Portfolio breakdown
Stays on record.
Hotel feature
Reports for insurance and financial advisors, for U.S. teams
We build for how Canadian small businesses really operate: GST/HST that changes by county, T4A contractors, and peak seasons that differ by region. Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen. It becomes clear which products and insurers matter and which deadlines are near.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Running the firm with figures
Premium volume and income split by insurer, product and adviser are shown; upcoming renewal and termination deadlines gather in a separate list. A monthly management report is prepared automatically and shared with partners.
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
Figures are management information; official accounting and tax returns stay with the accountant.
Frequently asked questions
Are reports available per adviser?
Yes; with adviser, insurer and period filters.
Related topics
Commission tracking
Commission tracking 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 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 more