"You don't have to see the whole staircase; just take the first step."
Martin Luther King, Jr.
At the early age of 8 years old, Chuck Copoloff, InsurFact's founder, has been first and foremost a visionary. As a small boy, he saw that one day trains would levitate on magnetic tracks; as a pre-teen, he gave his father a crayon colored design for what he called a grass-leaf picker upper; and as a young man in his early twenties, he saw that there would be a day that insurance agents would be gazing out at the ocean and doing business from some sort of hand-held device...something a good 15 years later we would come to call a 'smartphone'!
After graduating from Concordia University in Montreal, Quebec with his degree in Finance, he chose to study for his life insurance license. And, in 1984 he started what would become a 30 year insurance career working alongside his father and sister at his dad's MGA. During this period of time, aside from creating marketing campaigns and helping to build the Agency, Chuck spearheaded and launched InsurFact 1.0. This early version of InsurFact was pre-internet as we know it today and Chuck was often referred to as ahead of his time. He created the first online quote system for agents, at a time when agents were just getting familiar with computers. Company's and agents alike, viewed the idea of connecting to another computer via a device called a modem, revolutionary!
Today as the 'Net is fully meshed in our daily lives and being connected 24/7 is a 'must have' to function in today's world, Chuck's hand-held device vision is finally a reality!
The only piece missing, is a state of the art software solution to bridge the gap between working in an office and functioning on the Internet. This is where InsurFact 2.0 comes to the forefront. More than 10 years ago, InsurFact made a strategic decision to only provide its services on the Internet. We learned many technologies during that period of time and now, with web-services the norm and insurance companies offering e-apps and many online tools that have replaced traditional CD based software, we proudly Welcome you to CFiles and our vision.
CFiles is a one-stop-shop online software, that provides you with the ability to research the funds market, shop for fixed-GIC investment products and quote a multitude of insurance products ranging from life, critical illness and living benefit plans. After quoting and selling, we give you the platform to manage your policyholders and keep in touch with your clients.
Best of all, everything that we create, is designed to be easy and intuitive. No need to spend hours and days learning our program. You can be up and running within minutes! It's that easy! And so, please join us through the vision of CFiles and let us help you build and manage your business. And with a little bit of planning, you too can enjoy some time at the beach and manage your business with your hand-held device!
Yesterday is over, today is a new day and tomorrow is full of hope and excitement. Welcome to CFiles and your digital footprint on the 'Web!
CFiles provides management of all your business information that includes: provincial licences, E&O policies and carrier contracts.
Send documents directly to your MGA/AGA and Insurer's you are contracted with - ensuring that your commissions are paid on time and in compliance with provincial regulations.
All saved quotes are managed in your CFiles follow-up calendar and gives you reminders when to follow-up with your clients.
CFiles provides you with 5GB of storage room in our MARS Cloud. This allows you to manage your attachments & documents reliably and create a filing cabinet for each of your prospects, clients and business documents.
Quote and compare life insurance plans ranging from term and permanent insurance. We even provide creditor insurance plans for your research needs from leading banks!
Quote Critical Illness plans and easily filter through the number of illnesses covered from one plan to another. And, you can even quote Simplified Disability and Long Term Care plans!
Use Shop4Funds for your research needs that gives you tools to filter through data from thousands of Segregated and Mutual Funds in Canada. Data updated daily from Fundata!
GIC's ( both registered and non-registered) and mortgage rates are updated daily providing you with a reliable service to monitor rates from leading financial institutions in Canada. Data updated daily by Cannex!
All our software is made with simplicity and intuitive programming in mind. This allows you to be up and running within minutes!
With over 25 years of infrastructure management and tier-one hardware and software running InsurFact, we have the experience and proven reliability to back up our claim of SOLID!
We run our services similar to the way banks and financial institutions protect their client files. That means using best of line processes and protection tools available today!
Experience is not just about how long you have been doing something. Experience is knowledge. Experience is reliability. Experience is results. That is the experience behind InsurFact and its 30+ year business continuity.
CFiles is a software with a solid security infrastructure in the cloud with a nice easy-to-use interface. And it's easy to operate from any computer or tablet, is fast and efficient and available 24/7! Take a look at a few screenshots of CFiles!.
CFiles provides management of all your business information that includes: provincial licences, E&O policies and carrier contracts. And, it is lets you send documents directly to your MGA/AGA and insurer's you do business with - ensuring that your commissions are paid on time and in compliance with provincial regulations.
✔ License, E&O and Contract Management
✔ Life & Critical Illness Insurance Quotes
✔ Guaranteed RRSP, RRIF & Fixed Term GIC Quotes
✔ Mortgage Rates
✔ Leads & Contact Management
✔ Live Calendar and Reminder System
✔ EMAIL Support Hotline!
✔ Ask about Administrator Accounts!
✔ Includes 1 Advisor Account!SUBSCRIBE
✔✔ Includes CFiles Standard
✔✔ Insurance Premium Ranking Reports
✔✔ Cash Value Analysis Reports
✔✔ Multi-Company CSV/RPU Reports
✔✔ Mutual Fund & Segregated Fund Research ToolSUBSCRIBE
Ask us for a trial subscription to evaluate if CFiles is the right software for you!
(514) 738 5202
(800) 363 3833
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