20 countries with over 2,500 employees (although he prefers the title, Media Hacker). He has been named one of the top 100 online marketers in the world, and was awarded the highly prestigious Canada's Top 40 Under 40. Joel is a columnist for the Harvard Business Review, Inc. Magazine, and The Huffington Post to name a few. His first book, Six Pixels of Separation, named after his successful blog and podcast, is a business and marketing bestseller. His second book, CTRL ALT Delete, was named one of the best business books of 2013 by Amazon. His next book, Algorhythm, will look at how the future of business will blend data and creativity.



SESSION SPEAKERS AND PANELISTS


Alister Campbell

Alister Campbell

Alister Campbell is CEO of The Guarantee Company of North America. As CEO, Alister is accountable for driving The Guarantee's continued profitable growth, and overall strategy and operations in Canada and the United States. Over the past 28 years, he has held senior executive positions in a range of capacities within the life and property-casualty insurance industries including general management, marketing, brokerage distribution strategy, financial services and e-commerce. Prior to his appointment at The Guarantee, he was CEO of the Canadian branch of a major global insurance company. Alister has previously served as Chair of the Board of Directors of the Property & Casualty Insurance Compensation Corporation (PACICC) and as Deputy Chair of the Board of the Insurance Bureau of Canada (IBC). Currently, he is a member of the Board of Directors of the Global Risk Institute in Financial Services and the International Surety Association. Alister holds degrees from the University of Toronto, the London School of Economics and the Wharton Graduate School of Business.




Mike George

Mike George

Mike George is President and CEO of Trisura. In 2006, Mike realized his long-term dream of starting his own insurance company, and along with Bob Taylor and John Garner founded Trisura. The business is built on the belief that exceptional service, innovative products, and hard work would create a company that brokers would want to do business with and support. Mike is responsible for both the strategic and operational direction and performance of Trisura. He has over 25 years of experience in the industry and after starting his career in corporate banking, became a surety financial analyst in 1988. He went on to join fledgling Wellington Guarantee, which became London Guarantee where he ultimately led the field operations as senior vice-president. Following the sale of London Guarantee to a large multi-national insurer in 2002, Mike stayed on to help with the integration and then left in 2005 to begin work on putting his Trisura dream into reality. Mike has truly worked his way up from the ground floor. He holds a Bachelor of Science from McMaster University and is a member of TEC Canada's CEO forum. Mike is an active supporter of Big Brothers Big Sisters Canada participating on their national Council of Champions.




Patrick Lundy

Patrick Lundy

Patrick Lundy is President and CEO of Zurich Canada. Lundy oversees the governing operation of the Canadian Branch of this global organization. He is also accountable for the direction and management of market facing commercial business in Canada. His many years of experience include executive management roles in both the U.S. and Canada including Head of the Zurich Healthcare business unit for North America and President of the U.S. Energy Industry Segment. Integrating Canada into the Zurich North American structure, expanding Zurich Energy's footprint to nine offices within the United States, and deepening relationships with brokers and customers across the continent are some of the highlights of his time so far with Zurich. Prior to these, he was VP Profit Center Manager, overseeing American International Group's Global Energy XS Casualty. Lundy holds a Bachelor of Arts degree from The University of Western Ontario and is a graduate of the Executive Leadership Program, London School of Business. He is also a member of the Board of Governors for Junior Achievement of Central Ontario.



Greg Somerville

Greg Somerville

Greg Somerville is president and CEO of Aviva Canada, and has been with the company since 1997. He reports directly to Maurice Tulloch, Chairman, Global General Insurance & Chief Executive Officer, Aviva UK & Ireland General Insurance. Prior to his current role, he led Aviva Canada's Broker Distribution team, responsible for delivering the strategies and business plans of the Aviva Broker Distribution business, as well as Aviva's Surety and Reinsurance operations. Somerville was also executive vice-president, Claims and Reinsurance with Aviva Canada. He was responsible for the technical and strategic direction of Aviva Canada's national claims and reinsurance operations. Prior to joining Aviva, he worked for General Accident, State Farm and Liberty Mutual. He is Chair of the Ontario Committee of the Insurance Bureau of Canada (IBC), a member of the CEO Advisory Committee of the Financial Services Commission of Ontario (FSCO), and a member of the Leadership Council of the Toronto Financial Services Alliance (TFSA). He is a graduate of the University of Waterloo, with a Bachelor of Arts in History.



