The Insurance Institute of Canada was managing chapter membership databases for each of its twelve chapters. Its online purchasing system called for plenty of manual processing on the back-end. The education and certification functions were manual and error-prone. All this kept the Institute from providing the service it could to its members, since it was not operating efficiently.

A consulting review identified options and benefits for IIC, and after a review process Aptify^® was chosen for their needs.

The implementation was complicated by the large amount of duplicate and unverified data in their databases, and by the difficulty in integrating the practices of its many chapters. However, the flexibility of Aptify helped a great deal by allowing processes, data collection, and website look-and-feel to be personalized for the different chapters.

At the end of the project, IIC accomplished its objectives of streamlining its operations and improving its client service. With these objectives behind them, IIC is only starting down a path of higher automation and improved services.

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