Archive of articles, editorials, commentary, research and published material pertaining to Canadian insurance distribution.

• 2010
• Hub International Acquires Assets of Leeds Insurance Brokers and Certain Operations of Phoenix Insurance Group
• iter8 products used to develop new connected agent portal for Providence Mutual
• TENCon Panel: Carriers Embrace Social Media To Engage Agents, Consumers
• RSA Canada announces investment in Real-Time Inquiry
• Manulife's new web tool helps on-the-go advisors connect with clients
• SCM Risk Management Services Launches iClarify in BC
• kasina Releases Study of Top 5 Institutional Web Sites
• The Economical Insurance Group Enables Online Insurance Sales Through Brokers’ Websites
• Standard Life Mutual Funds' sales teams ranked by Environics among the best in the industry
• Eastbridge Releases the Evolution of the Worksite Broker Study
• Aite Group - Global Wealth Management Technology: Trends in Advice-Led Selling
• The Economical Insurance Group Advances Integration for Individually Rated Commercial Auto Business
• J.D. Power: As the Financial Markets Recover, U.S. Advisor Perceptions of Their Firms Have Stabilized
• Compu-Quote: ezITV 2010 IS NOW AVAILABLE!
• The Economical Insurance Group Unveils Their First Step in Print Suppression
• Pathway Partners and Belyea Consulting Seminar: Broker Sales and Acquisition
• New report from Eastbridge Consulting Group looks at underwriting practices in voluntary market
• Compu-Quote announces release of Quoting for Individually Rated Commercial Automobiles
• Compu-Quote Announces Release of Enhanced iClarify Validation Services to Ontario Brokers
• XN Financial Announces Launch of XN Special Risks
• Novarica Reports Profile 18 Agent Portal Solutions
• HUB International Acquires Sinclair Cockburn Financial Group
• Taking away exemption not in best interest of anyone: Advocis
• Group voluntary products continue to increase their share of total voluntary sales according to the annual Eastbridge sales study
• USA Real Time/Download Campaign Mascot Eddie Launches Blog
• Western Financial Group Increases Ownership Position in Falkins Insurance
• Asset Managers Need To Improve Their Segmentation Efforts To Match Varied Advisor Preferences, According To The Latest Findings From Fa Vision: kasina
• Advisors Say Quality Of Asset Manager Web Sites Impacts Product Sales: kasina
• Critical illness sales show the largest percentage increase in 2009, according to the annual Eastbridge voluntary sales study
• Ontario Brokers To Be On High Alert for Possibility of Cheque Fraud in Their Brokerages: IBAO
• Keal Technology Completes Software Changes for Ontario Auto Reforms
• Custom Software Solutions Products compliant with Ontario Auto Reform
• Custom Software Solutions Products Now Integrated With IFS Financial Services Inc.
• Optimizing the Role of e-Business: kasina
• J.D. Power and Associates Reports: Despite an Increase in Overall Satisfaction, Canadian Investors Have Diversified Their Portfolio Among More Firms
• SGI CANADA sells shares in Cooke Insurance
• Accident and Critical Illness Top the Voluntary Industry’s List of Growth Products according to Eastbridge Study
• Great Deals on Insurance: Ingle International
• Insure Your Apartment from Your iPhone, a Desjardins General Insurance Innovation
• Consumer Shopping for Auto Insurance Grows Online: ACT
• Advisors Plan To Expand Services Offered In Response To Clients' Evolving Retirement Needs, According To Latest Fa Vision Survey: kasina
• IBAO Insurers Announce Their Support of iClarify Broker Validation Services
• Gore Mutual Launches Innovative Business Model
• Optimum General to develop modern connected broker portal: iter8
• Terrace Software and Brovada Technologies Announce Integration Partnership
• Accenture Global Survey Finds Insurers Will Invest $84 Million, on Average, Over the Next Three Years To Improve Distribution Strategy
• Eastbridge Consulting Group releases the latest report on voluntary critical illness
• Keal Technology Makes Electronic Account Reconciliation Available to SGI CANADA Brokers
• Keal Technology - French Speaking Brokers to Benefit from Enhanced Bilingual Services
• The key to financial literacy? Continued access to professional financial advice says Advocis to task force
• Insurance Distribution On-The-Go!! Wipro Technologies
• More than Half of Consumers are Considering Switching Insurance Providers Next Time they Purchase a Policy, Accenture Survey Finds
• ORBiT Education Days for Ontario Brokerage Principals, CSRs and Producers
• Peace Hills Insurance Selects Custom Software Solutions I-Company Solution
• "The New Paradigm of Insurance Distribution" by Sanjay Nene and Arup Ghosh, Wipro Technologies
• Andrew Agencies Ltd. Acquires Miles Agencies of Weyburn, SK. Effective April 1, 2010
• Policy Works Inc. and SGI CANADA to Exchange Commercial Lines Data Electronically with Straight-Through Processing
• Sun Life Financial and National Bank give Canadians an integrated solution to simplify their banking
• Advocis: CSTO proceed with caution
• SunGard Identifies Ten Trends for 2010 in Wealth Management
• Sun Life Financial reveals industry-leading financial needs analysis tool
• IBAO, RMS and Compu-Quote announce iClarify Data Validation Pilot will begin across Ontario
• Manulife Investments renews product allocation approach in partnership with The QWeMA Group
• Advocis provides advice on CCIR's strategic plan
• Ontario Broker Association Launches Free Roadshow Education Events for Members
• New report from Eastbridge Consulting Group looks at administrative practices in voluntary market
• Edward Jones can now refer their clients to Manulife Bank products to help clients become debt-free sooner and build savings
• The Economical Insurance Group and Custom Software Solutions Announce Real-Time Inquiry Integration Project
• Custom Software Solutions and Portage Mutual Announce Connectivity Project
• Keal Technology Awarded for New Technology Benefitting Canadian Brokers
• Keal Technology : Survey Reveals 84% of Canadian Brokers Believe the Industry Needs Fresh Leadership Thinking
• Workflow and Technology Use Focus of 2010 AUGIE Survey: ACORD
• Sun Life: Saving, protecting, planning, retiring - what's your life stage priority?
• P/C Carrier Technology Research Report just released: iter8
• Progressive Launches Mobile Web Site
• PC Financial Launches Home and Auto Insurance Offering
• Enrollment becoming a competitive battlefield for insurance carriers trying to attract brokers according to a new report released by Eastbridge Consulting
• Group auto insurance quotes now available online through Kanetix.ca
• ACT Releases Social Media Policy Guide for Agencies: IIABA
• Excellence in Distribution: Internal Wholesaling - Kasina Study
• Excellence in Distribution: External Wholesaling - Kasina


• 2009
• Ten years and counting the savings: Canadians find ways to save at Kanetix.ca
• Insurance Distribution Management Systems: Seeking a Bigger Piece of a Smaller Pie: Report Published by Celent
• BlueSun And Winsoft Combine To Form Premier Wealth Management Software Supplier
• Aviva Canada Improves Broker Connectivity via Applied Systems' WARP Technology
• Pembridge Insurance Company provides broker connectivity with Brovada Nexisys
• Peel Maryborough Mutual Insurance Company selects Custom Software's I-Company Solution
• IBAO and Compu-Quote introduce My Insurance Shopper for individual broker websites
• Advocis symposium : The impact of regulation on the future of the financial services industry
• LIMRA and Hoopis Partner in Field Development Initiatives
• Hub International Acquires Mones & Associates Insurance Brokers from Aviva Canada
• Advisor Online Behavior Studied in Wake of Market, Technology Changes: Kasina
• ACT Launches Podcasts on Agency Productivity & Internet Marketing: IIABA
• Bolton & Company Selects ProspX Platform to Boost Revenue and Productivity
• The Council of Insurance Agents & Brokers and LexisNexis Form Partnership to Build Insurance Exchange
• Kasina's Top 5 Web Sites for USA Financial Advisors: Variable Annuities
• Sun Life Financial asks - does your advisor revolve around you?
• IBAO and Brovada Formalize Partnership to Distribute Nexpedite
• Anti-spam legislation: Restricts freedom to conduct legitimate business, says Advocis
• ASCnet Honors Carriers for Real-Time Interface, Standards, Download
• Manulife Financial acquires Pottruff & Smith Travel Insurance Brokers Inc.
• Insurance Brokerage Market Continues to Consolidate Despite Recession, Advisen Reports
• Keal Technology Launches Premium Financing Software for Canadian Brokers
• Keal Technology and Advantage Financing Announce Partnership
• Univeris White Paper: Financial Advisors need to set bar higher; research shows 'client engagement'* is what really matters
• Keal Technology and Canadian Signassure/sigXP User Group Expand Broker Education
• Willis signs commitment for Applied Systems Epic
• IBAO Announces Economical Insurance Group, Gore Mutual, Pembridge and Peace Hills remain a Full Partner of the Broker Identity Program
• The Economical Insurance Group partners with SCM Risk Management Services to become the first Insurer Development Partner of the RMS Insurance to Value Data Validation Service. - IBAO
• Western Financial Group Announces Acquisition of Manitoba's Largest Insurance Broker
• Broker attitudes towards voluntary sales for 2009 are upbeat, according to Eastbridge's mid-year 2009 survey
• The Co-operators and Vancity complete Vancity Insurance Services Ltd. transaction
• Markel International To Acquire Elliott Special Risks
• Online Shoppers Want Human Helping Hand: eMarketer
• What's Wrong with This Picture? Half of USA Independent Insurance Agents Don't Have Web Sites But Three-fourths of Consumers Look Online for Car Insurance: Progressive Insurance
• Agent Portal Quality Helps Drive Carrier Choice for Small Commercial Agents, says New Report from Novarica
• Who cares about travel insurance? Trek Escapes does! TIC Travel Insurance
• Cornerstone Insurance Brokers Ltd. purchases Pottruff & Smith Insurance Brokers Inc.
• New Policy Works Brings Single Sign-On to Carriers' Commercial Portals
• L’Unique General Insurance and Policy Works to exchange commercial-lines data electronically
• RSA continues as a Full Partner of the Broker Identity Program in 2009: IBAC
• Custom Software Solutions Announces Integration to SGI Canada and Its Subsidiary Broker Websites
• Vancity to sell general insurance operation to The Co-operators
• RSA broker tool could save hundreds of trees
• Aviva and Hagerty join forces to serve the Canadian collector vehicle market
• Insurance Carriers and Agents are Successfully Using Technology to Grow Business: IVANS Inc.