Silvy Wright

Silvy Wright

Silvy Wright is the president and chief executive officer of Northbridge Financial Corporation, one of Canada's leading commercial insurance companies. Under her leadership, four major Canadian commercial lines insurance companies integrated to form Northbridge in 2012. Prior to assuming leadership at Northbridge, Silvy was President & CEO of Markel Insurance Company of Canada, a Northbridge subsidiary. Silvy played a pivotal role in taking Markel Insurance from small and unprofitable to one of Canada's largest trucking insurance companies, and a powerhouse brand within its niche. Throughout her career, Silvy has held various senior positions in the insurance and financial services industries. She is a Chartered Accountant and has an Honours Bachelor of Arts degree from the University of Toronto. Silvy also supports the insurance industry through various volunteer roles; most recently, through her election to Chair of the Board of Governors of the Insurance Institute of Canada.






Graham Kingma

Graham Kingma

Graham Kingma is executive vice-president of The Verde Group. He has more than 20 years of experience in customer loyalty work, both as a general manager in the telecommunications and retail space and as a C-suite advisor to Fortune 500 companies. His specialty is analyzing the most critical aspects of the customer relationship and identifying high-yield opportunities for companies to drive shareholder value through superior customer experience, operations and sales. Kingma's consulting expertise includes financial services, telecommunications, B2B and retail. He is passionate about both strategy and execution, and excels in advising clients on how to operationalize strategy to deliver measurable improvements in revenue, share and competitive stance. He is a sought after public speaker on best practices in the areas of organizational transformation and customer experience. He is the recipient of numerous awards and designations, including "Best Contact Centre in the World" in 2008. Kingma is a published author and a regular contributor to the Verde blog.





David Postill

David Postill

David Postill is an award winning marketing executive who brings over twenty-five years of sales and marketing success. Postill is currently the vice-president of marketing for the Toronto Symphony Orchestra, but has also held executive roles with Ocean Nutrition, Young & Rubicam, and Batten, Barton, Durstine & Osborn (BBDO). He consults regularly for early-stage start-up companies and frequently mentors young entrepreneurs who are seeking to commercialize technology or secure early-stage financing. Postill has successfully built brands nationally and globally (China, APAC, EU, NA) in both B2B and B2C sectors. He is renowned as an innovative marketer with deep experience in branding, digital marketing and customer experience management. With the Toronto Symphony, Postill leads all sales and marketing for 130 Toronto concerts including the 43-week subscription season, single shows & concerts, benefits, special events, festivals and tours.



Barry Quinn

Barry Quinn

Barry Quinn is a founding partner of Juniper Park and the executive creative director of Brand Design. He started his career as a designer at boutique design firms, but mid career recognized there were many opportunities designers were being left out of. That’s when he started creating design practices within advertising firms. His colleagues thought he had committed career suicide, but today, this holistic approach is very much the industry ideal. In 2012, Barry was named the #3 creative director in Canada. Barry has worked on many great brands: Eos, Miller Lite, CIBC, Lululemon, Quaker, Tropicana, Lay's, SunChips, Virgin Mobile, Viva Transit, Kraft, Honda, Labatt among many others. Before founding Juniper Park, Barry was Partner at Grip Limited; Creative Director, Design at Gee Jeffery & Partners Advertising; and years at Spencer Francey Peters, Ove Design and Bhandari & Co. His work has been recognized by: Cannes, The Effies, Communication Arts, The Warc Prize, Clios, London International, Marketing Magazine, One Show, Coupe Awards, New York Festival, Applied Arts and others. He sits on the Humber College Graphic Design Advisory Committee, is a past member of the ADCC and RGD boards and speaks publicly and frequently contributes to publications.





Paul Cowan

Paul Cowan

Paul Cowan is chief marketing officer at a Food Tech startup Feast, where he is building a completely revolutionary food experience that is healthy, fresh and sustainable in all aspects of its brand experience. He is no stranger to startup life as he helped launch several tech companies like Syncapse and Dive Networks, where he helped conceptualize and commercialize products from the ground up. Cowan has also done his time on the corporate side, running marketing-communications at Rogers Wireless and Spin Master Toys. He has won some awards that sit on a shelf somewhere and he has written things for various publications that his mother is extremely proud of.




