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"You don't have to see the whole staircase; just take the first step."

Martin Luther King, Jr.

Our Story

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!

  • Prepare for Business

  • Prospect Management

  • Provides Insurance & Investment Quotes

  • Client Management

  • Digital Footprint

Welcome to InsurFact 2.0

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 C-Files and our vision.


C-Files 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 C-Files 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!

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Easy and quick to learn, try C-Files free for 14 days and see for yourself if our software and vision is right for you!

GET IT NOW

C-Files Features

Yesterday is over, today is a new day and tomorrow is full of hope and excitement. Welcome to C-Files and your digital footprint on the 'Web!

  • Manage Your Business

    C-Files provides management of all your business information that includes: provincial licences, E&O policies and carrier contracts.

  • MGA/Insurer Commission Compliance

    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.

  • Manage Your Quotes & Appointments

    All saved quotes are managed in your C-Files follow-up calendar and gives you reminders when to follow-up with your clients.

  • Integrated MARS Unlimited Policyholders and Document Storage

    C-Files 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.

  • Life Insurance (includes Joint Life)

    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!

  • Living Benefits Insurance

    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!

  • Shop4Funds - Investment Fund Research Tool

    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!

  • Shop4Rates - GIC & Mortgage Rates

    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!

  • Easy to Operate

    All our software is made with simplicity and intuitive programming in mind. This allows you to be up and running within minutes!

  • Solid and Fast Infrastructure in the Cloud

    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!

  • Services Running under High Security Level

    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 Experience Experience

    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.

A look at C-Files Screen

C-Files 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 C-Files!.

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C-Files Screen

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Business Details

C-Files 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.

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Individual Life Multi Quote

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Comparison Quotes

Quote and compare life insurance plans ranging from term and permanent insurance and critical illness plans and easily filter through the number of illnesses covered! We even provide creditor insurance plans for your research needs from leading banks.

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Shop4Funds

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Investment Funds

Use Shop4Funds for your research needs that provides tools to filter through vast arrays of data from thousands of funds in Canada.

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Shop4Rates

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Client Management

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.

Pricing

Try C-Files Free for 14 Days

  • Professional
    Q Series

    $30.00/mo

    License, E&O and Full Contract Management

    Life Insurance and Investment Quotes

    Prospect Management and Follow-Up

    Live Calendar and Reminder System

    EMAIL Support Hotline!

    Includes 1 User Membership!

    SUBSCRIBE
MOST POPULAR

Yearly

Get the most out

of CFiles and Professional Q Series

20 %OFF
$288/ Yearly

30 day money-back guarantee

  • Professional
    Q+ Series

    $60.00/mo

    Includes All Services of Professional Q Series PLUS

    Life Insurance Policy Management

    Living Benefits Policy Management

    Travel & Group Policy Management

    Investment and GIC Policy Management

    Includes 1 Assistant Membership!

    Available 2017!
The power is in your hands, subscribe today!
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By clicking the Get Started or Subscribe button, you agree to InsurFacts' Terms of Use

Contact Us Today

Ask us for a trial subscription to evaluate if C-Files is the right software for you!

info@insurfact.com

(514) 738 5202

(800) 363 3833

EMAIL For Quickest Response!

Cinque Terre

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