• Aviva Canada Improves Connectivity via Brovada Nexisys
• Providence Mutual Fire Insurance chooses iter8
• Novarica Report On Top Trends in Wealth Management Highlights Key Changes in Client Expectations, Channel Effectiveness, and Role of Technology
• How CRM has failed insurance: BlueSun
• Sun Life Financial provides brighter options for small business owners
• Manulife Financial launches Small Business Solutions Centre
• INSURICA Insurance Management Network Chooses ProspX to Support New Unified Market Positioning
• Advocis: Newfoundland and Labrador government compromises consumer protection under guise of more choice
• Saskatchewan Mutual, Mennonite Mutual Fire, Dominion of Canada and Portage Mutual Support Broker Identity Program for 2009: IBAC
• CLIEDIS AGM and Seminar Focuses on Moving Ahead
• Transamerica Life Canada First Mover With Innovative Asset Retention System: BlueSun
• Desjardins General Insurance Enhances Its Online Service Offer With New Automobile and Motorcycle Quoters
• North Waterloo Farmers Mutual completes first phase of broker automation: iter8
• iter8 software solutions help Peel Mutual launch their new broker portal and underwriter desktop
• Online Insurance Sales in Europe: The Consumer Experience of Car Insurance Websites: Report Published by Celent
• Grey Power car insurance quotes now available through Kanetix.ca's quote comparison service
• ORBiT Launches: Improving The Broker Distribution Channel Through Better Workflows
• Using the Web for Cost-Effective Distribution: kasina
• Were all your EDI Download Files transferred during the Telus Migration? - Bob Hornick, President CIM-Data Ltd.
• J.D. Power and Associates USA Study:Breadth of Product Availability and Primary Contact-Not Compensation-Drive Insurance Agent Satisfaction with Insurance Companies
• Latest Eastbridge report looks at voluntary vision products
• Univeris Launches First Online Compliance Watchdog
• Keal Technology and Lombard Canada Ltd: First to Deliver Download of Commercial Renewals
• Nomination Deadline Approaching for CSIO's 2nd Annual Achievement Awards
• Insurance Distribution in France: Five Predictions - Report Published by Celent
• LIMRA / McKinsey Study Reveals How Life Insurers Can Optimize Advisor Performance
• National Bank Insurance joins the Kanetix car insurance quote comparison service
• RBC Insurance partners with Royal Canadian Golf Association
• Western Financial Group Announces Acquisition of Leading Vancouver Island Broker
• Voluntary sales will still grow despite the current economy according to Eastbridge’s Confidence Index survey
• LOMBARD Provides Connectivity via Brovada Nexisys
• Bay of Quinte Mutual Insurance Rolls out New Commercial Lines Portal for Underwriters and Brokers: iter8
• Deployment of a Modern Broker Portal to achieve Ease of Doing Business: iter8
• SGI CANADA Provides Connectivity via Brovada Nexisys
• Agency Management System Integration Increases in Importance; Vendor Market Matures, as Documented in New Novarica Report
• New online tool from Progressive lets drivers customize their car insurance to fit their budgets
• Lloyd's announces IBM as Exchange pilot provider
• Keal Technology Partners with blueC 802 Inc.
• Independent Producer Survey: Technology, Services and Other Drivers of Producer Choice (Life/Annuity/LTC/Health Edition): Report Published by Celent
• Rogers Stieg Transportation Insurance Ltd.
• Group companies are finding voluntary benefits an important part of their sales according to a new report by Eastbridge Consulting Group
• CGI UK : Account Reconciliation Centre Welcomes New Insurers To Ditigal Age
• The Economical Insurance Group and Applied Systems announce new real-time inquiry: Functionality will streamline insurance broker workflows
• Study Shows Big "I" Invest Program Key To The Future of Insurance Industry: IIABA
• Independent Producer Survey: Technology, Services, and Other Drivers of Carrier Choice (Property/Casualty Edition): Report Published by Celent
• ACT, AAMGA, NAPSLO Partner to Improve Efficiencies of E&S Transactions: IIABA


• 2008
• New kasina study reveals steps wholesalers must take to win over advisors
• IIABA And Future One Release 2008 Agency Universe Findings
• Aon Announces New Global Specialty Business
• Leadership changes as a result of Advocis annual general meeting
• Applied Systems Canada and Policy Works Renew Integration Partnership
• Keal Technology and York Fire Announce Policy Inquiry Using WARP
• IVANS and Progressive Insurance Take Real-Time Technology One Step Further To Make it Easier for Agents to do Business
• "Strategic Planning 2009" Presented by The French Group
• Advocis: CCIR/CISRO miss the opportunity to set the bar higher
• Eastbridge announces a report designed to help you stay on top of the competition in the voluntary UL / WL market!
• Top Trends in UK Distribution : A General Insurance View: Report Published by Celent
• Industrial Alliance To Acquire DundeeWealth's Quebec-Based Mutual Fund Dealer and Insurance Distribution Operations
• Despite Market Conditions, Asset Management and Insurance Companies Recognize Opportunity to Expand Distribution in 2009: kasina
• New Policy Works Makes Handling In-Force Policies Much Easier
• Keal and Economical Insurance Announce Commercial Integration
• Univeris offers turnkey module to manage TFSAs immediately solving back and front office problems
• SunGard's WealthStation Integrates Financial Planning Content to Help Advisors Improve Sales and Client Relationships
• Survey Says That Over 95% of Financial Advisors Agree That The Link to Growing Their Business is Delivering a Deeper Client Experience: Univeris
• Keal Technology and Aviva Canada Announce Integration of Commercial Insurance Systems
• Gore Mutual 'Closes The Loop', Offering Both Upload And Download Integration With Policy Works
• kasina Releases 10th Annual Top 10 Study for Intermediary Sites
• APA: Small Business Week great time for financial advisors/planners to review professional liability coverage
• US Family Offices: Best Practices in Providing Financial Services to America's Most Privileged Households: Report Published by Celent
• Keal Technology and Microdea Inc. Announce Integration
• Applied Systems announces new agency management system
• IIAA Releases 2008 Best Practices Study Update
• York Fire presented with two awards at Applied Systems' annual TENCon Conference in Anaheim, California
• Advisor incorporation in PEI approved: Advocis' representations help win the day
• Standard Life takes the investment management of its funds online with "Focus on Funds" launch
• New broker agreement supports plan to improve efficiency and convenience: MPIC
• Manulife Investments partners with finance experts to help Canadians plan for retirement
• Gore Mutual and Keal Technology Deliver System Integration Solution to comXP Brokers
• CSIOnet makes the switch to enhanced service on November 21
• Strengthening relationships with consumers; New Allstate Insurance Agency open for business in Sherbrooke
• New kasina study shows: Firms Can Optimize Sales With Smarter Segmentation Strategies
• Mid-Year Voluntary Industry Confidence Index survey shows many are ahead of their sales plan for 2008, according to Eastbridge's Industry Confidence Survey
• Advocis: IIROC's proposed regulation of financial planners ill-conceived
• IBAC: Economical Insurance Group and Optimum General maintain their investment and Canadian Northern Shield joins as a Full Partner of the Broker Identity Program
• Advocis Protective Association Moves to Establish Reciprocal
• IBAC: Portage Mutual, Gore Mutual and AXA Canada Inc. maintains their investment at the Full Partner level in the Broker Identity Program
• Aon to Acquire Benfield Group Limited
• Despite more caution, most carriers still expect voluntary sales to increase, according to Eastbridge's Industry Confidence Survey
• Critical Illness Tops Voluntary Industry's List of Growth Products Again According to Eastbridge Study
• Firstbrook Cassie & Anderson Limited Announces Membership in the Wells Fargo Global Broker Network
• TELUS selected to provide Keal Technology with secure and reliable management of data services
• Western Financial Group Announces Continuing Network Expansion
• New kasina study shows: Higher Profitability Motivates Firms To Use Hybrid Models
• Manulife Securities is new name across Canada for combined Manulife, Berkshire-TWC businesses
• Keal Technology and ING Insurance Introduce Commercial Integration
• Les Assurances Gaudreau, Demers et Associes Inc. the first brokerage to electronically download of a commercial insurance quotation in Canada: Policy Works
• ING Insurance strengthens commitment to commercial data exchange with launch of download capability to Policy Works
• New kasina study shows: Firms Must Look Beyond Standard Metrics to Guide Strategy
• J.D. Power and Associates Reports: The Role of Investment Advisors Becomes Increasingly Critical As Overall Satisfaction With Investment Institutions in Canada Declines Amid Volatile Market Conditions
• Red River Valley Mutual Insurance Company, SGI CANADA and Peace Hills Insurance Company continue their investment as Full Partners of the IBAC Broker Identity Program
• NewLink Group announces the launch of The Distribution Service Satisfaction Survey 2008
• Fredericton Allstate Insurance Agency is open for business
• Swiss Re and Guy Carpenter launch joint operations for electronic data exchange in accounting and settlement
• Assurex Global Adds Canadian Firm, The Magnes Group Inc., to Worldwide Partner List
• Hub International Acquires Managing General Agency Assets of Falkenberg Agencies
• Advocis Applauds Decision on Advisor Incorporation
• New Eastbridge Report Examines Role of Medical Brokers in Voluntary Market
• Internet Captures Market Share from Traditional Agents in Purchase of Auto Insurance Policies: USA Study by comScore
• Keal Technology and Canadian Signassure/sigXP User Group Form Education Partnership
• Applied Systems celebrates 15th annual ACORD award as top download vendor
• New Version of Policy Works is the First Commercial Management System to Exchange Commercial-Lines Data Electronically With Multiple Insurers
• Brovada Nexisys to Improve Productivity for CIM-Data Users
• kasina study: Tech-Savvy Advisors are Ready for Higher Level of Online Service
• New Advisen-RIMS Study Finds Shifting Relationship between Insurance Buyers and Brokers
• IVANS Predicts Real-Time Transactions Will Double Again as Carriers and Agents Continue to Invest
• Insurance Brokers Launch Customer-Friendly Online Quoting Engine
• PIMA and Eastbridge Consulting Group Team up to Study Association Markets and Voluntary
• Saskatchewan Mutual Insurance Company continues as a Full Partner of the Broker Identity Program: IBAC
• Industrial Alliance To Acquire Money Concepts and AEGON Dealer Services Canada
• The Standard to Acquire Four Canada Brokerlink Offices in Northwestern Ontario
• Benfield Transacts its Brit Insurance, Catlin and Kiln Japanese Renewal Business Electronically
