Partial client list

Society of Actuaries • LOMA • ManuLife • National Fraternal Congress of America • Property & Casualty Insurers Association of America • Towers Perrin Reinsurance • Canadian Reinsurance Association • Providence Health Plans • Professional Liability Underwriting Society • Ageon • Blue Cross/Blue Shield • CGI • CGU Insurance • American Society for Health Care Risk Management • Great West Life • Canadian Life and Health Insurance Association • Canadian Institute of Actuaries • Kingsway Financial • KPMG Annual Insurance Industry conference • Mutual Service Corporation • North American Insurance Conference

Read Jim's blog posts on financial trends

How can he help you?

• future trends impacting the insurance industry • the future of risk -- a highly customized, futurist oriented presentation examiniing the new insurance vulnerabilities that are emerging in an increasingly complex, volatile world • business case issues, particularly with distribution channels - broker/agents • kickoff / keynote for staff/broker/agent events • sales force training and motivation • innovation -- new business models, exploiting new opportunities in the insurance industry • Top 500 sales conferences -- encouraging your top producers to adapt to the future • a industry specific look to the future •

Highlights

• He keynoted the annual meeting of the Society of Actuaries in 2008, as well as LOMA
• Jim Carroll has extensive experience within the insurance industry, with both life and property/casualty industries, as well as medical insurers and underwriters, whether dealing with individual or group policies, or both.
• He has keynoted events for underwriters, actuaries, pension managers, risk managers, life companies, P&C companies.
• He has spoken to CEO's, broker groups, employees and senior executives throughout the insurance industry. He has challenged all of them to realize that the industry is in a period of dramatic and substantial change, and that new thinking is required in order to meet the challenges that lie ahead. He is sensitive to existing relationships
• Jim provided a keynote for MutualService brokers in Newport Beach, California. His mandate was to encourage them to adopt the future and new ways of doing business, as the organization works to migrate brokers to new online business systems
• Jim provided the keynote for the annual international Professional Liability Underwriting Conference in Orlando, FL, on the topic Thriving on Change: How to Establish an Innovation Culture. The association, knowing that the industry is, bound in business practices and strategies that are subject to tremendous change, need a good wake up call to cope with the future
• He was the keynote speaker at the first annual North American Insurance Conference held in in St. Petersburg, Fla, organized by Kingsway Financial. In attendance were senior management executives of major insurance companies from throughout North America, as well as senior financial regulators
• Mr. Carroll was retained by the high-tech consultancy/outsourcing firm, CGI to provide an intense, two day workshop session for CEO’s of a dozen major property/casualty companies, held in Nassau, Bahamas
• Jim provided a strategic planning workshop for the CEO and entire senior management team of Blue Cross/Blue Shield of Florida. His workshops examined the changing world of health insurance and health care, from both an individual and group perspective, and explored in an interactive setting what it takes to be an effective leader within the industry in the digital age
• CGU Group brought Mr. Carroll in to talk to their annual top-broker conference in order to provide them insight into the challenges emerging in the distribution of insurance products, and encourage them to adopt new online transaction tools.. Almost immediately, they rebooked Mr. Carroll to provide this insight to an additional 25 leading brokers during a key client get-together in Carmel, California
• Jim's comments at the annual KPMG Insurance Industry conference had such an impact that they reprinted his observations in their client-oriented publication.
• Mr. Carroll's insight comes from direct experience within the industry -- as a Chartered Accountant with a predecessor firm of KPMG, Mr. Carroll was directly involved in the annual audit of Maritime Life, a division of John Hancock. He gets this business!

Recent insurance keynotes: "The Future of Risk"

Jim Carroll recently provided a highly customized keynote on "the future of risk" for the senior management team of Towers Perrin, and delivered the same talk for two major insurance companies, as well as a national reinsurance association conference. The talk examined the future of insurance risk on a long term basis, the culture of entitlement that has emerged in society, and how insurance companies must adapt to a future world of rapid, relentless change.