PROPEL CANADA2020

A Virtual Event
November 12 – December 10

Opening Remarks / Keynote – November 12, 2020
The Changing Face of Life Insurance: Reaching Your Customer Digitally
10:00 – 11:00am ET

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

Welcome to Propel Canada – we’re excited to spend four interactive weeks with you exploring the state of the industry, overcoming challenges together and discussing the need for digital transformation in these extraordinary times. Join us for our conference kickoff on November 12th with a keynote address featuring Mark Hardy, VP Life & Health, TD Insurance where he will discuss how TD is reaching their customers digitally. You’ll also hear from iPipeline’s leadership team- Simon Tomlinson, Managing Director, Canada and John Peart, Vice President, Canada- as they talk about trends, challenges and innovations in the Canadian market.


Strategic Track

November 17, 2020

‘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 you’ll hear about iPipeline’s SSG Digital® Platform, the only end-to-end industry platform built for customer-centricity, flexibility and integrations. See how our solutions can be applied to your unique business.


November 24, 2020
1:00 – 2:00pm ET

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’ll discuss 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 share their wisdom and insights.


December 1, 2020
1:00 – 1:45pm ET

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 is action oriented… let’s deal with the ‘so what’ and get to what iPipeline’s partners are putting into effect to drive outcomes. Hear from iPipeline and our partner, Atidot, about real results.

Operational Track

November 19, 2020
1:00 – 1:50pm ET

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 – Join us as we feature some new functions in WealthServ™ Investments that will save time, reduce costs and help your advisors better serve their clients.


November 26, 2020
1:00 – 1:40pm ET

3 Things That Feed Your Soul
John Mannell, Product Manager

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


December 3, 2020
1:00 – 1:40pm ET

RepVision: Tool Time
Roddy Liang, Business Analyst, Investments

Your brokers and advisors are the key to your business. Let’s talk about the tools they need in RepVision to help their business. We will be ready to offer suggestions and listen to yours.


December 10, 2020
1:00 – 1:30pm ET

We Support You:
Get to Know Your Support Team
Steven Brooks, Support Manager

We’ve been working remotely since the Pandemic started. This is your chance to 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!