Thank you to everyone who attended the 2017 Online Distribution Symposium, and to our sponsors PartnerRe and all the speakers, who made this possible. The slides from the sessions can be found below.

Introduction

Some things to consider from Alan Ryder.

Presenter

Alan Ryder
Alan.Ryder@partnerre.com

Alan Ryder FSA, FCIA is CEO of PartnerRe North America Life. Alan's accomplished career includes founding Aurigen Re, establishing the Canadian branch of Employers Re and senior leadership roles with Canadian General Life and Winterthur Life Re. He was also a founder and President of Insource providing strategic planning to life and reinsurance companies. 


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.

Presenter

Andrew Bergstrom
andrew.bergstrom@aperture1.com

Andrew Bergstrom is the President, CSO of Aperture1, a strategic marketing consultancy arm of Vision7 Inc, one of Canada’s largest communications agency groups. Andrew has extensive marketing experience covering strategy, brand development, research, and communications.


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.

Presenter

Melaina Vinski
melaina.vinski@pwc.com

Melaina Vinski is a Behavioral Scientist and Consultant at Price Waterhouse Coopers, where she advises clients on how consumers think and how this should be taken into consideration in process design. Melaina has a PhD in Cognitive Neuropsychology.


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.

Presenter

Doug Baker
dbaker@teacherslife.com

Doug Baker is President and CEO of Teachers Life. Teachers Life moved to a fully digital distribution strategy in 2014 when they launched a fully underwritten life insurance product, issued online with any underwriting loadings applied automatically. 


Challenges and Opportunities

Breakout discussion covering challenges and opportunities in moving to an online distribution strategy.

Notes from the breakout sessions are included in the slides.

Presenter

Steve Fretwell
SteveFretwell@acceptiv.com

Steve Fretwell CLU is the Chairman of the Acceptiv Advisory Board and is responsible for providing strategic advice and guidance to Acceptiv and their partner companies. Steve has over 25 years’ experience as a life insurance agent and is a regular speaker at industry meetings.


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.

Presenter

Kevin Pledge
kevinpledge@acceptiv.com

Kevin Pledge FSA, FIA is CEO of Acceptiv. Prior to founding Acceptiv, Kevin founded Insight Decision Solutions and has held senior positions at insurance companies in the UK and Canada. Kevin is also CEO of Claim Analytics, a sister company to Acceptiv.


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?

Presenter

Kevin Pledge
kevinpledge@acceptiv.com

Kevin Pledge FSA, FIA is CEO of Acceptiv. Prior to founding Acceptiv, Kevin founded Insight Decision Solutions and has held senior positions at insurance companies in the UK and Canada. Kevin is also CEO of Claim Analytics, a sister company to Acceptiv.


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.

Panel

André Piché
Andre.Piche@partnerre.com

André Piché FSA is Chief Business Development Officer PartnerRe. André’s extensive insurance experience enables him to work with clients as partners, looking beyond the immediate need for reinsurance and considering how they can help fulfill their broader goals.

Jennifer Toal
toalj@driasi.com

Jennifer Toal is CEO of driasi, a leading provider of outsourced insurance services in Canada, the US and the UK.  Jennifer has held senior leadership roles in the insurance, financial services and business process outsourcing industries for the past 20 years.

Keegan Iles
keegan.a.iles@pwc.com

Keegan Iles is PwC Canada's Insurance Consulting Leader. Keegan and his team support clients through large scale business led transformational engagements, re-engineering business process and information and technology management related initiatives.

Stephen Cooley
Stephen.Cooley@partnerre.com

Stephen Cooley is Chief Administrative Officer at PartnerRe. Stephen has over 25 years’ insurance experience including administration, underwriting, claims and information technology.