Keal Announces 2014 Kealy Award Winners

TORONTO-January 14, 2015- Keal Technology, experts in Canadian broker innovation, has announced the recipients of the 2nd annual Kealy Awards at their User’s Conference and Quebec Training Conference. The Kealy Awards honour Keal brokers for excellence achieved in three distinct categories: Community Involvement, Technology, and Brokerage Operations. This year, Keal selected two winners in the category of Excellence in Community Involvement in honour of their Broker-Partners who have outdone themselves in this area.

Excellence in Community Involvement is awarded to a Keal client who exemplifies the virtues of a good corporate citizen by making a difference in their community through fund-raising, volunteerism, and/or other community-centric initiatives.
Excellence in Technology is awarded to a Keal client who leverages any type of technology to gain a competitive edge. This award salutes early adopters of technology not limited to Keal-only solutions. IE: social media, call recording, etc.
Excellence in Brokerage Operations (Keal Solutions Champion) is awarded to a Keal client who fully utilizes the Keal suite of solutions to drive measurable results through growth, retention, and/or procedural efficiencies.

The Recipients:

Excellence in Community Involvement
Rogers Insurance Management Ltd.

The Rogers Insurance Management team is 250 dedicated employees and the largest employee-owned brokerage in Alberta. They believe that if their staff are engaged in the community and given opportunities, with support, to volunteer and raise charitable funds they will be more satisfied with their job. They believe in taking the human approach to their industry and employees. They continue to make an impact in the community through fund-raising, volunteerism and various community projects.

The level of community involvement achieved by Rogers Insurance distinguishes them from their competitors and in turn provides many benefits including loyal customers and happier employees. This is why giving back to the community is an initiative everyone at Rogers Insurance takes pride in.

“We are very honored to be recognized by Keal for our community involvement as we believe in empowering our staff to be engaged in the community and provide opportunities, with support, to volunteer and raise charitable funds as an organization.” says Karyn Fair, Vice President, Rogers Insurance Management Ltd. “We believe in taking the human approach to our industry and our employees and this extends further to our community. In addition to our charity of choice, Hull Services, which we support with both donations and volunteer hours, we also sponsor the annual Rogers Insurance Run for L’Arche which has raised over $150,000. L’Arche Calgary’s homes and programs are for people with developmental disabilities. We are also strong financial supporters and the administrative backbone of The Sinclair, an insurance industry charity golf tournament. Since 1994, The Sinclair has raised over $540,000 for WICC (Women in Insurance Cancer Crusade), Mount Royal University and the Alberta Heart and Stroke Fund. Our level of community involvement provides for us so many benefits including loyal customers and happier employees. This is why giving back to the community is an initiative everyone at Rogers Insurance takes pride in.”

Excellence in Community Involvement Courtiers Unis Michel Bertrand & associés inc.

Courtiers Unis was founded in 1989 by five brokers seeking to adapt their service offerings to the requirements of the new competition rules in the field of insurance. They are currently one of the oldest existing networks of independent brokers who, by way of using the power of this network, take advantage of the number of services that it offers. With over 25 years in the industry and 7 employees , Courtiers Unis Michel Bertrand & Associates inc. have consistently dedicated themselves to the community they so love.

The hours put into the community by this team, lead by Courtiers Unis Vice President, Olivier Bertrand have been tremendous, not only do they volunteer their weekends, but they involve their families and children as well. They are involved in many community endeavours, leading the way in funding as many different projects as possible. They have also been the recipient of the Aviva Community Fund in 2012.

Olivier Bertrand, Vice President of Coutiers Unis Michel Bertrand & associés inc. has this to say of his win, “Thank you to Keal Technology for putting emphasis in the social involvement of insurance brokers. Our firm has been working in his community for nearly 40 years! For us social involvement is a great way to give back. Everything starts with a dream, allow yourselves to dream for your community!”

Excellence in Technology o/b Belpac Capri

Ontario”s fastest growing independent online Property and Casualty Insurance Broker,, operated by Belpac Capri Insurance Brokers Ltd. since 2007, provides fast, personal insurance service and advice to clients across Ontario. is a completely independently owned insurance broker brand offering clients an unbiased choice and selection from Canada”s largest and most reputable insurance companies representing the widest range of insurance products and services in the marketplace.

Since 2007, has demonstrated that independent brokers can compete in the digital marketplace. By embracing innovation, technology and change, has transformed a very traditional brokerage into a digital insurance brokerage business directly competing with national insurance providers including direct writers, insurance company owned brokers, and aggregators.

Dario Battista, President, remarks, “There are a lot of individual things that we”ve done over the years that would be seen as innovative, whether it be eDocs, EDI, comXP or using the Marketing Module, telephony, our social media presence and our digital marketing play but ultimately, all those aside, there are all parts of what I think is the core. The core being our entire business and strategy is focused on competing everyday with direct writers in this space. Isure is not a side business, it is our business. We are up against the biggest brands in the country with significantly more budget than we have, yet with these challenges, our strategic focus and utilizing the tools at our disposal we are able to thrive in the online marketplace. Keal’s offerings are a key part of the tools helping us succeed.”

Excellence in Brokerage Operations Affiliated Insurance Management

Affiliated Insurance Management have made every effort to be on the leading edge of technology, striving for efficiency. Instituting many innovative technology solutions from their former roles as principals with CMD insurance, they carried that forward to Affiliated in 2008. Advocates of paper free environments, they have adopted Keal’s suite of products and integrations with Keal partners, including rating integrations and call recording, in the efforts to streamline their workflows, making their BMS the hub of client-provided information. This allows them to deliver better customer service by putting the information at their fingertips. They are completely paper free in personal lines and have saved costs on storage allowing for expansion internally. They are now using a combination of scanned policies & documentation and policy information contained in comXP to be paperless for small business.

“ We are proud to be named winner of 2014 Kealy award for operational excellence. As a small broker, we need to be efficient to compete with larger organizations. Keal’s suite of products has allowed us to be as efficient as we believe we can be.” Rick Dresher, President, Affiliated Insurance Management.

The Kealy Award is open to all Keal Technology clients using any of their broker solutions or services including: Personal Lines Solutions Commercial Lines Solutions Document Management Solutions Premium Financing Solutions Keal Cloud Pat Durepos, President of Keal Technology, said: “The 2014 Kealy Award winners have once again proven that we have exceptional Clients who are using technology to drive measurable results and make significant differences in their communities. It is our honour to continue to highlight those Keal clients who are leading by example to strengthen the independent broker distribution channel which ultimately benefits us all!”

The winners in the category of Excellence in Community Involvement were presented with a prize valued at $1,000.00 to further a cause of their choosing, where the other two recipients received $1000.00 toward any new Keal Technology solution. For more information on the winners’ achievements, as well as, the criteria for the three Kealy Award categories please refer to the News section of The nominations for these awards were collected between July 28 and August 22, 2014 and yielded more than 30 entries representative of five provinces across the country. Keal Technology is pleased at the number of submissions and is looking forward to an increasing number of nominations for next year which will be announced in the spring 2015.

About Keal Technology 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. They offer an integrated suite of products designed to increase revenue through efficient use of technology. For more information, visit

For more information contact:

Hollie Fitzgerald
Director of Communications
800.268.5325 x 4886

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