Keal takes client engagement analysis to the next level with Keal Engage

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Toronto, ON (Oct. 14, 2014) – Keal Technology, a leader in Broker innovation, and Navicom Inc., experts in building Brand Advocates, have partnered to bring Keal Broker-Partners real time surveys with the Keal Engage solution. Powered by Navicom Inc.’s enVisage© engine, Engage is a powerful and proven way to connect with customers. With zero touch required on their part, Brokers can connect with clients through a series of real time surveys triggered by transactions configured by the brokerage.

The Keal Engage solution will produce an automated online survey to the client and delivers consolidated analysis on a variety of meaningful elements such as:

  • Why they buy from you;
  • The likelihood of a referral;
  • Their level of satisfaction with the handling of their renewal, policy change requests, or recent claim;
  • Why your brokerage did not get their renewal.

Through this solution, assistance in creating surveys, analyzing results is made easy and efficient. In addition to consolidated reports, Keal Engage brings individual client engagement scores back to the Broker Management System (BMS) allowing brokerage staff to immediately identify accounts that need more relationship building, or gain referrals from highly satisfied clients.

Bill Morris, Vice President of Navicom Inc., says, “Regardless of the experience they have just had; buying insurance for the first time, renewing, making a change or filing a claim, Keal Engage makes it easy to connect and know how much value customers see in what you do.”

Keal believes It is crucial in this day and age to have this type of information at your fingertips. The focus is not only on acquiring data, but on what that data will do for the potential relationships this could build for their Broker-Partners and their clients. Keal Engage will bring these types of opportunities to them quickly, simply, and effectively with no guess work.

Pat Durepos, President of Keal Technology states, “Brokers are their client’s trusted advisors. In order to maintain and improve in this relationship Brokers need to touch clients more often and make sure they are constantly delivering what they expect. This solution delivers the reality as opposed to perception and permits the Brokers to make the changes required to deliver the ultimate client experience.”

“Keal’s strategic integration with Navicom will now enable Keal Brokers to survey their clients in real time,” adds Randy Carroll, Chief Executive Officer of IBAO, “This further demonstrates Keal’s commitment for innovation in the Canadian Broker distribution channel and their understanding of how important the client/Broker relationship is to the channel. Brokers who have used Navicom’s services before this integration have used the results to improve customer engagement levels and have benefited from surveying their clients. The Keal partnership takes this ability to a greater level. IBAO applauds this initiative.”

Building Brand Advocates is the most important thing Brokers will do for their business. Not only will they stay longer and buy more, they tell others to do the same. Start building more of them today with Keal Engage.

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