Advisor Portal · EGE Insurance Canada
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Your open tickets need attention. Don't let them sit.
Every advisor is responsible for monitoring and resolving their assigned tickets daily. Update the status if you're waiting on a carrier or client, and close them as soon as the matter is handled. Tickets left without a status update for more than 24 hours are escalated to management. Your response time directly reflects the service we provide to clients.
Our ticket system is officially live.
All department inboxes are now connected to Zoho Desk. Every email you send creates a tracked ticket automatically. Use department emails exclusively - no personal emails, no WhatsApp. Every request must go through the proper channel so nothing gets lost and everything is accountable.
General Insurance
Submit a Home & Auto Lead
Use this form to register a new general insurance lead — home, auto, or both. Fill in the client details and our team will follow up within one business day. All submissions are tracked automatically in the CRM.
Auto-tracked in Zoho CRMResponse within 1 business dayUse department email for follow-ups
Commercial Insurance
Submit a Business & Liability Lead
Register a commercial insurance lead — general liability, commercial property, professional liability, or any business coverage. Our team will follow up within one business day.
Auto-tracked in Zoho CRMResponse within 1 business dayUse department email for follow-ups
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Submit & track tickets
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New Business
New Application Requests
Have a new application or need help submitting one? Contact us and we'll handle it.
newbusiness@egefinancial.caClaims
Claims Department
Need to file a claim or follow up on one for your client? We'll take care of it.
claim@egeinsure.caCustomer Support
General Client Inquiries
General questions from you or your clients? Reach out and we'll point you in the right direction.
cs@egeinsure.caAdvisor Support
Advisor Help & Resources
Need help with the CRM, contracting, or anything internal? We're here for you.
advisorsupport@egefinancial.caUnderwriting
Underwriting Department
Questions about underwriting, medical evidence or a rated case? We'll help you navigate it.
underwriting@egefinancial.caCommissions
Commission Inquiries
Commission questions, missing payments or reconciliation issues? Contact us and we'll sort it out.
commission@egefinancial.caBenefits
Group Benefits & Individual Health
Questions about group benefit plans or individual health and dental coverage? Our benefits team will guide you and your clients through every option.
benefits@egeinsure.caResources & Training
Onboarding Guide
CRM Training Manual
Contracting Checklist
Commission Schedule
E&O Insurance Details
Product Guides