About Sharp Point
Innovative. Experienced. Trusted.
Sharp Point Data Ltd. was formed in 2007. The Company has significant depth of knowledge in the Insurance & Financial Services Industry. From the early days of process consulting and optimizing print output in the 401K Space for Record Keepers. To today, where we are leaders in the transformation and sustainability of digital solutions across many Insurance and Financial Services lines of business. Innovation has always been at the forefront of what we do, as we drive success for our clients and help them optimize their operations and meet their goals.
History
2008-2013
Software
It quickly becomes clear, based on Client feedback, that the Company needs to augment it's process consulting with software solutions.
2007
Launch
Sharp Point Data Ltd. is formed predominantly as a process re-design company.
2013-2016
Growth
The Company goes through a growth spirt as a result of a number of successful deployments to large Insurance carriers.
2016
Acquires Tremware Corp.
The Company acquires a mid-tier software Company with a software platform that instantly expands the Company's Client base.
2019
Expansion into Distribution
Expansion into the Financial Services distribution sector begins with the early development of AdvisorConX.
2019-2024
Maestro 3.0 Development and AdvisorConX Development
As the pandemic took hold, the Company was hard at work supporting it's existing Clients, while taking the opportunity to significantly enhance it's software across all areas in anticipation of the new world post-pandemic.
2025-Present
BenefitSimple, MaestroEDGE,
AdvisorConX v2.0
New technology solutions have allowed us to create a completely new concept in Group Benefits purchasing. We have also upgraded and enhanced Maestro to give you EDGE. AdvisorConX v2.0 is a completely reimagined Advisor experience!
Our Affiliates
Shared Services Model
SPD utilizes a shared service model across all our solutions. This results in maximum value to our clients, often allowing us to deliver at a fraction of the cost of our competitors.
Our
Culture
Get to Know Us
Our culture empowers us to think and act like owners. Our people are clear about what is expected of them with regard to our business model, our strategy and our values. Within this framework, we empower our teams to make decisions and customize their approach in order to maximize the relevance and impact for their Customers. Our people thrive in Sharp Point's fun, flexible and measured culture. They are accountable, and they deliver.