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Reclaiming Client Experience

Dave Bertolin—Managing Director & Principal Broker, Brokers Trust Insurance Group & Steven Cameron—Head of Claims Services, Brokers Trust Insurance Group

In 2015, Brokers Trust noticed an uptick in the number of complaints from clients specifically generated by the claims process. After brainstorming solutions…

Broker Roundtable | Marketing Mix

Claude Miron—Partner & Account Executive, Scrivens Insurance and Financial Services & Whitney Davies—Corporate Brand Manager, Youngs Insurance Brokers

There’s no one way to market a brokerage. Client demographics, goals, budgets and capabilities all play a role in figuring out the best strategy…

In Convo with Amber Mac

Norah Black, VP Marketing & Communications, IBAO

Amber Mac is a tech and innovation expert, author and Co-Host of The Feed on SiriusXM. She’s a business host for Fast Company, CNN, Bloomberg, CBS, BNN, CBC, Global News and CTV. Amber joins us at IBAOcon this year to share her passion for digital innovation in all forms…

The Perfect Score

With Becky Moore—Broker, MacEwan & Feagan Insurance Brokers

A first of its kind! At IBAO, we monitor licensing exam scores to look for trends and better understand grades and scoring. Recently we ran into a whopping 100% on RIBO’s L3 Management Exam…

Branching Out

With Helen Zong—Director, Broker Team, North York Branch

The process of setting up a brokerage or a new branch entails a lot of challenges that’ll be new for someone who’s previously only ever worked for others…

The Power of Feedback

Jeff Toth—Marketing & Communications Lead, IBAO

In a previous life, I used to be a professional stand-up comedian. Though marketing and communications seem quite different, my experience in comedy…

Going BIG on AI Solutions

Stephen Billyard—CEO and Principal Broker, Billyard Insurance Group

In an age where technology is rapidly evolving, the insurance industry isn’t immune to the increasing demands of data-driven solutions and the need for improved efficiency and accuracy…

Challenging Status Quo

With Nick Kidd—CEO & Co-Founder, Quotey

I love the insurance world and the people in it. But I’ve become increasingly frustrated with the hurdles and pain points involved in the simplest client interactions…

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VOLUME 24 | ISSUE 1