People Support
Business Development Executives and Business Processing Staff

Partner Relationships
Thirteen insurance partners, mutual funds dealer Worldsource Financial Management

IDC Institute
Complete turn key business building solutions for IDC brokers

Product Knowledge
In-depth insurance and investment knowledge

Educational Seminars
Continual supplier information sessions

Professional Designations
CLU, CFP and CHFC sponsored by our carriers

New Business Tracking
Winsurance

idcfinancial.com
One of the most advanced e-business tools in this industry.

The IDC Commitments to Customer Service

The Paul T. Leonard Awards
To reward outstanding performance

Marketing Support
Public relations, sales campaigns, trade shows

Performance-based, Competitive Compensation
Industry-leading

Office Facilities
Prestigious Mississauga Office

The IDC Customer Service Commitments

We will acknowledge, review and begin processing all new contracts within 24 hours.
 

We will review, acknowledge, and process all new applications, policy contracts and settling requirements received within 24 hours.
 

We will acknowledge requests for case consultation and/or case development within 24 hours.
 

We will communicate updates received on pending cases through Agent Intelligence.
 

We will process all requests for materials, software, or supplies within 24 hours of request.
 

We will continue to develop and maintain idcfinancial.com and Agent Intelligence as fully functional e-business tools for IDC advisors.
 

We will be a leader in compliance to industry regulations and guidelines and will expect all advisors to follow and comply with them.
 

We will offer our advisors opportunities for training and development through educational meetings and the IDC Institute.