Beneficiary information missing
HighThe existing life policy has no beneficiary on file. Confirm the original policy first, then decide whether to update.
See source & next step →An AI workspace for Canadian insurance brokers
Turn client documents into today’s next step
From multi-file import and household-graph recognition to risk reminders, policy anniversary reviews, application status and commission tracking — every client gets a clear next step, no more chasing follow-ups in spreadsheets and memory.
- 5 free slots · at most 2 slots per household
- 7-day free trial
- Files kept after expiry
Workspace · Today
5 days left in trial · 3/5Good morning — handle the most important thing first
Today’s workspace
Sample view
Today’s priority tasks
6
Anniversaries in 60 days
8
Risks to confirm
3
Risk radarBy urgency
- Life-insurance beneficiary gap
Household file · High priorityToday - Mortgage protection shortfall
Suggest generating coverage comparison2 days - Policy anniversary approaching
18 days to anniversary18 days
Next steps
First response
2 new leads to contact
Application follow-up
1 application waiting on info
Annual review
3 households this week
Multi-format AI import
CSV, Excel, PDF, Word, images
Household-centred
Clients, spouses, assets and policies linked
From risk to action
Reminders, illustrations and application status chained
Two gates, kept apart
Subscribe to manage clients; pass review to claim leads
Not yet another CRM you have to maintain
Push the files from one client conversation all the way through risk spotting, plan discussion, application and annual review. Enter information once — every later action keeps a clear source.
- 01
Import client documents
Drop several files at once; AI organises clients, households, policies, assets and intent.
- 02
Verify the evidence
Review each source, confirm expiry dates and beneficiaries, then save.
- 03
Spot coverage gaps
Risk radar ranks by priority and turns today’s work into a task list.
- 04
Push the application
Illustration confirmed by a licensed broker, then pre-fill, submit and follow underwriting.
- 05
Annual review
Anniversaries, commissions and reviews return to the same client timeline.
Walk through the full workflow
Every module works around the same client file, from raw documents to day-to-day service. The previews below are interactive samples.
Multi-file importSample data
Drop a batch of client documents
Mixed formats are read together — review what AI detected before importing.
CSVclient-list.csv
XLShousehold-assets.xlsx
PDFexisting-policy.pdf
DOCmeeting-notes.docx
TXTfollow-up.txt
IMGclient-card.png
5
Clients detected
2
Household links
3
Key fields to confirm
Mortgage protection shortfall
HighRemaining mortgage exceeds current personal coverage — generate a side-by-side coverage scenario.
Build comparison →Anniversary approaching
18 daysPolicy anniversary has entered the 60-day window — schedule a review with the client this week.
Add to today’s tasks →Critical-illness data incomplete
Missing dataWaiting period and benefit term aren’t recorded — no conclusion yet, awaiting broker input.
Add details →Reviews this week
Household coverage review · today
Coverage amount and beneficiary to confirm
Client documents to update · tomorrow
Outstanding home-coverage data
Anniversaries · next 60 days
Critical illness · 27 days
Added to annual review
Universal life · 54 days
Awaiting policy performance check
Annual review report
Summary of household changes, existing coverage, gaps and next steps.
Illustration
Confirmed by licensed broker
Pre-fill
Client details populated
Submitted
Awaiting signature
Underwriting
Requirements & status
Issued
Policy written back
Compliance confirmation
Every illustration is reviewed and confirmed by the licensed broker before it leaves to the client.
| Policy | Client | Expected payout | Status | Amount |
|---|---|---|---|---|
| Term life | Sample household A | This month, 26th | Reconciled | CA$ 860 |
| Critical illness | Sample household B | Next month, 3rd | Receivable | CA$ 540 |
| Travel insurance | Sample client C | To be confirmed | Pending | CA$ 92 |
Receivable, received, variance
Track commission timelines by policy — no more side spreadsheets.
Subscription and licence review aren’t the same gate
Manage your own clients first, then decide whether to enter the lead pool. Make the rules clear before sign-up so brokers don’t assume "not approved, subscription won’t work either".
01
Subscribe to unlock client management
No licence review needed. After subscribing, keep uploading, importing and serving your own clients.
02
Claim leads after licence review
Licence review only governs lead-pool access. While awaiting review, you can still see redacted lead quality and product types.
Free trial: 7 days with 5 free slots. In a household, the 1st and 2nd members each use a slot; the 3rd onward are free, up to 5 people per household. Afterwards records become read-only and are kept in full; subscribe to keep working.
Brokers don’t manage a list — they manage households
Clients, spouses, children, assets, liabilities and policies belong together — risk needs context. The household view also means your next annual review never starts from zero.
