Customers

See some of the world’s leading group benefits insurers who have been able to increase their proposal writing capacity by 600%, turnaround quote processing in one day and increase individual and voluntary product sales.

Here are some of the organizations we’re proud to work with:

Best Doctors®

Best Doctors is a world leader in connecting people with the best medical care. Using its renowned database of over 50,000 doctors recognized as the best by top specialists, Best Doctors provides rapid access to the best medical knowledge and peace of mind to millions of people around the world when faced with a serious medical condition. Best Doctors services are available worldwide serving more than 10 million individuals in 30 countries. More information about Best Doctors is available at www.bestdoctors.com.

Canada Life

The Canada Life Assurance Company (CL:TSE; CLU:NYSE), Canada’s first domestic life insurance company founded in 1847, has total assets under administration in excess of $65 billion. Headquartered in Toronto, the Company operates in Canada, the United States, the Republic of Ireland, the United Kingdom, Brazil, Germany, Hong Kong, Bermuda, and the Caribbean. For more information about Canada Life, please visit www.canadalife.ca.

Ceridian Canada

Ceridian, a leading provider of managed HR and payroll solutions, serves more than 40,000 businesses of all sizes in virtually all industries from coast to coast and pays more than 2.6 million Canadians. From small business solutions to HRMS, managed payroll administration, online applicant tracking and employee assistance programs, maximize your resources with an innovative solution from Ceridian. Ceridian provides you the freedom to focus on strategic priorities and streamline your processes. More information about Ceridian is available at www.ceridian.ca.

Clarica Life Insurance Company

Clarica (CLI:TSE) has provided insurance and investment solutions to Canadians for 130 years. As well as individual and group insurance, Clarica provides a full range of wealth management products. In Canada, Clarica serves nearly three million customers through 7,800 staff, agents, financial planners and group representatives who operate out of 90 offices throughout Canada. In the United States, Clarica operates from two mid-western locations to serve 225,000 policyholders.

Desjardins Financial Security

Specializing in life and health insurance and retirement savings products, Desjardins Financial Security is a company which over 5 million Canadians count on every day for their financial security. A member of the Desjardins Group, Desjardins Financial Security has offices in several cities across the country including Vancouver, Calgary, Regina, Winnipeg, Toronto, Ottawa, Montreal, Quebec, Levis, Halifax and St-John’s. For more information, please visit http://www.desjardinsfinancialsecurity.com/

The Empire Life Insurance Company

The Empire Life Insurance Company is a dynamic leader in the financial services industry providing life, health, group insurance and investment products to clients across Canada. Empire Life has two group product lines focusing on small to medium sized groups. BeneFit, for groups from two to 19 lives, is specifically designed with the small business owner in mind. 20Plus has the flexibility of product design to meet the needs of groups with 20 or more lives. Regional group sales offices can be found in major cities across Canada (Toronto, Burlington, London, Ottawa, Montreal, Calgary and Vancouver) with the corporate head office in Kingston, Ontario. For more information please visit the Empire Life Web site at <http://www.empire.ca

Federated Life Corporation

The Federated Insurance Companies of Canada are 100% Canadian owned subsidiaries of Fairfax Financial Holdings Limited headquartered in Winnipeg, Manitoba. Licensed in all provinces, Federated offers property, automobile, general liability, life, and health insurance products for commercial businesses and personal lines markets. For more information please visit the Federated Life Corporation Web site at https://www.federated.ca/.

Dearborn National

Dearborn National is the ancillary subsidiary of Health Care Service Corporation.HCSC is the largest non-investor owned health care insurer in the United Statesand the fourth largest overall. With 46 years of experience, Dearborn National offers a broad selection of insurance products, including Group Benefits (employer-paid/voluntary), Worksite and Individual, as well as an array of enhanced product services. We are licensed in all 50 states, as well as the District of Columbia, theU.S. Virgin Islands, the British Virgin Islands, Guam and Puerto Rico. For more information, please visit http://www.dearbornnational.com/

Green Shield Canada

Green Shield Canada is a national not-for-profit corporation specializing in the administration of health and dental benefits. Incorporated in 1957 in Windsor, Ontario, where the head office and central processing facility is located today, the company gained a federal charter through a special act of Parliament in 1992. Green Shield Canada provides a broad range of services and products to individuals, associations and groups across Canada. The company has offices in Toronto, Ottawa, London, Windsor and Vancouver. For more information, please visit http://www.greenshield.ca/

Industrial Alliance

Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services. The fifth largest life and health insurance company in Canada, Industrial Alliance is at the head of a large financial group – the Industrial Alliance Group – which has operations across Canada. Industrial Alliance insures over 1.7 million Canadians, employs over 2,600 people and manages and administers $30.0 billion in assets. Industrial Alliance stock is listed on the Toronto Stock Exchange under the ticker symbol IAG. Industrial Alliance is among the 100 largest public companies in Canada. For more information please visit https://www.inalco.com/

Liberty Health

Liberty Health focuses on providing its customers with the best combination of plan design, risk management and customer service while integrating technology and effective cost management initiatives to ensure maximum value to our customers. Liberty Health is backed by one of the strongest global insurance organizations in the world, Liberty Mutual, which has been operating in Canada for more than 60 years, offering a wide range of products and services, including home and automobile insurance. The Liberty Mutual organization operates in 11 countries, has $20 billion in consolidated revenue and more than $65 billion in consolidated assets worldwide. Leading rating agencies have recognized the company’s consistent financial strength: Standard & Poor’s: A+ (Strong); A.M. Best: A+ (Superior); and Moody’s: A1 (Good).

