Nous joindre

Sans-frais : 1-888-376-2566
Région de Montréal : 514-228-1551

Informations générales :
[email protected]

Sean Mulcair :
[email protected]

Ann Marie Gloutney :
[email protected]

Bureau:
346 Sugar Bush, Hudson, QC, J0P 1H0

Prenez rendez-vous

Choisissez une durée. Choisissez un moment.

Send us a message

Click here to submit a message through our contact form

Tell us about your business!

Click here to complete our Short and Sweet Profile Interview

Please indicate the province where you are located.
Please select one
How many employees in total? You can even count those that only work part time!
- 1 - 5
- 5 - 10
- 10 - 25
- 25 - 50
- 50 +
How many office locations do you have?
- 1
- 2 - 3
- 4 - 6
- 6 +
Please rank the following in terms of areas of importance for your organization over the next 3 years.
1 - Unimportant 2 - Slightly important 3 - Important 4 - Very important 5 - Critical
Efficiency
Customer Service or Customer Experience
Growth
Profitability
Employee engagement (happiness)
Technology

What are some of the biggest challenges facing your office TODAY. We really want to know!

	1 Strongly disagree	2 - Disagree	3 - Neither agree or disagree	4 - Agree	5 - Strongly agree
Competition from direct writers and banks is becoming a major issue.
Getting technology to work for us is a real challenge.
My employees feel that their workload is overwhelming!
Getting my staff to embrace change is really hard!
I just can't seem to get any of my plans accomplished.

Is there anything else that's on your mind? Go ahead, you can tell us!
Which BMS do you use?
Please select one of the following:
How much of your Broker Management System's functionality do you feel your office is using?
Please select an answer:
Which Commercial Policy Management System do you use?
Please select one of the following:
How much of your Commercial Policy Management System's functionality do you feel your office is using?
Please select an answer:
Does your office currently use call recording technology?
Please select one of the following:
Training

Where do you feel your team (managers and staff) would need additional training?

	1 Strongly disagree	2 - Disagree	3 - Neither agree or disagree	4 - Agree	5 - Strongly agree
Team motivation, team morale, stress management and general wellness
Management training (how to manage a winning team, managing different generations, HR, etc.)
Sales and communication (customer experience, getting away from price, cross-selling and upselling, etc.)
Technical insurance (product specific wordings, new coverages, etc.)
Operational efficiencies (paperless, paper-free, time management, etc.)
Business reporting and measuring (KPIs)
Digital transformation / buying on-line
Systems and technology (BMS, MS Office, other software, etc.)

Is there any other training that you'd like to get? Anything at all?
If you had a government grant that would pay up to 50% of the cost of training, how likely would you be to use it for training your employees?
- 100% - I would use it!
- 75%- it's very likely I would use it
- 50% - it depends on the amount
- No, it's very unlikely I would use it
How much would you agree that the following are the best mediums for delivering training at your office?
1 Strongly disagree 2 - Disagree 3 - Neither agree or disagree 4 - Agree 5 - Strongly agree
Onsite (at your office or in a conference room)
Online (live webinars with the trainer)
Online (recorded videos)
If your province requires you to get training credits, where do you currently get them from? Please use your mouse to move the options shown below into the order from 'most often' to 'least often'.
- Insurers
- Broker Associations
- Suppliers (software, etc.)
- Private trainers
- Inhouse
- Online educational sites
Please rank the following 'frustration factors' from 'Most frustrating' to 'Least frustrating' when it comes to researching training options - Use your mouse to move the selections up or down, depending on how you rank them.
- Eligible courses available (in other words, courses you have NOT previously taken)
- Keeping track of hours and know what courses have been done in each category
- Online and LIVE - lack of time options
- Online and RECORDED - not able to stop/start partway through
- Delays in getting certificates / credits
- Online payment is complicated
- Finding courses that are aligned with a career path
Tell us a little about yourself!
So who are you?
Prénom Nom
Name of brokerage firm:*
How do you prefer to be contacted?*
If you have selected email, please provide your email address below:
If you prefer phone or text, please enter the number below:
Would you like to be informed of any future webinars we might be holding? Or if we are giving away any free 'hints and tricks'? If so, please click below!
- Yes, I would love to hear about future webinars or free hints and tricks!
- No thanks
You've been awesome. Thanks so much. Please let us know how you found our little quiz. We will take all comments into consideration. Well, most of them.
- It was great. Lots of fun.
- Not really what I was expecting.
- Looking forward to hearing from you and seeing how you can help!
CAPTCHA

	1 - Unimportant	2 - Slightly important	3 - Important	4 - Very important	5 - Critical
Efficiency
Customer Service or Customer Experience
Growth
Profitability
Employee engagement (happiness)
Technology

	1 Strongly disagree	2 - Disagree	3 - Neither agree or disagree	4 - Agree	5 - Strongly agree
Onsite (at your office or in a conference room)
Online (live webinars with the trainer)
Online (recorded videos)

Nous joindre

Nous joindre

Prenez rendez-vous

Send us a message

Click here to submit a message through our contact form

Tell us about your business!

Click here to complete our Short and Sweet Profile Interview

Training

Tell us a little about yourself!