Contact Us Reach out to us Toll-free: 1-888-376-2566 Montreal area: 514-228-1551 General information: [email protected] Sean Mulcair: [email protected] Ann Marie Gloutney: [email protected] Stéphane Cantin: [email protected] Office: 346 Sugar Bush, Hudson, QC, J0P 1H0 Book an appointment Pick a length. Pick a time. Send us a message Click here to submit a message through our contact form Name* First Last Email* PhoneOrganizationSubjectA general comment or questionLean InsuranceSCOREeFLOCPI DiagnosticWeb Performance OptimizationProject ManagementCoaching 360 - Please inform me when the program is launchedCoaching 360 - Please contact me now about the programOtherMessageSend toThe Gradient Solutions TeamSean MulcairAnn Marie GloutneyStéphane CantinMarie-France LanielHuman check This iframe contains the logic required to handle Ajax powered Gravity Forms. Tell us about your business! Click here to complete our Short and Sweet Profile Interview Please indicate the province where you are located.Please select oneOntarioQuébecAlbertaManitobaAtlantic provincesSaskatchewanBritish ColumbiaHow many employees in total? You can even count those that only work part time! 1 - 5 5 - 10 10 - 25 25 - 50 50 + How many office locations do you have? 1 2 - 3 4 - 6 6 + Please rank the following in terms of areas of importance for your organization over the next 3 years.1 - Unimportant2 - Slightly important3 - Important4 - Very important5 - CriticalEfficiencyCustomer Service or Customer Experience GrowthProfitabilityEmployee engagement (happiness)TechnologyWhat are some of the biggest challenges facing your office TODAY. We really want to know!1 Strongly disagree2 - Disagree3 - Neither agree or disagree4 - Agree5 - Strongly agreeCompetition from direct writers and banks is becoming a major issue.Getting technology to work for us is a real challenge.My employees feel that their workload is overwhelming! Getting my staff to embrace change is really hard! I just can't seem to get any of my plans accomplished. Is there anything else that's on your mind? Go ahead, you can tell us!Which BMS do you use?Please select one of the following:Applied Systems - EPICApplied Systems - TAMKeal Technology - SigXPZycomp - Power BrokerCSSI - Broker WorkstationOtherHow much of your Broker Management System's functionality do you feel your office is using?Please select an answer:0% - 25%25% - 50%50% - 75%75% - 100%Not really sure!Which Commercial Policy Management System do you use?Please select one of the following:Policy WorksComXPOtherI don't have a policy management systemHow much of your Commercial Policy Management System's functionality do you feel your office is using?Please select an answer:0% - 25%25% - 50%50% - 75%75% - 100 %Not really sure!Does your office currently use call recording technology?Please select one of the following:Yes we do!No, we don't use call recordingTrainingWhere do you feel your team (managers and staff) would need additional training?1 Strongly disagree2 - Disagree3 - Neither agree or disagree4 - Agree5 - Strongly agreeTeam motivation, team morale, stress management and general wellnessManagement training (how to manage a winning team, managing different generations, HR, etc.)Sales and communication (customer experience, getting away from price, cross-selling and upselling, etc.)Technical insurance (product specific wordings, new coverages, etc.)Operational efficiencies (paperless, paper-free, time management, etc.)Business reporting and measuring (KPIs)Digital transformation / buying on-lineSystems and technology (BMS, MS Office, other software, etc.)Is there any other training that you'd like to get? Anything at all?If you had a government grant that would pay up to 50% of the cost of training, how likely would you be to use it for training your employees? 100% - I would use it! 75%- it's very likely I would use it 50% - it depends on the amount No, it's very unlikely I would use it How much would you agree that the following are the best mediums for delivering training at your office?1 Strongly disagree2 - Disagree3 - Neither agree or disagree4 - Agree5 - Strongly agreeOnsite (at your office or in a conference room)Online (live webinars with the trainer)Online (recorded videos)If your province requires you to get training credits, where do you currently get them from? Please use your mouse to move the options shown below into the order from 'most often' to 'least often'.InsurersBroker AssociationsSuppliers (software, etc.)Private trainersInhouseOnline educational sitesPlease rank the following 'frustration factors' from 'Most frustrating' to 'Least frustrating' when it comes to researching training options - Use your mouse to move the selections up or down, depending on how you rank them.Eligible courses available (in other words, courses you have NOT previously taken)Keeping track of hours and know what courses have been done in each categoryOnline and LIVE - lack of time optionsOnline and RECORDED - not able to stop/start partway throughDelays in getting certificates / creditsOnline payment is complicatedFinding courses that are aligned with a career pathTell us a little about yourself!So who are you? First Last Name of brokerage firm:*How do you prefer to be contacted?*Send me an emailGive me a call!Send me a text. I promise to not look at it while I am driving.Thanks but I was only looking....If you have selected email, please provide your email address below: If you prefer phone or text, please enter the number below:Would you like to be informed of any future webinars we might be holding? Or if we are giving away any free 'hints and tricks'? If so, please click below! Yes, I would love to hear about future webinars or free hints and tricks! No thanks You've been awesome. Thanks so much. Please let us know how you found our little quiz. We will take all comments into consideration. Well, most of them. It was great. Lots of fun. Not really what I was expecting. Looking forward to hearing from you and seeing how you can help! CAPTCHA This iframe contains the logic required to handle Ajax powered Gravity Forms.