Our Services

Here are a few of the benefits you will enjoy by being part of the Performins team:

• Full access to canadian insurance carriers products lines - We are able to offer to you the top insurance companies.
• Automated downloads directly from our insurance and investment partners ensures that the information on our system is identical to that on the carriers system.
• This system and information is available to our advisors through our leading edge internet based back office system – Client and industry related information available to you 24/7.
• Advanced marketing support, progressive seminars, workshops, business development solutions, and the development of concepts and planning solutions customized for the individual advisor.
• Mentorship program – we can provide you with the tools that can assist you with professional growth and widen your client demographics.

Back Office Services

Administrative support Electronic medical bookings Electronic application tracking and   follow up

Online forms and software System training Access to our web-based client database system (24 hours / 7 days a week)

Marketing and Business Development

Monthly CE eligible seminars Illustration support Advisor workshops Special events Joint casework Preliminary underwriting Sales and compliance training

Concepts and business development Performins Plus Inc Solutions for your largest clients Performins Group Benefits Inc Complete line of internet based benefits for your clients