• Distribution Must Carve Out a Larger Role for the Web: kasina study
• Willis Launches Groundbreaking Carrier Benchmarking Tool for Clients --The Willis Quality Index - Changing the Way Clients Choose Carriers--
• OneMove(TM) Announces Integration Agreement with Chicago Title
• iter8 Announces Gore Mutual Provides Brokers With Billing and Policy Change Capabilities
• Shenandoah Life Insurance Company selects Global IQX Software Platform to Support Continued Growth
• New kasina study shows: Firms must optimize the web as a virtual sales force
• Compliance Hassles Outweigh Incentives to Sell Equity Products: LIMRA
• The Vertical Growth Network® Merges With The Sitkins 100™
• Dalbar Canada - Voice of Your Customer
• Advisors Look To Dealers To Provide Best-Of-Breed Tools To Power Their Practice in Competitive Market: Univeris
• Rice Financial Selects Univeris Platform To Administer Wealth and Insurance Business
• ING Insurance continues as Full Partner of the Broker Identity Program
• Brovada launches Nexisys/NexQuote in Quebec with Groupe Ultima
• York Fire hears broker needs, delivers real-time inquiry with Applied Systems WARP
• Western Financial Group Requests Opportunity to Acquire Community Savings Credit Union
• Council of Insurance Agents & Brokers Applauds International Broker Group for Addressing Market Issues
• kasina surveyed financial advisors to determine their assessment of current economic uncertainties
• Farm Mutual Reinsurance Plan Inc. and Bank Of Montreal To Assist with the Perpetuation of the Insurance Brokerage Channel
• Guy Carpenter Briefing Offers Tips for Success in Soft Market
• Both carriers and brokers expect persistency and retention to improve, according to the latest Eastbridge Voluntary Industry Confidence Index
• Retirement Income and Distribution Planning: Report Published by Celent
• New Eastbridge study addresses whether voluntary carriers offer the online capabilities brokers and customers expect and want
• Aon Integrates Worldwide Risk and Insurance Brokerage Operations Into One Global, Client-Focused Business
• Keal Technology Selects Alcatel-Lucent
• Keal Technology and PowerSoft Follow Through on Integration Commitment
• Maintaining a level Playing field for Small businesses: IBAC
• New kasina Distribution Study Concludes: Asset Managers Have to Innovate to Stay Competitive in the Future
• Big "I" Recognizes Best Practices Study's Top Performers
• CSIO Announces Annual Achievement Award
• Saunders Moves Toward Paperless Commercial Operation with Policy Works
• Univeris Survey Reveals Advisors Want To Provide Client Portfolio Analysis To Almost 60% of Their Clients Versus 30% at Present
• Keal Technology and ING Insurance Announce Commercial Integration
• Policy Works Helps Cooke Insurance Double Its Commercial Business
• Technology Strategies and the Battle for Producer Mindshare: Report Published by Celent
• CGI Group, Allianz Insurance and Norwich Union Develop Next Generation Account Reconciliation System, an Industry First
• Western Financial Group Announces New Locations in Thompson, Manitoba and Lethbridge, Alberta
• Calling for Volunteers to Help with CSIO 2008 Forms Workgroup


• 2007
• The Co-operators forms Alliance with AGCO Corporation to Offer Commercial Property and Casualty Dealer Insurance
• First Canadian Title Unveils Lender-Lawyer Connect Mortgage Platform
• York Fire Extends Gateway System to offer brokers real-time connectivity for property new business and automobile policy change using iter8
• Santa is a Senior, so be good to his cohorts! by Linda MacMillan, CFP, CSA
• HKMB International Insurance Brokers to Combine with Hub International
• Pacific Blue Cross selects Global IQX for Technological Innovation
• Brovada's Nexisys Solution Exceeds 10,000 Transactions in October
• SunGard Acquires DSPA Software Inc.
• First Canadian Title Becomes Exclusive Distributor of Dorado Mortgage Services Technology
• York Fire Takes Action in its Unwavering Commitment to the Independent Broker Distribution Channel
• LIMRA Research Shows Paperless Enrollment Alternatives Growing in Popularity for Worksite
• Unity Life of Canada and Home Trust Company announce an agreement to offer insurance products to Home Trust clients
• 'Real Time Leads to Real Growth' for Agents: ACORD's AUGIE
• Big "I" Releases 2007 Best Practices Study
• Applied Systems adds third data center to accommodate growth
• Keal Technology's comXP to integrate with Applied Systems' TAM
• Aviva announces agreement with Policy Works to Exchange Commercial Lines Data
• Keal Technology’s sigXP and comXP to integrate with Applied Systems’ WARP
• In USA, Progressive celebrates a milestone for its time-saving, business-growing Web site for agents
• Allstate Insurance Company begins a new chapter in Canada
• Advocis Applauds Manitoba Securities Commission
• Univeris Study Finds That More Efficient Financial Advisors Have 31 Percent More Assets Under Administration
• Optimum General Inc. becomes a Full Partner of the Broker Identity Program: IBAC
• Standard Life adds Pareto referral system to its partnering program for advisors in the financial industry
• Hub International Now Offers Human Resources Solutions, Powered by Advantec
• Western Financial Group Announces Completion of Additional Acquisitions in Alberta
• LIMRA and CFM Partners Ally to Help Broker-Dealers Tackle Tough Compliance Challenges
• Keal Technology Announces VoIP Integration with sigXP for the Canadian Insurance Brokerage Community
• Custom Software Solutions and The Mennonite Mutual Fire Insurance Announce Integration Module
• The Economical Insurance Group to Utilize Brovada Solution for Commercial Upload
• Custom Software Solutions Releases I-Biz For Ontario Wawanesa
• Cooke Insurance Acquires Hutchinson & Warren Insurance Services
• Hub International to Acquire the Totten Insurance Group
• Novinsoft Inc. Annual Meeting Sept 14, 2007 in Montreal
• Advocis announces new chair at AGM in Banff
• The Insurance Brokers Association of Canada Announces its Board of Directors for 2007 - 2008
• New Eastbridge study looks at voluntary product sales and large commercial lines agencies
• Voluntary industry expects improvements in persistency/retention in the next year according to the latest Eastbridge Voluntary Industry Confidence Index
• Saying Goodbye – Grief and Loss and the Aging Journey, by Rhonda Latreille, MBA, CSA
• Ten Star Financial Selects Univeris Platform as Insurance Administration System
• Advocis Helps Members Meet New Anti-Money Laundering Regulations
• Dalbar Canada Advisory Board Meeting - A Resounding Success!
• Conning Research: Personal Auto Insurers Need Better Understanding of Distribution Channels to Compete in Softening Market
• ING Canada announces mutual fund distribution agreements
• First Standardized Producer Appointment Forms Released By ACORD
• HUB Financial Sets New Standard in Data Exchange With IDEX from EDS SOLCORP
• Pembridge Insurance Company remains a Full Partner of the Broker Identity Program: IBAC
• Economical Insurance Group remains a Full Partner of the Broker Identity Program: IBAC
• Western Financial Group Announces Additional Acquisitions in British Columbia and Alberta
• Colonial Life & Accident Insurance Company Selects SunGard's iWORKS for Sales Illustrations
• Celent Names SunGard a Leading Provider in Illustrations Category in the Life/Health Edition of its Insurance Software Deal Trends Report
• Saskatchewan Mutual Insurance Company remains a full Partner of the Broker Identity Program: IBAC
• Manulife Financial awarded contract by Canada Post to provide Absence Management Solutions
• NewLink Group announces the launch of The Distribution Service Satisfaction Survey 2007
• Canada's First Online Brokerage, EasyInsure.ca, Changes The Face of Insurance
• Manulife Financial pilots technology edge for its distribution partners in Canada
• Desjardins Financial Security Launches Retirement Zone Payout Concept
• CSIO Focus Group Presses Forward with Standards
• Keal Technology Becomes the First BMS Vendor in Canada to Attain Gold Certified Partner Status in Microsoft Partner Program
• Gore Mutual Insurance Company and Policy Works to Exchange Commercial Lines Data Electronically
• Hub International to Acquire Unity Group Insurance
• Lloyd's enables streamlined slip checking
• Rhodes & Williams Ltd.: Canadian Brokerage of Interest to American Insurance Community?
• Online Insurance Sales and Marketing: What's Happening and What's Next: Report Published by Celent
• Allstate Insurance Company strengthens relationship with customer by enhancing distribution model
• Predictions by Eastbridge Consulting Group Echoed in Recent ERISA Industry Committee Proposal
• Eastbridge Study Finds Benefit Brokers Dominating Voluntary Market
• Vancouver Film Industry - New Locally Owned and Operated Focus Insurance
• Ranking the Vendors of Wealth Management Technology 2007: Portfolio Construction: Report Published by Celent
• Coons Insurance Brokers Improves Customer Service with ASP Implementation of Keal's Signassure
• RHU: Advocis (re)Launches New Living Benefits Designation
• Trillium Mutual Insurance Selects iter8 Market Leading Software to Automate Broker Connections
• Keal Announces Partnership with PowerSoft
• Custom Software Solutions Products Now Integrated With Aviva's Gateway Broker Portal
• Voluntary sales rebound in 2006 based on Eastbridge's study of 61 leading carriers
• Agents Leverage "Power of Change®" in New ACORD Seminar
• Worksite industry performance earns a C+ from LIMRA
• J.D. Power and Associates Reports: Edward Jones Ranks Highest in Inaugural Financial Advisor Satisfaction Study
• USA Agents Using Industry Standard Solutions for Automation Report Major Efficiencies and Time Savings, IVANS Survey Reveals
• Independent Agents and Brokers Hold Market Share: IIABA
• Lloyd's launches electronic trading in China
• Policy Works Launches Certified Data-Exchange Partner Program
• CSIO Announces Steven Kaukinen as President
• Mooney Insurance and Rogers Insurance announce a Strategic Alliance
• Univeris Corporation Announces Gold Sponsorship at Key Insurance Industry Conference
• CAMIC & iter8 Partner Offering Broker-Insurer Connectivity Solution for CAMIC Member Companies
• Aviva Joins ENCON's Pool of Insurers to Expand its Product Offering
• Hub International to Acquire One of the Largest Arizona-Based Insurance Brokers
• ING Insurance and Policy Works Exchange Commercial Lines Data Electronically
• Hub International Limited Agrees to Be Acquired by Funds Advised by Apax Partners and Morgan Stanley
• ASCnet Announces 2007 Educational Program
• Keal Technology founders receive Ernst & Young, Entrepreneur of the Year Award
• State Auto Builds Bridge for Applied Systems Agencies
• Success in Auto EDI upload and download turns iter8 Inc. focus on new Property Sales and Service Portal offering
• Western Financial Group Announces Completion of Acquisitions, Reaches 400,000 + Customers
• Bank Life Insurance Sales Continue Steady Growth: Kehrer-LIMRA
• Arthur J. Gallagher & Co. Signs Agreement to Acquire Lowndes Lambert Group Canada, Ltd.
