Compliance paperwork for Canadian life insurance advisors, done the simple way.
The disclosures, needs analysis and signatures behind every policy you place, built on BC, Alberta and Ontario rules. Finish the full client file after the meeting, not at 9pm on a Tuesday.
One plan. Everything included.
No tiers, no add-ons, no upgrade screens. Every advisor gets the whole product.
- Every document in the sale
- Agent disclosure, needs analysis, reason-why letter, replacement disclosure, meeting notes and delivery receipt, in the right order.
- Checks before you generate
- Missing disclosures and replacement steps are flagged before a document is created, not after a file review.
- E-signatures clients finish on their phone
- Text-message code verification, a signing certificate and a full audit trail.
- Talk instead of type
- Dictate your meeting notes and the fields fill themselves.
- Province-aware
- BC, Alberta and Ontario, each cited from the statute or guideline that actually applies.
- Stored in Canada
- Client files sit in a Canadian data centre, with health details encrypted and access locked to your account.