Keal Blog

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Ugh….not another article on eSignatures ….. I hear you… but here’s the thing. In today’s world where we demand everything to be done as quickly and efficiently as possible, does it make any sense that the adoption rate of technology in insurance brokerages would be so low? I would say it does not. Yes, I know right now you are thinking about your clients that prefer to...

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Many opportunities present themselves to businesses at Valentine's. The one I have chosen to address today is retention. Don't we all say that we do care about our customers, we care about our employees and their families, we care about business opportunities, we care about our community and the list goes on? They are all very important but one is often forgotten; Retention. I have been in...

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Posted on January 11, 2017 by Phyllis Gilman in Customer Service, Vertafore   With 2017 kicked off, one of the things you'll inevitably start to hear about is New Year's resolutions. As we all know, the easiest thing about resolutions is making them. The difficult part is actually sticking to them. One helpful way to think about your New Year’s resolution this year is to think about it as...

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A million years ago when I transitioned from Underwriter to Insurer Marketing Rep, a wise old Commercial Lines Manager said to me "The road is exhausting. If you're not careful, you'll be burnt out within a year." I scoffed at him, no way would that happen to me. Being in my mid-twenties I knew everything. With a territory of Toronto to Ottawa and everything north I...

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  As a BMS (Broker Management System) provider, we know that providing an excellent client experience does not simply come from providing you with helpful technology. Although that is the tangible impact, it is so much more than that. As a broker, it is not just a friendly transaction or a better price. It comes as a result of understanding your customer’s expectations and then putting the...

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