- Auto-linked relationshipsSpouses and family members detected from your imports, then confirmed by you.
- Coverage and obligations, side by sidePolicies, mortgage, income and beneficiary information in one view.
- Review history that compoundsEvery recommendation, application and follow-up lands on the household timeline.
Household coverage overview · sample
A
Household member APrimary earner · 2 policiesB
Household member BCo-borrower · 1 policyMortgage obligationViewed alongside existing coverage
Beneficiary1 item awaiting confirmation
Policy anniversaryNext one in 27 days
Annual reviewNext steps generated
Start with one household — no need to move your whole book first
Use the 7-day free trial with 5 free slots to run one import, risk review and follow-up end to end, then pick the plan that fits you or your team.
Lead subscription · claim platform leads
Billed monthly or yearly, with no free trial; subscribing also unlocks every client-management feature. Claiming platform leads also needs an approved licence.
Starter
For individual brokers starting to claim platform leads
Sign in to see pricing
- All client-management features
- 10 lead claims a month · up to 3 a day
- 100 lead detail previews a month
- Seats: 1
- Up to 250 active claimed clients
- 15 own-household slots included
- 20 GB of client document storage
Pro
For active brokers connecting claims, follow-up, proposals and commissions
Sign in to see pricing
- All client-management features
- 40 lead claims a month · up to 8 a day
- 400 lead detail previews a month
- Seats: 3
- Up to 600 active claimed clients
- 45 own-household slots included
- 100 GB of client document storage
Scale
For teams that need more seats and lead volume
Sign in to see pricing
- All client-management features
- 120 lead claims a month · up to 20 a day
- Unlimited lead detail previews
- Seats: 10
- Up to 2,000 active claimed clients
- 125 own-household slots included
- 500 GB of client document storage
Add own-household slots
7-day free trial · 5 slotsSlots follow household relationships: the 1st and 2nd members of a household each use a slot, the 3rd onward are free, up to 5 people per household. The 7-day free trial includes 5 slots; add more after subscribing.
+200 households
Sign in to see pricing
Adds 200 slots · max 2 per household
+40 GB storage
+500 householdsLimited-time offer
Sign in to see pricing
Adds 500 slots · max 2 per household
+100 GB storage
+1000 households
Sign in to see pricing
Adds 1000 slots · max 2 per household
+200 GB storage
+5000 households
Contact sales
For large household books
+1 TB storage
Yearly billing charges 10 months — 2 months free. Prices exclude tax; GST/HST/QST is added at checkout based on your province.
Storage is pooled at the account level, sized from about 200 MB per household; when you near the cap we ask you to upgrade and keep uploads open for 7 more days.
One workspace, from leads to the next opportunity
Keep acquisition, household coverage, ongoing reviews and follow-up connected to the same client record.
- 01
Acquire leads
Claim platform leads after licence approval and see which conversations need a response.
- 02
Manage clients
Bring documents, policies, household relationships and risk reminders into one client record.
- 03
Maintain relationships
Use policy anniversaries, annual reviews and renewal queues to keep up with changing needs.
- 04
Find the next opportunity
Review household and coverage changes to identify additional protection and referral conversations, with the broker deciding the next step.
Licensed to advise. Equipped with InsurVibe.
Common broker questions
My licence is still being reviewed — can I use the client-management features?
Yes. Once you subscribe, you can upload, import and manage your own clients without waiting for licence review. Licence review only affects lead-pool access.
What does the free trial include?
The free trial lasts 7 days and includes 5 free slots. In a household, the 1st and 2nd members each use a slot; the 3rd onward are free, up to 5 people per household. Afterwards the account becomes read-only, but everything you imported is kept; subscribe to keep working. The 7-day client-management trial is separate from lead subscriptions, which have no free trial. Claiming platform leads also requires licence approval.
What client files can I import in one go?
CSV, Excel, Word, PDF, TXT and images are all handed to AI together. The system shows a structured preview, flags anything to confirm, and only then lets you import.
Does AI give clients advice on my behalf?
No. AI organises files, flags missing info and supports analysis. Every illustration sent to a client must still be reviewed and confirmed by the licensed broker.
What’s the difference between policy anniversaries and annual reviews?
Anniversary reminders are scheduled by each policy’s start date and term; the annual review re-checks household, assets, coverage and recent changes side by side. Both end up in the same task centre — no scattered spreadsheets.
Who owns my client data?
You do. Your notes, household links, assets and saved scenarios can be exported any time, and deleted completely when a client asks.
Import one household and see whether the next step is clearer
5 client slots, 7-day free trial, and your files stay after expiry.