Canadian Insurance Top Broker is proud to once again host the Top Broker Summit. This year, the conference will return to the Ritz-Carlton Hotel in Toronto on November 26. The Top Broker Summit is 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.


EARLY-BIRD TICKET: $460 + HST until Sept. 14

REGULAR PRICE: $525 + HST after Sept. 14

HOST A TABLE: $4,500 + HST


For general agenda inquiries, please contact conference editor, Jennifer Hughey
For potential sponsorship opportunities or to purchase a table, please contact Stefanie MacDonald

CI Top Broker Summit 2018 Agenda

The following agenda will be submitted to RIBO for accreditation.

Registration and Breakfast

8:30 - 8:40 a.m.
Opening Remarks

8:40 - 9:40 a.m.
SESSION ONE - Opening Keynote

Is Your Company Ready to Be Digital?
You live in one of the most connected countries in the world. Digital media has drastically changed your life and the lives of everyone around you. Has your company embraced it? Learn how to be successful online by listening to Darrell's keynote packed with real examples and insights on how your company can build a digital plan to move the needle.

Darrell Keezor
, CEO and founder, Candybox Marketing

9:40 - 9:55 a.m.
Coffee Break

9:55 - 11:05 a.m.

Roll Up Your Sleeves with Canada's Top C-Suite's
Insurer C-Suite 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. C-Suite's will then reconvene on stage for the last 15 minutes of the session to share their insights from their discussions.

Mike George,
president, CEO, Trisura Guarantee Insurance Company
David Levinson, president and chief agent, Zurich Canada
Silvy Wright, president, CEO, Northbridge Insurance

11:05 - 11:25 a.m.
Networking Break and Visit Exhibit Booths

11:25 a.m. - 12:10 p.m.

Behind the Wheel of Disruption: What's Driving Your Consumers?

Technological innovation, and how consumers embrace it, continues to disrupt long established business models. How do we know what is coming, and more importantly, how will it affect the ever-changing ways consumers want to be engaged? The answer lies in understanding the forces that drive how consumers want to interact with brands and ultimately make a purchase. The consumer experience, from how retail goods are purchased to ordering take-out and ride sharing, are setting the minimum standards for the next wave of InsurTech and FinTech that is about to disrupt the insurance and financial services industry. This session explores six driving forces that is shaping consumer behaviour and ultimately the future of business, including your business.

Andrew Lo
, president and CEO, Kanetix Ltd.


12:10 - 1:20 p.m.
Lunch, followed by a presentation

Lunch Presentation


Presenter: To be announced
(This session is made possible by the Insurance Institute)

1:25 - 2:10 p.m.


To be announced

2:10 - 2:35 p.m.
Networking Break and Visiting Exhibit Booths

2:35 - 3:00 p.m.
PEER to PEER Awards Presentation

3:00 - 4:00 p.m.
SESSION SIX - Closing Keynote


To be announced

4:00 p.m.
Closing Remarks, Closing Cocktail and CE Credit Verification

If you have any questions about the above DRAFT agenda, please contact, conference editor.


Darrell Keezer

Darrell Keezer

Darrell Keezer is the CEO and founder of Candybox Marketing, this butt-kicking marketing agency focused on helping companies grow their sales by mastering search and social media marketing. Keezer builds businesses with digital marketing, as well as owns a handful, and lends his talents to hundreds more - all over the globe. His story has a tinge of irony. See, the lowest grade he ever earned in college was the in Online Advertising course. But in the real world, he's mastered the field like few others and earned straight A's. In fact, a few years later, he was inducted into Sheridan College's Business Hall of Fame for his work in building an award-winning agency. He was named Entrepreneur of the Year by two organizations, and won an Award of Excellence in Business from the Governor General of Canada. His gigs also include Launch48, his new website design company that is red hot. Launch48 delivers killer websites in two days. He is rocking the Keynote speaker thing, speaking about digital marketing innovations 50-plus times each year at events across North America. And last but certainly not least, he is an author of 37 Ways Your Website Died - And How to Resurrect It, a must-read.


Andrew Lo

Andrew Lo

Andrew Lo is president and CEO of Kanetix Ltd., leading all digital innovation and operations for the company. He is also a business strategy advisor for Ryerson University’s DMZ, helping to develop entrepreneurs and startup companies at the number one University incubator in North America. Lo is a thought leader and influencer in the areas of insurance and financial services technology. He is a regular contributor in,, and many other industry publications. His personal blog can be found on He has 25 years of experience as a business, technology and digital leader for FinTech and InsurTech companies such as Filogix and D+H, and has developed organizations from startups into industry shaping ventures with over 5,000 employees.


For more information, contact conference editor, Jennifer Hughey at 705.854.1205


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

Northbridge Insurance

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 and follow us @northbridgeins

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.

For more information about sponsoring this event, contact Stefanie MacDonald, publisher.

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