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Regulatory Issues to Dominate the Next Six Months Say Advocis Chair and President as National Conference Kicks Off in St. Johns
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Advocis To Launch Compliance Seminar Series at National Conference
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Financial Services Industry Looks to Develop the Workplace into a Major Distribution Channel for its Products
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IVANS(R) and Metaserver, Inc.(TM) Announce Strategic Alliance
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Shifting the Hat – Broker’s Role Responds to the Market
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Eastbridge study finds that alternate channels are increasingly important to today’s worksite carriers
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WHAT DO FINANCIAL ADVISORS WANT? ADVOCIS AND ENVIRONICS TEAM UP TO FIND OUT
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Custom Software Solutions Receives $1.175M from CANARIE to Develop Revolutionary Electronic Data Exchange Solution for Property & Casualty Insurance Industry
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LCC Member Companies Complete Phase 2 Analysis
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Manulife Bank introduces ‘in-home’ service for mortgage shoppers
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New Data from Eastbridge Consulting Group Inc. Identifies the Key to Rapid Growth for Worksite Marketing Insurers
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CSC Licenses Product Profiler Software to The Phoenix Companies
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Eastbridge Study Finds that Companies with Reps Who Specialize in Worksite Tend to Have Higher Total Worksite Sales
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UnumProvident product to be added to ConnectInsure quoting service
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CIBC offers Critical Illness Insurance quotes online
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kasina to Publish Asset Management Industrys First Comprehensive Study of Financial Intermediary Segmentation Initiatives
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Ohio Casualty First to Roll Out IVANS Transformation Station Across Three Agency Management Systems
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Three Carriers Select Blue Frog’s ADMServer PPFA Administrator: Metlife, Pacific Life and Manulife
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Applied Systems Canada, Inc. Celebrates 15 Years with Technology Showcase Seminar and Anniversary Celebrations across Canada
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Carriers Support Next Steps in LCC Development
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Auto Insurance Rate Comparison Ticker Earns Progressive.com a Place Among Fast Company Magazine’s Fast 50 Champions of Innovation
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Real-time SEMCI for Independent Agents Becomes Reality
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Asset Management Companies Set to Triple Spending on Intermediary e-Mail Initiatives by 2005, kasina Study Finds
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Advocis Issues Call to Action – Canadian Financial Services Industry Needs to Undergo Overhaul and Rationalization
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Manulife Investments launches online tool to help advisors manage client portfolios
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Need an Easier and Faster Way of Doing Trucking Insurance? Submit your Business On-line Using Markel’s “I-QUOTE”
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The Bottom Line
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Global IQX partners with Sun Life Financial to strengthen online offerings
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Life Company Central Business Plan Completed in December 2002 as Planned
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Kanetix adds RBC Insurance to Quebec insurance quote comparison service
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Benchmarking Advisor Technology Platforms and Tools
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Travelers and AMS Services offer independent agents real-time SEMCI quoting for small commercial insurance with IVANS technology
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Global IQX signs deal with the Canada Life Assurance Company
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Hub Financial Partners With The Canadian Association Of Insurance And Financial Advisors
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Online Intermediary Strategies
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InSystems Launches New Business eXterity (NBX) Offering Insurance-specific Portal Efficiencies for Agents & Brokers
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Commission and Compensation Practices in Worksite Marketing Subject of New Eastbridge Spotlight Report
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Hub International Signs Letter of Intent to Purchase Sun Life Financial Advisory Services Inc
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Consumer’s Guide – Building Brokers Books of Business
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Investors Group, Great-West Life and London Life sign agreement with National Bank of Canada to distribute banking products and services
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kasina Report Names Top 10 European Intermediary Web sites; Firm Finds Improvement, Notes Trends Related to Budget, Features, and Advisor Opinion
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Ranking the Vendors of Wealth Management Technology 2002: Reports by Celent
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Progressive Provides a Missing Link to Help Independent Insurance Agents Offer More Efficient Customer Service
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A Summer Garden: For the Broker’s Eye
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Advocis: The new name for Canada’s Professional Association of Insurance Advisors and Financial Planners
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Business Succession Planning How Prepared Are You? CAIFA
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Asset Managers Struggle to Provide Intermediaries with Effective Web Offerings for Separately Managed Accounts, kasina Report Finds
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Standard Life – More Options for Your Retirement Now Available in Canada
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CAIFA/CAFP Supports Revamp of Securities Regulation
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Five Insurers License CSC’s PerformancePlus Distribution Management System