Keal is a Canadian software application developer exclusively servicing Canadian insurance brokerages.
We offer an integrated suite of solutions to efficiently and securely manage the entire brokerage through all stages and lines of business, including:
- Personal and/or commercial lines management
- Accounting
- Premium financing
- Paperless processing
- Call recording integration
- Broker website and carrier integrations
Our applications are designed to work together or independently; out of the box or with enhanced customization. Our workflow consultants work with clients and prospects to understand their objectives and develop streamlined processes to meet their varied needs.
Our goal? Partner with clients to strengthen their business using smart workflows and efficient, integrated technology that will make them more profitable.
- Company Name:Keal Technology
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Headquarters: (View Map)Concord, Ontario, Canada
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Computer Software
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50 - 200 employees
- 5055683 Global Rank
- 205234 United States
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Search57.19%
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Direct42.81%
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- 10 SDKs
- App Url: https://itunes.apple.com/app/keal-technology/id1148617412
- App Support: https://support.vertafore.com/
- Genre: Business
- Bundle ID: com.keal.Keal-Mobile
- App Size: 38.1 M
- Version: 1.7
- Release Date: February 12th, 2020
- Update Date: February 12th, 2020
Description:
Technology is an important investment and it is vital you have the best tools to not just get the job done, but get it done faster and easier. Just like you, your customers have changed their expectations. Keal Mobile can help you meet their new expectations.
The days of Commercial producers calling into the office to get client information are in the past. You can now deliver immediate responses to your Commercial clients. Get access to clients, policy and submissions directly from your iPad in real-time. You can access policy info or even start new submission both online and offline in real-time. This is your commercial office on your iPad.
Sales and Service – mapping tool that quickly shows where your Client is located (with directions)
- View Client and Prospect information
- View/Create activities and attachments
- View Policy Information for existing client
- Easily and efficiently gather and record risk details
- Create submissions to be emailed or printed immediately
- Work online or offline (automatic sync with online connection)
E&O Exposure – is reduced by eliminating re-keying errors
Efficiency – Producers now upload the risk details directly into the submission so there is no need to re-key information when in the office
Access & Security – You decide how much access you want your staff to have
- Information transmitted to and from the app is encrypted
- If you are online data is uploaded directly to your servers or
- If not online its stored securely on the device until you are connected and then uploaded
- It’s the best of both worlds
Workflow Efficiency – Users can stay on top of their tasks
- Suspenses (to-do’s) can be viewed, created, modified or completed from the app