LifeMap

LifeMap Assurance Company currently serves customers in Oregon, Washington, Utah, Idaho Montana, Wyoming and Alaska with a complete portfolio of insurance and benefit plans that are designed to offer financial protection to customers. LifeMap’s portfolio includes life, disability, vision, dental, accident, critical illness, and short term medical coverage, as well as employee assistance programs. LifeMap is headquartered in Portland, Oregon, but offers coverage in Washington, Utah, Idaho, Montana, Wyoming, Alaska and Oregon, with plans to expand in the future. LifeMap is a member of the Cambia Health Solutions family of companies, a total health and wellness solutions group headquartered in the Pacific Northwest. To learn more about LifeMap, visit https://www.lifemapco.com/

Manulife Financial

Manulife Financial is a leading Canadian-based financial services company operating in 15 countries and territories worldwide. Through its extensive network of employees, agents and distribution partners, Manulife Financial offers clients a diverse range of financial protection products and wealth management services. Funds under management by Manulife Financial (Manulife Financial Corporation and its affiliated companies) were Cdn $140.9 billion as at June 30, 2001. Manulife Financial Corporation trades as ‘MFC’ on the TSE, NYSE and PSE, and under ‘0945’ on the SEHK. For further information, please visit http://www.manulife.ca/

Maritime Life

Founded in 1922, Maritime Life is one of Canada’s fastest growing financial services companies, offering financial security through a selection of personal insurance, disability and critical illness insurance, investment products, pensions, and group life and health products and services. Based in Halifax, Nova Scotia, Maritime Life provides benefits to nearly three million Canadians through offices in Halifax, Montreal, Markham, Toronto, Kitchener, Calgary and Vancouver.

Pacific Blue Cross

Pacific Blue Cross has been British Columbia’s leading provider of extended health and dental benefits for 70 years. And through its wholly owned subsidiary, British Columbia Life & Casualty Company has been offering Life, Disability and Critical Illness insurance since 1981. Their comprehensive understanding of the changing health care needs of British Columbians fuels a strong commitment to service. Pacific Blue Cross provides health benefits to nearly 1.5 million members and their dependents through more than 8,000 employer group plans for businesses, governments, unions and associations, and through individual plans for those who do not have coverage with their employer. For more information, please visit http://www.pac.bluecross.ca/

Principal Financial Group

The Principal Financial Group (The Principal®) is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance and mortgage banking through its diverse family of financial services companies. More employers choose the Principal Financial Group for their 401(k) plans than any other bank, mutual fund, or insurance company in the United States . A member of the Fortune 500, the Principal Financial Group has $128.0 billion in assets under management and serves clients worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit http://www.principal.com/

Case Study: The Principal Financial Group® Deploys Global IQX Sales and Service Automation to Increase Productivity Using New Distribution Channels. Read More..

UnumProvident Corporation

The subsidiaries of UnumProvident Corporation (NYSE: UNM) offer a comprehensive, integrated portfolio of products and services backed by industry-leading return-to-work resources and disability expertise. UnumProvident is the leader in income protection, providing insurance and services to individuals, both directly and through their employers. UnumProvident has more than 100 years of experience in creating innovative solutions that protect the rewards of work: paychecks, assets and lifestyles. UnumProvident was named one of Fortune’s top ten most admired insurance companies. UnumProvident Corporation has operations in the United States, Canada, the U.K., Japan, and elsewhere around the world. Company headquarters is in Chattanooga, Tenn. with significant U.S. operations in Portland, Maine; Worcester, Mass.; and Glendale, Calif. For more information, please visit http://www.unum.com/

RBC Insurance

RBC Insurance®, through its operating entities, provides a wide range of travel, life, health, home, auto, wealth and reinsurance products and solutions, as well as creditor and business insurance services, to individual and group clients. RBC Insurance has more than four million clients globally and is one of the largest Canadian bank-owned group of insurance companies. For more information, please visit http://www.rbcinsurance.com/

Shenandoah Life Insurance Company

Shenandoah Life Insurance Company, headquartered in Roanoke,Va. is a mutual life insurance company with more than $1.9 billion in assets and $15 billion of insurance in force (source: 2007 audited annual financial statements). The company was founded in 1914 and operates in 31 states and the District of Columbia. The company offers group Vision, Dental, Disability and Life products for groups of all sizes, and individual life and annuity products. Fore more information , please visit https://www.shenlife.com/

Sun Life Financial

Sun Life Financial is a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers. Tracing its roots back to 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of September 30, 2002, the Sun Life Financial group of companies had total assets under management of CDN $346.9 billion. For more information about Sun Life Financial, please visit http://www.sunlife.ca/

The Co-operators

The Co-operators Group Limited is a Canadian-owned co-operative with more than $33 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The Co-operators is well known for its community involvement and its commitment to sustainability. The Co-operators is listed among the 50 Best Employers in Canada by Aon Hewitt; Corporate Knights’ Best 50 Corporate Citizens in Canada; and the Top 50 Socially Responsible Corporations in Canada by Sustainalytics and Maclean’s magazine. For more information visit www.cooperators.ca.

About Life and Specialty Ventures

Life and Specialty Ventures, LLC, is a holding company based in Little Rock, Arkansas. The company owns and operates USAble Life and Florida Combined Life Insurance Company, Inc. LSV offers groups and individuals the opportunity to purchase ancillary insurance products including dental, life, disability and worksite. Total insurance in force is about $55 billion.
For more information visit http://www.lsvusa.com/.

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