GestionGNS.com

Insurance Manager Canada

Your ally for a better compliance

Business and Customer Management Software

Designed for Financial Security Advisor

By being computerized your block of business in

Financial Services one will have more been worth

P Contact manager and address book.

P Managing follow up files with date, hour and description.

P Financial profile with signature ( situation : legal, financial, tax, successional ).

P Needs analysis insurance with signature.

P PDU training file.

P Eases business management.

P Bilingual software : English and French.

P Respects canadian taxes for every province.

P Software update Online with LiveUpdate.

P Colored User’s Guide with images ± 375 pages.

P Bilingual training Videos Online and on CD.

DID YOU KNOW Insurance Manager Canada ALLOWS YOU TO…?

Maximize your income / Optimize your time / Reduce your efforts

Maintain V.I.P. relationships with your customers

• Complete customer and prospect files individuals and corporations

• Managing follow up files with date, hour and description

• Cumulative record of your financial product sales by customer

• Needs analysis insurance with signature

• Files for scanned documents ( virtual filing cabinet )

• Address labels for birthday cards

• Address labels for customer, prospect and/or by city

• Files for renewal revenues and trailer fees

• Financial institutions file

• Suppliers file

• Access your data at all times and more!

Print out a multitude of reports

• Financial product sales history

• Purchases and expenses history

• List of commisions and bonus to receive

• Detailed list of receipts, payments and deposit

• Financial calculator ( loan and investment )

• Petty cash ledger ( meal and other expenses )

• Transaction ledger ( income and expense )

• Annual car kilometer report and log book

• Annual fiscal car expense report and car expense account

• Income and expense summary

• GST/PST tax reports and more!