Keal Technology and Navicom to Deliver on Customer Intelligence Platform

Toronto, ON (Sept. 16, 2013) – Navicom Inc., innovative provider of market and customer
intelligence, and Keal Technology, a leading provider of broker management systems, are
pleased to announce a new partnership that brings an exciting new integrated customer
intelligence functionality to the insurance broker community. This initiative integrates
Navicom’s proprietary customer measurement system enVisageCEM (enVisage) into Keal’s sigXP
Broker Management Software (BMS).

This new collaboration offers strategic insights into customer engagement, maximizing renewal
and new business potential. Not only is the data collection process fully automated, the custom
reports can be tailored right down to the CSR level. That means, brokers can use enVisage to
understand their competitive risk profile and build value propositions that drive customer
engagement. As well, brokers can use enVisage tactically to measure their performance on
actions that matter to customers and prioritize areas for improvement.

The partnership between Keal and Navicom delivers superior productivity, sustainable
competitive advantage, improved retention, more cross-selling, increased acquisition and
ultimately more business for brokers, regardless of size or location.

Bill Morris, Navicom senior vice-president says, “The only way to create sustainable competitive
advantage in the 21st century is to know more than your competition. enVisage integrated with
sigXP delivers in spades.”

Barb Hartwell, principal at Hartwell Thayer Financial Services and a sigXP enVisage client
comments, “enVisage lets us look at the big picture while simultaneously focusing on the
specifics of performance improvement. It is an integral part of how we run our business.
Knowing more about our customers makes us more focused, more productive and ultimately
more profitable. With enVisage and sigXP joining forces, this critical customer intelligence will
be easier to obtain, manage and action.”

“I am extremely excited to bring this new functionality to our broker partners,” says Pat
Durepos, president of Keal Technology. “Insurance consumers are more sophisticated, more
demanding and expect their trusted advisor to know them personally. On-going surveying will
provide the much needed client information to identify specific client’s requirement. Keal
brokers will be able to gather this information in an electronic and real time manner. The end
result is client satisfaction and improved retention.”

It is using technology such as enVisage, integrated directly with a broker’s BMS, that will allow
Canadian brokers to maximize their competitive advantage and gain market share. This
integration will be available to Keal brokers in October 2013.

About Navicom

Navicom has been delivering statistically accurate customer and market insights for more than
25 years. Their extensive work with the insurance broker community has grown steadily over
the past 15 years. Whether it is working with a single office, a large multi-location brokerage,
the IBAO, or insurance companies, Navicom delivers the knowledge and insights required to
drive competitive advantage.

About Keal

Keal Technology is a leader in the BMS (Broker Management Systems) and CMS (Commercial
Management Systems) in the Canadian marketplace for insurance and financial services brokers.
They offer an integrated suite of products designed to increase revenue through efficient use of
technology. For more information, visit

SOURCE: Keal Technology