In Episode 32 of the IBAC Tech Trek Podcast, host Tom Reid sits down with Matt Welykholowa, Chief Transformation Officer at Sandbox Mutual Insurance, to…
The wolves are at the door, and they are eyeing your top commercial accounts. In this episode of the IBAC Tech Trek Podcast, host Tom…
Think AI is only for the tech-obsessed early adopters? Think again. In this episode of the IBAC Tech Trek Podcast, host Tom Reid sits down with Tom Hickey, CEO…
Advancing Insurance with AI: A Deep Dive into IBAC's Pilot Project As part of the ongoing IBAC deep dive into AI, this podcast explores the…
Join Tom Reid as he navigates a dynamic bilingual discussion with industry leaders Éric Manseau, Jean Philippe Martineau, and Yvan Foster. This special episode of…
In this episode, we explore the key initiatives and future directions of the IBAC Tech Committee, highlighting how technology is transforming insurance brokerage. Our guests,…
In this episode of the iBAC Tech Trek podcast, Tom Reid hosts Kathryn Sinclair, President and CEO of CSIO, and Michael Loeters, Senior VP at…
In this episode of the iBAC Tech Trek Insurance Podcast, host Tom Reid is joined by industry veterans Graham Haigh and Cam Loeppky to discuss…
In this episode of the IBAC Tech Trek podcast, Tom Reid interviews Greg Toothe from Acturis, discussing the company's journey in the Canadian insurance market.…
In this episode of the iBAC Tech Trek podcast, hosts Tom Reid, Christy Barsalou, and Jeff Barsalou discuss the innovative insurance technology company QuickFacts. They…
Tom Reid and Michael Scarbeau talk about HSB Canada, part of Munich Re, is Canada's premier engineering-driven specialty insurer.
Tom Reid and Greg Purdy, President, of Rival talk about what's new.
Tom Reid and Stacey Miranda, Sr. Director of Product Management, at Vertafore talk about what's new.
Tom Reid and Jamie Ross explore the intersection of technology and brokerage in the insurance industry. Jamie shares insights on the tech stack used at…
Tom Reid speaks with Simon Hlywa, president of Calefy, about the innovative approach to insurance technology that Calefy offers.
Tom Reid speaks with Mislav Majic, the Chief Revenue Officer of SimplePin, a company that automates financial operations for insurance providers.
Tom Reid speaks with Chendi Ni and Kai Jai, the founders of Sonar AI, about their innovative AI-driven platform designed for insurance brokers.
Tom Reid speaks with James Warburton and Shane Mannion from Gore about their journey in transforming Gore's technology.
Tom Reid interviews Julian Stillitano, CEO of JAS Communications, discussing the evolution and offerings of JAS in the telephony space, particularly for the insurance industry.
In this episode of the IBAC Tech Trek podcast, Tom Reid speaks with James Warburton and Shane Mannion from Gore about their journey in transforming…
Tom Reid interviews Kevin Lea, CEO of Fuse Insurance, discusses the tech stack and tools used by his company. Fuse Insurance has been tech-forward since…
Tom Reid interviews interviews Sherif Gemayel, CEO of Trufla Technology, about their product Retention X-Ray.
Tom Reid interviews Thomas Accardo, founder and CEO of BrokerLift, discusses the functionality and benefits of their platform for transacting insurance.
Tom Reid interviews Joseph D'Souza, President and CEO of ProNavigator, discusses how their technology platform simplifies accessing and searching insurance knowledge.
Tom Reid interviews Samuel Belanger, co-president of Cemiar, a software engineering firm focused on enhancing efficiency and profitability in the insurance industry through automation and…
In this episode of the IBAC Tech Trek podcast, Tom Reid speaks with Brett Fawbert, CIO of Aviva Canada
Tom Reid speaks with Mohammed Hanini, CEO of Koios Intelligence
Tom Reid speaks with Nick Kidd, CEO of Quotey about the innovative insurance technology platform designed to streamline the quoting process for brokers.
Tom Reid speaks with Jameson Fregeau, CEO of Quandri about the evolving landscape of insurance technology.
Tom Reid speaks with Dwight Hepner, CTO of Guild Insurance about the evolving landscape of insurance technology.
Tom Reid discusses the innovative Olivo platform with Koios Intelligence's CEO Mohammed Hanini and Senior VP Charles Dugas.
AI models with context on industry benchmarks and policy structures to interpret existing policy terms, endorsements, and clauses.
Integration with BMS to retrieve client profiles, exposure information, and historical policy data.
Data ingestion and continuous updates to ensure alignment with typical coverage patterns and industry guidance.
Data security and compliance features to protect client information.
Analyze client-submitted data, including exposures, business context, and other relevant information.
Extract and interpret existing policy terms (e.g., endorsements, exclusions, clauses).
Benchmark against typical coverage patterns and industry guidance to identify coverage gaps.
Prioritize identified coverage gaps and provide rationale based on considerations such as industry standards and risk.
Recommend relevant products and coverage options tailored to the client profile, and generate summaries for client discussions.
BMS Integration: Integration with BMS for secure data capture and storage.
Applied ARS Integration: Integration with Applied ARS to enable automated quote generation.
Dedicated Parsers for Renewal: Document parsing capability for 5–6 carrier renewal documents with high accuracy.
Extensibility Framework: Modular architecture to support future enhancements and additional automation.
AI Chatbot for Client Onboarding: Collect client information, answer onboarding questions, and guide users through the onboarding process.
Data Collection & Storage: Capture and store collected data directly in the broker’s BMS.
Document Processing: Enable clients to upload renewal documents and extract key data to accelerate the onboarding process.
Quotes Generation: Generate quotes based on collected information.
