Managed IT for Canadian brokerages
The systems your licence depends on, kept up.
Applied Epic, Power Broker, SIG or Broker's Workstation: if the BMS stalls, you can't quote, service policies, or pull eDocs. We harden, back up, and monitor it, and we test the restore before you ever need it.
- Backups tested by restoring
- Access records for an auditor
- Fast response from a senior tech
- Month to month
What you get
What running it for you looks like
Your BMS, hardened and backed up
We keep Applied Epic, Power Broker or your BMS up, control who can reach the client files inside it, and test the restore so a bad day doesn't cost you the book. Access records you can show a council auditor.
A team that knows your environment
Your support team documents your setup, keeps clear ownership, and brings in senior expertise for complex issues. No onboarding fee and no handoffs to an anonymous queue.
Fast help from someone who knows your setup
When you reach out, a technician who already knows your setup picks it up, with a clear escalation path when deeper expertise is needed. We also sit with you each quarter to look ahead.
What changes once we set it up
The usual first step
What we do for brokerages
We take over the systems your licence runs on, harden the BMS, and put a tested backup behind it. Set up so you can answer a council audit without a scramble.
Priced to your size, with no onboarding fee.
Month to month, no long contract.
Book a setup review- A full review of the systems your business runs on
- Sign-in security, encryption, and access control set up properly
- Backups we test by restoring, kept offsite and out of ransomware's reach
- Monitoring and a senior tech on your account
- Staff training so the team knows the setup
- Quarterly reviews with your leadership
- A clear scope and price before project work begins
How we start
Three steps, and no pressure
A setup review
We look at how things run today and where your data sits. About 20 minutes.
A clear plan
If the setup is sound, we say so. If there is work worth doing, you get the exact price before you decide.
We run it
Monitoring, the help desk, security, and quarterly planning, month to month. You leave whenever you want.
Questions we hear
What if our setup is already sound?
Then we tell you. The review is a look, not a pitch.
Are we tied to a contract?
No. Month to month, no onboarding fee.
Who handles our account day to day?
A coordinated local team that documents your environment, keeps clear ownership, and has senior oversight when needed.
Start with a look at your setup
Twenty minutes before your next council audit, and you'll know where the brokerage stands. No contract, and no obligation.