{"id":17303,"date":"2019-10-25T15:45:04","date_gmt":"2019-10-25T19:45:04","guid":{"rendered":"https:\/\/www.insurance-canada.ca\/?p=62133"},"modified":"2019-10-25T15:45:04","modified_gmt":"2019-10-25T19:45:04","slug":"keals-mybrokerhome-gives-brokers-powerful-new-tools-for-business-success-user-convenience","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2019\/10\/25\/keals-mybrokerhome-gives-brokers-powerful-new-tools-for-business-success-user-convenience\/","title":{"rendered":"Keal\u2019s MyBrokerHome Gives Brokers Powerful New Tools for Business Success, User Convenience"},"content":{"rendered":"<br \/>\n<h3>Streamlined workflows, better team collaboration, and clearer views of sales pipeline through customizable dashboard that connects seamlessly to existing SIG management system<\/h3>\n<p>Montreal, QC (Oct. 22, 2019) \u2013 Keal, an expert in Canadian broker innovation powered by Vertafore, today announced the debut of MyBrokerHome to enhance user productivity and sales success. Users receive a customizable user interface, flexible workflows, views of their entire sales pipeline, tools for team collaboration and compliance, and much more. Built with seamless connectivity to Keal\u2019s SIG Broker Management System, the solution will also provide users with full access to all their existing SIG capabilities.<\/p>\n<p>MyBrokerHome breaks new ground with respect to user convenience. Finally, no conversions are required from an existing database or CMS, as with traditional broker management dashboards. It not only connects to the SIG system in minutes, but also offers intuitive templates so administrators can tailor MyBrokerHome to a firm\u2019s workflows and preferences.<\/p>\n<p>\u201cEverything about MyBrokerHome is designed to maximize the productivity of brokers, administrators, staff, and technical personnel,\u201d noted Natasha Joyal, senior director of product development, Keal. \u201cInsurance is a business of personalization and customization. From concept to completion, MyBrokerHome allows insurance firms to create a technical front-end that looks and feels like home, while supporting the daily work processes that simplify tasks and empower users.\u201d<\/p>\n<p>MyBrokerHome borrows the best features and capabilities from MyAgencyHome, the U.S. equivalent from Vertafore, but tailors them for the Canadian market. Presented in both English and French, MyBrokerHome delivers the following benefits:<\/p>\n<ul>\n<li><b>Customizable dashboard <\/b>allows users to see to-do-lists, expiring policies and more from a variety of control panels that support easy configuration to fit specific preferences.<\/li>\n<li><b>Streamlined workflows<\/b>&nbsp;featuring screens that that guide users through employee onboarding or other common tasks. Administrators can easily build out steps using QuickNavs.<\/li>\n<li><b>Team collaboration and compliance<\/b>&nbsp;is greatly enhanced by allowing managers to report on outstanding processes to ensure work is completed in a timely fashion. The Work Queue shows teams what steps in a document or project are complete and what needs to be done next.<\/li>\n<\/ul>\n<p>\u201cOur most important goal is to help Canadian brokers grow their local businesses. MyBrokerHome is a major step forward for Keal and for our customers,\u201d noted Laurent Nadeau, vice president of sales and marketing, Keal. \u201cWe view MyBrokerHome as a future-directed interface that will support many new features and capabilities in the future\u2014and the fact that it can be deployed without a major conversion project means that MyBrokerHome is both cost-effective and easy to implement.\u201d <\/p>\n<h4 class=\"smallhead\"><b>About Keal<\/b><\/h4>\n<p class=\"normal\">Keal Technology is the expert in Canadian broker innovation and a leader in the BMS (Broker Management Systems) and CMS (Commercial Management Systems) marketplace for insurance and financial services brokers. Keal offers an integrated suite of products designed to increase revenue through efficient use of technology. In 2016, Vertafore acquired Keal Technology, a leading provider of broker and commercial management systems in Canada. For more information, visit <a rel=\"nofollow noopener noreferrer\" target=\"_blank\" href=\"https:\/\/wp.keal.com\/\">keal.com<\/a>.<\/p>\n<h4 class=\"smallhead\"><b>About Vertafore<\/b><\/h4>\n<p class=\"normal\">For over 50 years, Vertafore,\u202fthe leader in modern insurance technology, has built and supported superior InsurTech solutions to connect every point of the distribution channel. Vertafore\u2019s agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity for more North American insurance professionals than any other provider\u2014including more than 20,000 agencies, over 1,000 carriers and 23 state governments. Through a continual focus on operational excellence, development of innovative solutions, and alignment with key industry partners, Vertafore is leading the way for customers of all sizes by delivering results that make a difference. For more information about Vertafore, visit\u202f<a rel=\"nofollow noopener noreferrer\" target=\"_blank\" href=\"https:\/\/www.vertafore.com\/\">www.vertafore.com<\/a>.<\/p>\n<p><em>\u00a9 2019 Vertafore and the Vertafore logo are registered trademarks of Vertafore. All rights reserved. All other trademarks are the property of their respective owners. <\/em><\/p>\n<p class=\"referencetext\"><i>SOURCE: Vertafore via SSPR<\/i><\/p>\n<p> Tags: <a href=\"https:\/\/www.insurance-canada.ca\/tag\/keal-technology\/\" rel=\"tag\">Keal Technology<\/a>, <a href=\"https:\/\/www.insurance-canada.ca\/tag\/launch\/\" rel=\"tag\">launch<\/a>, <a href=\"https:\/\/www.insurance-canada.ca\/tag\/vertafore\/\" rel=\"tag\">Vertafore<\/a> <a href=\"https:\/\/www.insurance-canada.ca\/2019\/10\/25\/keal-launch-powerful-broker-tools\/\">Read the original article at Insurance-Canada.ca <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Streamlined workflows, better team collaboration, and clearer views of sales pipeline through customizable dashboard that connects seamlessly to existing SIG management system Montreal, QC (Oct. 22, 2019) \u2013 Keal, an expert in Canadian broker&#46;&#46;&#46;<\/p>\n","protected":false},"author":578,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/17303"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/578"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=17303"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/17303\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=17303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=17303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=17303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}