• Peel Mutual Goes Live with iter8 EDI Solution
• Univeris Enables MGAs and Brokers with Advanced Technology Platform for Insurance Administration
• American Big "I" Agents and Brokers Identify Key 2007 USA Reforms and Legislation
• Industry Confidence in Voluntary Market is Up Again According to a Survey by Eastbridge Consulting Group
• Commission disclosure does not stop conflicts of interest: Advocis
• Gore Mutual Insurance Voted Number One


• 2006
• Not all producers in the voluntary market are the same according to a study by Eastbridge Consulting Group
• Disability Insurance for Executives. How to make sure your clients are covered: RBC Insurance
• Royal & SunAlliance makes it easier for brokers to place new business
• HKMB to Acquire Toronto/Vancouver Offices of Morris & Mackenzie
• Dale-Parizeau LM and Morris & Mackenzie to Merge
• Univeris Now Enables Brokers and MGAs to Manage Investments and Insurance on One Platform
• Globalex: New Specialty Insurance Brokerage to focus on Technology Risk
• Western Financial Group Announces Acquisitions in Northern British Columbia
• Advocis Launches New Best Practices Content and Platform
• CoVirt providing basic PlanPlus service free to all users of VirtGate
• Novinsoft inc. adds Annuity products to AIG Life of Canada’s WAVE 15.0 Illustration System
• Western Financial Group Acquires 25% Initial Ownership in Hayhurst Elias Dudek Inc.
• Dominion of Canada General Insurance Implements Applied Systems WARP
• The New Eastbridge Voluntary Distributors Report is Now Available!
• Case Has Strengthened for Broader Access to Insurance Products: C.D. Howe Institute Study
• Online ACORD Form Eliminates Need for Redundant Info Requests
• Conning Research : Life Insurers Still Search for Middle Market Success
• Guy Carpenter Publishes Second Annual Survey of Specialty Program Issuing Carriers
• CoVirt's VirtGate processing now automated with FundSERV
• Latest Eastbridge Report Examines the Voluntary Term Life Market
• Standard Life helps advisors gear up to meet retirees' financial needs
• Improvements herald continued growth, Applied Systems CEO tells user group
• Western Financial Group Announces New Acquisitions
• Global IQX Selected as a Finalist for A.M. Best's E-Fusion Awards
• First Catholic Slovak Ladies Association Goes Live with SunGard's iWORKS for Sales Illustrations
• ASCOT Underwriting signs on with eReinsure - London underwriter embraces distribution technology
• CompuOffice Announces Availability of Multi-language Support for WinQuote
• Updated Eastbridge Report Examines the Worksite Market
• Novinsoft Announces New Illustration System Tools Roll-out
• Bar code addition boosts batch scanning efficiency in latest Applied Systems major product releases
• EDS SOLCORP Wins INFO Financial Group Contract
• Standard Life helps boomers get what they need
• ColinaImperial Selects SunGard iWORKS for Sales Illustrations
• Drive® Insurance from Progressive Surveys Young Agents; Asks for Their Perspective on Key Drivers of Success, Industry Challenges and Technology
• Distribution Bottlenecks Lead to Inefficient Allocation of Sales, Marketing, and Product Resources, says kasina
• New Eastbridge Report Looks at Voluntary Vision Products
• Eastbridge's Mid-Year Voluntary Confidence Survey Looks at Opinions on Worksite Persistency, Premium Rates, and New Group Growth
• New Eastbridge Frontline Report Investigates Increased Takeover Cases in the Voluntary Market
• Industry Confidence in Worksite/Voluntary Market is Up According to the Mid-Year Survey by Eastbridge Consulting Group
• Lloyd's Research: Dealing with distribution is key, say UK brokers
• CompuOffice Adds Multilingual Capabilities to QuotesOnTap
• Aon and Xchanging Announce Partnership with Initial 10-Year Service Contract Worth £230 Million
• LIMRA Training Program Targets Improved Recruiting and Selection
• Hub International Acquires Post & Kurtz, Inc.
• EDS SOLCORP Releases Latest WealthServ Insurance v4.1
• Hub International Buys Insurance Servicing Business
• Advocis Launches New Emerging Regulatory Issues Feature
• Hub International Acquires AssurConseil; Expands Trucking Expertise in Quebec
• Eastbridge Study Finds Employee Benefit Brokers Lead in Worksite Sales
• AUGIE Survey: Agency Technology Having Big Payback for Many Agencies - By Jeff Yates, ACT Executive Director
• Ranking the Vendors of Wealth Management Technology 2006: Data Consolidation - Report Published by Celent
• Annual Eastbridge study finds several voluntary product lines with double-digit growth in 2005
• Designed for Success: The Must-Have Attributes of Producer Tools - Report Published by Celent
• Aon Moves to Full Electronic Trading Capability
• Better Use of E-Business Tools Key To Improving Wholesaler Productivity: kasina Study
• Critical Illness Tops Voluntary Industry's List of Growth Products: Eastbridge
• Voluntary sales improve slightly for 2005 according to recent Eastbridge study of 60 leading carriers
• It's Now Easier for Canadian Insurance Intermediaries to Become Licensed in Non-Resident Jurisdictions: CCIR and CISRO
• Ranking the Vendors of Wealth Management Technology 2006: Financial Planning: by Celent
• More than 7,500 Answer ACORD-User Groups Information Exchange (AUGIE) Agent Tech Survey; Point to Workflow Frustration, Needed Changes
• Distribution Service Satisfaction Survey 2006 by NewLink
• CPU Management Software Inc. and CompuOffice Software Inc. reach cooperative agreement for online services
• ACORD Awards Honor Outstanding Achievements and Leadership at 2006 Forum
• CompuOffice Software Inc. (COSI) Adds Two More Software Programs For Insurance Quotations And Comparisons On PDA Devices: Handiquoter And Cosiquoter
• Applied Systems tops list of ACORD award-winners
• Manulife launches new policy information tool for Advisors
• Camilion Solutions Introduces AuthorityOnline™
• Advocis 2006 National Conference, June 14-17, 2006 in Victoria BC
• Global IQX Announces IQX Secure - Enables quick and secure data import/export
• SunGard Announces Multi-language Capabilities for iWORKS Insurance Sales and Administration Solutions
• LIMRA Taps TalentKeepers to Help Clients Further Improve Agent Retention
• The Principal Financial Group (Charles Weisbecker) to Speak at ACORD LOMA Insurance Systems Forum: Global IQX
• Brovada Technologies Inc. Partnership with Nexisys to Improve Productivity for Power Broker Users
• Custom Software Solutions Product, The Broker's Workstation, Now Integrated With ING's Point-of-Sale Tool Savers
• CompuOffice Software Inc. enhances QuotesOnTap
• OARBIC announces the release of OSEA a Transactional Insurance Portal for the Property and Casualty industry
• Novinsoft Portal now included with CoVirt's VirtGate Client Management System
• First Catholic Slovak Ladies Association Selects SunGard’s iWORKS for Sales Illustrations
• Manulife Financial Tax and Estate Planning Group update book on tax and estate planning.
• kasina Study: Asset Managers Differ in View of Web's Role in Supporting Institutional Business
• New Eastbridge Report Examines Commission and Compensation Practices in Worksite Market
• Advocis continues its defence of financial advisors and consumers
• Cost of Independent Producer Survey: Technology, Services, and Other Drivers of Carrier Choice: Report Published by Celent
• ING Canada Acquires Largest Member in Grey Power Network
• Independent Agents and Brokers Show Gains in P-C Lines
• If You Build It, Will They Come? Asset Management Firms Struggle to Provide Right Content on Intranets, says kasina
• ACT Outlines Agency Preferences for Carrier Electronic Communications
• New Eastbridge study examines current distribution models for attracting worksite producers
• Fighting for Advisors, All the Way to the Supreme Court of Canada: Advocis granted leave to intervene in landmark case
• New Eastbridge Consulting Group Study on Voluntary Dental Plans Reveals the Future Looks Bright for Continued Growth
• Introducing investment illustrator - a flexible and simple illustration system for the wealth market: illustrate inc.
• Sun Life Financial U.S. and M Financial Group form distribution relationship
• CoVirt / CANNEX Agreement for Annuity Surveys
• Hub International Buys Employee Benefits Insurance Brokerage; eBenefits Group, LLC Joins Hub International Northeast
• CoVirt to be a Participating Sponsor of Second Annual MGA Conference
• CompuOffice Announces QuotesOnTap™ for PDA's
• CoVirt ends record year: 7 additional brokerage firms switch to VirtGate
• "Momentum" - CLIEDIS' Eighth Annual Seminar
• Eastbridge Report: Voluntary Insurance Organizations Expect Growth in 2006
• Advocis Survey: Canadians Want Restrictions on Bank Distribution of Insurance
• The Problem with SEMCI and What Can Be Done About It: by Peter Symons, OARBIC
• Managing Conflicts of Interest: A Consultation Paper on Enhancing and Harmonizing Best Practices: CCIR/CISRO
• New Eastbridge Study Looks at Future Predictions for Worksite/Voluntary Market
• Royal & SunAlliance launch WARP® Data Bridging making it easier for brokers to use WebBusiness™
• Drive® Insurance From Progressive Unveils Redesigned Web Site For Independent Agents And Brokers
• IIABA Calls For Implementation of Real-Time Multiple Company Rating
• New kasina Report Sees Big Changes Ahead For Wholesaler Compensation Models
• kasina Names Top 10 Financial Intermediary Websites, Identifies Best Practices, Emerging Trends
• Western Financial Group announces strategic partnership with Sawchuk Group
• Conning Research: Life Settlements Market Grows to $5.5 Billion in 2005
• New Business and Underwriting A Key to Advisor Satisfaction: Newlink
• One Hundred Reasons to Celebrate: Advocis kicks off Centennial Year
• EGI Financial enters Ontario motorcycle insurance market with $5 million agreement
• Eastbridge announces availability of new research report on voluntary universal and whole life products
• Cowan Insurance Brokers Leverage Microdea Inc’s “Synergize” solution for Electronic Document Management
• Personal Auto & The Online Customer Report Published by Celent
• HealthQuotes.ca Announces "Double Up" Rewards program for Manulife Financial's Affinity Market Products
• Keal Brokers have New SEMCI Access to AXA using Nexisys


• 2005
• Progressive Direct: Shopping For Car Insurance Just Got Easier ­ Talking To Someone "Live" Only A Mouse Click Away
• Western Financial Group Acquires Six Additional Agencies
• Equisure reaches agreement with Autorité des marchés financiers du Québec
• Hub International to Acquire Impact Insurance Services
• Lombard Canada and Keal Technology Announce Joint Integration Project
• Manulife launches tool to help Canadian advisors pick universal life investment accounts
• Hub Barton Acquired Ungaro & Sons
• CoVirt Announces 20 Equinox Marketing Centres now in production
• EDS-SOLCORP inks contract, signaling new era in managing insurance and investment products
• 2005 Distinction Award for Federation and Missisquoi Insurance
• Voluntary short-term disability is the subject of Eastbridge's latest report
• Summary of Responses on the Consultation Paper on Relationships between Insurers and Sales Intermediaries - Achieving Best Practices: CCIR and CISRO
• Aon Corporation Explores Strategic Alternatives for its Warranty, Credit Insurance and Property & Casualty Businesses
• Life Distribution CITS Project Update Nov 17, 2005
• Significantly Higher Levels of Web Site Personalization Will Help Retain Advisors, Says New Study From kasina
• New Eastbridge Study Finds Few Carriers Able to Drill Down on Worksite Marketing Measures
• New Study Finds Most Voluntary Carriers Track Sales and Premium Data Only: Report by Eastbridge
• IBAC Insurance Brokers Urge Government to Apply Caution to Decisions Regarding the Banks and Insurance
• ACORD Adds More Life & Annuity Forms, Provides Them Online
• Applied Systems Awards: Insurance companies lauded for ease of doing business
• Global IQX Announces Next Generation Sales and Service Automation Platform
• Drive Insurance From Progressive Zooms Past Internet Milestone
• Applied Systems announce Canada’s first real-time property insurance transactions powered by WARP
• Applied Systems Canada and PowerSoft to Integrate TAM and PowerQuote
• SIAAC Announces New Master Broker
• Manulife Financial to administer group retirement savings plans for Wal-Mart Canada Associates
• Global IQX Selected by Industrial Alliance to Automate Group Benefits Sales Business
• Empire signs a loan distribution agreement with B2B Trust to offer clients maximum leveraged loan choice and flexibility
• Transamerica Life Canada Selects Novinsoft Inc.
