Connect and Grow

Elevate 2023 is the ultimate opportunity to discover new ways to build data, product and people connections that accelerate innovation, enhance customer and advisor experience and drive growth.

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Kerry Bodine Headshot

Keynote Speaker: Kerry Bodine

Kerry Bodine is the co-author of Outside In: The Power of Putting Customers at the Center of Your Business and the CEO of Bodine & Co., a customer experience consulting firm. Her ideas, analysis, and expert opinions have appeared on sites like The Wall Street Journal, Harvard Business Review, Fast Company, Forbes, and USA Today. She holds a master’s degree in human-computer interaction — and has devoted her career to helping organizations realize the business value of customer centricity.

Fairmount exterior winter drone

Join us at Elevate 2023. Stay at the Fairmont Chateau Frontenac, Quebec City.

Elevate 2023 is a special, invite-only, Equisoft event held at the Chateau Frontenac after CAILBA 2023 and designed provide participants with exclusive research results, updates on new agency management tech and a new approach to CX.

Elevate 2023 Agenda

April 19, 2023

2:00 PM-2:15 PM EST

Welcome from our CEO, Luis Romero

Venue: Salle De Bal - Ballroom, Chateau Frontenac

2:15 PM-3:15 PM EST

Keynote and design thinking workshop​ ​

In this session we will present -

  • Design Thinking: New approaches to building engagement, increasing productivity and creating value
  • Learn how to harness the power of empathy, prototyping and testing as part of a new decision-making process
  • Design thinking is a new toolset for enhancing CX, agent experience, building customer centric processes and products

Speaker : Kerry Bodine

Venue: Salle De Bal - Ballroom, Chateau Frontenac

3:15 PM-3:30 PM EST


3:30 PM-4:30 PM EST

Equisoft agency management system update

Product Learning Session

Speaker: TBD

Venue: Salle De Bal - Ballroom, Chateau Frontenac

4:30 PM-4:45 PM EST


4:45 PM-5:45 PM EST

Panel: Leveraging technology, data and design thinking to elevate distribution

Maximize agency growth by re-imagining critical processes & leveraging technology

Attracting and retaining advisors

Increase automation & leverage data to streamline sales and client support

Reduce costs and increase scalability

Speaker :TBD

Venue: Salle De Bal - Ballroom, Chateau Frontenac

5:45 PM-6:30 PM EST

Wrap up and Elevate Reception

You've Been Specially Selected to Attend

April 19th - Quebec City

Accelerate your agency's digital transformation.

Elevate 2023 brings you:
• Special guest keynote presentation
• Industry elite panel discussions
• Insights from other industry experts
• Peer-to-peer networking

Questions about Elevate 2023? We can help

Contact us