Advisor Services

Our personalized Services

The Centralize portal allows you to monitor the evolution of your client’s files from the application stage up until the issuance of the policy and it also allows you to receive forms and documents electronically.

VieFUND  is a portal devoted to segregated fund processing, daily statement updates with all insurance companies using FundServ.

Verification of all applications

In order to facilitate the underwriting process a detailed verification of all applications is initiated.

Acceleration of the issuance of contracts

A priority is given to all daily follow-ups in order to accelerate the issuance of contracts.

Recommendations and Negotiations

Negotiations and recommendations are provided for all declined and rated cases.


Pre-selection expertise among insurers, reinsurers and other specialized agencies.

Automatic Follow-ups

Automatic follow-ups for all cases that may be reconsidered.


At your request, we can order all underwriting requirements.

From beginning

To end

We support you at every stage

Want to learn more about how can we support your practice?

Contact us