Insurance software built for how policies really move

Usually yes. If it exposes an API, we map the fields we need and build a sync layer with retries, conflict rules and audit logging. If it does not, we work with scheduled exports, secure file transfer or a middleware layer. We confirm what is genuinely possible during discovery, before anything is committed to a plan.

All three, though the work looks different in each. Brokerages usually need quoting, client portals and broker system integration. MGAs need submission intake, binding workflows and carrier reporting. Carriers tend to need claims portals, self serve policy changes and document automation at higher volume. Request a quote and we will scope yours.

We design to the privacy rules that apply to you, which for most Canadian insurance work means PIPEDA plus provincial law such as Quebec Law 25, and health information rules where benefits data is involved. In practice that is role based access, retention and deletion rules, encryption, and readable audit logs. We are not lawyers, so your counsel signs off on the policy positions.

Yes, if the line is drawn clearly. We ground the assistant in your own wordings, manuals and underwriting guidelines, show citations to the source document, and restrict it to explaining what a document says. Anything that looks like a recommendation or a coverage decision routes to a licensed person, and every conversation is logged for review.

We build to WCAG 2.2 AA, which matters in insurance because long applications are exactly where keyboard and screen reader problems surface. We also have bilingual English and French capability, so quoting flows, policy documents and notifications can be delivered in both languages from a single content model.

It depends on scope and on how ready your integrations are. A quoting flow or a single portal is a much shorter piece of work than a full policy servicing and claims platform. Either way you see a working demo every week, so you judge progress yourself instead of waiting for one reveal at the end. Request a quote for a timeline against your scope.

You do. Clients own all code, designs, accounts and intellectual property from the first commit, held in their own repositories and cloud accounts. That matters in insurance because regulators and carrier partners ask about vendor dependency. If you ever move on from us, nothing has to be rebuilt or re-licensed to keep running.