• HealthQuotes.ca and Ontario Blue Cross present a "LEARN and EARN" seminar on Blue Vision.
• New Kasina/Credo Survey Asks "What do Canadian Financial Advisors Want?" Online From Asset Managers
• Standard Life's Consolidated Retail Distribution Network Delivers its Full Range of Retail Products
• Group Voluntary Products Continue to Grow Faster than Individual (Worksite) Plans According to Eastbridge Study
• Eastbridge Reports Another Year of Growth in the Worksite Market for 2004
• Cookson Walker Group Launches a New Website
• Jardine Lloyd Thompson (JLT) backs Kinnect
• J.D. Power and Associates Reports: American Family Insurance Agents Recognized for Customer Service Excellence
• Novinsoft releases web-based illustrator for customers of Manulife Canadian Pension Operations
• New President Elected for Independent Financial Brokers Association
• Hub International Establishes Building and Design Risk Division Targeting Architects and Engineers
• New Eastbridge study examines the current state of the voluntary critical illness market
• Eastbridge: New Survey Released by The Council of Insurance Agents and Brokers (CIAB) on Voluntary Worksite Benefits
• Another business backs Kinnect
• Insurers And Asset Managers Must Improve Online Support For Variable Annuity Products, kasina Finds
• Major Industry Initiative Underway To Improve Commercial Lines Download - IIAA ACT
• Three more customers to join Kinnect
• Redesigned 'ACTtech' Web Site Streamlines Real-Time Interface Resource For Agents, Brokers, Industry
• New Eastbridge Report Aimed at Supporting Brokers During Sales Process
• Canadian Bankers Association - Canadians Want Better Access to Insurance Information: It Just Makes Sense
• Financial Relationships between Insurers and P&C Brokers in Ontario: RIBO Survey
• CCIR and CSIR Consultation Paper "Relationships Between Insurers and Sales Intermediaries" Released
• RBC Insurance Enhances Its Sales Resource Centre
• CoVirt Announces Equinox Financial chooses VirtGate to replace their agency management system
• HealthQuotes.ca and Ontario Blue CrossT presents a "LEARN and EARN" seminar on Blue VisionT
• Applied Systems Canada, Inc. and Custom Software Solutions Inc. Sign Integration Deal
• HealthQuotes.ca as an MGA Announces Availability of Blue Vision from Ontario Blue Cross
• ACORD Awards Honor Outstanding Achievements by Companies and Solution Providers During 2005 Forum
• Applied Systems Extends Run of Interface Leadership Awards
• IVANS Transformation Station Real-Time Transactions Reach Record High
• kasina Continues Intelligent Distribution Research for Asset Management Clients
• CoVirt to be a Participating Sponsor of MGA Conference
• Canadian Independent Producer Survey: Technology, Services, and Other Drivers of Carrier Choice: Celent
• Advocis Members Confirm New Strategic Direction
• International Federation of Risk and Insurance Management Associations' White Paper: "Role of the Insurance Broker"
• Advocis Unveils Framework for Effective Regulation in Canada
• Transamerica's Innovative Webcast Turns Advisors into Product Designers
• Western Financial Group Announces Strategic Partnership with Falkins Insurance Group
• Advocis hosts annual national conference in Halifax
• Advocis Responds in Defense of Advisors
• Standards, A Key to Industry Competitiveness: CLIEDIS' Annual Seminar
• CoVirt Announces that Four More Brokerage Firms Switch to VirtGate
• Royal & SunAlliance makes WebBusiness easier for brokers using The Broker’s Workstation: Custom Software Solutions
• Five more customers join Kinnect
• Comparisons Drive Auto Insurance Quotes at Insurance.com
• Applied Systems Canada, Inc. Announces Real-Time Insurance Transactions Powered by WARP for the brokers of The Economical Insurance Group
• Benefit Point, Inc. Integrates with Applied Systems to Exchange Data for Employee Benefits and Property and Casualty Insurance
• Hurricanes Provide Lessons for Agency Disaster Planning: ACT (IIAA)
• Transamerica Announces First-Ever Webcast Seeking Input From Advisors
• Kasina Study Offers Road map for Asset Managers Seeking to Increase Participation Rates in DC Plans
• Advocis welcomes GAMA International into Association
• Harvard Western Ventures Inc. Announces Completion of Joint Venture
• ConnectInsure adds RFPs to all carriers: Global IQX Inc.
• New board gives Kinnect customers even greater role
• Auto Insurance Gets Even Easier For Progressive Direct Customers Buying Online
• More help for brokers and underwriters to get contracts right first time: Lloyds
• New kasina Report Analyzes Most Effective Online Approaches to Meeting Needs of Financial Advisors
• USA Independent Insurance Agents Can Use High-Speed Internet Connections to Retrieve Carrier Downloads: IVANS
• USA Consumers Have Many Choices When Shopping for and Purchasing Home and Auto Insurance, says I.I.I.
• Conning Research: Boundaries Between Agents, Brokers and Insurers being Redrawn -- Brokers Will Feel the Squeeze
• Independent P&C Producer Survey: Technology, Services, and Other Drivers of Carrier Choice: Celent
• CompuOffice Software Inc. announces introduction of LTCiScout
• CoVirt Announces that Five More Brokerage Firms Switch to VirtGate
• CLIEDIS Data Modeling Training Programme on May 6, 2005
• CIBC becomes the first Canadian bank to offer access to online comparison shopping for automobile and property insurance in Alberta and Ontario
• Atlantic Blue Cross Care Goes Live with DWL Unifi™
• Worksite executives are concerned about writing profitable business: Eastbridge
• Study Shows Growth in USA Premium, Market Share: IIABA
• Independent Agents Can Bolster Sales with Culture Shift and Technology: Agents Council for Technology
• Kasina Predicts Key Trends For Asset Managers in 2005
• Two new customers join Kinnect


• 2004
• Worksite executives predict the market will continue its double digit growth: Eastbridge
• CoVirt Announces New VirtGate Option to Integrate with FormDepot
• CoVirt Releases VirtGate Version 6.0 with Enhancements Solidifying Its Dominance as Canada’s Life Insurance Industry Commerce Solution
• Applied Systems Canada, Inc. and Royal & SunAlliance are Pleased to Announce Canada’s Second Real-Time Insurance Transaction Powered by WARP
• E-Z Data Specialist to Speak at Insurance Canada’s Fourth Annual Insurance Marketing Seminar
• National Bank and Canada Life sign distribution agreement
• Annual Eastbridge study explores the worksite market of the future
• Hub International Narrows Quebec Focus; Commercial and Private Client Group Practice to be Emphasized
• Hub International Acquires TILCO Financial Services Limited; Vancouver Island, B.C. Brokerage Becomes Part of Toronto-Based Hub Financial, Inc.
