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Tech Talk - BMS Upgrades: Strategies for Timing and Implementation

February 7, 2023, 12:00 - 1:00 PM


IBAM's "Tech Talk" is back! 

Presenter: Sam Jazayeri-Moghaddas

  • Sam is a Broker & Director of Operations at PrimeService Insurance. Sam has a passion for utilizing technology to enable his team, the Broker community, and consumers to succeed. He leads his Brokerages technology implementation and shares his learnings through presentations & sessions for Brokers across Canada.

Title: BMS Upgrades: Strategies for Timing and Implementation

This virtual session will provide attendees with an in-depth understanding of the factors to consider when timing and implementing upgrades to their Broker Management System (BMS). The discussion will cover the benefits and potential challenges of upgrading a BMS, as well as strategies for minimizing disruption and maximizing the return on investment. The session will also include real-life broker experience in BMS upgrades, as well as a Q&A with industry experts. Participants will leave with a roadmap for planning and executing BMS upgrades in their own organizations.