Sales, administration and renewal: Manage all aspects of group insurance with a single solution
Our group insurance management solution manages all the process related to customer prospecting, after-sales management and renewals using a completely integrated software suite in compliance with company rules and specifics.
Provide your sales force with a tool for close monitoring of the entire process leading up to closing a transaction.
Management of proposals and marketing
Management of multiple insurance companies
Management of firms and numerous advisors
Management of prospect and customer files, and integration of Microsoft Dynamic 365 and Kronos
Management of renewals
Simplify group insurance management with features that are perfectly adapted to all aspects of plan administration.
Management of different payroll calendars
Management of employee files and employment changes either individually or as a whole
Optimization of the remuneration distribution between salary and group insurance premium
Module for importing and exporting employee files in various formats: Excel, text, XML and PDF
Follow-up of files and automatic reminders
Calculation of payroll taxes and fiscal optimization of the employer’s contribution throughout Canada
One invoice, regardless of the number of insurers or benefits
Company access to employee files
Custom reports in paper, PDF, or Excel format
Management of sales taxes in all provinces
Secure website for plan administrators, employees and advisors
Management of finances and accounts receivable (insurer commissions) and accounts payable (brokers and other related providers) with the help of an auxiliary accountant
Multilingual with the possibility of adding languages
Customization and call centre for customers
Integration with insurers, payroll systems, accounting systems and health benefits management systems.