
SECURITY AUTHENTICATION FOR BROKER-INSURER DATA EXCHANGE NATIONAL POSITION PAPER
Brokers and Insurers can deliver information to one another far more efficiently using electronic means than by traditional methods. The business purposes behind these exchanges, however, and the roles of the correspondents, have never changed; the distinct roles and separate responsibilities of broker and underwriter still persist. It follows, then, that the rules and security […]

Contract Addendum Template – Electronic Data Exchange
Contract Addendum Template – Electronic Data Exchange National Position Paper Purpose & Scope of Agreement This addendum sets out the terms for the exchange of business data, documents and transactions via electronic means, between the Company and the Broker, for the purpose of transfer, storage, maintenance and access to information relating to parties insured by […]

Data Use Principles
Data Use Principles IBAC supports PIPEDA fair information principles, which include the understanding that: Any and all purposes for which a consumer’s personal information is collected must be disclosed to him or her; and Consumers have the right to grant or withhold their consent for the collection, use, and/or disclosure of their personal information with […]

A Position Paper On The Use Of Multiple Company Websites Portals
Insurance Brokers Association of Canada A Position Paper on the Use of Multiple Company Websites (Portals) Summary: It is the position of the Insurance Brokers Association of Canada that insurance brokers should not be obligated to use stand-alone Insurer websites (portals). Brokers work with multiple insurance companies, and when any of those Insurers establishes a […]

A BROKER‘S RESOURCE GUIDE TO CHATBOTS
AN AGENT‘S RESOURCE GUIDE TO CHATBOTS Increasingly, business and personal communications occur electronically with information conveyed through the internet via a myriad of wireless and mobile devices. Public expectations and assumptions regarding accessibility and speed have shifted and continue to evolve. Businesses seeking to communicate with customers must keep pace with the changes, and be […]

Electronic BMS Carrier Workflow
Electronic BMS Carrier Workflow Download The PDF version

Insurance Brokers Association of Canada VENDOR JOINT MARKETING BROKERLIFT
January 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]

Insurance Brokers Association of Canada VENDOR JOINT MARKETING CSSI
January 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]

Insurance Brokers Association of Canada VENDOR JOINT MARKETING BROKERCORE
JANUARY 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]

Insurance Brokers Association of Canada VENDOR JOINT MARKETING PATHWAY
January 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]