Events

Speaker: Steve Whitelaw

Steve Whitelaw will dive into the evolving Canadian marketplace and the factors shaping investment strategies across the country. Steve will provide a comprehensive overview of the current insurance landscape in Canada, offering key updates on market trends and emerging opportunities. Attendees will gain valuable insights into the forces driving strategic investments, from regional shifts to broader national trends. Steve will also delve into the Canadian roadmap for the future, discussing how businesses can adapt to and capitalize on these changes in a rapidly evolving environment.

Speaker: David Vetuschi

Learn how to assess AI solutions for privacy and security risks. This session will cover best practices for vetting AI tools, ensuring data protection, and mitigating potential threats to safeguard your organization as you integrate AI technologies.

Join your peers for interactive roundtable discussions on the most pressing topics in the insurance industry. Choose a table that aligns with your interests and engage in dynamic conversations to share insights, challenges and best practices with fellow professionals.

Speaker: Daniel Metcalf
 

Artificial intelligence is transforming the insurance industry, but how can independent agencies leverage it effectively while staying compliant and secure? This session explores real-world applications of AI to enhance efficiency, improve customer engagement, and drive business growth. Through case studies and practical insights, you’ll learn how to integrate AI tools safely while mitigating cybersecurity and compliance risks.

In this intimate fireside chat, a top executive from a leading Canadian insurance company will share their perspective on AI’s transformative impact across the industry. From underwriting and claims processing to customer experience and risk management, they’ll explore how AI is influencing strategic decision-making, driving efficiencies, and shaping the future of insurance in Canada—all through the lens of real-world leadership experience.

Speaker: Lindsay Stradeski, Principal Product Manager at Applied Systems Canada, and Danielle Fiola-Robles

Discover opportunities to optimize your use of Applied Epic and harness the latest capabilities on the product roadmap. This session will highlight upcoming features, enhancements, and strategies aimed at streamlining operations, in addition to providing insight into the Canadian commercial lines journey.

Speaker: Jamieson Fregeau

Are you ready for the “AI inversion”? Organizations across various industries are using AI to transform customer service from a cost center to a supercharged growth driver. Known as the “AI Inversion”, this new approach to servicing eliminates the trade-off between scale and customer satisfaction. During this session, you’ll see how real-world companies are enabling AI-powered customer engagement tools and dive into how insurance brokerages specifically can implement AI tools that increase retention, expand revenue, and exponentially improve service efficiency.
This session will also:
- Cover the types of data that drive the most effective AI systems.
- Address challenges like data privacy and traditional system integration.
- Discuss what’s coming next in AI, including human-like customer interactions and deeper specialization.

Early AI adopters are already seeing major advantages in loyalty, market share, and operational performance. This is your chance to learn how to leverage AI for real business results while building a more human future for customer service.

Speaker: Jessica Traynor

This session presents an insightful case study showcasing the real-world implementation of AI in an insurance agency. This session will highlight practical applications, challenges, and successes of integrating AI technology to drive efficiency, improve customer service, and enhance decision-making within the insurance space.

Moderator: Melissa Zornes
Panelists: Jordan McDonald, Director, Broker Technology & Innovation at BrokerLink, Geoff Dunn, IT Director - East Division, StoneRidge Insurance Brokers, and Beth Wiebe, Director of Operations at Cornerstone Insurance
 

Join a dynamic discussion with industry experts as they share real-world examples of how AI is transforming insurance operations. From enhancing efficiency and streamlining workflows to improving customer experiences and driving innovation, our panelists will provide actionable insights into the practical applications of AI in their agencies. Attendees will have the opportunity to engage with panelists, ask questions, and walk away with strategies to implement AI in their own organizations.

Join regional breakout discussions to explore the latest trends and challenges shaping the insurance industry. Whether you're focused on the U.S. or Canada, these roundtables will dive into region-specific market developments, legislative updates, and emerging industry shifts. Connect with peers from your area to share insights, discuss pressing issues, and develop strategies to stay ahead in an evolving landscape. Choose the group that best aligns with your geographic location to gain valuable perspectives and actionable takeaways relevant to your region.