Susan Kates

Susan Kates

Susan Kates is a professor and experiential learning coordinator, and CMO at her own business, Kates Consulting. Susan's career spans over 30 years in business to business to business to consumer marketing. Susan has worked in the corporate world, as well as being a serial entrepreneur. Susan reinvented herself by returning to school and obtaining an MBA, graduating in 2011. In addition to being a marketing consultant to small business Susan is also a Professor at Centennial College, Humber College and Durham College teaching students marketing, leadership, business strategy and career development. Susan is also an Experiential Learning Coordinator, helping find internship opportunities for post-graduate International Business and Project Management students. Susan views everything through a marketing lens and has seen how social media has impacted how marketing is done today and shares this information with businesses and students.






For more information about the speakers or speaking at CITBS, contact Jennifer Hughey, project manager.

INFORMATION ABOUT OUR SPONSORS


About Aviva Canada

Aviva Canada is one of the leading property and casualty insurance groups in Canada providing home, auto and business insurance to more than three million customers. The company is a wholly-owned subsidiary of UK-based Aviva plc and has more than 4,000 employees, 27 locations across Canada and approximately 1,500 independent broker partners. Aviva Canada invests in positive change through the Aviva Community Fund, Canada's longest running online community funding competition. Since its inception in 2009, the Aviva Community Fund has awarded $6.5 million to over 222 charities and community groups nationwide.


For more information visit avivacanada.com, our blog or our Twitter, Facebook and LinkedIn pages.




The Guarantee Company of North America



The Guarantee Company of North America (The Guarantee) is a recognized leader in surety and specialty insurance in the North American marketplace. Founded in 1872, The Guarantee has a longstanding history in the insurance industry which demonstrates our strength and stability. Although our roots run deep, we remain flexible and nimble; responding to new and emerging needs by providing our broker partners with the right insurance solutions to ensure ongoing protection for their clients. In Canada, The Guarantee's suite of surety and specialty insurance products includes:

  • Surety: Contract, Commercial and Developer Surety
  • Corporate Insurance: Directors' and Officers' Liability Insurance, Miscellaneous Errors and Omissions, Fiduciary, Crime, Office Shield, Privacy Breach Services
  • Transportation: Guarantee Transportation Solution
  • Personal Insurance: GUARANTEE GOLD, Guarantee SUPERIOR
  • Credit: Guarantee Trade Credit Solutions


In the US, The Guarantee specializes in surety products, with a head office in Southfield, Michigan and branches throughout the United States. The Guarantee US is licensed to write Surety in 50 states, Puerto Rico and the US Virgin Islands.

With over 400 dedicated employees, we offer deep knowledge and expertise in niche segments including the construction industry, corporate programs and customized personal insurance.In the event of a claim we have a multi-disciplined team of professional, in-house claims personnel including engineers, accountants, lawyers, appraisers and insurance specialists. Our team will work with you to get you back on track as quickly as possible.

We look forward to earning your business, with a promise to provide you with responsive customer care, comprehensive coverage, innovative products and fair claims resolutions. Our focus is on making it easy for you to do business with us. And with locations across Canada and the US, you can count on prompt, local service. The Guarantee is proud to offer our surety and insurance products through independent brokers and agents across the country.

For additional information please visit theguarantee.com




Insurance Institute

High-level insurance education is key to expanding your book of business, landing the next big client, and seizing new opportunities. Successful, ambitious brokers are benefiting from Insurance Institute membership. Here's what we offer just for you;

Get your CRM via our new Risk Management Certificate Program
As a broker, your clients require you to not only advise them on the coverages they need, but also how to mitigate their risks to they can reduce costly losses and potentially save on premiums.

Get the edge by becoming a Chartered Insurance Professional
The CIP not only gives you the specialized broker knowledge you need, but it also teaches you how to consider a holistic, wider view of the industry and how your clients' insurance needs fit into it.

Use your CAIB or licensing education as credit towards the CIP
CAIB grads only need to complete seven courses in the ten-course CIP program. And credits are also available with successful completion of provincial licensing requirements.

Keep your knowledge current - and get your CE hours with us
Many of our high-calibre seminars and webinars are tailored especially for brokers. You'll get cutting-edge technical knowledge and the latest industry trends and developments. Check for CE hours where available.

