brokers

Insurance brokers: 5 factors to finding the right management tool
by Patricia Rivas • 4 November 2020

Finding the right platform to manage various interactions is essential for a group insurance broker. Whether it is your customers, service users, collaborators, suppliers or others, your comprehensive business solution must facilitate the management of all your relationships. How do you choose?  Your platform should be able to:  Support the entire lifecycle of the relationship with your […]

What Group Insurance Brokers Need to Know to Survive Bill 141
by Patricia Rivas • 28 April 2019

The introduction of Bill 141 is causing a lot of turmoil in the Quebec financial sector. Since its adoption in June 2018, the insurance and financial services industry has been preparing for an unprecedented technological revolution. What will be the impact of Bill 141 on your group insurance brokerage firm? Here’s how your business can […]

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