Organization of Real Time Brokers Implementing Technology                                                                           Spring 2012

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In This Issue
Real Time Education Days
Top Broker Interview with Education Days Speakers
Working Groups Looking for Members
Payments Working Group Feature
Help Us Grow


ORBiT Sponsors:


IBM Canada




 ORBiT Spring Newsflash

ORBiT's 2012 Real Time Education Days
Fast Forward to Financial Succe$$


Join us for a day of RIBO accredited learning that will help you make Real Time a reality in your office.


Come and learn how you can move your brokerage forward to financial succe$$! 


Listen to our exceptional speakers, including Brian Bartosh from Top O' Michigan Insurance and Cal Durland from ACORD, leaders in Real Time south of the border. Watch eye opening Real Time demos by industry experts to see what's available today and what's coming in the future.


Dates and locations are:


Toronto        May 29th

Kingston      May 30th

London         May 31st



Click here for more information and to register.  Follow us on Twitter, Linkedin and Facebook for the latest updates.


ORBiT Education Days Sponsored in Part by: 






Interview with ORBiT Education Days Keynote Speakers


Cal Durland

Cal Durland,

Director Member Relations, ACORD

Brian Bartosh

Brian Bartosh,

President, Top O'Michigan Insurance


  Canadian Insurance

  Top Broker spoke to Cal

  Durland and Brian

  Bartosh to get a preview

  of their sessions at

  ORBiT's 2012 Real Time

  Education Days.




Cal Durland, Director Member Relations at ACORD, will discuss how real time technologies save time and increase profits, and Brian Bartosh, President of Top O'Michigan Insurance Agency, will provide insight on the brokerage of the future. Read more>>

ORBiT's Working Groups Looking  for Members

ORBiT is pleased to announce that  the majority of our groups are busy working on their best practice workflows.  Some of the groups, such as Payments, EDT & Inquiry and New Business Quote & Bind are ready to go through the vetting process with the Road Mapping & Implementation group.


Two of our groups are still looking for more brokers, carriers and vendors to join their ranks:  


Client Access Through Broker Websites and Mobile Applications


Please click here to email Jamie Martyn, the working group team leader to join the group or call 705-472-5930.


Password Management


Please click here to email Geoff Dunn, the working group team leader to join the group or call 905-481-3332.


Click here to learn more about these and other ORBiT working groups.

ORBiT Working Group Feature: Payments 

The Payments working group is one step closer to streamlining the transfer of premiums from the broker's office to the carrier to improve service to the client and create efficiencies for brokers and carriers.


The group has completed the Best Practice Workflow and business case which have been sent to the other working group team leaders for review with their groups.  Once the feedback has been incorporated, the workflow will start the vetting process, in to the newly formed Road Mapping & Implementation working group. 


The Road Mapping group will send the workflow to carriers, vendors, IBAO and CSIO to see if it is consumable.  If yes, then the Road Mapping & Implementation group will assign it a priority to move it along.  The Payments group will stay involved until the workflow is implemented on brokers' desktops.


To access meeting minutes and best practice workflows for all of ORBiT's working groups, please click here and log in to the members portion of ORBiT website.  If you have forgotten your password, email us and we'll resend it to you.
Help us grow our membership
ORBiT is very excited about our growing membership.  Currently we represent 4400 brokers representing over $4.5 billion in premium, along with 14 companies, 12 vendors and 2 sponsors.


We want to expand our membership further in order to be able to provide our industry partners with a strong, unified broker voice.  

Please help us grow by emailing us with 3 names of brokers or industry partners in Ontario and nationally, who we can invite to join ORBiT.


Please click here to download ORBiT Membership Form and feel free to forward it to potential members.