Discovery

The first step to knowing what solution is the right fit for you is to get a full picture of the challenges and opportunities in your business. Our Solution Consulting team takes the time to go through your business with you and uncover those challenges and potential opportunities so we can recommend the solutions that are going to help you reach your goals for your business.

 

  • Executive Priorities Conversation: A fundamental conversation about the direction and vision the leader team has for your organization.
  • Executive Overview : A high level presentation to acquaint you with the solutions aligned with your business goals.
  • Interactive Discovery: Sit down and have a deeper conversation about your business and where there are opportunities to grow.
  • Solution Demos: See first-hand what our solutions can do and how they can empower your team.
  • Return On Investment (ROI) Analysis: Put opportunities together with a solution and find out what impact it can have on the bottom line.

Implementation

Minimize Disruption, Maximize Results

 

We know you need as little disruption to your business as possible. Keal’s experienced professional services team takes brokerages of all sizes live every month. You work with a dedicated project manager using proven processes to ensure a successful transition. Training on core processes, as well as self-paced training, will give your staff the support needed to build skills and expertise to ensure a successful implementation. One size doesn’t fit all and we have an implementation process that fits you.


Stay On Track and On Budget

 

Following established methodology, our industry leading implementation team can integrate and coordinate services for you, ensuring a smooth transition to your new system while minimizing downtime.

From project management to education delivery, our team members use standardized processes to assure each project is consistently delivered. Having and following the methodology assures steps aren’t missed and maximizes the success of each implementation.

 

To keep your project on track, our Professional Services experts can provide any or all of the following essential services:

 

  • Project Management to keep your implementation on time and on budget.
  • Consulting and Implementation Services to assure the system is set up and installed the way you need it.
  • Flexible Education sessions delivery to make sure you learn our solutions and get the most out of them, delivered through remote and on-site sessions.
  • Data integrations services to transfer your data and content to your new platform.

Training

The best way to get the most out of your technology investment is to make sure your team knows how to use the tools you give them. We can help make sure your team is ready by providing the right level of training in the way that is best for your situation.

 

  • On-Demand Training Courses: Get the training you need when you want it.
  • In Person On-site Training: In-depth training tailored to your biggest needs.
  • eLearning: Custom built web sessions that target a specific audience.
  • Live Webinars: Learn about the newest features and releases and how they can help your business.

Community

It’s nice to have support from your peers and a space to have conversations with other brokers.
Being a part of the Keal System Users (KSU) group will bring you many advantages.
The KSU board of directors is comprised of brokers from across Canada who bring a wealth of knowledge and experience to the group.
The KSU’s mandate is to work with Keal to ensure that members’ interests are represented, and to facilitate positive changes in the software products as industry trends and issues change.
In addition, the KSU provides education and awareness to users on a regular basis through formal training and peer to peer sessions.  The KSU promotes the sharing of experiences and strategies related to all aspects of the insurance industry, via conventions, through a custom website and a user based chat group.

TO LEARN MORE ABOUT THE KSU and the BENEFITS OF MEMBERSHIP, please contact any of the board members or the executive director at ksu@ksusers.ca.

Support

Sometimes you just need help. Our client experience helpdesk team is there to provide just that. Submit a support request online or give us a call. We are here to listen and help resolve any issues. Your customers rely on you to be there for them and we are here for you.

 

  • Visit us at support.vertafore.com: Log a support case, view your cases or submit a product idea.
  • Search our Vertafore Knowledge Base: Find the answer you need fast. We have taken the best knowledge or our customers and our team and put it in one place.
  • Search our Vertafore Knowledge Base: Find the answer you need fast. We have taken the best knowledge or our customers and our team and put it in one place.

 

Our client experience helpdesk team is available between 7:30 AM (EST) and 7:30 PM (EST), offering you bilingual support across Canada, with emergency coverage available 24/7.

 

Our objective is to provide timely and helpful responses. Keeping your brokerage up and running is our number one priority.

Keal is awesome

Get in touch with us

Call us at 1.800.268.5325 or fill out our contact form below.