Common Challenges for Insurance Brokerages
❌ Policy renewals falling through the cracks
❌ Client data scattered across multiple systems
❌ Manual tracking of quotes and applications
❌ Poor visibility into agent performance and pipeline
❌ Time-consuming claims status updates to clients
❌ Difficulty cross-selling and upselling policies
Our Insurance IT Solutions
PIPEDA-Compliant CRM
Secure client database with encrypted records, document management, and compliance-ready audit trails. Purpose-built for Canadian insurance brokerages.
Automated Policy Renewals
Never miss a renewal. Automated reminders, personalized renewal quotes, and follow-up sequences. Boost retention by 40%.
Lead & Quote Management
Track every quote from inquiry to policy. Automated follow-ups, quote comparison tools, and conversion analytics.
Agent Performance Dashboards
Real-time visibility into agent pipelines, conversion rates, renewal success, and revenue. Set goals and track KPIs.
Claims Tracking & Communication
Monitor claim status across carriers. Automated client updates. Full claim history at your fingertips.
Cross-Sell & Upsell Automation
Identify opportunities for additional coverage. Automated campaigns based on life events, policy gaps, and client profiles.
Trusted by AKAN Insurance
Leading Calgary insurance brokerage
The Challenge
AKAN Insurance needed a modern CRM to replace their legacy system. Policy renewals were manual, client communication was scattered, and agents lacked real-time visibility into their pipeline.
Our Solution
We implemented a comprehensive CRM with automated renewal workflows, integrated email/SMS campaigns, and agent performance dashboards. Full PIPEDA compliance with encrypted client records.
Results
40% increase in policy renewal rates
60% reduction in manual administrative tasks
Real-time visibility into agent pipelines
Improved client satisfaction and retention
Seamless compliance with Canadian regulations
Insurance IT Solutions FAQs
Yes. Our insurance solutions are built with PIPEDA compliance at the core. We ensure all client data, policy information, and communications are encrypted and auditable. We work with insurance brokerages across Alberta and understand the regulatory requirements.
Absolutely. We integrate with popular insurance platforms, broker management systems (BMS), and underwriting tools. Whether you use Applied Epic, Vertafore, or custom systems, we can connect your CRM to create a unified workflow.
We automate policy renewal reminders, track client touchpoints, and set up retention campaigns. Our clients see 40% higher renewal rates thanks to automated follow-ups, personalized communications, and proactive client engagement.
Our CRM solutions include claims tracking modules that monitor claim status, automate client updates, and integrate with carrier systems. Agents can see the full claim history and provide real-time updates to clients.
Most insurance CRM implementations take 6-10 weeks, including: discovery & compliance review, data migration from legacy systems, integration with broker management systems, agent training, and go-live support. We work around your business cycles to minimize disruption.