Join us at the St. Andrews Club in Toronto in 11 September for a one-day symposium covering best practices in online distribution for life and health insurance.

At this meeting, you’ll hear from companies that have embraced online distribution and learn from their experience to date, discover the options available to get started and gain insight on how companies are planning their digital distribution strategies for the future.

Attendance is by invitation and there is no cost to attend this meeting.




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Key Information


11 Sept 2017
8:00am to 3:15pm


St Andrews Club,
150 King Street West,


There is no charge to attend this meeting.




The meeting will include a range of topics focused on online distribution including:

Digital branding; how to evolve from being sold offline to becoming bought online

Designing a front-end acquisition engine to pull prospective customers through to an online transaction platform. This presentation will identify how to build a customer acquisition engine front-end that is hyper-efficient, measurable and seamless through to an online transaction platform.

External Data and Automated Underwriting

A digital sales journey requires immediate underwriting decisions made by a machine. Learn how external data can add value and how to maximize immediate decisions without devaluing the underwriting quality.

Transition to Online; a case study

Three years’ ago Teachers Life moved to an exclusively digital strategy; learn from their experience, what they would do differently and why they feel they are in a much stronger position today to capitalize from early mover advantage.

Behavior Science

Every insurance agent will claim that insurance is sold, not bought. But, insurance can be sold online - and it is very different from selling in person.  Behavior science gives us the tools to sell online. Learn how these techniques are based on science, have been tested and can be applied to selling and underwriting insurance.

The Value of Partnerships

A successful online strategy means working with partners such as reinsurers, marketing consultants, hosting, software developers, underwriters and behavior scientists. Understand how this ecosystem works together for all-round success.

Around the Globe

Some say North America is at least 5 years behind the UK when it comes to online distribution. Is this true, and what lesson can we learn from the UK and other countries?




Meeting Location

St Andrews Club & Conference Centre

Address: Sun Life Financial Tower, 150 King St W, Toronto, ON M5H 1J9

St. Andrew’s conference center is a leading venue for conferences in Toronto; purpose-built for presentations with large screens and integral sound systems. St. Andrew’s Clubs meeting rooms offer city views from the 16th floor or higher with plenty of natural light. 



We do not have a preferred hotel as Toronto offers several excellent hotels including the following, which are conveniently located for the conference:

Hyatt Regency
4-star hotel, great value and wide range of amenities
370 King St W, Toronto, ON M5V 1J9.
Phone 416 343 1234

Shangri-La Hotel
This 5-star hotel is one of the best hotel in Toronto
188 University Ave, Toronto, ON M5H 0A3.
Phone 647 788 888

The Strathcona Hotel
Modern 3-star hotel, centrally located
60 York St, Toronto, ON M5J 1S8.
Phone 416363 3321


Porter Airlines (, Porter offers the convenience of flying into the downtown island airport, with a free shuttle from the airport to downtown Toronto.

If you fly to Pearson, we also recommend the Up Express. This train service runs every 15 minutes from Pearson to downtown Toronto. Journey time is 25 minutes and cost only $12 each way.

Dress Code

Business casual.