The History

Optima began in 1992 as a state-of-the-art boutique contact centre in Toronto. Fairly quickly, we evolved into a leading contact and customer service provider in Canada’s financial services segment, with a particular focus on insurance. This led to the creation of Optima Insurance Services Inc, a cross-Canada MGA functioning today as service partner with many of Canada’s best-known life insurance companies.

Today OIS provides licensed advisor services – sales, customer service, policy administration and more – for a full range of life, accident & sickness, health and travel products.

WHY
OPTIMA?

For our clients, our past and present means:

  • World-class performance based on decades of specialization in life insurance sales, service and administration
  • Your brand seamlessly protected and grown at the front end and you get fully-integrated execution on the back end

  • Bank-level security for all data and customer information

  • Right-sized staffing, regardless of your need, along with extremely high availability due to multiple locations and fully-redundant technology
  • Complete scalability

  • Your customer stays with you