FAQ

Get quick answers to the most frequently asked questions about our services. We're here to make things easy and hassle-free.

Schedule a demo

FAQ

Get quick answers to the most frequently asked questions about our services. We're here to make things easy and hassle-free.

Schedule a demo

Implementation & Migration

What is the typical implementation timeline for your insurance management system?

Our standard implementation takes 6 weeks, though this timeline would vary based on data volume, current BMS, date range, data types, and any project‑specific complexities.

Can we continue our operations during the implementation phase?

Yes, absolutely. We evaluate your current system and provide appropriate solutions - for example, if you're using PowerBroker, we offer real-time sync capabilities to ensure business continuity throughout the transition period.

How are system updates and new feature rollouts managed?

All updates and new features are included in your subscription, except the add-ons that are released. We maintain frequent updates to stay ahead of industry developments, ensuring you always have access to the latest features and improvements. This also includes updates by Zoho and other integrated apps.

How much does the data migration cost?

Costs are fully customized—your quote will depend on data volume, current BMS, date range, data types, and any project‑specific complexities.

System Integration & Functionality

How does your solution compare to standalone systems?

Our solution is built on Zoho CRM, offering comprehensive insurance-specific features integrated with the leading CRM platform. We leverage the entire Zoho ecosystem including Books, Workdrive, Creator and other applications for a unified experience, while providing seamless integration with industry-specific applications like CSIO, Applied Rating Services (ARS), IBC Dash, VIN Link and many others. This creates a complete broker management system that goes beyond traditional CRM capabilities.

Which email service providers are compatible with your system?

While we recommend Zoho Mail for optimal integration, our system works seamlessly with Microsoft and Google email services, providing flexibility for your existing email infrastructure.

What telephony solutions do you support?

We integrate with RingCentral for telephony services, providing seamless communication capabilities within the system.

Can we integrate with other third-party applications of our choice?

Yes, we support both standard and custom third-party integrations. We first understand your specific use case and requirements, then understand if the integration is possible. We suggest workarounds, if the integration is not possible. Custom integrations for specific business applications are evaluated and priced separately based on complexity and requirements, even for applications without open APIs. The custom integrations are available as an add-on services.

Does your system comply with CSIO standards?

Yes, we fully comply with CSIO standards through our dedicated CSIO integration. This ensures standardized data exchange and seamless communication with insurance carriers while maintaining industry compliance.

Do you support eDocs and My Proof of Insurance?

Yes, our CSIO integration includes complete support for eDocs and My Proof of Insurance, allowing for efficient digital document delivery and management between brokers, carriers, and clients.

Customization & User Management

What level of workflow customization is available?

We offer extensive workflow customization capabilities, allowing you to tailor processes for different insurance types, departments, and business requirements. Our automation experts work with you to optimize workflows for maximum efficiency.

How flexible is the system for different types of insurance?

Our system is highly adaptable, supporting both personal and commercial lines with customizable fields for certain modules, workflows, and automation rules for each insurance type. This flexibility ensures the system meets your specific business needs.

How do you handle bookkeeping services?

We specialize in bookkeeping services specifically designed for insurance brokers, with solutions tailored to meet the unique requirements of the insurance industry.

Data Security & Privacy

Where is our data stored?

For our core system built on Zoho, all data is stored in Canadian data centers, ensuring compliance with local regulations. While we make best efforts to keep data within Canada for third-party integrations, their storage locations may vary based on the application provider's infrastructure.

How do you handle data backups and security?

For data within Zoho CRM, we perform monthly backups. For third-party applications, backup frequencies vary based on the provider, though we encourage and work with providers that maintain regular backup schedules.

What is your AI implementation privacy policy?

We integrate with RingCentral for telephony services, providing seaWe follow OpenAI's privacy policy for AI features, ensuring your data is protected while leveraging advanced AI capabilities. All AI processing adheres to strict privacy and security standards.mless communication capabilities within the system.

How do you manage third-party application privacy?

