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The Power of Process -Canadian Underwriter - October 2008
Some brokerages could
benefit simply by reviewing
and defining their existing
processes. Workflow analysis
can help brokers recognize
problem areas such as
bottlenecks, backlog and
overlapping roles.
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Integration partnerships offer
efficiencies and more choices - Insurancwest - September 2008
Focusing on its objective to broaden integration, Keal Technology has taken major strategic steps to help brokers maximize the powerful technology offered by its broker management
system (BMS), sigXP.
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Cross-Pollination of
Financial Services - Canadian Underwriter - June 2008
Property and casualty insurers wishing to cross-sell life insurance and
wealth management products should be considering new specialists, new office cultures and new technology
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Showing Brokers The Money - Canadian Underwriter April 2008
Discussions about broker technology have advanced to the point that they now include the roles of management and worker productivity — and not just technology — in increasing the profits of a brokerage
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Improving Commercial Workflows - Canadian Underwriter October 2007
Firms looking to cash in on a soft commercial lines market will need to consider seriously their technology solutions
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Whose Data Is It, Anyways? - Canadian Underwriter June 2007
Insurance brokers have a wealth of client information stored across their operations — in their
own broker management systems,on their Web sites and within reports from third-party vendors.
But can they use that data effortlessly, and productively?
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