Enquiry source
At every step.
Booking journey
New client for insurance and financial advisors
Teams in Edmonton, Ottawa, Waterloo, Halifax and Winnipeg get the same fixed-scope approach and one contact who replies within a business day, across time zones. A new client enquiry arrives, the first meeting is planned and the client card opens. Each source (referral, web, phone) stays on record.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
From enquiry to first meeting
When an enquiry arrives, source and interest are recorded and a suitable slot offered for the first meeting. Documents to request before the meeting are listed; contact and data-processing consent is recorded from the start.
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
Client information duties and record rules depend on the firm’s license and regulation.
Frequently asked questions
Does a web form land directly on a card?
Yes; the form data creates the new client card and the advisor is notified.
Related topics
Analysis and offers
Analysis and offers for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreClient file
Client file for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreAppointments and calendar
Appointments and calendar for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more