Price: Member: Free / Non-Member $50
Location: Online via Zoom
1 CE credits for general and adjuster licenses
In this course we will look at how to make the most out of the human resources you have, as well as some ideas for technology options that can help you become more efficient as a broker and as a brokerage..
Topics covered:
- Choosing and implementing technology for your brokerage size
- Getting the most out of your BMS system
- Data consistency to avoid E&O exposures
- Eliminating waste in data processes
Instructor | Jonathan Brown
Jonathan started in the insurance industry in 2005 in the Life and A&S sector. After working his way to district manager for Calgary and area, with a 2 year stint as a national trainer with Combined Insurance, he decided to switch to general P&C insurance in 2009. Currently with Peters Insurance Agencies in Wetaskiwin AB, Jonathan works as an operations specialist and producer. Jonathan holds his CAIB Designation obtained through the IBAA in 2014. Jonathan is involved with the Insurance Brokers Association of Alberta as a Past President of both PYIB and the IBAA board. Jonathan also spent 4 years with the IBAC tech committee and is still working with CSIO as a member of the API development working group.