• CBA Financial selects Manulife Bank as preferred bank product supplier to Canadian legal community
• The Council - CIAB - Disputes Characterization of Broker-Carrier Relationship as Adversarial
• Diversified Wins DALBAR Seal of Excellence for its Enrollment Kit
• New Eastbridge Report Examines the Worksite Market
• RBC Insurance Expands Product Portfolio for Career Sales Force Clients
• Transformation Station Transactions Skyrocket As Agencies, Companies Embrace Real-Time: Applied Systems
• illustrate inc Announces the Appointment of Brian Holness to Head the Business Development Team
• CoVirt announces that Three More Brokerages Choose VirtGate
• Vista Equity Partners Acquires Applied Systems
• Applied Systems Canada, Inc. and ING Insurance Company of Canada are Pleased to Announce Canada’s First Real-Time Insurance Transaction Powered by WARP
• New KnowledgeBase Easier to Use, Better at Searching As Applied Systems Customers Drive Improvements
• Empire Financial Group leverages SOLCORP solution to enhance product distribution through FundSERV network
• Welcome a new Breed of Insurance Consumer - the Internet Shopper: Lee Romanov, Insurance Hotline
• Guy Carpenter Cited Reinsurance Broker of the Year in Industry Poll
• DALBAR Recognizes the Best Web Sites in the Mutual Fund Industry
• The Council Wins Another USA Federal Lawsuit; Nevada's Countersignature Statute Thrown Out
• Survey Results Find Opportunities for Agents to Enhance Customer Satisfaction: Progressive Insurance
• Eastbridge Study Finds Worksite Life Sales Outpace Disability
• Eastbridge Reports Another Year of Growth in the Worksite Market for 2003
• Ascot is latest to sign up for Kinnect Platform
• Transamerica Unveils "Logical" Suite of Insurance Solutions to Canada's Independent Distributors and Advisors
• Superior Service from Sale to Claim: RBC Insurance
• Markel International first major new insurer to join Kinnect in 2004
• Brokers Corner Now Launched! -- HealthQuotes.ca
• Applied Systems Canada, Inc. Teams with World Access Canada to Provide Integrated Travel Insurance Issuance to Brokerages using The Agency Manager®
• Celent Communications Illustration Vendor Study Points To Satisfied Novinsoft Clients
• Federated Life partners with Global IQX to offer online sales capabilities
• HealthQuotes.ca Broker Affiliate Program Now Launched
• Independent Study by Celent Communications Cites illustrate inc a Solid Option for Canadian Life Insurance Carriers
• New Eastbridge study finds brokers are offering more lines of business
• Western Financial Group Acquires Two Additional Alberta Agencies
• RBC Insurance Launches Market Leading Regional Resource Centres
• SIAA Canada announces new Master Broker: Rhodes & Williams Limited
• ACORD Life & Annuity Forms Now Accepted in 41 States
• Marsh and Willis step up use of Kinnect Platform
• Desperately Seeking SEMCI? Producer Views That Might Change The Debate: Report by Celent
• New kasina Study is First to Segment Financial Intermediaries by Behaviour
• Agency Systems Pick Up the Pace in Real-Time on IVANS Transformation Station™
• ACORD Demonstrates New Fillable Forms for Improving Agent Workflow
• Ohio Casualty Announces Real-Time Selling and Servicing Using New Applied Systems Features and IVANS Transformation Station™
• New Eastbridge Frontline Report Focuses on the Technical Issues Surrounding Alternative Enrollments
• Fidelity Remains the Only Firm to Earn “Excellent” Designation, but Guardian and Armada Funds Among Many to Deliver Big Gains: Dalbar
• ACORD Launches New Advantage Web Site; Improves 15,000 Users Access to Forms and Other Services
• Applied Systems Deploys ‘ConneXion,’ Providing Agents Real-Time Data Interchange with Business Partners
• Principal Financial Group launches Web based distribution automation software: Global IQX
• PlanPlus Inc. Advisors gain Access to Novinsoft Insurance Portal
• Seeing Rapid Growth of New Sales and Conversions, Applied Systems Re-Brands ASP Products for Agents, Brokers
• Over 1,100 Professional Financial Advisors to Gather in Calgary Today at Advocis National Conference
• Global IQX Inc. Named as One of 25 Top IT Up & Comers.
• New Towergroup Research: Single-Dealer Portals Evolve
• IVANS Announces New Features to Real-Time Services Available Through Transformation Station™
• Hartford Insurance Can Accept First Notice of Loss and Attachments for Commercial Auto/Property Claims
• Eastbridge Study Finds Little Impact of Rising Health Care Costs on Employee Purchases of Other Insurance
• Eastbridge Consulting Group sees worksite brokers changing -- and carriers need to pay attention!
• Safeco and Applied Systems Launch Personal Lines Bridge for New Safeco Now™ Sales Tool
• TowerGroup Assesses Progress and Pitfalls on Road to Integrated Wealth Management Platform
• New Kasina Study is First to Segment Financial Intermediaries by Behaviours
• Advanced Education for Insurance Advisors: CIFP Conference
• Sun Life Financial to sell IQON and Synera to CI Fund Management
• Financing Solution Launched in B.C. to Help Small Business with Insurance Costs: IBABC, GHR Systems, Inc. and Scotiabank
• Online Learning Tool added to Royal & SunAlliance's WebBusiness initiative
• National Group Benefits Forum, by ConnectInsure
• Custom Software Solutions Inc. Receives $1.250 Million Investment From ENSIS Growth Fund
• CoVirt Announces that Three More Vancouver Based MGA's Switch to VirtGate
• Unlocking Interoperability - Standards are the Key: CLIEDIS Seminar and Annual Meeting
• Co-operators Life Acquisition of Trent Health Group Finalized
• Advocis™ Releases Best Practices Manual For Industry Comment
• Applied Systems and Utica National Insurance Group Partner to Enable Agencies to Perform Real-Time Web Bridge Inquiries
• Banking Multichannel Integration: A Global Survey Report Published by Celent
• New ACT Report Points to 'Real-Time Revolution'
• TowerGroup Urges Life Insurers to Explore Nontraditional Distribution Channels
• New Eastbridge Study Finds That More Worksite Marketers Are Looking To Joint Ventures/Alliances To Boost Sales
• IVANS Study Finds Insurance Agents Prefer Carriers That Are 'Aggressive' With New Technology
• Second Study Confirms that Distribution-Driven Insurers Grow at Twice the Voluntary Industry Rate: Eastbridge
• Kinnect Handles First 'Open Market' Risk
• Ten Tips to Boosting "Toy" Sales: Progressive
• Wausau Partners with IVANS Transformation Station(TM) to Make Quoting for Middle-Market Business Easier for Agents and Brokers
• Progressive Speeds Customer Service Activities in AMS Agency Management Systems
• RBC Insurance Makes Offering Long Term Care Insurance Easier
• Co-operators Life Becomes 100% Owner of Trent Health Travel Insurance
• Best Doctors partners with Global IQX to offer online sales capabilities.
• World Access Canada and Softvoyage Offer New Online Travel Insurance Solution - First to Offer Travel Insurance Products Within Booking Engines of Softvoyage Customers
• illustrate inc Announces Availability of Web-based In-force and New Business Policy Illustration Solutions
• Progressive Makes It Even Easier For DORIS And Applied Users To Serve Customers
• Dalbar ranks USA Mutual Fund and Annuity Firm Support for Broker Dealers
• Applied Systems Canada, Inc. and Softext Publishing Inc. Announce an Integration Partnership to Enhance Financial Service Functionality within The Agency Manager(r)
• Manulife Investments launches online tool to help advisors manage client portfolios


• 2003
• Life Insurance Distribution: Getting a $50 Billion Gorilla to Sing: Conning
• Dundee Wealth Management Switches to VirtGate Internet Policy and Advisor and Management Service by CoVirt
• Canada Protection Plan Switches to CoVirt's VirtGate Internet Policy and Advisor and Management Service
• Equitable Life of Canada Completes Installation of Illustration System from Novinsoft Inc.
• illustrate inc Leverages Power of Microsoft® .NET Platform for Suite of Illustration Solutions
• Willis places first risk through Kinnect to lloyd's.
• Lack of Quality Advice Reduces Income in Retirement: Tillinghast - Towers Perrin UK
• ACT Issues Phase One of Multi-part Report on Agency Use of Technology in Sales and Marketing
• Momentum Builds for Real-Time Agency-Company Interface: IVANS
• Smart Insurance Forms From ACORD Streamline's Agent's Workflow In The Microsoft Office System
• CoVirt Announces 3 More MGA's Switch to VirtGate Internet Policy and Advisor and Management Service
• Vertical Growth Network Expands Across Canada
• kasina expands focus on distribution strategies for asset managers
• Applied Systems Canada, Inc. Teams with AIG Credit Corp. to Provide Integrated Premium Finance to Brokerages using The Agency Manager(r)
• The CUMIS Group Limited selects illustrate inc for Innovative Desktop and Web-based Point-of-Sale Illustration System
• Consumer's Guide to Insurance announces Insurance Rate Alert Service
• Progressive Receives Applied Systems' 2003 Interface Best Practices Award
• Eastbridge study finds that worksite carriers and producers are testing new enrollment methodologies
• Progressive Receives Top Honors From National Insurance Agents Organization
• Global IQX Inc. selected by the Principal Financial Group.
• Reducing Debt and Increasing RRSP Contribution Limits Priorities for 2004 Budget, says Advocis and CALU
• Novinsoft's Insurance Portal integrates with CoVirt's VirtGate Agency Management System to streamline Universal Life Illustrations
• IVANS Further Expands Agency Interface Solutions
• IVANS(R) and Metaserver, Inc.(TM) Announce Strategic Alliance
• Life Insurance CFOs Eager to Grow Distribution Channels, According to Tillinghast-Towers Perrin
• Advocis Launches Online "Jobs for Advisors" Career Portal
• Applied Systems Canada, Inc. and CPU Management Software Inc. Announce an Integration Partnership
• Whose Advice Can You Trust? Advocis Embarks on Campaign for Regulatory Reform
• Asset Management Companies Shift Focus From "Product Push" to Profitability: kasina
• Canada Life's New Online Business Management Tool Helps Brokers Achieve More
• Global IQX awarded nearly $1M in E-business funding by CANARIE Inc.
• Asset Management Companies Shift Focus From "Product Push" to Profitability: kasina
• Advocis recognized with "Achieving Great Things" Award
• Independent Agents and Brokers Rely on the Internet But Are They Prepared in the Event They Lose Their Connection? Progressive Survey.
• Royal & SunAlliance USA Offers Real-Time Billing, Claim Inquiry Through Transformation Station
• Advisors Honoured with Top Education Awards and new Advocis Board Installed
• Regulatory Issues to Dominate the Next Six Months Say Advocis Chair and President
• Advocis To Launch Compliance Seminar Series at National Conference
• Compu-Quote's OmniRater with iter8's Communic8 offer Web Comparative Rating to Brokers
• Financial Services to Develop the Workplace into a Major Distribution Channel: Tillinghast - Towers Perrin
• Eastbridge study finds that alternate channels are increasingly important to today's worksite carriers
• Shifting the Hat - Broker’s Role Responds to the Market: by Sorin Rogojinaru
• What to Financial Advisors Want? Advocis sand Environics Team up to Find Out
• Manulife Bank introduces 'in-home' service for mortgage shoppers
• LCC Member Companies Complete Phase 2 Analysis; LCC Discontinued
• Custom Software Solutions Receives $1.175M from CANARIE to Develop Revolutionary Electronic Data Exchange Solution for Property & Casualty Insurance Industry
• Eastbridge Consulting Group Inc. Identifies Key to Rapid Growth for Worksite Marketing Insurers
• Eastbridge Study Finds that Companies with Reps Who Specialize in Worksite Tend to Have Higher Total Worksite Sales.
