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How to be a trusted advisor in a digital world

#BTU2019

AGENDA: September 12, 2019


8:30 – 9:00AM	Registration & Breakfast (NORTH WING MAIN FOYER)
9:00 – 9:10AM	Welcome & Opening Remarks (AUDITORIUM)
9:10 – 10:10AM	How to Be a Trusted Advisor in a Digital World with Dave Smiley, Unica Insurance (AUDITORIUM)
10:10 – 10:25AM	Break (AUDITORIUM ALCOVE/NORTH WING MAIN FOYER)
10:25 – 11:25AM	Breakout 1A: Work Efficiencies with Lolita Wong (AUDITORIUM)	Breakout 1B: Staged Accidents 101 with Sue Collings, Wawanesa Insurance (ROOM 10)
11:25 – 11:40AM	Break (AUDITORIUM ALCOVE/NORTH WING MAIN FOYER)
11:40 – 12:40PM	Breakout 2A: Using Product Knowledge to Highlight Your Value as a Trusted Advisor with Royle Leung (AUDITORIUM)	Breakout 2B: Increasing Your Optimism with Jennifer Ansell (ROOM 10)
12:40 – 2:00PM	Lunch (CONNECTIONS DINING ROOM opens at 1:00PM)
2:00 – 3:00PM	Breakout 3A: Commercial Basics with William Chan (AUDITORIUM)	Breakout 3B: Digital Marketing & Sales, An Introduction with Sean Graham (ROOM 10)
3:00 – 4:00PM	Breakout 4A: Personal Lines Producing 101 with Sam Jazayeri (AUDITORIUM)	Breakout 4B: In Conversation with Andy Leung hosted by Corey Chan (ROOM 10)
4:00 – 4:15PM	Break (AUDITORIUM ALCOVE/NORTH WING LOWER FOYER)
4:15 – 5:15PM	Ethics with Patrick Ballantyne, RIBO (AUDITORIUM)
5:15PM +	Thank You & Networking Reception (NORTH WING MAIN FOYER)

Venue Map

your keynote speakers

Patrick Ballantyne

CEO, RIBO

speakers Just announced

Senior Claims Investigator, Wawanesa Insurance

Director, BrokerTeam Insurance

Producer Team Lead. PrimeService Insurance

President, BrokerTeam Insurance

Using product knowledge to highlight your value as a trusted advisor

“There are many ways to explain insurance coverage to clients. An easy-to-understand presentation is a key factor for clients to make informed decisions without focusing only on premium payments. As insurance brokers, we have to provide clients with confidence in us as trusted advisors and in the insurance solutions that we provide.

In my session at BTU 2019, I would like show you how to demonstrate your value to your clients though insurance claim stories and product features. It is very important for brokers to master the insurance we provide to our clients. I will use Unica’s LivEasy, with its uniqueness, as an example to explain the importance of various features such as Single-Limit, Jewellery Limit, By-Law, Wine Coverage, Flexible Claim Options, etc. I invite you to review the product and help me conduct an interactive session at BTU 2019.”

Royle Leung