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Strategic Planning 2009″ Presented by The French Group
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Keal and Economical Insurance Announce Commercial Integration
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New Policy Works Makes Handling In-Force Policies Much Easier
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Eastbridge announces a report designed to help you stay on top of the competition in the voluntary UL/WL market!
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Top Trends in UK Distribution: A General Insurance View Report Published by Celent
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Industrial Alliance To Acquire DundeeWealth’s Quebec-Based Mutual Fund Dealer and Insurance Distribution Operations
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IVANS and Progressive Insurance Take Real-Time Technology One Step Further To Make it Easier for Agents to do Business
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Keal Technology and Aviva Canada Announce Integration of Commercial Insurance Systems
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Gore Mutual ‘Closes The Loop’, Offering Both Upload And Download Integration With Policy Works
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Despite Market Conditions, Asset Management and Insurance Companies Recognize Opportunity to Expand Distribution in 2009: kasina
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SunGard’s WealthStation Integrates Financial Planning Content to Help Advisors Improve Sales and Client Relationships
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APA: Small Business Week great time for financial advisors/planners to review professional liability coverage
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US Family Offices: Best Practices in Providing Financial Services to America’s Most Privileged Households: Report Published by Celent
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York Fire presented with two awards at Applied Systems’ annual TENCon Conference in Anaheim, California
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IIAA Releases 2008 Best Practices Study Update
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Survey Says That Over 95% of Financial Advisors Agree That The Link to Growing Their Business is Delivering a Deeper Client Experience: Univeris
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Advisor incorporation in PEI approved: Advocis’ representations help win the day
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Gore Mutual and Keal Technology Deliver System Integration Solution to comXP Brokers
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Standard Life takes the investment management of its funds online with “Focus on Funds” launch
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Manulife Investments partners with finance experts to help Canadians plan for retirement
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CSIOnet makes the switch to enhanced service on November 21
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Strengthening relationships with consumers; New Allstate Insurance Agency open for business in Sherbrooke
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New broker agreement supports plan to improve efficiency and convenience: MPIC
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Keal Technology and Microdea Inc. Announce Integration
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kasina Releases 10th Annual Top 10 Study for Intermediary Sites
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New kasina study shows: Firms Can Optimize Sales With Smarter Segmentation Strategies
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Applied Systems announces new agency management system
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IBAC: Economical Insurance Group and Optimum General maintain their investment and Canadian Northern Shield joins as a Full Partner of the Broker Identity Program
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Advocis: IIROC’s proposed regulation of financial planners ill-conceived
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Aon to Acquire Benfield Group Limited
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Mid-Year Voluntary Industry Confidence Index survey shows many are ahead of their sales plan for 2008, according to Eastbridge’s Industry Confidence Survey
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Twenty Insurance Carriers Choose IVANS Transformation Station; IVANS Forms New Insurance E-Commerce Solutions Division
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TELUS selected to provide Keal Technology with secure and reliable management of data services
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Critical Illness Tops Voluntary Industry�s List of Growth Products Again According to Eastbridge Study
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Despite more caution, most carriers still expect voluntary sales to increase, according to Eastbridge’s Industry Confidence Survey
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Western Financial Group Announces Continuing Network Expansion
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New kasina study shows: Higher Profitability Motivates Firms To Use Hybrid Models
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Firstbrook Cassie & Anderson Limited Announces Membership in the Wells Fargo Global Broker Network
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Assurex Global Adds Canadian Firm, The Magnes Group Inc., to Worldwide Partner List
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Portage Mutual, Gore Mutual and AXA Canada Inc. maintains their investment at the Full Partner level in the Broker Identity Program
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Keal Technology and ING Insurance Introduce Commercial Integration
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Manulife Securities is new name across Canada for combined Manulife, Berkshire-TWC businesses
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Les Assurances Gaudreau, Demers et Associes Inc. the first brokerage to electronically download a commercial insurance quotation in Canada.: Policy Works Inc
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New kasina study shows: Firms Must Look Beyond Standard Metrics to Guide Strategy
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NewLink Group announces the launch of The Distribution Service Satisfaction Survey 2008
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Red River Valley Mutual Insurance Company, SGI CANADA and Peace Hills Insurance Company continue their investment as Full Partners of the IBAC Broker Identity Program
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Fredericton Allstate Insurance Agency is open for business
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Keal Technology and Canadian Signassure/sigXP User Group Form Education Partnership
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Swiss Re and Guy Carpenter launch joint operations for electronic data exchange in accounting and settlement
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Advocis Applauds Decision on Advisor Incorporation
