JSJ Insurance & Financial Group is a financial services company serving the Niagara region and southwestern Ontario. The insurance brokerage and financial planning firm will use Database Solutions’ Agent Intelligence to manage its financial products, which include life, disability and critical illness insurance, retirement planning, estate planning and personal financial planning for individuals and business professionals.
Agent Intelligence is a browser-based software product that was designed specifically for the insurance and financial industries to provide backend administration of insurance policies, financial transactions, client tracking and client marketing/selling strategies for an entire insurance brokerage or insurance company.
According to Database Solutions, unlike other insurance administration systems currently available, Agent Intelligence focuses on the needs of the broker by simplifying their business while eliminating the paper administration involved in tracking their clients to increase sales.
