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PROPEL CANADA2020 RECAP

A 2020 Virtual Event

For additional information on any of the sessions listed below, please feel free to reach out to
Event Manager Lisa Shea

Opening Remarks / Keynote
The Changing Face of Life Insurance: Reaching Your Customer Digitally

Simon Tomlinson, Managing Director, Canada
John Peart, Vice President, Canada
Mark Hardy, VP, Life & Health, TD Insurance

Welcome to Propel Canada 2020 – four interactive weeks that explored the state of the industry, overcoming challenges together and discussing the need for digital transformation in these extraordinary times. The conference kicked off with a keynote address featuring Mark Hardy, VP Life & Health, TD Insurance, who discussed how TD is reaching their customers digitally. iPipeline’s leadership team- Simon Tomlinson, Managing Director, Canada and John Peart, Vice President, Canada- also spoke about trends, challenges and innovations in the Canadian market.

Strategic Track

‘Outside In’: How iPipeline Products Empower
the Consumer, Broker, Distributor, & Carrier

Roy Goodart, VP, Product Management
Sean Fallon, VP, SSG Digital & Policy Administration

iPipeline is committed to driving new innovative solutions and collaborating to solve challenges in insurance, financial services, and wealth management. In this session we explored iPipeline’s SSG Digital® Platform, the only end-to-end industry platform built for customer-centricity, flexibility and integrations, and how our solutions can be applied to your unique business.

Industry Panel: Things Will Never Be the Same-
Is That a Bad Thing?

Heidi MacDonald, EOO & SVP, Financial Horizons Group
David Lawy, AVP, Technology, Canada Protection Plan
Steve Pong, SVP, Retail, Empire Life
Phil Marsillo, President, IDC Worldsource Insurance Network
Dennis Craig, VP, MGA & National Account Relationships, RBC Insurance

In this panel, we discussed what different organisations and the different channels they employ are learning from the COVID pandemic, and what they think is here to stay / what they think will revert as we navigate these times. Real leaders from Canada’s most successful organisations shared their wisdom and insights.

BI, ML, AI, ETL … Turning the Data Jargon Into ROI

David Libesman, AVP, Data Analytics
Dror Katzav, Co-Founder & CEO, Atidot

We all keep hearing that data is the new goldrush. But this session was action oriented… and dealt with the ‘so what’, getting to what iPipeline’s partners are putting into effect to drive outcomes. You’ll hear from iPipeline and our partner, Atidot, about real results.

Operational Track

What’s Stopping You?
Creative Ways to Problem Solve

John Mannell, Product Manager
Roddy Liang, Business Analyst, Investments

Insurance – Using real life challenges as examples, you will learn how some features of WealthServ™ Insurance can help you collect information, problem solve, gain insight into your business or tackle data management.

Investments – We featured some new functions in WealthServ™ Investments that will save time, reduce costs and help your advisors better serve their clients.

3 Things That Feed Your Soul

John Mannell, Product Manager

Maybe not your soul, but definitely your business. In this session, you helped us understand what is most important to you where feeds are concerned. You worked with your industry colleagues to help us focus our resources on your priorities for the consumption of feeds by WealthServ™.

RepVision: Tool Time

Roddy Liang, Business Analyst, Investments

Your brokers and advisors are the key to your business. We talked about the tools they need in RepVision to help their business, offered suggestions, and listened to yours.

We Support You:
Get to Know Your Support Team

Steven Brooks, Support Manager

We’ve been working remotely since the Pandemic started. Get to know your Support Team and find out what they’ve been doing this year to improve performance, stability, and service to help you get the job done in 2020!