Venue
One King West Hotel
One King West Hotel, One King Street West, 1 King St W, Toronto, ON M5H 1A1, Canada

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Event Date Thu Apr 5 EDT (over 6 years ago)
Location One King West Hotel
One King Street West, 1 King St W, Toronto, ON M5H 1A1, Canada
Region Americas
Details

CLIEDIS promotes the advancement of electronic data exchange within the Canadian life and health insurance industry.

Equisoft is proud to continue to this great annual gathering of insurance industry peers and will present its advanced insurance management software solution to the Canadian market: InsuranceElements.

What is InsuranceElements?

InsuranceElements is a front-end sales and engagement software for the insurance industry designed to optimize insurance advisor performance and customer experience. It covers needs of the full insurance sales process:
– Needs analysis
– Quoting and illustrations
– Sales strategies
– Electronic signature and application
– Policy servicing
– Claims though a self-service portal

Speakers

2018 Speaker

Darlys Corbitt
Executive Director, CLIEDIS

Cole Cioran
Senior Research Director, Info-Tech Research Group

Tana Sabatino
Implementation Services Specialist, CLIEDIS

Heather Clarke
IG Insurance Services

Andy Cunningham
PPI

Kim Gray
Barrington Wealth Partners

Al Knight
Edward Jones

Michael Williams
President, CAILBA

Dylan Friedmann
Vice President, Client and Partner Experience, APEXA

Mike Daicoff
VP, Application Development & Enterprise Architecture, Ivari

Craig Byrkit
Leader, Information Systems Threat and Vulnerability Department and Cyber Risk Management Department Edward Jones, Former FBI employee.

Andy Cunningham,
VP Information Technology, PPI

CLIEDIS
Member Carriers and Vendors

Tana Sabatino
Implementation Services Specialist, CLIEDIS

Kim Gray,
VP Operations, Barrington Wealth Partners Inc.

Dennis Craig
VP, MGA and National Account Relationships, RBC Insurance

Heather Clarke
Vice President, IG Insurance Services

Tana Sabatino
Implementation Services Specialist, CLIEDIS

Darlys Corbitt
Executive Director, CLIEDIS

Sponsors & Partners

2018 Sponsors

PARTICIPATING VENDORS:
• Equisoft Business Driven Innovation
• WinnFund
• Wealth Serv
• Ageman Solutions
• EBIX
• VirtGate
• Info Tech Research Group
• Kronos Technologies
• APEXA Simply Connected