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Information & Articles
Directory of Providers of Broker Management Systems
Property and casualty insurance brokers have grown organically and through mergers and acquisitions and are often sizable businesses in a complex and sophisticated business. In order to help in both operations and management of the business, computers now play an integral part.
Far from the days of enhanced accounting systems, Broker Management Systems (BMS) today offer a broad range of tools which help sell and service customers, manage the business internally and exchange data with a variety of insurance companies and information providers.
In addition to the many core functions provided by most BMS providers, many offer standard or customized interfaces to complementary systems used for special purposes.
Articles
Directory of Providers of P&C Broker Management Systems
Keal Technology
Contact details |
Head Office: Toronto, ON
Offices across Canada. |
- sigXP Broker Management System;
- comXP Commercial Management System;
- dokXP Document Scanning Solution;
- nexisys Real-time SEMCI Solution. |
Keal is a leading software application developer whose focus is exclusively on the insurance and financial brokerage marketplace. Keal is the first BMS vendor in Canada to attain 'Microsoft Gold Certified Partner' status and as such works closely with Microsoft to deliver up-to-date, robust applications.
Amongst their products, sigXP™ acts as the CRM and personal/auto/habitational policy management system, integrating with comXP™, a CMS (commercial management system), and dokXP™, a document management and scanning solution. Keal is the exclusive distributor for Nexisys, providing a single entry multiple company interface (SEMCI); lifeXP™, life insurance management; and premiumXP™, premium financing management.
All products are developed uniquely for the Canadian marketplace in both official languages. They are 100% Canadian owned and operated, servicing their clients from offices throughout Canada and are headquartered in Concord, Ontario.
With Keal, brokers take advantage of integrated systems to streamline their workflows and grow their business. For more information visit www.keal.com.
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CIM-Data Ltd.
Contact Info |
Office in Mississauga
Serving all Canada |
CIM-Data Rating Engine
CIM-Data Broker Management System |
- Canadian owned, in Mississauga
- Full function Brokerage Management System
- Easy to learn, use, and install, especially for large brokerages
- 1-800 unlimited customer support
- Graphics, Printing, Hardware, Networking, and Security Services
- Remote Server Administration
VCIM
- CSR’s love it because
- Real easy to learn and use
- Fastest interface
- No drill downs
- Policy information at a glance
- User controlled workflows
- Built-in Word Processing
- Management support
- Extensive library of reports and options
- Detailed and flexible user permission levels
- Easy to use “Point and Click” Query Marketing Tool
- Administrative Features
- High performance, high reliability database
- Efficient Server operation – scales to many users well
- Full Function EDI features include
- Downloads cannot wipe brokerage data
- Automated premium invoicing
- Advanced Features:
- Instant Company communications via Brovada
- Export/Import with Compu-Quote
- Custom programming
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Custom Software Solutions Inc
Contact Info |
Office in Virden, MB.
Serving all Canada. |
The Broker's Workstation |
CSSI, from the broker's perspective, has constructed "The Broker's Workstation". It combines a complete Management System, a Single Entry Multiple Company Rating Interface (SEMCI) and a Replacement Evaluator to offer true integration for the Canadian Insurance Broker. The Broker's Workstation has been designed to include business management, accounting, IntelliQuote rating and home evaluations all from a single piece of name, address or any underwriting information. The Broker's Workstation is a true Windows program with all modules designed for speed, stability and security.
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