Event Calendar

May
15
Wed
MAY CGIB WORKSHOP – Selling Value vs Price & Adding Value to your Biz @ Bellagio Event Venue
May 15 @ 8:00 am – 2:30 pm

Topic:  Selling Value vs Price

Register Your Spot

Speaker:

Dave Patriarche – Mainstay Insurance Brokerage Inc.

Dave will share some of the ways he adds value to his small and mid-sized group client relationships.  By aligning expectations, pre-selling renewals, educating clients and overall adding value from the very first meeting creates clients that are “stickier” than most.  This value-sell reduces not just liability, but also administration and many of the time consuming tasks others fill their days with.

You will get a simple, but effective, tool to help evaluate insurer proposals to pick best fit.  You can share this tool with clients so they will understand their plans and pricing better and have a better chance when another broker calls with better rates.

We will discuss the changing benefits space, some of the new challengers and how as a special add-on, will also tour the CGIB “MemberZone” and show you many ways to use the tools, videos and other resources there to add value to your clients.

Sponsored By:Best Doctors Insurance

Best Doctors

Cost: Members – $150    Non-Members  – $250  (includes HST #815938600)

THIS EVENT PROVIDES HOT BREAKFAST, AND SOUP, SALAD & SANDWICH LUNCH

4.0 CE Credits will be provided to those who attend the entire presentation.

Register Your Spot

Jun
5
Wed
JUNE CGIB SEMINAR – Benefits, Administration, & Communication @ Bellagio Event Venue
Jun 5 @ 8:00 am – 12:00 pm

 

Topic:  Benefits, Administration, & Communication

A open conversation around benefits, administration and communication of plans.  There is lots going on to distract us, but we’ll try and identify some areas you may have missed.  What’s on brokers minds, on their clients? What are they looking for, and where can we help? How are brokers sharing with clients?  How do they add value?   Walk away with things you can use today.

Speakers:

Dave Patriarche – moderator

Broker #1 – A family business and group brokerage for 32+ years,

Broker #2 – He’s got a new brand, a fresh podcast, and a vision of the future

Broker #3 – She’s worked for a TPA, a large and small broker and has 13+ years in the biz

Sponsored By: Group Force Benefits Inc.

 

 

 

 

 

Cost: $75 Members & Guests, $175 Non-members (includes HST #815938600)

THIS EVENT PROVIDES HOT BREAKFAST

Aug
14
Wed
August CGIB WORKSHOP – Plan Administration Checklist @ Bellagio Event Venue
Aug 14 @ 8:00 am – 2:30 pm

Topic:  Building and Using a Plan Administration CheckList

Speaker:

Dave Patriarche – Mainstay Insurance Brokerage Inc.

Sponsored By:  Best Doctors Insurance

Best Doctors

Cost: Members – $150    Non-Members  – $250  (includes HST #815938600)

THIS EVENT PROVIDES HOT BREAKFAST, AND SOUP, SALAD & SANDWICH LUNCH

Oct
2
Wed
OCTOBER CGIB SEMINAR – UNCONFIRMED @ Bellagio Event Venue
Oct 2 @ 8:00 am – 12:00 pm

CGIB events after the membership year ends August 31st will be confirmed only if there is a genuine interest in keeping the group running.

Topic:  Group Benefits from a P&C perspective – AKA – Where might we be going?

There are a lot of similarities between the changes the P&C industry has encountered, and what the Group Benefits marketplace is just starting to go through.  You’ll want to be hear this presentation to see what we might expect to happen next, and how there is still a solid place for us in a world of growing consolidation and direct sales.

Speakers:

Blake Waddell – Waddell Insurance Brokers Limited

TBC

Sponsored By:

NOW AVAILABLE 

Cost: $100 Members & Guests, $200 Non-members (includes HST #815938600)

THIS EVENT PROVIDES HOT BREAKFAST

Nov
6
Wed
NOVEMBER CGIB SEMINAR – UNCONFIRMED @ Bellagio Event Venue
Nov 6 @ 8:00 am – 12:00 pm

CGIB events after the membership year ends August 31st will be confirmed only if there is a genuine interest in keeping the group running.

Topic:  TBD

Sponsored By:

NOW AVAILABLE 

Cost: $100 Members & Guests, $200 Non-members (includes HST #815938600)

THIS EVENT PROVIDES HOT BREAKFAST