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Integrated Technology

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.

As a long term client, we have directly experienced Credential’s commitment to our success with ongoing innovation, expert advice, and outstanding
service.

Garth Warner, President and CEOServus Credit Union

BlueShore’s partnership with Credential ensures we are able to offer the most competitive products and services to our clients by providing access to the key insurance manufacturers in Canada. Their advisor and client support is specifically designed to meet the high standards of service BlueShore delivers to our clients.

Perry Ceholski, Vice President BlueShore Financial