Montreal
Palais des congrès
February 20, 2025
The tech event of the year presented by RCCAQ innovation!
Following the success of the first edition, RCCAQ Innovation is pleased to invite you to the second edition of its Brokerage Technology Summit, TeC Summit, which will take place at the Palais des Congrès in Montreal on February 20, 2025.
This year, under the theme The Digital Revolution with AI: Accelerating your firm’s growth, the program will explore the latest technological advancements dedicated to brokerage firms, with a new addition: a category specifically dedicated to artificial intelligence solutions.
The TeC Summit aims to inform you about solutions, tools, and services tailored to the needs and challenges identified since 2022 as part of our Digital Transformation Initiative (DTI) program. This year, our program offers twice as much content as the first edition, allowing participants to choose the topics and activities that interest them the most.
As a participant, you will have access to
2 panels
2 workshops
10 technological presentations
Meetings with experts
An exhibitor lounge and a cocktail at the end of the day
Join the RCCAQ Innovation team, along with the Technology Committee of the Group and our partners, to discover the latest advancements that will support your teams in a successful digital transition. RCCAQ Innovation positions itself as your one-stop shop to meet your technology needs and innovative solutions dedicated to brokers.
We thank the Ministry of Economy, Innovation, and Energy for its financial support.
Stay informed (french only)!
- by contacting the RCCAQ Innovation team
- by subscribing to our RCCAQ Innovation LinkedIn page
- by subscribing to the Informateur, the RCCAQ newsletter
- by checking out the RCCAQ Liaison+ magazine
Programming
The translation service will be provided by
Speakers
Tom Reid - GRTR consulting
Bio
Tom has spent more than a quarter of a century in a variety of senior leadership positions in the Canadian P & C industry.
Tom continues to be active in the Canadian P & C sector, consulting for various insurance clients, including leading the IBAC initiative to promote broker/carrier connectivity.
Conference title
You don't know Jack & Digital Insurance Pint Podcast
Description
Tom’s presentation highlights the dominance of direct writers in Quebec, the challenges faced by brokers in online marketing, and the potential of AI to improve fundamental aspects of brokerage operations. The presentation emphasizes the importance of identifying & adopting emerging AI technology to strip away non-value add work, improve employee effectiveness and increase customer satisfaction. The web may be saturated by direct writers, but AI is a new frontier that can help brokers maximize their appeal to consumers.
Jean-Philippe Martineau - Covalen
Bio
Jean-Philippe started in insurance in 2004 as a producer broker at Groupe Ostiguy & Gendron. In 2012, he joined the company’s shareholders as Executive VP in charge of operations. Since 2015, he has held the position of president and is responsible for operations and digital strategy at the firm now called Covalen. He has been involved in the Technology Committee of the RCCAQ since its creation.
Conference title
Use of Zoho One CRM
Description
Coming soon!
Frédéric Caron - ComUnik
Bio
Frédéric Caron has over 20 years of experience in the telecommunications field. He is currently Vice President at ComUnik, a voice and digital communication solution specifically designed to meet the needs of property and casualty insurance brokers. A visionary, he co-founded the development of this scalable and integrated platform in 2007, with his current business partner, aimed at maximizing the value of every client interaction. Driven by a constant quest for innovation, he strives to offer accessible, high-performance, and cost-effective solutions for his partners.
Conference title
Reinventing Brokers' Communications with AI: Innovations that Make a Difference
Description
Comunik innovates by leveraging artificial intelligence to offer its clients communication solutions that stand out.
Martin Ouellet - Rival IT
Bio
Passionate about technology from a young age, Martin entered the insurance technology sector 25 years ago. He has collaborated with brokers, general agents, and insurers in the fields of distribution, underwriting, and claims in Canada and the United States. A strategic thinker, he is driven by a passion for solving industry challenges. His extensive experience and dedication have made him a trusted figure in the insurance technology field
Conference title
Artificial Intelligence at the service of brokerage
Description
The technological universe has recently entered a new era that will globally influence almost all economic sectors of society. Insurance brokerage is not and will not be excluded. What are the current and future impacts on business processes and the workforce? How should the broker of 2025 prepare for the next technological revolution? In this session, we will discuss how brokerage firms should prepare and how new modern solutions will influence their competitiveness and efficiency.
