The Council is proud to endorse products from the following industry-leading vendors:
Nexsure Patra Corporation RPost Wellness Coaches USA
The Council endorses Nexsure, a comprehensive agency management system developed by XDimensional Technologies of Brea, California. “The Council’s members represent the top one percent of all commercial p/c and employee benefits brokers. Membership helps them achieve optimum profitability,” said Council President Ken Crerar. “Through partnership with XDimensional, the Council’s members have access to leading edge management technology, capacity that can and will further the success of their firms.” Nexsure integrates sales, customer relationship management, accounting, and business analytics across all lines of business, in one robust, intuitive application that strikes a perfect balance between cost reduction and improved productivity. At another level, Nexsure allows brokerages to react and immediately capitalize upon business and growth opportunities as they present themselves. “The endorsement by The Council is an important milestone for us,” said Bob Juracka, President of XDimensional Technologies. “The Council’s decision reinforces what we’ve been able to achieve for our customers and the marketplace - the delivery of an agency management system that is in touch with the needs of brokers today and in the future.”
Click here for more information.
Patra Corporation is the leading provider of 24-hour administrative back-office services for insurance organizations. Their mission is to leverage expertise and economies of scale to reduce operating costs and risk exposure. By outsourcing the critical, repetitive, and time-consuming administrative tasks, Patra helps improve the productivity and quality of output from companies’ back office account management and account assistant staff. As a result, their customers are experiencing business growth while realizing at least 40% lower administrative labor costs, and improving the overall quality of work. Services include: Certificates of Insurance Issuance, Policy Checking, Loss Run Ordering and Analysis, Direct Bill Reconciliation and Carrier Document Retrieval. “Patra has helped us reduce our overhead expenses by over 1% of total revenue, and has greatly improved the quality of our cert issuance and policy checking. Utilizing Patra has allowed us to reallocate our resources to increase our 'return on knowledge' and become more intimate with our customers. ” Greg Chapman, CEO, Chapman & Associates
Find out more at www.patracorp.com
RPost® provides e-mail users with tools that allow them to do more, better, faster and cheaper -- software-based business communication services designed in a simple-to-use form, that are used daily in countries around the world, by government, enterprise, as well as small businesses users. RPost’s flagship Registered E-mail® service provides legal and verifiable evidence of the content and time any e-mail has been sent and received by anyone, anywhere in the world. (R)egistered E-mail® services are the legal standard for accountability in electronic business communications, with the credibility of premier customers, industry association endorsements, and big brand resellers. The Council has arranged for RPost®, the provider of Registered E-mail® services to the US Government and other industries, to offer CIAB members an exclusive offer. For more information, click here. Click here for the RPost Buyers Guide Information.
RPost’s flagship Registered E-mail® services are the legal standard for accountability in electronic business communications. Find out more with these webinar slides and audio. >>
The Council of Insurance Agents & Brokers has entered into an endorsement agreement with Wellness Coaches USA to offer workplace wellness services to its member firms across the country. Wellness Coaches USA is the leading national provider of onsite wellness coaching. Their coaches visit work sites to provide employees with personal, face-to-face coaching, which is the most powerful lifestyle behavior change methodology available. Once in the workplace, coaches work personally with individual employees according to their needs, offering custom-designed health and quality of life programs. “Employee health and wellness is a national business imperative and is rapidly becoming an essential customer service requirement for benefits consultants and commercial property/casualty agents and brokers,” said Ken A. Crerar, president of The Council. “We hope this program removes the guesswork from implementing onsite wellness program and assists our members in improving their own employees’ health and that of their customers’ workers as well.” Visit http://www.wellnesscoachesusa.com/ for more information.