Needs analysis
In one record.
Booking journey
Analysis and offers for insurance and financial advisors, built for Canadian businesses
Businesses in Toronto, Vancouver and Calgary usually want this live before the next busy season, so the scope follows how your team really works. Needs are analyzed, existing policies reviewed and gaps identified. The result is presented to the client in a clear form.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
From analysis to offer
In the meeting the client’s family, property and income situation and existing contracts are recorded; the system lists areas that look missing or excessive. Offers are requested from insurers for the chosen areas and arrive in a comparison table.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Canadian specifics
Analysis results are a suggestion; the decision and responsibility rest with the advisor and the client.
Frequently asked questions
Can the analysis template follow our method?
Yes; your existing method and question lists are carried over at setup.
Related topics
New client
New client for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreContract and policy
Contract and policy for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreNeeds analysis
Needs analysis for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more