Sheriff Geyamel - Trufla
Bio
Part visionary, part maverick, Sherif began his insurance career in 2009 as an independent broker when he opened Sharp Insurance. Soon after, Sharp became one of the most innovative and fastest growing brokerages in Canada. Much of his success is related to his pioneering early adoption of brokerage digitalization. Creating, launching, and reiterating digital tools to help him grow his brokerage, Sherif realized his passion was in the software development side of things. In 2021, Sherif sold his brokerage to become an advocate for independent brokers. As CEO of Trufla, a global software provider for the distribution channel, Sherif continues to push the boundaries of what brokers can do through data and digitalization. Sherif is a recognized thought leader and frequent speaker on insurance distribution and the critical role of independent brokerages.
Conference title
Discover How AI and Real-World Data Transform Brokerages!
Description
Join Sherif Gemaeyl as he dives into practical, game-changing use cases of AI and data in the brokerage world. Learn how predictive analytics, automation, and tailored insights are driving customer retention, streamlining operations, and unlocking new revenue opportunities. Don’t miss this chance to see how your brokerage can thrive in a tech-driven insurance landscape!
Gregory Toothe - Acturis
Bio
Gregory joined Acturis in the UK 2007. Among his different roles within the company, he shaped and managed the Acturis specialty lines team for more than five years. In 2019, he moved to Canada to help the company adapt the Acturis SaaS platform to the Canadian market. As the Managing Director of Acturis Canada, he oversees the teams delivering the Acturis Canada, PowerBroker and Brovada solutions and manages strategic business relationships looking to provide seamless e-trade to insurance brokers across Canada. Gregory has a degree in Economics.
Conference title
Acturis launch in Quebec and the evolution of the BMS
Description
How can the Brokerage Management System (BMS) evolve to better integrate risk assessment, web portals, automation, and AI? A BMS should not be seen solely as a tool to keep track of your policies and transactions, but rather as an efficiency driver for brokers. Additionally, a brief overview of Acturis’ history, their presence in the UK, progress in Canada, and planned projects in Quebec will be provided.
Laurent Barcelo - Videns Analytics
Bio
Conference title
Acturis launch in Quebec and the evolution of the BMS
Description
Explore the tangible benefits of integrating a personalized dashboard with PowerBI. This conference will allow you to discover the potential of business intelligence and predictive analytics to enhance your strategic decision-making.
Florence Boutin - Videns Analytics
Bio
Conference title
Acturis launch in Quebec and the evolution of the BMS
Description
How can the Brokerage Management System (BMS) evolve to better integrate risk assessment, web portals, automation, and AI? A BMS should not be seen solely as a tool to keep track of your policies and transactions, but rather as an efficiency driver for brokers. Additionally, a brief overview of Acturis’ history, their presence in the UK, progress in Canada, and planned projects in Quebec will be provided.
André Hudon - Zoho One
Bio
André Hudon, a graduate of Bishop’s University, started his career in the insurance sector in 1984 as a representative at Veilleux Informatique, thanks to their innovative software for comparing auto insurance rates. He was the founding president of SkyFluent from 2012 to 2022, playing a key role as a Zoho partner for Quebec SMEs. Since then, he has held the position of Sales Director for Quebec at Zoho Canada Corporation, assisting organizations in their digital transformation.
Conference title
Zoho One: Revolutionize the Management of Your Insurance Brokeragey
Description
Discover how Zoho One, the all-in-one suite, can transform your operations by simplifying client management and automating key processes. This workshop will provide an overview of Zoho One applications tailored for insurance brokers, with practical demonstrations of Zoho Forms for data collection and Zoho Sign for managing electronic signatures in full compliance. Leave with practical tools to modernize your practice and optimize your interactions with clients.
