January 5, 2011 by Canadian Underwriter
Lombard Canada Ltd.’s commercial brokers are now able to access client data and policy declaration pages remotely through Keal’s commercial management system (CMS), comXP.
Using Lombard Canada’s Commercial LINCQ, brokers can download Lombard’s Business Choice renewal policy directly into Keal’s CMS.
The integration includes a PDF download of the declaration page directly from LINCQ, brought back to comXP as an attachment tied to the policy.
The integration is intended to eliminate duplicate entry allowing brokers more time to focus on customer service and growing business.
In addition, Lombard’s commercial brokers are now able to access client data through Apple mobile digital devices including iPad, iPhone and iPod touch.
“We are really pleased to partner with Keal to give Lombard brokers full access to client data and policy declaration pages via Keal’s comXP system,” says Peter Silk, senior vice president of business processes at Lombard Canada. “This is a huge step forward in customer service with brokers accessing real time policy information wherever and whenever they want.”
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