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  MONTRÉAL, QC, TORONTO, ON –– May 17, 2018 – Vertafore’s Canadian unit, Keal Technology, the Canadian leader in broker management solutions, has officially launched the CSIO My Proof of Insurance eDelivery solution on May 15. The eDelivery solution welcomes members to send digital policy documents, including eSlips, directly from their BMS.   “Keal is proud to offer this integration to all of our brokers in such a...

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Maintaining cyber security is a never-ending process.  It is important to keep yourself and your staff informed about common threats and risks, remain vigilant and use common sense at all times. In September, Equifax was the target of a cyberattack. Can you imagine such a large company getting their data breached? It was indicated by Global News that the hackers had access to the personal information...

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The new year is here and with a fresh start comes a fresh set of resolutions. After reflecting on the past year, you’ve likely welcomed 2018 with renewed energy and eagerness for what’s to come. While it's important to set some target goals, it's just as vital that they're realistic to achieve. How many times have you promised yourself you would lay off the bread...

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What a year it has been for Keal; certainly one for the books! Not only has it been our first full year under the wing of our parent company, Vertafore, but we’ve experienced so much growth and success as a result. While most of us can say we’ve worked hard, it’s just as important that we play hard! With such a busy and productive year behind,...

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During this time of the year, we all look forward to the great food, warm atmosphere and visits from our loved ones. Unfortunately, not everyone around us shares this luxury. As the holidays bring many of us enjoyment, it’s easy to forget that it makes some people feel restless. That said, we want to shed light on some of the ways we, as a community,...

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At Keal, it’s not enough to simply develop and offer broker management solutions. While we hold a reputable image through our functional solutions and continually introduce creative ways to boost productivity and workflow, we take an even bigger pride in how we conduct business with our broker clients. Our parent company, Vertafore, believes that focusing on customers’ needs and concerns leads to a level of trust...

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Conferences can be exciting events, but also slightly overwhelming for some. If you are a classic over thinker, you might have the upcoming presentations and conversations constantly looming over your head. That being said, conferences don’t have to be a scary place but it’s important to prepare yourself in advance. Thinking about where to allocate your time is integral in order to keep you at ease...

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Would you believe us if we told you that a squirrel could be a reason you are held back from doing your job at work? How you ask? How could such a cute and little creature disrupt an entire operation? Well, it’s happened and it’s more likely than you think. It was a typical day of business for one of our insurance clients. Everyone was busy...

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One of the most exciting times of the year for the insurance industry is just around the corner, and no, it’s not a commission spike. The annual Insurance Business Awards (IBA) is making its second appearance in Toronto on November 30th and we couldn’t be more thrilled. About the IBA The IBA recognizes individual brokers and brokerages that go above and beyond in their role. It is...

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After seven years of insurance industry hiring experience, the question I am still asked most often by small brokerage owners is: Where and how are other agencies finding new brokers to hire? While the guidelines to locate candidates have mostly stayed the same, the level of talent and how to develop it has evolved in tandem with technology and its solutions. Good hiring managers have tactics...

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