The Insurance Directory - CDA Solutions

CDA Solutions

CDA Solutions provides a full suite of outsourced administrative functions. Node is our proprietary, web-based software which provides clients with real-time reporting and analysis to guide customer engagement strategies. Clients have policy management oversight via Node’s quality assurance and compliance module.



Administrative services include:



• Policy Administration

o Endorsements

o Policy fulfilment

o Regulated policyholder communication.

• Customer Service

• Data analytics and reporting

• Virtual Broker Consultants



Our Virtual Broker Consultants assist Financial Advisors with various administrative tasks for increased efficiency and improved customer satisfaction. Contact us today to learn more about how we can help your business grow.



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CDA Solutions

CDA Solutions provides a full suite of outsourced administrative functions. Node is our proprietary, web-based software which provides clients with real-time reporting and analysis to guide customer engagement strategies. Clients have policy management oversight via Node’s quality assurance and compliance module.



Administrative services include:



• Policy Administration

o Endorsements

o Policy fulfilment

o Regulated policyholder communication.

• Customer Service

• Data analytics and reporting

• Virtual Broker Consultants



Our Virtual Broker Consultants assist Financial Advisors with various administrative tasks for increased efficiency and improved customer satisfaction. Contact us today to learn more about how we can help your business grow.



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