• CSC Licenses Product Profiler Software to The Phoenix Companies
• kasina to Publish Asset Management Industry’s First Comprehensive Study of Financial Intermediary Segmentation Initiatives
• Seamless Insurance Distribution in the P&C Broker Channel: By Doug Grant
• CIBC offers Critical Illness Insurance quotes online
• UnumProvident product to be added to ConnectInsure quoting service
• Three Carriers Select Blue Frog's ADMServer PPFA Administrator: Metlife, Pacific Life and Manulife
• Ohio Casualty First to Roll Out IVANS Transformation Station: IVANS
• Applied Systems Canada, Inc. Celebrates 15 Years with Technology Showcase Seminar and Anniversary Celebrations across Canada
• Asset Management Companies Set to Triple Spending on Intermediary e-Mail Initiatives by 2005: kasina
• Carriers Support Next Steps in LCC Development
• Advocis Issues Call to Action - Canadian Financial Services Industry Needs Overhaul and Rationalization
• Progressive's Proleads Referrals Program Achieves Milestone — 50,000 Policy Sales Through Independent Agents
• Canada Life Enhances Online Payout Annuity Quotation System
• Real-time SEMCI for Independent Agents Becomes Reality, by Jeff Yates
• Auto Insurance Rate Comparison Ticker Puts Progressive.com in Fast 50 Champions of Innovation.
• Travelers and AMS Services offer independent agents real-time SEMCI quoting for small commercial insurance with IVANS technology
• Western Financial Group Subsidiary - Bank West - Receives OSFI Approval
• The Bottom Line, by Eric Walker and Paul Greenhow
• Need an Easier and Faster Way of Doing Trucking Insurance? Submit your Business On-line Using Markel’s “I-QUOTE”
• Global IQX partners with Sun Life Financial to strengthen online offerings


• 2002
• Life Company Central Business Plan Completed in December 2002 as Planned
• Hub Financial Partners With The Canadian Association Of Insurance And Financial Advisors
• Global IQX signs deal with the Canada Life Assurance Company for ConnectInsure
• Kanetix adds RBC Insurance to Quebec insurance quote comparison service
• Benchmarking Advisor Technology Platforms and Tools: Report by Celent
• Ranking the Vendors of Wealth Management Technology 2002: Reports by Celent
• Progressive Provides a “Missing Link” to Help Independent Insurance Agents Offer More Efficient Customer Service
• Consumer's Guide - Building Brokers Books of Business: Consumers are having a hard time finding the brokers with the right markets to insure them, while brokers are wasting their valuable time dealing with an overwhelming number of shoppers. "Brokers are spending too much time talking on the phone and not enough time writing policies," says Lee Romanov, President of The Consumer's Guide to Insurance, which provides a pre-qualified, unique referral system for brokers.
• InSystems Launches New Business eXterity (NBX) Offering Insurance-specific Portal Efficiencies for Agents & Brokers
• Investors Group, Great-West Life and London Life sign agreement with National Bank of Canada to distribute banking products and services
• Commission and Compensation Practices in Worksite Marketing: Eastbridge Report
• Hub International Signs Letter of Intent to Purchase Sun Life Financial Advisory Services Inc.
• kasina Report Names Top 10 European Intermediary Web sites
• Asset Managers Struggle to Provide Intermediaries with Effective Web Offerings for Separately Managed Accounts, kasina Report Finds
• Canada Life aims to lead core UK markets
• Five Insurers License CSC's PerformancePlus Distribution Management System
• Business Succession Planning—How Prepared Are You? CAIFA
• Standard Life - More Options for Your Retirement Now Available in Canada
• e-Critical Illness expands National Life's on-line business presence
• CAIFA/CAFP Supports Revamp of Securities Regulation
• Advocis: The new name for Canada's Professional Association of Insurance Advisors and Financial Planners
• A Summer Garden: For the Broker’s Eye, by Doug Grant
• Tillinghast Calls for Industry-wide Adoption of Improved Financial Planning Techniques
• Industrial Alliance Acquires Certain Assets of Leduc & Associates Securities (Canada) Ltd
• Amica Life Insurance Company Chooses Fipsco Life Portraits ES System
• Kanetix adds Industrial Alliance, Auto and Home Insurance to Online Insurance Quote Comparison Service
• Allstate Canada, HLC expand loan program
• Eleven Leading Mutual Fund and Insurance Companies Sign on as CAIFA Corporate Partners
• CAIFA and CAFP Members Approve Merger
• Optimism surrounding CAIFA/CAFP Merger Runs High During Inaugural Chapter Advisory Council Session
• Twenty Insurance Carriers Choose IVANS Transformation Station: IVANS E-Commerce Solutions Division
• Point-Click-Grow . . . Progressive leads in USA Download Volumes
• Vision 2005: Insurance Brokers Association of Canada Maps Out its Future with a New Strategic Plan
• The Financial Services Commission of Ontario Introduces on-line Licensing
• Survey Reveals What Agents Look For in the Companies They Represent: Progressive
• RBC Insurance® sponsors 2002 Advisor of the Year Awards
• Unity Life of Canada Launches XpressInsure by GeniSystems
• Life Company Central (LCC) Update June 2002.
• Applied Systems Canada, Inc. Launches Data Storage and Recovery Service for clients of The Agency Manager
• CAIFA and CAFP Move Forward on Plans for a New Home for Professional Advisors and Planners
• RBC Insurance launches new online resource centre for business partners
• Sun Life Financial forms marketing and distribution agreement with Hub Financial
• Agency Technology - Beyond Belief: Agents Council for Technology (from Your Virtual Insurance News)
• Collaboration Proves Key To Success As Travelers Brings 100th Applied Agency Live On Transformation Station
• Travelers Announces New Advancements in Real-Time Single-Entry, Multi-Company Transaction Capabilities for Independent Agents and Brokers
• Regulators Update Life Standards for Insurance Agent Licensing
• National Life introduces the E-fficient Investor Portfolio Management Program
• National Life launches a new web based sales capability for MGAs and broker business partners
• Standard Life's Performa Gains Membership in the MFDA
• Manulife Financial launches Online Annuity Quotation System for advisors across Canada
• Convergence, the new reality: CLIEDIS Seminar, May 9 2002, Review
• Manulife's 24/7 online advisor business tool adds public site, new features
• Standard Life adds to its critical illness insurance coverage options
• Maritime Life changes look to line up with customer experience
• CoVirt to Supply HUB Financial with Internet Broker and Policy Management Service
• CAIFA Urges Provinces to Adopt New One-Step Life Insurance Licensing System
• Lord of the Data: XMLife - a new electronic standard. By John Nicola, reprinted from FORUM
• Asset Management Firms Struggle to Distribute Web Content to Broker/Dealers, kasina Finds
• A Major Paradigm Shift is Emerging in Financial Products Distribution: kasina and FRC.
• kasina Announces Results of New Study "Online Intermediary Strategies"
• RBC Insurance opens Five New Business Development Offices
• Annuitynet Ecommerce Platform Tops $2.1 Billion in Annuity Transactions in 2001.
• IIAA, Future One reveal technology study results
• ACORD Delivers eCommerce Software Solution Survey to Benefit Reinsurance and Large Commercial Solution Providers
• CAFP and CAIFA Propose the Formation of CAFPA
• Applied Systems Canada Inc. and Tec4 Systems Inc. Announce Integration Partnership
• Where are we now? by Doug Grant CIP from Alberta Broker
• Industrial Alliance Makes its Entrance Onto the Stock Brokerage Scene by Acquiring ISL-Lafferty Securities and the Assets of BNP (Canada) Securities
• Kanetix adds Assur-Ligne to Online Insurance Quote Comparison Service
• Zurich Life USA announces the successful launch of its new, online, paper-less pre-application service.
• Progressive Launches Internet Referrals Pilot For Independent Agents
• Two claims scenarios show value of electronic processing: Sharon Cunningham in Agent & Broker, January issue
• CAIFA and CAFP Meet to Discuss Single Professional Organization
• THE CHANGING FACE OF FINANCIAL SERVICE DISTRIBUTION: "Will integration work or fail, the jury is still out", By Eric Walker, in Dec 2001 ci Canadian Insurance Magazine
• Standard Life - Ideal Segregated Funds now available on FundSERV
• CIM-Data, under an agreement with CSIO, to provide Facility Association rating to CSIO Insurance Portal
• DWL Launches P&C Agent Broker Application v 2.0


• 2001
• Allstate, Kanetix partner in online auto insurance quote comparison service
• Royal & SunAlliance and The Guarantee Company sign a Strategic Product Distribution Initiative
• CCH Canadian and CAIFA Reach Agreement to Offer Expanded Educational and Software Opportunities
• CAIFA's Bid for a Single Organization for Professional Financial Advisors Gaining Momentum
• Internet Progress - Slow but Steady: by Doug Grant, for Alberta Broker Dec/Jan issue
• Consumers buy insurance online As Allstate Canada enhances network
• RBC Financial Group Customers can now obtain Personal Accident Insurance online at RBCInsurance.com
• CGU rolls out solution from DWL to e-nable transactions with brokerages across Canada.
  
• Clarica enhances service capabilities for Pension and Group Savings plan members
• London Guarantee Insurance Company Introduces New Online Submission Capability for R.I.B.O. Fidelity Bonds
• Agents Council for Technology (ACT) Releases Comprehensive Technology Study
• Independent Distributors Emerging as the Workhorses for Life Insurance, Captives Losing Ground and Internet Has Not Lived Up to Its Promise, Says Conning & Company Study
• National Life Launches Enhanced Universal Life Product
• New-and-improved dot-coms - under whatever name - are bringing a host of opportunities to brokers. by Sally Praskey in ci Magazine Oct 2001
• RBC Insurance Launches Critical Illness Insurance
• Online Retail Strategies: kasina Announces Results of New Study
• IT'S THE PROCESS, PEOPLE! Much of what insurers and brokers need to do comes down to plain and simple execution. By Bruce Rabik, from ci magazine, Oct. 2001
• Loyalist Insurance Managers: a Southern Ontario broker network. By Anna Sharrat, from ci Canadian Insurance Magazine Oct 2001
• Liberty Health Insurance products to be offered through Manulife Financial MARKHAM, ON
• Traditional insurers are turning to Web-based marketing tools and developing hybrid distribution strategies: by Leslie Hetherington, from ci Magazine Oct 2001.
• Manulife Bank of Canada and Edward Jones join forces to offer attractive RRSP loan program
• Incoming IBAO president Danny Craig's agenda is set on education, technology and political communication. By Anna Sharratt in ci magazine
• Manulife Financial and Investors Group establish distribution agreement for life insurance products
• Tier Transformation: Evolving profile of P&C brokerages, especially Tier II; by Craig Harris, Oct. issue CI Canadian Insurance Magazine
• Manulife Financial and Zurich Canada, two of Canada's leading insurance companies, have formed an alliance that gives small business owners across the country broader access to a full range of insurance products. Under the agreement, Zurich Canada brokers will refer clients who want to buy group life and health insurance products to Manulife advisors. In turn, Manulife advisors will refer small businesses that need property and casualty products to Zurich Canada brokers.
