Streamlined Workflow Enhances Broker Productivity
TORONTO, Ontario, Canada – February 23, 2011 – Today, Keal Technology, software provider for Canadian insurance brokers, announces they have completed an integration project with Lloyd’s Canada. Keal’s Commercial Management System (CMS), comXP, and Lloyd’s Lineage system are now integrated to streamline broker workflows.
Keal and Lloyd’s Canada brokers can now upload commercial risk statistical data (traditionally known as bordereaux). The integration electronically sends client data from the brokerage using Keal’s CMS, comXP to Lloyd’s Lineage reducing duplicate data entry. comXP now includes addressXP, which uses Canada Post’s postal code database for address validation to meet Lloyd’s requirements and enforce superior data integrity of all commercial accounts. Not only does this integration save broker’s time but it also minimizes errors and omissions exposure inherent with manual duplicate data entry and incorrect addresses. There is no cost to Keal brokers for this integration.
“To remain competitive Canadian brokers need tools to process administrative tasks efficiently so they can focus more of their energies servicing clients and growing their book of business. We are excited to release this new integration with Lloyd’s to help our mutual clients work more proficiently.” said Pat Durepos, President, Keal.
Raymond Giguere, Vice President, Production, Mercier Assurance said “Using Keal’s comXP integration with Lloyd’s Lineage has greatly improved our commercial workflows. We have reduced duplicate data entry, minimized errors and found more time in the day to sell and service our clients.”
About Keal
Keal is a 100% Canadian software application developer exclusively servicing Canadian insurance and financial brokerages, in both official languages. Keal offers brokers an end-to-end integrated suite of management systems to streamline workflows and increase profitability. As a Microsoft Gold Certified Partner and Citrix Ready Partner, Keal products are technologically advanced and flexible, utilizing SQL architecture. Products include: broker management system, sigXP; commercial management system, comXP; document management and scanning, dokXP; life insurance management, lifeXP; and premium financing management, premiumXP. Keal was the recipient of a 2010 Insurance-Canada Technology Award recognizing the integration between sigXP and blueButler call recording software. Keal offers workflow consulting using industry best practices and partners with vendors and insurers to strengthen Canadian brokers. Keal is headquartered in Concord, Ontario with offices across the country. For more information visit www.keal.com
Tags: Keal Technology
