Insurance Brokers Association of Hamilton

IBAH Annual Education Report 2021

Posted Feb 28th, 2022 in 2021 Report

This past year has once again has flown by being very hectic with the many changes to the IBAH Education program. 

With the branding of our new Website we were offering all your education needs on our website. We offered a new online payment for both seminars and the RIBO course.  I encourage you to visit our website to see all the updated information for your education needs. With this, we have also made and will continue making Tweets regarding upcoming seminars please follow us @IBAHamilton.

 We partnered with The Insurance Institute of Ontario – Hamilton/Niagara Chapter to offer seminars for our members to attend.   However, due to the low participation, we had to cancel the following seminars.

Seminars In Review

April 14, 2016 - Insurance Sales & Skill Development – RIBO Technical/Management 6 hrs (Stephen White)

May 11, 2016 - Succeeding in Challenging Times – RIBO – Personal hours 6 hrs The session will include: Servicing clients, Upselling; Cross-selling dealing with objections (Peter Morris)

June 1, 2016 - Staffing Your Brokerage- The Call to Action – RIBO Management 3 hrs (Cordie Taylor-Edwards)

We held a free 1-Hour RIBO accredited seminar prior to our April luncheon on Social Media 101:  A focus on Twitter & LinkedIn, presented by Lindsay Marshall.   Thanks to all that attended.

We also ran a free ½ day  seminar morning and afternoon  on September 13th 2016 at the Insurance Institute – on 2016 Errors and Omissions Loss Control Seminar, presented by Hugh Fardy, Senior Vice President, The CG&B Group.   The seminar was well attended. As both these seminars were well attended, we would still like to see more members take advantage of the membership benefits.   to keep informed.

IBAH Basic Broker Course 

Since last fall we held 3 Basic Broker Courses with the help of Julie Ryan and Violet Whitehouse.  These were 2-week courses that ran in February, June, and September.    The February course had 27 people attend. The pass ratio was 67% and the Top Student was Heather Clark with a passing grade of 93%.   Economical presented the Top Student award – in June the course had 20 people attend. The pass ratio for this was 74% and our top student was Sarah Gallagher with an 87% mark.   Intact will be presenting the award at our October luncheon.   Our September course is set to run on the 19th and we have over 20 people signed up for the course.    The courses are well attended and our overall profit was good.   Thanks to Julie and Violet.

Our Basic Broker Course schedule for 2017 is as follows:

  • January 30 - February 10, 2017 > Exam February 11, 2017
  • June 5-16, 2017 > Exam June 17, 2017
  • September 18-29, 2017 > Exam September 30, 2017

All the courses will be at the Insurance Institute on Upper Ottawa.  Please click here for costs and registration details or if you have any questions you can email   

Thank you!

Once again we offered the opportunity to mark CAIB exams. On March 3, 2016, we marked 70 CAIB I, 2, 3 and 4 exams. March 14, 2016, 14 exams were marked. We were again offered to Mark exams on May 19, 2016, in which this time we had over 310 exams to mark, CAIB 1, 2, 3, and 4. It took us over 4 days to mark the exams. We had a lot of late nights, and a lot of fun enjoying each others company... We had some new people come out and give it a try and we had our veterans that we can always count on. It is much appreciated to all the people who gave up their time to mark.

Thank you to the following people who gave up their time to help mark;

  • Barbara Jane Ardan - Cowan Insurance
  • Barbara Pettinger – Dan Lawrie Insurance
  • Beth Pearson
  • Brenda Bonomo – AP Insurance
  • Christa Pissey – Tower Hill Insurance
  • Carol Denney – Bunnell Hitchon Insurance
  • Cindy Madden – Phil Leon Insurance
  • Denise Martin – Dan Lawrie Insurance
  • Diana Reizgys
  • June Pay
  • John Calvin Schultz –AP Insurance
  • Sandra Sacchetti – Haldimand Insurance
  • Susan Rhodes – Pearson Dunn Insurance
  • Tracey Bacon – Dalton Timmis Insurance
  • Violet Whitehouse
  • Wendy Adrian – Dalrymple Insurance Brokers

Thank you all!!!    If  you would like to become a member to mark all you need to do is have your CAIB designation, be willing to give up a couple of evenings during the year, enjoy having fun and giving back to the industry.   You can call, send an email or visit our website if you would like to join this group of dedicated professionals.

Once again I had the opportunity to attend our annual Christmas gathering, annual BBQ and the Annual Golf tournament.  I was able to attend the Crime Stoppers fundraiser such a good opportunity to give back to our community.  We donated this year to the Hamilton Sparta Soccer Club.   The team went undefeated in their tournament and won the Ottawa Showcase.    A great job to all the board members for all their time and effort. 

We had a busy term and I look forward to another one in 2016-2017 as your Education Chair.   Please feel free to contact me, my information is below. There are a lot of broker benefits provided by your Association.   Please take advantage of them.

This article was written by IBAH board member, Educational Chair, Kathy Clayborne.

Kathy Clayborne, CIP, CAIB
Youngs Insurance Brokers
Phone: 905-689-7911 ext. 2247
Fax: 905-689-0400

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