Pension contracts
At every step.
Property type
Pension and benefits adviser 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. For life and pension (Vorsorge) advisors, contracts, terms and life events are tracked. The long-term client relationship is on record.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Order in a relationship spanning years
Life events such as marriage, children, buying a home or changing jobs are written to the file and a reminder opens to review the related contracts. All of a client’s pension contracts appear with term and status on one screen.
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
Tax and legal consequences of pension products are assessed by specialists; the system only keeps records and reminders.
Frequently asked questions
Can old contracts be imported?
Yes; an existing list is imported from Excel or a file and checked.
Related topics
Policy management
Policy management for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreDeadlines and reminders
Deadlines and reminders 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 more