'The Big Switch' Series: Everything You Need to Know About Selecting & Onboarding a BMS Partner

Presented by Wawanesa Insurance & SGI CANADA

Are you considering a new broker management system (BMS) or are you looking to switch BMS vendors and don't know where to start — or what to think? Join Sam Jazayeri-Moghaddas, insurance broker, speaker, and podcaster, in this two-part webinar series for IBAS members as he shares his personal experiences leading up to and following the decision to change BMS providers. 

Session #1: Before the Switch
Thursday, June 10, from 11 a.m. – 12:15 p.m. (1 CE Credit Hour)

This session will outline critical factors to consider in the decision-making process, and will provide practical tips and information on how to evaluate potential solutions and make the choice that is right for your brokerage.

Session #2: After the Switch
Thursday, June 17, from 11 a.m. – 12:15 p.m. (1 CE Credit Hour)

This follow-up session dives into what happens between the time that you sign a new BMS agreement and the point it is a fully functioning and value-adding tool in your brokerage. Sam will touch upon accounting setup, staff training, deadlines, and much more!

About the Speaker

Sam Jazayeri-Moghaddas is a licensed insurance broker and team leader at PrimeService Insurance in Ontario, with a passion for enabling his team, the broker community, and consumers to succeed. In 2020, he led the BMS change project within his brokerage, and found the process was full of surprises. This was the impetus for Sam to create a webinar series to support brokers looking to make a change in BMS technology in their own offices — a unique program that has received glowing reviews from brokers and brokerage owners across Canada!

Attendance & Cost

Individuals may choose to register for one or both sessions (please use the corresponding registration link). IBAS is offering its members one free registration per brokerage per session. Additional member registrants are subject to a nominal cost recovery fee of $50 (plus GST) per session. Thank you to our Presenting Partners for making this possible:

Login details will be e-mailed to all confirmed registrants at least 24 hours prior to each session.