BrokerUnion Insurance is a leading insurance brokerage in Ontario. Due to rapid growth, they needed a centralized solution for brokers to access information and to reduce the support burden on staff.
BrokerUnion previously used an internal system hosted by a third party to store documents and information. However, this system lacked version control, made it difficult to find current information, and had poor support response times.
Their brokers relied heavily on internal chat groups to get answers, requiring staff to be on-call constantly. As a fast-growing brokerage, this approach was becoming unsustainable.
After an extensive evaluation, BrokerUnion selected ProNavigator over competitors. Key decision drivers included ProNavigator's intuitive user experience, features like Collections to Compare carriers side-by-side, Snippets to make and share notes on documents, and a flexible pricing model.
BrokerUnion worked closely with ProNavigator’s implementation team during a smooth onboarding process, praising their attentiveness and ability to work at their preferred pace.
"The quality of ProNavigator is top-notch. It almost feels like an unaffordable system with its level of quality and support."
Since deploying ProNavigator in early 2024:
By partnering with ProNavigator, BrokerUnion has streamlined knowledge access across their brokerage while providing an exceptional experience for brokers and support staff as they their continue their rapid growth.
Transform your brokerage's knowledge sharing efficiency and effectiveness with ProNavigator's intuitive platform proven to boost broker productivity and self-service.
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