Ghada Chehaibi - Solulan
Bio
Ghada Chehaibi holds a Master’s degree in Applied Computer Science for Management, developing a strong understanding of new technologies, particularly Microsoft. She is an MS 365 and Copilot consultant for CDPQ, optimizing the use of Copilot through specialized support programs tailored to departments and roles.
Conference title
MS Copilot Workshop
Description
à venir!
Guillaume Raymond - Inscora
Bio
Guillaume is the Chief Technology Officer (CTO) and co-founder of Inscora, a company that is revolutionizing the way cyber insurance brokers prospect, qualify, and underwrite contracts. Guillaume’s expertise lies in aligning technology with business strategy, driving organizational transformations through complex integrations, optimizing infrastructure costs, and adopting modern, scalable architectures. His background reflects a commitment to solving complex challenges while fostering collaborative, innovation-driven environments.
Conference title
AI at the Service of Cyber Brokerage
Description
à venir!
Grégoire Rastoul - LittleJohn
Bio
Grégoire is an entrepreneur and an expert in insurance distribution, having participated in two major insurance broker LBOs (WTW and APRIL) and successfully exited his first company. More recently, Grégoire held the position of Chief Operating Officer at LEOCARE, a French neo-broker. Previously, he created and sold UEX in Singapore, an IPMI (International Private Medical Insurance) distribution platform, which he sold to the April Insurance group in 2020.
Conference title
How is AI reshaping the transformation of the brokerage profession?
Description
Faced with increased operational constraints and the obsolescence of brokerage management software, generative AI and agent-based AI offer brokers the opportunity to transform their management approach. Convinced that brokers are the best distribution and advisory channel, Grégoire shares with us why he created Little John and how AI can provide a « gentle » technological transition model.
Nick Kidd - Quotey
Bio
Nick has been in the insurance industry for 30 years. He has developed a unique perspective of the industry due to his breadth of experience within insurers, MGAs and brokerages in both the UK and Canada. This has led to the creation of Quotey which is designed to solve common problems across insurance stakeholders and bring simplicity and efficiency to the process. Nick lives in Ontario with his wife and three children.
Conference title
Quotey in Action – A Live Demo in Partnership with Tremblay Assurance
Description
Come attend a demonstration, in partnership with Tremblay Assurance, of the Quebec version of the Quotey software for commercial insurance.
Samuel Bélanger Lamoureux - Cemiar
Bio
Samuel is co-founder and co-chair at Cemiar, where he leads business development and marketing strategies. A visionary and committed leader, he actively contributes to Cemiar’s expansion and its positioning as a leader in technological innovation in the North American Insurtech market.
Conference title
The revolutionary AI assistant for insurance
Description
Discover how Cemiar’s new AI-powered intelligent assistant enables insurance professionals to search, process, and synthesize data hidden within their systems (BMS, Cloud, PDF, etc.) through an intelligent chat interface. A tool that will transform access to information and optimize decision-making within firms.
Adam Mitchell - Mitch Insurance
Bio
Adam Mitchell is the CEO of Mitch Insurance. A third-generation broker, Adam took over the family business in 2008. Mitch Insurance has won numerous awards, including Broker of the Year and Innovator of the Year from the Insurance Brokers Association of Ontario (IBAO), and has been named one of the fastest-growing Canadian companies by Report on Business Magazine.
Conference title
Digital Insurance Pint Podcast
Description
The fastest way to grow your insurance brokerage is not always obvious – and it’s usually never easy. The Digital Insurance Pint is much more than an ideas podcast. It serves as a channel for brokers, insurers, and providers to engage in solution-focused discussions. But perhaps more importantly, the Digital Pint brings together brokers who are willing to share their growth journey (as well as their stumbles and battle scars) to help your agency or brokerage succeed in non-traditional ways.
Come join the Digital Insurance Pint podcast with the whole team in person.
