Schedule

Insurance leaders know a book of business is not established overnight. Follow this inspirational journey from a top Canadian insurance professional learning how they climbed the ladder to manage millions in premiums annually and unlocked important tools for successful development.

  • How were key obstacles overcome to reach multi-billion-dollar success?
  • Which partnerships have played the largest role in reaching elite status?
  • What inspires growth and the continued pursuit of career excellence even at the top?
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Location: Beanfield Centre, Toronto

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Location: Beanfield Centre, Toronto

Connect with attendees and schedule personal meetings during an hour-long leadership exchange. Using our dedicated event app, you can create a personal schedule of meaningful connections.

  • Browse attendees and schedule 10-minute speed date style meetings during the Exchange Session
  • During this hour-long break, network and enjoy refreshments
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Location: Beanfield Centre, Toronto

As a leader you must maintain the path to profitability, no matter the market conditions. From strategies for generating an active pipeline, to maximizing cost efficiencies, experts will offer an overview of proven leadership methods for even the most challenging of markets.

  • What strategies drive business development initiatives for continued growth?
  • How can you drive cost efficiencies in your business?
  • How can you manage your team toward growth, from lead generation to new product development?
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Location: Beanfield Centre, Toronto

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Location: Beanfield Centre, Toronto

  • Program business / case study of alternative risk solutions
  • MGA/wholesale market case study
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Location: Beanfield Centre, Toronto

The value of your brokerage is established well before the point of sale. Uncover the best practices for increasing valuation, and assessing if a merger, acquisition, consolidation or sale is right for the business you built and the bottom line you’ve worked toward.

  • Discover how the value of a book of business is accurately assessed
  • What must be considered to create a sound succession plan?
  • How can independent brokerages combat the mega-buyer trend and have a clean exit upon sale?
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Location: Beanfield Centre, Toronto

If time is money, why let outdated systems and platforms slow your business down? Discover the benefits of today’s leading automation and management technologies designed for top efficiency and profitability.

  • What are the most commonly inefficient brokerage functions and what technologies are available to make processes smoother?
  • How can insurance professionals use automated marketing services to generate leads and establish a digital presence?
  • What do brokers need to understand about insurance technologies in order to grow?
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Location: Beanfield Centre, Toronto

Connect with attendees and schedule personal meetings during a 30-minute leadership exchange session. Using our dedicated event app, you can create a personal schedule of meaningful connections.

  • Browse attendees and schedule 10-min speed date style meetings during the Exchange Session
  • During this hour-long break, network and enjoy refreshments
View Details

Location: Beanfield Centre, Toronto

Attracting and retaining the next generation of top insurance professionals is a key to sustained success. Discover strategies for appealing to and retaining the industry’s rising stars for a future of continued growth.

  • What initiatives are most effective in recruiting fresh talent?
  • What do the next generation of insurance professionals look for in a prospective workplace?
  • How can insurance professionals invest in the next generation of producers in order to continue the industry’s growth?
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Location: Beanfield Centre, Toronto

Get Ready For

Leadership Exchange

10 June, 2019