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Agent Intelligence Insurance Software Solution

nimaco
The Online Database Solutions team worked for Nimaco Inc. for the design of an information processing system named Agent Intelligence. A product that is very innovating which contributes enormously to the achievement of several daily tasks here at Nimaco.
Nimaco was very impressed by the capacity of Online Database Solutions to complete work required in a time more than sizeable. The work was always thorough and detailed.
The personnel is very conscientious and professional. Nimaco is ready to recommend Online Database Solutions without any hesitation. Online Database Solutions is a professional
company that Nimaco has chosen as a number one supplier on Data base network Solution.
Thank you again for your dedication.
Sincerely,
Michel Bernard, C, d’A. Ass.
Président
www.nimaco.ca


TermSure
We recently changed from a well-known client management system to Agent Intelligence. During our initial meeting, we found that the Agent Intelligence system is exceptionally user friendly and flexible. The Basic System met many of our requirements for client management, follow-ups and reporting. We also had some unique criteria that needed to be added and/or modified and we were very impressed by how well the staff listened, distinguished our needs and quickly personalized our system accordingly. The follow-up support has always been prompt and friendly. Our experience with Agent Intelligence is very positive and we have no hesitation in recommending them.

Regards,
Rachelle Brisebois
www.TermSure.Com


A.T. Financial Group
 "AT Financial was able to streamline Administrative Functions resulting in a more effective staff allocation and an overall savings”
Amy Tong President

www.atfinancialgroup.com


IDC Financial
 “Advisor satisfaction has increased significantly since the introduction of Agent Intelligence to IDC Financial. Advisors now have quick and easy access to client information resulting in overall better understanding of client needs”
Ron Madzia President

www.idcfinancial.com


Rodny Pimm Insurance Benefits Inc.
 “This CRM solution has simplified the overall process of running our brokerage in addition to increasing accountability. The amalgamation of our work process has greatly benefited R. Pimm Financial Services.”
Rod Pimm President

www.rpibi.com


 “Instant access to my client’s data has resulted in a customer appreciation that has benefited H Financial Services bottom line and increased customer satisfaction and retention”
Keith Hylton

Dot Financial Corp. 
"This last year has been a pleasure dealing with Online Database Solutions. The implementation of Agent Intelligence as DOT’s primary CRM and Policy Administration Solution for our Life business has been an overwhelming success.
  Agent Intelligence has revolutionized our ability to analyze our business and act proactively to customer and advisor needs. Administrative staff are delighted with the improved workflow and ease of function that Agent Intelligence affords. Finally advisors are now capable of overseeing their activity and production through Agent Intelligence’s reporting and messaging features.
  We look forward to our continued business relationship with Online Database Solutions and any upcoming additional features and benefits that Agent Intelligence will deliver."
David Louis
www.dotben.com

1.888.689.3823
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