smart solutions™ services
Our services ensure you and your team are set up for success and start receiving ROI from day one.
CUSTOMIZATION
Hiring a software developer to create a customized program for your brokerage could cost over $60,000. and take upwards of 12 months to complete the project.
With over 3 decades of experience in the insurance industry, we know what Canadian insurance brokerages need from their software.
You don’t need a high priced software developer! SMART Solutions™ delivers all the customizations you need and it’s included in your plan.
What will you do with the money you saved?
top level security
Zoho is a global leader in cloud-based technology and offers top level security to users of their platform.
You can be assured your data and customer’s information is protected to the highest standards.
For more information click on the link below
https://www.zoho.com/security.html
support
Receiving support is fundamental to the success of SMART Solutions™.
You won’t find annoying chatbots here. When you need help you have a team waiting to jump in and offer assistance.
We also provide detailed manuals and access to resources when you need a gentle reminder how to perform an action or what information you should obtain when quoting.
EASY ONBOARDING
Your time is valuable so we make the onboarding process easy.
We complete the following so upon activation of your brokerage account, you simply sign in and you’re ready:
* Issue user licences
* Provide access to resources
* Schedule training sessions
* Generate a directory of the Insurers you work with
* Add brokerage logo and letterhead to email
templates
* Deliver data collection spreadsheets
industry experience
We have walked in your shoes. With 33 years experience in the insurance industry we understand exactly what brokerages need to achieve success.
1:1 TRAINING
Studies show that humans perform better when shown how to perform a task rather than read instructions in a document format. We agree!
Upon completion of onboarding, we provide a virtual live training session with your team to ensure they understand the components of SMART Solutions™ and how to perform the various actions to effectively use the software.
We also provide a virtual live training session with the managers and designated administrator to ensure they understand the various report data they will receive, and monitor the team’s performance.
ADDITIONAL SERVICES
EP Insurance Solutions is more than a software development company. Our passion is driving brokerage revenue, performance, growth and profit by ensuring Canadian insurance brokerages have the tools, resources and support to achieve team and company success.
SMART Solutions™ is one of the services we provide. We also offer services in:
CONSULTING
We specialize in evaluating how insurance brokerages operate across their core processes, identifying inefficiencies and opportunities for improvement.
Our goal is to streamline operations by implementing tailored solutions that enhance efficiency, foster standardization, and promote a unified, collaborative work environment.
By aligning strategy with execution, we help brokerages build a strong operational foundation that drives consistent, measurable, and achievable success.
PERFORMANCE AUDITing
We conduct assessments of employee performance to ensure compliance with established processes, regulatory requirements, and role-specific responsibilities.
Our comprehensive reports deliver actionable insights and identify areas of concern that empower managers to have meaningful, constructive conversations with their teams, support employee development, and ultimately enhance overall organizational performance.