Keal Technology and CSU provide brokers with an opportunity to shape product development and learn from insurance industry experts at second annual users’ conference.
TORONTO, Ontario, Canada – September 14, 2009 – Keal Technology and Canadian Signassure/sigXP User group (CSU) announce they have expanded their partnership to jointly deliver educational offerings to their mutual clients. Earlier in 2009, the partnership was expanded to include regional, face-to-face education sessions to expand the reach of the first joint users’ conference last fall. Responding to industry challenges, the upcoming conference agenda will provide brokers with take-away tools to help them become more competitive.
The second annual conference, CSU & Keal Partners in Education, is taking place September 24 & 25 in Toronto, at the Hyatt Regency Hotel. The conference highlights include: 12 education sessions delivered by Keal employees and partners and a vendor fair reception encouraging Keal clients to network with technology and industry experts. The education sessions offer brokers the opportunity to deepen their knowledge of Keal applications while learning business strategies to effectively manage their entire brokerage. Additionally, focus groups will be held to solicit feedback from Keal users on ways to improve business operations and offer suggestions on future product development.
“Working as partners to provide education and training is a dream come true for me because it greatly benefits our members,” rejoiced Karen Gale, President elect, CSU. “Keal and the CSU have a good working relationship based on open communication, compatible objectives, shared authority and responsibility, and joint investment of resources for the benefit of our mutual clients. Progress is made by working together, and the conference agenda will give our members tools to enhance their business.”
The keynote speaker is Brenda French, President and owner of The French Group. Brenda is regarded as the insurance industry’s expert on business trends, organizational development, change management and sales and service leadership. Brenda brings a depth of experience, insight and strategic perspective to the conference agenda. The keynote presentation will focus on the shifting landscape in the broker and carrier environments and offer rare insights to help brokers adapt and grow shareholder equity. The session will be driven by results of a broker survey Brenda developed and sent to Keal clients.
“We are excited to welcome our clients to the second annual CSU & Keal conference. We understand our clients look to us for unbeatable software solutions but they also want industry insight to make them more competitive,” said Pat Durepos, President, Keal. “We want our clients to thrive and sponsoring Brenda French’s presentation demonstrates that we understand the obstacles our brokers are facing and we’re committed to being their business partner, not just technology solution provider.”
Keal is a leading software application developer whose focus is exclusively on the insurance and financial brokerage marketplace. Keal is the first BMS vendor in Canada to attain Microsoft Gold Certified Partner status and as such works closely with Microsoft to deliver up-to-date, robust applications. Keal’s products are the most technologically advanced both in development tools and deployment architecture. Amongst their products, sigXP acts as the CRM and personal/auto/habitational policy management system, integrating with comXP, a CMS (commercial management system), and dokXP, a document management and scanning solution. Keal is the exclusive distributor for Nexisys, providing a single entry multiple company interface (SEMCI); lifeXP, life insurance management; and premiumXP, premium financing management. All products are developed uniquely for the Canadian marketplace in both official languages. In addition, they offer consulting on workflows using Keal’s �Best Practices’. They are 100% Canadian owned and operated, servicing their clients from offices throughout Canada and are headquartered in Concord, Ontario. With Keal, brokers take advantage of integrated systems to streamline their workflows and grow their business. For more information visit www.keal.com
The Canadian Signassure Users Group (CSU) is a Canada-wide user group, established in 1999 to promote and encourage the free exchange of information between users of the Keal Technology family of broker management products. The CSU board of directors is comprised of brokers from across Canada who bring a wealth of knowledge and experience to the group. The CSU’s mandate is to work with Keal Technology to ensure that members’ interests are represented and to facilitate positive changes in the software products as industry trends and issues change. The CSU provides ongoing education and awareness to users through formal training and peer to peer sessions. The CSU promotes the sharing of experiences and strategies related to all aspects of the insurance industry, via conventions, through a custom website and a user based chat group. For more information email: [email protected]ssurerusers.ca.