SMART Solutions: Changing the face of brokerage operations

This article explains the background of SMART Solutions and how it is changing the face of brokerage operations across Canada.


Common issues found in brokerages

When I started working at a local insurance brokerage in December, 1989 I never imagined my file clerk position would transform into a rewarding 33 year career.

Inefficient processes

Efficiency is key to increasing productivity and reducing the amount of time spent on completing manual tasks. SMART Solutions includes features which will improve efficiencies as well as save you time and money.

Restricted access to critical operations data

Unfortunately, brokerage data management systems are restricted from delivering critical operations data. SMART Solutions is designed to deliver information in real time which provides a deeper understanding of your operations.

Limited scope for measuring performance

The current method for measuring sales team performance is premium sold. There are many reasons why this is ineffective. The good news is that SMART Solutions delivers comprehensive information for measuring all areas of performance.

Lack of tools to overcome challenges

Accessing the right tools can make challenges disappear quickly and easily.