Widen your network and make new contacts
Networking opportunities are essential for brokers, and we schedule many events around Canada.

To learn more about these and other benefits for brokers, visit insuranceinstitute.ca/brokers




Northbridge

At Northbridge Insurance, we have a history and reputation for innovative commercial and specialty insurance solutions created with the customer in mind. We're proud to partner with some of Canada's most prominent brokers. And whether it's through dedicated and knowledgeable regional teams, risk management experts or experienced customer care specialists, we deliver on our promises.

To learn more, visit www.nbins.com and follow us @northbridgeins




Trisura Guarantee Insurance Company

Trisura Guarantee Insurance Company is a Canadian owned and operated Specialty Lines insurance and Surety company. Through a select network of national and regional brokerage firms it provides innovative solutions and expertise in the Contract & Commercial Surety, Directors' and Officers' Liability, Fidelity, Professional Liability including Media Liability and Cyber Liability, and Warranty product lines. Trisura was founded in 2006 on the core belief that exceptional service, a comprehensive range of products and a team of passionate underwriting experts would create a company that brokers and their clients would want to do business with. Today, Trisura operates six offices across Canada, underwrites over $100 million in premium, and has an A.M. Best rating of A-.




Zurich Canada

Zurich Canada is a part of Zurich Insurance Group (Zurich), a leading multi-line insurance provider with a global network of subsidiaries and offices in Europe, North America, Latin America, Asia Pacific and the Middle East as well as other markets. Zurich Canada is focused on developing solutions for: large Canadian corporations; Canadian-based multinationals; and customers in the construction, technology, transportation, manufacturing, public sector and real estate industries among others. Our knowledge of U.S. and international insurance and our close working relationship with Zurich colleagues around the world enable us to provide borderless insurance solutions to meet our customers' needs, regardless of their location.

In Canada, we conduct business exclusively through a network of independent insurance brokers. Among our strengths are our extensive customer knowledge and risk insights, our global network and local expertise, our determination to make it easy for customers to do business with us, and the financial discipline and stability that help us pursue profitable growth.




CAA Insurance

CAA South Central Ontario.
CAA helps Canadians stay mobile, save money and be protected at home or abroad. CAA South Central Ontario (CAA SCO) is Canada's largest Automobile Association with over 2 million Members. We offer a number of products and services ranging from Roadside Assistance, Home and Auto Insurance, Travel Services and Travel Insurance as well to savings at hundreds of shops and attractions across North America. We are also a strong advocate and voice for our Members on issues such as traffic safety, mobility, infrastructure and consumer rights.

CAA Insurance: Putting people first.
We offer a full suite of insurance products to protect customers and their families including travel insurance solutions. We focus on the things that matter to customers so they can focus on what matters most.

We're customer focused.
We support CAA Members with warmth and compassion. We know what it means to be human, and react to life’s occasional pitfalls with humanity. And we prioritize customer satisfaction, so when those pitfalls happen we can offer a softer landing.

CAA Member discounts.
CAA Insurance exists to ensure CAA Members are protected. That’s why we offer generous Member discounts – to ensure CAA Insurance is more easily available to the CAA Members under our care.

Industry-leading satisfaction.
CAA Insurance works to satisfy all policyholders with the coverage and care we provide. Our renewal rate is amongst the highest in the industry.

Claims.
In a time of need, a call to CAA brings help. We handle claims with compassion, honesty, and fairness. Just as we would treat a family member.

Helping Brokers grow their business.
A CAA Insurance broker partner, inherits a relationship our Members maintain with us for years. So let's grow together. We help brokers grow their business by providing:

  • Marketing Support: To support your business, we are working with our CAA partners to help Members understand the various ways they can purchase CAA Insurance.
  • Training: Our training and orientation sessions, plus a comprehensive rollout program, have all been developed to ensure smooth sailing when selling CAA Insurance to CAA Members.
  • Broker Tools and Resources: To help educate CAA Members on all the ways they can purchase CAA Insurance, we have developed a suite of co-branded marketing resources. Let us know what you need – and we'll get started.

Find out more about what CAA Insurance can do for you, visit broker.caainsurance.com




For more information about sponsoring this event, contact Desiree McCue, national account manager.

Transcontinental Media G.P.