Broker Management Systems
Property and casualty insurance brokers have grown organically and through mergers and acquisitions and are often sizable businesses in a complex and sophisticated business. In order to help in both operations and management of the business, computers now play an integral part.
Far from the days of enhanced accounting systems, Broker Management Systems (BMS) today offer a broad range of tools which help sell and service customers, manage the business internally and exchange data with a variety of insurance companies and information providers.
In addition to the many core functions provided by most BMS providers, many offer standard or customized interfaces to complementary systems used for special purposes.
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Provider Profiles

Keal Technology
Contact details |
Head Office: Toronto, ON Offices across Canada. |
- sigXP Broker Management System;
- comXP Commercial Management System;
- dokXP Document Scanning Solution;
- Keal Connect Single Entry Multiple Company Interface;
- lifeXP Life Insurance Management;
- premiumXP Premium Finance Management |
Keal is a Canadian software application developer, exclusively focused on Canadian insurance and financial services brokers. We help brokers increase revenue through the efficient use of technology. Our integrated solution suite is designed to streamline workflows, minimize E&O exposure, and provide comprehensive management tools to monitor and measure performance.
Keal’s solution suite includes: sigXP™, a powerful Broker Management System, (BMS) integrated with comXP™, a Commercial Management System (CMS) and policy issuance application, and dokXP™, a document management and scanning solution. Keal Connect provides a single entry multiple company interface (SEMCI) direct to carriers with no third party software required. lifeXP™, life insurance management; and premiumXP™, premium financing management complete Keal’s solution suite.
Keal’s products are developed uniquely for the Canadian marketplace in both official languages. They are 100% Canadian owned and operated, servicing clients from offices throughout Canada and headquartered in Concord, Ontario.
With Keal, brokers take advantage of integrated systems to streamline their workflows and grow their business. Visit www.keal.com.
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CIM-Data Ltd.
Contact Info |
Office in Mississauga
Serving all Canada |
CIM-Data Rating Engine
CIM-Data Broker Management System |
- Canadian owned
- Full function Brokerage Management System
- Easy to learn, use, and install, especially for large brokerages
- 1-800 unlimited customer support
- Custom Logo Macros from our in-house Graphic Artist
- Printing, Hardware, Networking, and Security Services
- Remote Server Administration
- “New” On-Line Solution
VCIM
- CSRs love it because
- Real easy to learn and use
- Fastest interface
- No drill downs
- Policy information at a glance
- User controlled workflows
- Built-in Word Processing
- “New” Policy change Comparator SEMCI process
- “New” Commercial Lines Certificate of Insurance
- Management support
- Extensive library of reports and options
- Detailed and flexible user permission levels
- Easy to use “Point and Click” Query Marketing Tool
- Administrative Features
- High performance, high reliability database
- Efficient Server operation – scales to many users well
- Full Function EDI features include
- Downloads cannot wipe brokerage data
- Automated premium invoicing
- “New” Automated Activity System
- “New” Personal Printer Set up options
- Advanced Features
- Instant Company communications via Brovada
- Export/Import with Compu-Quote
- Custom programming
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Custom Software Solutions Inc
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Office in Virden, MB.
Serving all Canada. |
The Broker's Workstation |
Custom Software Solutions is committed to delivering unique, effective, and profitable automation solutions that meet
the needs of Insurance Brokers,
Companies, and MGAs
across Canada. No matter the size, organization, or experience of your company, we have the business solution that will work for you.
Our proven Broker products (The Broker’s Workstation,
IntelliQuote, and I-Biz), MGA products (The Underwriter's Workstation), and
Insurance Company products (I-Company, I-Broker, and I-Biz), are today providing significant
efficiency gains leading to increased productivity and decreased operating expenses for both Broker and Company users. For more information please contact us at
877-281-6944.
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Canada Headquarters: 201 Watline Ave. Mississauga, ON, L4Z1P3 (800) 387-9006 |
Discover our systems
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Applied Systems Canada, Inc., develops, supports and sells insurance broker management systems. More brokers in Canada use Applied Systems technology and services to:
- Stay on top of their business performance using accounting functions that help manage assets, liabilities, revenue, expenses, gains and losses
- Manage ongoing, personalized communication in a timely and appropriate way
- Sell and service policies successfully and efficiently
- Monitor performance, maintain business service levels, and better manage business
With a 30-year history of innovation, Applied Systems continues to lead the industry in broker-carrier real-time and batch communication solutions. This award-winning software company automates insurance transactions at every distribution level from consumer to carrier, adding efficiencies, profitability and growth potential for brokers and carriers.
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