Clients, leads, policies, and e-signed compliance documents — in one place, with every signature audit-ready the moment it's collected.
Clients, leads, calendar, and compliance — built specifically for how independent advisors and agencies actually work day to day.
Every client, spouse, dependent, and policy in one record — with full history, so nothing lives in a spreadsheet anymore.
Track every lead from first contact to close, with an automatic, timestamped log of every call, note, and stage change.
Collect client, spouse, and agent signatures together — in the room or by email — with live status on who's signed and who hasn't.
Your agency's name and logo, on every screen and every document your clients see — not ours.
BC, Ontario, Alberta, Manitoba, and beyond — the right carriers, products, and compliance details for the Canadian insurance market, automatically.
Connect your personal Gmail so client emails send from your real address and land in your own Sent folder — not a shared system inbox.
Automatic cross-sell suggestions, referral tracking, and renewal reminders — so nothing falls through the cracks as your book grows.
Spouses, kids, and their own policies live together on one household record — with portfolio sharing and birthday greetings that include the whole family.
Auto-generated PDF archiveOnce every party signs, a finished PDF — client, spouse, and agent signatures included — is filed straight into that client's record.
Nothing shared between agenciesYour client data lives in its own space — never visible to any other agency on the platform, ever.
Two-factor authenticationProtect every advisor's login with an authenticator app, not just a password.
Built for how Canadian insurance advisors actually work — from solo producer to full MGA.
Free entry point — enough to actually try the platform.
For a solo advisor running their whole book.
For a small team growing past a single advisor.
For a full agency or MGA managing multiple advisors.
No sales call required to see if it fits your practice.
Create your account and start on the free Starter tier immediately — or begin a 14-day trial of Producer or Broker.
Import from Excel or connect Streak directly — your existing clients, leads, and notes come with you, not just a blank slate.
Run a real multi-carrier quote, send a client a questionnaire to e-sign, and watch the signed PDF file itself into their record automatically.
Move to a paid tier inside the app any time — nothing you've built during the trial is lost or needs redoing.