Steve Earle - Bauld Insurance
Bio
Steve holds dual roles as Presidents of Bauld Insurance, which is a 70+ year old traditional independent brokerage, and WebBroker Canada Inc., a completely digital brokerage model that launched its first customer facing brand, Cheep Insurance in June of 2016.
After attending Mount Allison University, Steve began his insurance career as a Claims Adjuster with The Citadel Assurance in Toronto in 1995. In 2008, Steve and his wife Sara purchased her father’s insurance brokerage where he had been Business Development Manager for 10 years.
Steve has served as Chair of Nova Scotia’s Young Brokers Network and his local Business Association. Currently Steve sits on both the Technology Committee of the Insurance Brokers Association of Canada, Canadian Broker Network (CBN) and is on the Board of Directors for the Centre for the Study of Insurance Operations (CSIO).
Conference title
Digital Insurance Pint Podcast
Description
The fastest way to grow your insurance brokerage is not always obvious – and it’s usually never easy. The Digital Insurance Pint is much more than an ideas podcast. It serves as a channel for brokers, insurers, and providers to engage in solution-focused discussions. But perhaps more importantly, the Digital Pint brings together brokers who are willing to share their growth journey (as well as their stumbles and battle scars) to help your agency or brokerage succeed in non-traditional ways.
Come join the Digital Insurance Pint podcast with the whole team in person.
Venez assister à un podcast du Digital Insurance Pint avec toute l’équipe en personne.
Jeff Roy - Excalibur Insurance
Bio
En tant que leader et coach, Jeff est animé par trois choses : la technologie, les personnes et les grandes idées. Il croit également que la clé de l’innovation en tant qu’entrepreneur se mesure principalement par le nombre de fois où vous avez tenté quelque chose de nouveau, ainsi que par les leçons tirées lorsque les choses ne se déroulent pas comme prévu. Jeff siège actuellement aux comités technologiques de l’IBAO, de l’IBAC, du CSIO et du CBN, et a pris la parole devant plus de 5000 agents et courtiers à travers le Canada et les États-Unis pour partager l’histoire de son entreprise et ses meilleures pratiques.
Conference title
Digital Insurance Pint Podcast
Description
The fastest way to grow your insurance brokerage is not always obvious – and it’s usually never easy. The Digital Insurance Pint is much more than an ideas podcast. It serves as a channel for brokers, insurers, and providers to engage in solution-focused discussions. But perhaps more importantly, the Digital Pint brings together brokers who are willing to share their growth journey (as well as their stumbles and battle scars) to help your agency or brokerage succeed in non-traditional ways.
Come join the Digital Insurance Pint podcast with the whole team in person.
Marie-Pierre Fortin - BC Assur
Bio
Certified Human Resources Advisor, passionate leader, Marie-Pierre has over 20 years of experience in the property and casualty insurance industry. For the past 5 years, she has served as the CEO of BC ASSUR, where she embodies a human, inclusive, and ambitious vision. Under her leadership, the company has built a high-level multidisciplinary team united by a culture of innovation and collaboration.
Thanks to her ability to bring together talent and navigate a constantly evolving environment, Marie-Pierre has equipped BC ASSUR with the resources and expertise needed to tackle the technological challenges of the industry.
She is driven by the positive impact that technology can have on the industry, while always placing people at the heart of her decisions.
Conference title
Panel of technology leaders
Description
Panel participants will be invited to share their experiences with the implementation and use of technology in their companies. They will be asked to discuss topics such as the selection process, planning, integration, risks, and lessons learned.
Mathieu Brunet - MP2B
Bio
Mathieu Brunet is an insurance broker and co-owner of MP2B Assurance, a brokerage firm based in Laval with over 70 employees. Since 2006, he has transformed the company into an industry leader through a bold vision and the integration of technological solutions, including the Acturis management system.