Each third-party application follows its own privacy policy. We carefully select partners that maintain high security standards and comply with industry regulations, but specific privacy terms are governed by individual providers.

Can we export our data if needed?

Yes, you have full access to export your data at any time from our system.

How do you ensure compliance with industry regulations?

Our system is built to comply with insurance industry standards and regulations. We regularly update our features to maintain compliance with changing requirements and maintain audit trails for all transactions.

Pricing & Payments

Are Zoho One licenses included in the pricing?

Yes, Zoho One licenses are included in your subscription.

What payment methods do you accept?

We process payments through GoCardless for monthly pre-authorized debits. Additional payment methods can be accepted upon request. Additional payment processing charges may apply.

Are there any additional costs or add-ons?

Zoho one plans are included along with most core features and third party integrations. However, there are few additional features available as add-ons. Custom integrations are evaluated and priced separately based on requirements.

Do you offer flexible payment terms?

We maintain standard payment terms through our monthly billing system.

Do we need to buy licenses for all users?

We maintain standard paYes, licenses are required and mandatory for all employees working in the organization. This policy ensures maximum productivity as every team member gets access to all features, though access controls can be customized based on roles and requirements.yment terms through our monthly billing system.

How does the pricing work?

We follow a user-based pricing model with a one time setup fee. All subscriptions include Zoho One licenses, implementation, and access to our core features, with specialized add-ons available based on your needs.

What is your contract term?

We offer a one-year contract with flexible monthly billing. This ensures a long-term partnership focused on your success.

What is your refund policy?

As per our terms of service and the customized nature of our insurance automation platform, we do not offer refunds on setup fees or subscriptions. However, we are committed to addressing any concerns and ensuring your success through our dedicated support team.

What is the minimum user requirement?

Our system requires a minimum of 10 users to ensure optimal functionality and value. This requirement allows us to provide comprehensive support and maintain cost-effective service delivery.

How do we manage user additions or reductions?

User management is streamlined - simply send an email to our support team to adjust your user count. Changes are typically processed within one business day, ensuring minimal disruption to your operations.

FAQ

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Schedule a demo

What is the typical implementation timeline for your insurance management system?

Our standard implementation takes 6 weeks, though this timeline would vary based on data volume, current BMS, date range, data types, and any project‑specific complexities.

Can we continue our operations during the implementation phase?

Yes, absolutely. We evaluate your current system and provide appropriate solutions - for example, if you're using PowerBroker, we offer real-time sync capabilities to ensure business continuity throughout the transition period.

How are system updates and new feature rollouts managed?

All updates and new features are included in your subscription, except the add-ons that are released. We maintain frequent updates to stay ahead of industry developments, ensuring you always have access to the latest features and improvements. This also includes updates by Zoho and other integrated apps.

How much does the data migration cost?

Costs are fully customized—your quote will depend on data volume, current BMS, date range, data types, and any project‑specific complexities.

Implementation & Migration

System Integration & Functionality

How does your solution compare to standalone systems?

Our solution is built on Zoho CRM, offering comprehensive insurance-specific features integrated with the leading CRM platform. We leverage the entire Zoho ecosystem including Books, Workdrive, Creator and other applications for a unified experience, while providing seamless integration with industry-specific applications like CSIO, Applied Rating Services (ARS), IBC Dash, VIN Link and many others. This creates a complete broker management system that goes beyond traditional CRM capabilities.

Which email service providers are compatible with your system?

While we recommend Zoho Mail for optimal integration, our system works seamlessly with Microsoft and Google email services, providing flexibility for your existing email infrastructure.

What telephony solutions do you support?

We integrate with RingCentral for telephony services, providing seamless communication capabilities within the system.

Can we integrate with other third-party applications of our choice?

Yes, we support both standard and custom third-party integrations. We first understand your specific use case and requirements, then understand if the integration is possible. We suggest workarounds, if the integration is not possible. Custom integrations for specific business applications are evaluated and priced separately based on complexity and requirements, even for applications without open APIs. The custom integrations are available as an add-on services.

