AGEman Solutions

Designer and manufacturer of software solutions dedicated to financial advisors and distributors. Our software suite is designed and optimized so that all components can work together. However, software can be used each independently. So you have the option to choose from either of our solutions while retaining the possibility of using other products.

About us

Our job: provide you the best ways to achieve your businessgoals! Built around an idea – to provide a software solution for managing customers – the company has gradually established a dominant position in the industry distribution of financial products and services in Canada. Surrounded by a team of experts who are each champions in their field of activity: application programming , web, systems architecture , graphic design , management, operational support , etc. .

Products

Our software suite is designed and optimized so that all components can work together. However, software can be used each independently.

REPman FNAThe financial needs analysis application that turns compliance into business opportunities! REPman Action: Your virtual assistant to manage and  develop your customer relationship. AGEman Office: The software solution dedicated to opération management of life insurance agencies. AGEman Portail: AGEman Office in a few clicks of the mouse, wherever you are in the world!

Contact us

For information about our products or for technical support, please contact us. We will be happy to assist you.

NO CHARGE 1 888 924.3626

Montreal 514 504.2497

Quebec 418 476.1334

Toronto 416 342.1940

Monday to Friday from 9:00 am to 5:00 pm.

REPMAN FNA

The financial needs analysis application that turns compliance into business opportunities!

Learn more

REPMAN ACTION

Your virtual assistant to manage and  develop your customer relationship.

Learn more

AGEMAN OFFICE

The software solution dedicated to operation management of life insurance agencies.

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AGEMAN PORTAL

AGEman Office in a few clicks of the mouse, wherever you are in the world!

Learn more

  • CITS files

    AGEman Office allows you to read CITS provided by insurers that offer this feature to their distributors. You can follow any pending files simply by looking in a window of AGEman Office.

    You will find the detailed list of companies that have submitted their test data feeds and have received approval from CLIEDIS that they meet the guidelines set out in the CITS implementation Guides.

  • 6 300+ forms

    AGEman Portal and REPman Action offer a unique tool on the market. Over 6300 downloadable forms in French and English are available to advisors and agencies. Whether applications, underwriting forms or change documents for inforce policy, everything is there!

  • Mobility

    REPman Action makes available your contacts and calendar on your smartphone. AGEman Office allows the agency to assign its orphans cases and prospects to its brokers automatically. When a reference is made ​​by AGEman Office, the broker receives a SMS directly to his mobile device with customer details.

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Statistics

30

Years in business

10

Tied agents

9

National accounts

65%

Distribution market in Quebec

What our clients say about us

Daniel Simard

«AGEman allows for work to be very efficient and is a very reliable system. Development and enhancements were made to meet the needs of Desjardins Operations.»

Daniel Simard Senior Manager of Operations Desjardins Securities
Gino Savard

« The AGEman software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the risk of error. It’s simple, team MICA Financial Services love everything about this software!»

Gino SavardPresidentMica cabinets de services financiers
Daniel Rouillard

« For over 12 years, we trust the AGEman team! To the flexibility of the platform with which we manage our sales, follow our references and we assure compliance of our practice. »

Daniel Rouillard Provincial Manager, Financial Services SSQ, Distribution
Christian Laroche

« The references management module of AGEman Office that synchronizes information with REPman Action is a powerful and effective tool. We successfully use this module which allows us to assign qualified leads to our representatives who receive customer details via SMS on their smartphone! »

Christian LarochePresident Aurrea Signature
Sylvie Audet / Frédéric Thériault

« The AGEman software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the risk of error. It’s simple, team MICA Financial Services love everything about this software!»

Sylvie Audet / Frédéric ThériaultAssociate and VP Finances / Supervisor, administrative servicesLafond + Associes
Yvan Lapierre

« Hello Sylvain,

I want to thank you for the quality of service I receive every time I contact you.

The promptness of response (availability of staff) and the quality of information fully satisfy me every time. And I learn a little more every time.

REPman is not easy but if you put time and practice, it is a fantastic customer management tool. As we say, you can only eat an elephant one bite at a time.

Once mastered, only few clicks are needed to perform and get has all necessary and relevant information. The “task” function is a key which allows important follow-up every day. We do not forget anything, even our customer’s birthday. The management of target groups is easy and very useful. It saves a lot of time.

Here we are ! And again, thank you and congratulations to the entire team. »

Yvan Lapierre Financial Planner, Financial Security AdvisorSSQ Financial Group