Side-by-side table
Save time.
Hotel feature
Offer comparison for insurance and financial advisors across the U.S.
Work is planned in short sprints with a demo at the end of each, so you can change direction early. Offers from different insurers are compared side by side by cover, premium and terms. The reasoning for the choice is written in the record and presented to the client.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
The comparison becomes traceable
Incoming offers and additional terms stay on record; chosen and rejected alternatives are stored with reasons. The summary presented to the client is prepared as a PDF and after approval the chosen offer turns into a policy record.
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
Responsibility for the offer comparison and recommendation lies with the adviser; the system provides data order and records.
Frequently asked questions
Does it connect to comparison portals?
It depends on the interface the provider offers; options are clarified up front and written in the offer.
Related topics
Needs analysis
Needs analysis for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn morePolicy management
Policy management for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreAdvisory record
Advisory record for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more