In my multiple incarnations in
the insurance industry from head office VP, to MGA owner, Executive
VP and Chief Marketing Officer
of a large national MGA, and now Partner of CBS Inc., I have
known and dealt with Tim Fitzpatrick and Jeff Dick of VirtGroup
for 17 of my 28 years in the business. I have not met anyone
in the technology game who understands what a broker / MGA actually
needs better than VirtGroup. Understanding
the power of this tool and then presenting the power to producers
has been slam dunk magic in growing my business. Not to mention
the incredible internal efficiencies and management information
the system also generated. All I want are two simple things --
technology that works and happy brokers. VirtGate and VirtGroup
clearly deliver on both counts.
Chris DiSalle, Managing Partner
and Chief Marketing Officer, Complete Brokerage Services Inc.
the best systems I see in the world are created and matured into
valuable additions to our insurance world by the smaller firms
--- the entrepreneurial spirit reigns. The best systems in my
opinion most often reflect a real problem being solved. They
represent what a user needs not what a designer thought was needed.
The need is found by listening, a skill so practical it is often
forgotten in the giant system company. There is no question that
VirtGroup listens and fulfills a real need in the insurance world.
Ross A. Morton
Reassurer Advisor Mentor
Insight and knowledge are the
weapons VirtGroup uses to proactively lead the market and delight
their customers. Our insurance professionals deserve the best
tools to keep them at the top of their game, and VirtGate was
mentioned more than once when we surveyed the solutions in the
marketplace. Our goal is to provide widespread Internet connectivity
allowing advisors the freedom to work wherever they desire. VirtGate
makes it easy to move prospects through each phase of the sales
process and provide top-notch client service while sharing key
customer data between staff across our branches and their advisors.
John Hamilton, President, Financial
VirtGate focuses on centralizing
the channels for information flow which gives us the opportunity
to build advisor relationships and enhance current relationships.
Once we start bringing information to our advisors and employees
through VirtGate, productivity will increase because they will
have more information at their fingertips, and spend less time
searching for files.
Bharat Anand, President, Canada
We can promote the advisor relationships
through VirtGate. VirtGate is a centralized online system in
which we track advisors and their clients across our branches
and share access to this data with each advisor, including sharing
documents. VirtGate allows us to focus on centralization of information,
cut out redundancy, improve accuracy, and reduce the cost of
information storage and at the same time increase productivity.
David Prince, President, Edge
in the life industry has a web site, but most of these sites
are not fulfilling the needs, let alone the dreams, of advisors.
We chose VirtGroup due to their insurance and financial services
expertise and found VirtGate to be the best system. VirtGroup has
delivered as promised. VirtGroup genuinely understood and met our
requirements time and again. Utilizing this technology, our functions
and tasks are now streamlined to improve our service and support
for both the advisor and his/her client. The incomparable features
are more useful, accessible and will assist the advisor develop
his/her business as well as our own. Today, Internet access to
information is as essential as light and power and we have taken
the initiative to make our business faster and available anytime,
anywhere. The days of paper reports that are out of date the
moment they are printed is over, and connectivity and freedom
of information is in. Our staff, advisors and partners are more
productive as a result of our switch to VirtGate. We have had
zero problems and fantastic support from VirtGroup.
By being on the same system as the majority of MGAs in Canada,
we can all lower costs.
Tracey Cambridge, President,
Global Pacific Financial Services Ltd.
VirtGate is the perfect solution
for our company. I particularly like the fact that VirtGate is
recognized by every major life company in the independent distribution
business in Canada.
Paul Brown, President & CEO, Worldsource Insurance Network
Once we decided to change from another system, we wanted a fast
conversion and did the usual shopping around. VirtGate is exactly
what we wanted and more and we quickly found that VirtGroup shares
our vision for an online financial services system that aggregates,
processes, analyzes, and reports in real time for all users.
VirtGate is truly the most advanced and complete platform to
meet the specific needs of the Canadian life insurance industry
and we find it very helpful that the principals of VirtGroup have
spent many years in the life insurance and investment industry
-- financial services knowledge is key. Team playing is what
the business is all about, and for this we thank VirtGroup for their
Fred Stroud, President, Stroud
provides an innovative, yet affordable, support platform that
has become the standard for the brokerage and advisor connectivity
needs of today and tomorrow. For management, despite multiple locations, there is one database
and reports can therefore be run real time in one second from
Dan Powell, President of Audis
We are technology aggressive
and very innovative. VirtGate is our
24-hour sales and service channel, a communal meeting place and
a great employee tool.
David Slabodkin, President, Canada
Protection Plan, Inc.
The sophisticated producers
of tomorrow demand technology today...and VirtGate delivers.
Besides having the best system in the market, Tim Fitzpatrick
and Jeff Dick are extremely competent, responsive and knowledgeable
about the insurance industry.
Robert R. Flack, President, Quantum
Insurance Partners, Inc.
I found VirtGate on my MGA site
to be highly functional and intuitive to use.
Lawrence Ian Geller, Broker,
VirtGate is the greatest system!
It tracks my pending cases, provides detailed production reports,
mailing labels, and much, much more. The folks at VirtGroup are
always helpful. They are willing to take our input on enhancements
and offer suggestions for ways to make the system work for us.
It has definitely improved our overall productivity.
Cathy Tate, Brokerage Consultant,
Quantum Insurance Partners, Inc.