Client Services

At groupSource, our aim is to provide highly responsive client service. We achieve this through our client services team who works closely with employers and their employees, our insurance partners, advisors and co-workers to provide reliable, unbiased information relevant to specific concerns and questions.

Each customer has an assigned Co-ordinator of Client Services; a knowledgeable and experienced person who provides the following: 

Personalized, on-site training

meetings with plan administrators showing how and when to use certain resources and field basic questions

On-site employee meetings

outlining and clarifying benefit plan coverage and providing instruction on how to effectively use their benefit plan

Coordination of information

documentation for plan design and amendments

Timely response

to telephone inquiries within one working day

"Front-line" resource services

including assistance in the interpretation of contractual and administrative provisions

A firm understanding

of provincial employment regulations and standards

Monitoring of sensitive claims

such as Life, Accidental Death & Dismemberment

Clear and complete information

regarding complex claim issues

Employee Resources

Administrator Resources

Advisor Resources

News and Events

  • New Ownership
    2014 January - Calgary-based groupSource LP announces new ownership.
  • Bosco Homes...
    2012 February - groupSource is proud to support Bosco Homes' fundraising events, for the benefit...




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