Q2 Summit: Toronto Schedule

May 7, 2025

Time Summit Program
12:00 p.m. - 1:00 p.m. Full Event Registration and Welcome Refreshments
1:00 p.m. - 1:15 p.m. Opening Remarks
1:15 p.m. - 2:00 p.m. Securing the Future: Vetting AI Solutions for Privacy and Security Risks
Learn how to assess AI solutions for privacy and security risks. This session will cover best practices for vetting AI tools, ensuring data protection, and mitigating potential threats to safeguard your organization as you integrate AI technologies.
2:00 p.m. - 2:45 p.m. Canadian Business Market Update
Speaker: Steve Whitelaw

Steve Whitelaw will dive into the evolving Canadian marketplace and the factors shaping investment strategies across the country. Steve will provide a comprehensive overview of the current insurance landscape in Canada, offering key updates on market trends and emerging opportunities. Attendees will gain valuable insights into the forces driving strategic investments, from regional shifts to broader national trends. Steve will also delve into the Canadian roadmap for the future, discussing how businesses can adapt to and capitalize on these changes in a rapidly evolving environment.

US Focused Breakout
2:45 p.m. - 3:05 p.m. Networking Break
3:05 p.m. - 4:05 p.m. Insurance Innovation Roundtables: Tackling Today’s Biggest Challenges
Join your peers for interactive roundtable discussions on the most pressing topics in the insurance industry. Choose a table that aligns with your interests and engage in dynamic conversations to share insights, challenges and best practices with fellow professionals.
4:10 p.m. - 5:00 p.m. Keynote: Harnessing AI for Growth: Safe and Strategic Implementation in Independent Agencies
Speaker: Daniel Metcalf

Artificial intelligence is transforming the insurance industry, but how can independent agencies leverage it effectively while staying compliant and secure? This session explores real-world applications of AI to enhance efficiency, improve customer engagement, and drive business growth. Through case studies and practical insights, you’ll learn how to integrate AI tools safely while mitigating cybersecurity and compliance risks.
5:00 p.m. - 5:05 p.m. Closing Remarks
5:05 p.m. - 6:05 p.m. Networking Reception

Program subject to change.

May 8, 2025

Time Summit Program
7:30 a.m. - 8:30 a.m. Breakfast and Networking
8:30 a.m. - 8:45 a.m. Opening Remarks
8:45 a.m. - 9:45 a.m. Optimizing the Canadian Product Roadmap
Discover opportunities to optimize your use of Applied Epic and harness the latest capabilities on the product roadmap. This session will highlight upcoming features, enhancements, and strategies aimed at streamlining operations, in addition to providing insight into the Canadian commercial lines journey.

US Focused Breakout
9:50 a.m. - 10:35 a.m. Practical AI Applications in Insurance
Join a dynamic discussion with industry experts as they share real-world examples of how AI is transforming insurance operations. From enhancing efficiency and streamlining workflows to improving customer experiences and driving innovation, our panelists will provide actionable insights into the practical applications of AI in their agencies. Attendees will have the opportunity to engage with panelists, ask questions and walk away with strategies to implement AI in their own organizations.
10:35 a.m. - 10:55 a.m. Networking Break
10:55 a.m. - 11:40 a.m. AI in Canadian Insurance: C-Suite Perspectives on Transformation and Innovation
Top executives from leading Canadian insurance companies share their vision for AI’s evolving role in the industry. From underwriting and claims processing to customer experience and risk management, this panel will explore how AI is shaping strategy, driving efficiencies and redefining the future of insurance in Canada.
11:40 a.m. - 12:00 p.m. AI-Driven Customer Engagement: Transforming the Insurance Experience
Examining how AI chatbots and virtual assistants can meet evolving customer expectations for rapid, personalized service.
12:00 p.m. - 1:15 p.m. Networking Lunch
1:15 p.m. - 2:15 p.m. Regional Roundtables: Navigating Industry Changes Across Regions
Join regional breakout discussions to explore the latest trends and challenges shaping the insurance industry. Whether you're focused on the U.S. or Canada, these roundtables will dive into region-specific market developments, legislative updates, and emerging industry shifts. Connect with peers from your area to share insights, discuss pressing issues, and develop strategies to stay ahead in an evolving landscape. Choose the group that best aligns with your geographic location to gain valuable perspectives and actionable takeaways relevant to your region.
2:20 p.m. - 2:50 p.m. AI in Action: Real-World Implementation in Insurance Agencies
This session presents an insightful case study showcasing the real-world implementation of AI in an insurance agency. This session will highlight practical applications, challenges and successes of integrating AI technology to drive efficiency, improve customer service, and enhance decision-making within the insurance space.
2:50 p.m. - 3:00 p.m. Closing Remarks
3:00 p.m. Event Concludes

Program subject to change.