The book of business tool built for Canadian insurance agencies
Clients, policies, renewals, and commissions in one place, with renewal and lapse-risk tracking built in, not a spreadsheet you have to maintain yourself.
No credit card required to start.
Renewal Radar
Every policy coming due, sorted by urgency, tracked automatically across your whole book.
Lapse Radar
Flags policies at risk of a chargeback before it happens, and clients who need a check-in before renewal.
Commission Tracking
Expected vs. paid commission per policy, so a carrier shortfall doesn't slip by unnoticed.
CASL-Compliant Reminders
Automated client emails only go out once consent is on file. Built in, not bolted on.
Hosted on Canadian infrastructure. Your data stays in Canada.
Simple, transparent pricing
Every plan includes a 30-day free trial. Cancel anytime.
Solo
$19/mo
For a single agent running their own book.
- 1 team seat
- Clients, policies, pipeline & commissions
- Renewal Radar & Lapse Radar
- CASL-compliant reminders
Team
$129/mo
For a small agency with a few producers.
- Everything in Solo, plus:
- Up to 5 team seats
- Producer Leaderboard
- AI Assistant
Agency
$299/mo
For a growing agency managing multiple teams.
- Everything in Team, plus:
- Unlimited team seats
Referred by an existing agency? Ask them to send you their signup link. Founding Agent pricing locks in your rate for good, for both of you.