Technology as an enabler, not a barrier
We equip you with industry leading technology, so you can focus on what’s most important – developing relationships with your clients and growing your business.
Efficient Back Office
Credential Insurance Services Inc. has developed one of the most automated MGA back offices in Canada. This means your business gets tracked and processed the moment we receive applications, reducing errors and turnaround times.
Through our membership in CLIEDIS and relationships with insurance suppliers, we stay ahead of the technology curve, offering electronic applications, data feeds, and paperless statements and notices.
We also offer segregated funds processing through the FundSERV portal for efficiency.