Real Time Day 2017

RIBO CE credits for Management/Technical pending
Hilton Mississauga / Meadowvale, 6750 Mississauga Road, Mississauga, ON L5N 2L3, CA

Join us for our biggest and best Real Time Day ever. Get ready to Write the Next Chapter for your brokerage


8:00 a.m. Registration, Breakfast, Network and Visit Exhibits
9:00 a.m. Welcome and ORBiT Update
9:45 a.m. Keynote: Bot. Bot. Bot. Goose?  Winning the self-service war today and tomorrow.
10:45 a.m. Break:  Network and Visit Exhibits
Strategic Focus Operational/Tactical Focus
Hazel McCallion Ballroom Club Studio 1 Club Studio 3 Garden Studio 3
11:00 a.m. Panel:  Building Customer Self-service Real Time Today and Beyond – SIG Auditing How to in TAM Real Time today and beyond – Power Broker
12:00 p.m. Lunch, Network and Visit Exhibits
1:00 p.m. Commercial Lines Implementation:  end to end. A story or two to share! Real Time today and beyond – TAM Auditing How to – Power Broker Real Time today and beyond – CSSI-TBW
2:00 p.m. Break:  Network and Visit Exhibits
2:15 p.m. Hands-on: Building a Digital Marketing Plan Real Time today and beyond – Epic Auditing How to  in SIG Real Time today and beyond – Policy Works
3:15 p.m. Story time:  From Music to Insurance: A Raw, Digital, Startup Story Auditing How to in Epic Auditing How to  in CSSI/TBW
4:00 p.m. Bringing it all together
4:30 p.m. Complimentary Cocktail Reception – Hazel McCallion Ballroom


Hilton Mississauga / Meadowvale
6750 Mississauga Road
Mississauga, ON L5N 2L3, CA

Until April 14th, 2017 you can take advantage of our group rate at the Hilton using the following information.

Make sure to register early for both Real Time Day and your room before the deadlines (April 8th and 14th!) to take advantage of these savings.

To book your accommodations, click here or call the hotel directly at 905-542-6731 ext. 1 and reference code below:


Real Time Day 2017 is proudly sponsored by

Gold Sponsors


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Technology Hosting Provided by


Keynote:  Tara O’Doherty

Cut costs.  Empower your current and potential customers.  Create stronger relationships. Join Tara O’Doherty, a digital customer experience expert, as she reveals the top 10 self-service strategies that will create the biggest impact on your offering and brand.  In this ROI-focused approach with hands on case-studies she will explore the latest strategic initiatives that will make others “uber” envy your digital brilliance.   No need to take a number!  From bots to beacons – learn what is hot TODAY, and what will be tomorrow in the world of secret self-service wins.

 Commercial Lines:  End to End Implementation…successfully!

Implementation sounds easy, but as most know, it isn’t!  What does it take to have a great implementation? Join our Commercial lines discussion with a vendor, implementation manager from the vendor and a brokerage,  sharing the process – what worked well; what didn’t; lessons learned; what made it successful; what would have made it more success; what did the change management process look like.

Panel:  Building your Customer self-service

“Customer self-service” is a broad term our keynote will address. So what does it take to step into that realm?  This session is a conversational approach to the topic, allowing attendees to ask questions that will arm them with the information they need to start down this path or broaden their current offering! What is the end goal or what can it be; what is the process to get there (come with your questions at the ready!); what does  implementation look like; what works to roll it out to clients; how do we get buy in from brokers/customers; what are the barriers to success?  Is perception reality?  What else do you want to know?

Real Time today and Beyond

You asked and we are delivering!  This is a hands-on experience to try these transactions, so bring your own device!  We’re getting back to grass roots with breakout sessions by BMS for front line users on the Real time that exists today and what is coming soon!  We took our eyes off the ball and the Real Time conversation seems to have stalled!  We are looking to press the reset button with this session!  See what you can do, see how easy it is then get back to the office and make it happen!

Auditing “how to”

We all know that auditing is a must do! Even so, we aren’t all doing it?  Why?  Is it a matter of how to?  This is a hands-on experience to try these transactions, so bring your own device!  Each BMS will show which reports to run to access the data that should be evaluated, then we can talk about how to quantify the information.  Scorecards are a must!  Should be lots of great discussion and learning!

From Music to Insurance: A Raw, Digital, Startup Story 

Adam (a post-secondary educated, under 40 – your target market) was in the digital marketing world; he joined his father’s brokerage and had a rude awakening – he couldn’t do business the way he and his friends expect to be able to do business.  This spawned and idea, which became a business plan.  He created an on-line brokerage and all that goes into such a beast to make his vision a reality.  The players in this success story join us for a conversation about this journey….and what is coming next!

Hands on:  Build a Digital Marketing Plan

Bring your note taking gadget – this is truly a how-to session.  The planning, the prep, the material (what should be in it your communication), reaching the right audience, the frequency, and managing the feedback – we’ll cover it.  Bring your questions about what works and what doesn’t.  What skillset is needed?  We’ll tell you!

 Bringing it all Together!

Fail to plan, plan to fail!  This session is to get items on your Action List, so when you are back in the office you can get started right away!  We want to you to leave with a fire in your belly, read to “git ‘r done”!  Head into the cocktail reception with ideas you can bounce off others, with access to vendors who can assist!   Before you leave, tell us how can ORBiT help to ensure your success? 

Speaker Biography’s

About Tara O’Doherty

Tara is a Toronto-based global CX/UX digital strategy leader who is redefining seamless customer-centric success. She is fueled by data, driven by Design Thinking, inspired by innovation, and guided by human-centric methodology for all online/offline touchpoints including: retail, events, web, mobile, email, IoT, wearables, and Connected Car.

For over 16 years Tara has been creating exceptional customer experiences and product success for leaders like AT&T, Intact., IDEO, Ericsson, Google, Great West Life, and SickKids. Tara`s mission is to deliver outstanding digital products, digital transformations, and digital commerce conversion that not only provide the ‘wow’ effect for the consumer but also surpass brand, engagement, productivity, loyalty, and revenue goals.

She has expert-level expertise in user-centric design, design psychology, rapid/agile UI/UX, analytics, qualitative/quantitative CX research methods, and conversion science that enable companies globally to experience optimization ROI from 23% – 400%+.

About Adam Hare

For the past decade Adam Hare has devoted his life to being a passionate, creative leader who can think outside of the box. His professional career spans from young entrepreneur with his own clothing line to later managing a creative team for the Worlds leading entertainment company at Universal Music, and more recently has made waves in the insurance industry, with the launch of his modernized, online brokerage, Insurance Jack. Hare will candidly dive into the ups and downs along his offbeat journey and reveal the secret sauce to winning in a digital era.

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Venue Phone: 905-821-1981 Ext.6052

6750 Mississauga Rd, Mississauga, Ontario, Canada, L5N 2L3

  • Real Time Day 2017
    May 15, 2017
    8:00 am - 4:30 pm