Does your system comply with CSIO standards?

Yes, we fully comply with CSIO standards through our dedicated CSIO integration. This ensures standardized data exchange and seamless communication with insurance carriers while maintaining industry compliance.

Do you support eDocs and My Proof of Insurance?

Yes, our CSIO integration includes complete support for eDocs and My Proof of Insurance, allowing for efficient digital document delivery and management between brokers, carriers, and clients.

What level of workflow customization is available?

We offer extensive workflow customization capabilities, allowing you to tailor processes for different insurance types, departments, and business requirements. Our automation experts work with you to optimize workflows for maximum efficiency.

How flexible is the system for different types of insurance?

Our system is highly adaptable, supporting both personal and commercial lines with customizable fields for certain modules, workflows, and automation rules for each insurance type. This flexibility ensures the system meets your specific business needs.

How do you handle bookkeeping services?

We specialize in bookkeeping services specifically designed for insurance brokers, with solutions tailored to meet the unique requirements of the insurance industry.

Customization & User Management

Data Security & Privacy

Where is our data stored?

For our core system built on Zoho, all data is stored in Canadian data centers, ensuring compliance with local regulations. While we make best efforts to keep data within Canada for third-party integrations, their storage locations may vary based on the application provider's infrastructure.

How do you handle data backups and security?

For data within Zoho CRM, we perform monthly backups. For third-party applications, backup frequencies vary based on the provider, though we encourage and work with providers that maintain regular backup schedules.

What is your AI implementation privacy policy?

We integrate with RingCentral for telephony services, providing seaWe follow OpenAI's privacy policy for AI features, ensuring your data is protected while leveraging advanced AI capabilities. All AI processing adheres to strict privacy and security standards.mless communication capabilities within the system.

How do you manage third-party application privacy?

Each third-party application follows its own privacy policy. We carefully select partners that maintain high security standards and comply with industry regulations, but specific privacy terms are governed by individual providers.

Can we export our data if needed?

Yes, you have full access to export your data at any time from our system.

How do you ensure compliance with industry regulations?

Our system is built to comply with insurance industry standards and regulations. We regularly update our features to maintain compliance with changing requirements and maintain audit trails for all transactions.

Are Zoho One licenses included in the pricing?

Yes, Zoho One licenses are included in your subscription.

What payment methods do you accept?

We process payments through GoCardless for monthly pre-authorized debits. Additional payment methods can be accepted upon request. Additional payment processing charges may apply.

Are there any additional costs or add-ons?

Zoho one plans are included along with most core features and third party integrations. However, there are few additional features available as add-ons. Custom integrations are evaluated and priced separately based on requirements.

Do you offer flexible payment terms?

We maintain standard payment terms through our monthly billing system.

Do we need to buy licenses for all users?

We maintain standard paYes, licenses are required and mandatory for all employees working in the organization. This policy ensures maximum productivity as every team member gets access to all features, though access controls can be customized based on roles and requirements.yment terms through our monthly billing system.

How does the pricing work?

We follow a user-based pricing model with a one time setup fee. All subscriptions include Zoho One licenses, implementation, and access to our core features, with specialized add-ons available based on your needs.

What is your contract term?

We offer a one-year contract with flexible monthly billing. This ensures a long-term partnership focused on your success.

What is your refund policy?

As per our terms of service and the customized nature of our insurance automation platform, we do not offer refunds on setup fees or subscriptions. However, we are committed to addressing any concerns and ensuring your success through our dedicated support team.

What is the minimum user requirement?

Our system requires a minimum of 10 users to ensure optimal functionality and value. This requirement allows us to provide comprehensive support and maintain cost-effective service delivery.

How do we manage user additions or reductions?

User management is streamlined - simply send an email to our support team to adjust your user count. Changes are typically processed within one business day, ensuring minimal disruption to your operations.