
insurance industry is
choice and adaptability.

your methods – Our
solutions adapt to you!
Efficient
Design
Personalized
Consultation
Website
Friendly
Management
Enhancement
Market
Research

About Our Conpany ~
You don’t need the biggest, you need The Best Customizable BMS
More than a BMS (Broker Management Solution), we help our clients use and integrate all the office tech they need (or want) to use!
Quick system installation and painless data transfer!
We make your migration a pleasant experience.
The efficiency of our technical support and our attention to user experience is how modern business should be done!
~ Our Awesome Services ~
Add any
module
that you need to Persona;
now, or as your office grows.
Accounting
Integrated accounting using the best software on the market. Specialist approved!
Sales Commissions
We have the perfect solution to track or create your sales commission program.
CSIO Report
We’ve integrated this. You’ll even get reports! The easiest way to get your download.
Life Insurance
Persona can create leads for your life insurance staff! Everybody can help.
Commercial Quote
No more creating quotes one by one, we’ve streamlined and perfected this for you!
Correspondence
Writing correspondence has never been this easy. Create for one client or for all of them.
Webmail/Mailbox
Send email right from Persona. No need to change software. It’s all in there. Organized.
Chat Module
Use our chat with your staff, because sometimes, chatting is the best solution!
Text SMS / MMS
Sometimes a text is all you need; sometimes a text is all they want.
Reminders
Ding! Don’t forget! (Don’t underestimate the power behind something so simple)
SNAP
With a few clicks you can get SNAP financing information directly in Persona!
Primaco
With a few clicks you can get Primaco financing information directly in Persona!
Our Case Studies ~
Technology
evolves
,
changes
, and
adapts
.
To provide you with the best product on the market,
we use the best tech to build it.

Using our knowledge and experience as insurance brokers, we’ve designed the best solution for your hybrid office. Created by brokers, for brokers.

Why choose Us? ~
What we create for the insurance industry uses the latest technology , this gives you the choice to be as modern and advanced as you need to be.
Brokers no longer need to use out-dated technology, or inferior software. We aim to eliminate the technological gap between direct insurance companies and insurance brokers.

We develop strategic solutions for the insurance industry
100
Our journey
begins
begins
1
k+
Lines of code
written
written
1
+
Cups of coffee
consumed
consumed
1
.9/5
Customer
rating
rating
Wouldn’t it be great to focus on your work and your clients and not on the IT in your office? We make that happen.
Call us or send us an email! Let us show you what we can do for your office!

Pricing ~
Discover our awesome pricing plans
monthly
yearlySave 10%
Recommended
One Plan, one price
We’ll talk, we’ll encourage you to submit your ideas, we’ll adapt our stuff; basically, we’re very flexible and want to work with you!
Get in touch
get a quote as unique as your needs!
- Human Resources
- Accounting
- Database Backup
- Sales Commissions
- CSIO Report
- Life Insurance
- Sales commission
- Creating Quotes
- Life Insurance
- Correspondence
- Webmail/Mailbox
- Reminder
- Chat Module
- Text - SMS / MMS
- Reminders
- API
- Voip phone
- Snap
- Primace
Recommended
One plan, one price
We encourage every team member to be a whole person. We have a flexible.
Call us
to get a price
- Accounting
- API
- Database
- Croo
- Commercial Quote
- CSIO Report
- Sales commission
- Letter
- Life Insurance
- Webmail
- Chat
- Reminder
- SMS
- Snap
- Primaco
- Human resource
Extended Plan
What separates theme from all other web design agencies is the ability to offer.
$399
yearly
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support

Testimonials ~
Here’s what our
customers
have
said.
High performance yet simplified IT. Invaluable network access and integration. Designed to help make sure that everything runs at its best and that you and your data are protected.
"Having been an insurance broker for the past 35 years and an owner administrator for 30 of those years, I have used a number of different software companies and programs. During the creation of my last brokerage office in August 2021, I had the opportunity to try a new system and provider, Caesar / Persona & Intergroupe Tech. From the start, the service and attention was professional and personalized to my needs..."

Paul D'Onofrio
President at Altieri, D'Onofrio Assurances Inc.
“I think that we created a beautiful platform, the best Broker Management Solution out there. No one understands the reality of an insurance broker better than another insurance broker. That’s why we’re different. Our solutions are made by brokers, for brokers, and it doesn’t get better than that.”

Alain Roy
President
Blog ~
Our Latest articles
24/07/2021
A new WSB is born in Quebec
With over a decade experience, we've established ourselves as one of the…
24/07/2021
Intergroupe participates in a new technological platform
With over a decade experience, we've established ourselves as one of the…