• CAIFA Calls for Single Financial Planning Association in Canada
• Canadian Council of Insurance Regulators approves proposals for regulatory harmonization for Life Agents
• It's not an insurance solution parents of new teen drivers are looking for. It's help with their anxiety!
• Pethealth Inc. announced today that it has entered into a strategic alliance with Canadian Petcetera Limited Partnership that calls for Pethealth to become the exclusive provider of pet insurance to Petcetera customers in Canada
• Money Laundering a Hot Topic as Canadian Financial Advisors Gather in Toronto at CAIFA session
• Manulife regular quarterly Investor Sentiment Index: National Gallup poll suggests Canadians considered cash, real estate as safer havens after Sept. 11 US attacks.
• Brokering the Internet published in Alberta Broker, Aug/Sept 2001 issue, By Doug Grant
• TD INSURANCE First Canadian insurer to offer on-line application and "instant" approval for critical illness insurance
• RBC Insurance offers customers online quotes on complete line of home and auto products
• Clarica launches online sale of critical illness insurance
• BELAIRdirect has diversified its coverage for travel insurance with respect to pre-existing medical conditions and now provides more possibilities as to periods of stability.
• Chubb Insurance Company of Canada has launched Innovator for Software, the organization's first product to be totally quoted, underwritten and issued on the web.
• Markham General Insurance Company (MGIC) Chosen By New CSIO Insurance Portal as one of the 3 insurance companies in Canada to move into the testing phase of the new portal.
• Sun Life Financial Trust announces partnership with Berkshire
• Distribution: The Next Battleground. Agents stepping up web initiatives. Adam Klauber, a certified financial analyst who co-authored the Cochran, Caronia Securities LLC insurance study, "Distribution: The Next Battleground," believes agents who provide additional services will have greater success retaining clients against a growing movement to deliver insurance via agent-free channels.
• U.S. Insurance & The Web: An overview based on a survey, published by Celent Communications
• Internet Sales Set to Flourish: Leading reassurer GE Frankona Re's most recent survey of the UK stand alone term assurance market has shown Internet sales beginning to make some headway. With overall term assurance sales up by 8% in 2000, Internet sales accounted for over 30,000 policies, or 3% of sales.
• Today, kanetix (www.kanetix.com) Canada's insurance marketplace and online insurance information centre, announced a new addition to its Ontario online quote comparison service - Certas Direct Insurance Company, part of Desjardins-Laurentian Financial Corporation.
• The Erie to implement portals and a transactional CRM application
• After a successful pilot phase that began in December 2000, a new secure Web site for Personal Lines brokers is now live for Chubb's Ontario-based brokers.
• Shopping for insurance has never been this easy. Yahoo! Canada today announced the launch of Yahoo! Canada Insurance Centre, an online resource for Canadians looking for information and rate quotes from life, auto and property insurance providers Yahoo! Canada Insurance Centre, available at http://ca.insurance.yahoo.com, is powered by kanetix.
• AEGON Canada Inc., a member of the international AEGON Group and the parent company of Transamerica Life Canada, today announced that it has reached agreement to acquire 100% of the shares of National Financial Corporation, the parent company of Money Concepts (Canada) Ltd., from owners First International Asset Management Inc., the founding Sylvester family and Money Concepts Franchisee Holdco Inc.
• Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, announced today that it is providing advisors with an expanded list of product offerings to meet growing consumer demand for critical illness (CI) products. Effective July 4, the organization's advisors will have access to industry-leading CI products from Great-West Life and UnumProvident.
• Most Life Insurers Still Without Focused Retail Internet Strategy
• Marine brokers are calling for improved claims payments, more consistent underwriting and greater continuity from marine insurers and reinsurance, according to an independent study commissioned by GE Frankona Re (UK).
• Unisys Corporation today announced that it has established an Internet-based Risk Trading Exchange for the global insurance/reinsurance marketplace.
• Independent insurance agents can now offer their customers the convenience of online policy service 24 hours a day, 7 day a week with the latest agent technology offered by Progressive
• Misys plc announces the closure of its Internet consumer financial services businesses, screentrade.com and theformula.com, marking its withdrawal from serving the end consumer (B2C) segment of the market.
• An internet portal that will give insurance brokers and intermediaries all over the world direct access to the Lloyd's of London insurance market was launched today. www.lloyds.com will provide insurance professionals with a clear route to the hundreds of specialist insurance products offered by Lloyd's insurers and brokers.
• E-Service Critical to Customer Retention, Yet Many Insurers Still Lack Technology Infrastructure to Effectively Service Customers Online.
• Insurance Research Report Points to changes ahead for the London Market. A research report commissioned by SilverStream Software provides strong evidence that the London insurance market is set for significant change in the way that it conducts business.
• Distribution for Commercial Insurance to Consolidate Rapidly over the next Four Years
• Canadians showing stronger interest in mutual funds and investment real estate this summer: Manulife Investor Sentiment Index
• Sun Life Assurance Company of Canada announced today that it has signed a letter of intent to enter into a strategic partnership with Morningstar Research Inc. to provide Morningstar's web-based and PC-based products to Sun Life Financial's Canadian customer, plan sponsor, and advisor client base.
• Clarica has been recognized for its outstanding achievement in adapting to meet the challenges of the new economy. Clarica was recognized by Next 21, a national program developed to recognize e-Business innovation and success achieved by leading Canadian companies in the new economy. Clarica built an integrated platform to help its dedicated sales force use the power of the Internet to enhance customer relations, build their business and increase productivity.
• www.caipinsurance.com -- Phoenix-Eastern Insurance Brokers Inc., an experienced Canadian insurance brokerage firm, has introduced a new web-based insurance program (including instant on-line quotes) to provide Canadian Not-for-Profit Associations and Charities with a comprehensive insurance package that can reduce annual insurance costs by more than 25%.
• The Citadel Assurance has announced recent innovations to its on-line broker support services that have propelled it to the forefront of the industry in the area of web functionalities.
• KPMG Analysis: Insurers Expand Retail Horizons
• The Financial Services Commission of Ontario (FSCO) has implemented the first phase of its Internet Application System.
• Manulife Financial US producer and customer access
• Wealth2K.com Transactional Insurance Portal
• The Dominion of Canada broker access
• The Internet delivery of property and casualty (P&C) insurance products and services is approaching the mainstream, according to a consumer research study released today by Gomez Inc.
• kasina releases its "Top 20 Web sites - Property and Casualty Insurance" study.
• KPMG Analysis: Around The World, E-Insurance Still 'Five Years Away'
• MIB, the voluntary association of nearly 600 life insurance companies, has announced it that it has reached an agreement with ACORD, the insurance industry's non-profit standards developer, to promote industry adoption of ACORD's XML for Life Insurance Standards in IT architecture. MIB will implement three new ACORD-approved TXLife transactions designed for communication between MIB and its member companies. The approved transactions will initially cover the MIB Checking Service.
• What might a broker look like in the not-so-distant future?
• InSystems, a leading global provider of eXtended Relationship Management (XRM) software to the global Financial Services industry announces that Canada Life Financial Corporation (TSE: CL NYSE: CLU) www.canadalife.ca, one of Canada's largest life insurers, has selected InSystems Group Solution as its Internet-based customer relationship platform for its Canadian Group Operations. The initial implementation will focus on delivering web-based self-service capabilities to Canada Life's Plan Sponsors (Employers) and Plan Members (Employees).
• DWL Incorporated launches ACORD XML Champions Award
• Clarica and Allstate Insurance Company of Canada have broadened an existing distribution agreement to allow Allstate's national network of more than 450 agent's access to Clarica's market-based funds. Allstate Canada and Clarica first partnered in 1998, allowing Allstate agents to market and sell selected Clarica products, including life and health insurance.
• Responses confirm that Customer Relationship Management (CRM) solutions are producing increases in revenue generation for insurance companies according to a survey conducted by Datamonitor on behalf of PeopleSoft.
• Results of an extensive countrywide survey by Progressive Insurance show that while people ages 18 to 34 were more likely to use the Internet to purchase auto insurance than people ages 35 to 64, an overwhelming majority of consumers (67.6 percent) bought their current auto insurance policy with a local insurance agent with an office in their area.
• DWL Incorporated launches Life Agent/Broker Portal
• DWL Incorporated launches Life Consumer Portal
• DWL Incorporated launches Life CSR Portal
• Sun Life Financial launches Personal Financial Services Web site
• Casualty Insurers' Web Efforts Lacking in Strategy and Customer Focus, Says Conning & Company
• Advice for Financial Advisors: Canada's largest life insurer, Manulife Financial, has signed an agreement with RPM Technologies Corp., a leading software solutions provider to the financial services industry, to provide a full complement of wealth-management tools to support Manulife's Canadian advisors.
• Life EDI Standards Development: The Canadian Life Insurance Electronic Data Interchange Standards Association (CLIEDIS) has joined ACORD to act as the Regional Management Association for Canada for ACORD's life insurance standards.
• AXA Selects DWL's Broker Portal Solution


• 2000
• The Conference Board of Canada recently reported that Canada ranks second after the U.S. in "Internet connectedness." In five areas considered, we scored first in Affordability, second in Infrastructure, Usage, and Socioeconomic enablers, and third in Access. Following Canada on the top-10 list were Sweden, Finland, Australia, Japan, Britain, Germany, France and Italy. But results varied, depending on the category. For example, while Europe leads in security of payment, Northern Europe and Asia Pacific lead in wireless use of the Internet. Like previous technologies, from the automobile to faxes, from printing to cable and telephones, the Internet is weaving its way into the fabric of our society.
• The new millennium is really here. The communications tools of the Internet juxtaposed on the competitive Canadian P&C insurance industry will drive change. The Canadian Insurance examples above illustrate the transition towards "Integration and Infrastructure". Previous communications tools - telephone, automobile, courier, fax - each triggered change in the value proposition we offer to our customers. We are not immune from these winds of change. Have you passed your turning point?
• Much hath been writ that the Internet spells the death knell of the intermediary - in our industry, the p&c broker. Others contrarily predict that the Internet will enable competition, reinvigorate small business, and level the playing field. Like previous significant technology advancements, such as the printing press, automobile, telephone, computer, this new set of communications tools will trigger change.
• KPMG Analysis: E-Sign: A New Technology For Consumers, A New Business For Banks The Electronic Signatures in Global and National Commerce Act, nicknamed e-Sign, went into effect Oct. 1.