A key player in the evolution of the sector, Mathieu has served on the board of directors of the RCCAQ, where he actively contributed to its technology committee, as well as on the board of the CSIO for six years. As the current president of the ACAC (Canadian Insurance Brokers Association), he plays a strategic role in government representation, particularly in preserving the regulatory status quo governed by the Bank Act. He also leads major initiatives such as the modernization of the Broker Identity Program (BIP) and the update of the CAIB certification program.
Engaged in his community, Mathieu leads numerous fundraising initiatives for the oncology center of the Fondation de la Cité de la Santé de Laval, combining his personal and professional commitment to making a difference.
A visionary and entrepreneur, Mathieu Brunet continues to innovate and contribute to the prominence of the brokerage industry, both in Quebec and across Canada.
Conference title
Panel of technology leaders
Description
Panel participants will be invited to share their experiences with the implementation and use of technology in their companies. They will be asked to discuss topics such as the selection process, planning, integration, risks, and lessons learned.
Karine Gosselin - Gosselin Courtiers d'assurances
Bio
Karine Gosselin began her career in 2009 at the company founded by her father, Serge Gosselin. Her entrepreneurial spirit led her to establish her own property and casualty insurance firm in 2013, to meet the specific needs of an Indigenous community. This decision marked the beginning of a period of exponential growth and innovation for her company.
In 2017, following the merger of the two companies, Karine became the president of Gosselin Insurance Brokers. Shortly thereafter, she contributed to the company’s expansion by participating, along with 10 other firms, in the acquisition of the distribution network of the insurer Wawanesa. This collaboration resulted in the opening of a branch in Mercier and the expansion of their operational territory.
Always on the lookout for innovations in her field, Karine played a key role in the digitization and implementation of new technologies within the company. She has been actively involved in modernizing internal processes and integrating technological solutions, thereby contributing to the firm’s efficiency and competitiveness.
In addition to her professional commitments, Karine is actively involved in her community, working on the development and well-being of her region. Her passion for her work is reflected in her local engagement and determination to create a positive impact.
Conference title
Panel of technology leaders
Description
Panel participants will be invited to share their experiences with the implementation and use of technology in their companies. They will be asked to discuss topics such as the selection process, planning, integration, risks, and lessons learned.
Caroline Turgeon - Fort Assurances & Avantages sociaux
Bio
Senior manager and advisor with extensive experience across various sectors: insurance firms, insurance companies, financial services, product development, IT, data conversion, and engineering. Over 15 years of experience in transforming and developing operational models for insurance firms. Focused on improving business processes with in-depth knowledge of insurance operations, products, and services.
Conference title
Panel of technology leaders
Description
Panel participants will be invited to share their experiences with the implementation and use of technology in their companies. They will be asked to discuss topics such as the selection process, planning, integration, risks, and lessons learned.
Exhibitors
Q&A
What is the exact address of the Palais des congrès?
The main entrance of the Palais des congrès is located at 1001, Place Jean-Paul-Riopelle. The secondary entrances are as follows and are open from 5:30 AM to 11:00 PM:
- 201, av. Viger O.
- 301, rue Saint-Antoine O.
- 200, av. Viger O.
- Av. Viger O. (coin rue Jeanne-Mance)
- Rue Saint-Antoine O. (coin ruelle des Fortifications)
- 1000, rue Saint-Urbain
- Rue de la Gauchetière (coin Esplanade)
Indoor parking (400 spaces) is available and accessible via 1025 Chenneville Street, accessible from Viger Avenue. Debit and contactless credit cards are accepted.
Visit the website for more details!
I’m not from the area. Are there any hotels nearby?
Here is a list of some establishments available around the Palais des congrès :
I registered for the event, but something came up. Can I get a refund?
Tickets are non-refundable. If you are unable or unable to participate in the event, we offer you the possibility of transferring your ticket to another participant. Please ensure the transfer is completed before the start of the event to ensure access to your replacement. For any questions or assistance regarding ticket transfer, do not hesitate to contact the RCCAQ innovation team at the following email address: [email protected].
Relive the best moments of the event!
