Software built for how BC insurance actually works
We're modernizing the insurance industry through technical consulting, custom-built solutions and AI integration for brokerages, agencies and insurance businesses across BC.
ContactAutomated email + SMS deliveredSep 14Opened by clientSep 15
Customer responseReplied by email · AI summarizedSep 16
Agent call to confirm detailsReceived customer confirmation for renewalSep 17
Send for e-signatureSent documents for e-signature to customerSep 18
RenewedCustomer signature receivedSep 19
OPTIONAL
Collect feedback from the customerShort survey, ready to send
Feedback receivedResponses saved to the client file
Working with insurance teams and businesses across Canada
What we do
One team, from first conversation to shipped solution
Start with a conversation, a review of what you have today, or a new build.
Custom software solutions
Client portals, broker tools, internal dashboards and integrations, designed around the way your team already works.
Web and internal applications
Integrations with your existing systems
Workflow automation
Technology reviewRECOMMENDATIONS
Broker management systemKeep
Carrier portalsIntegrate
Manual re-keyingAutomate
Legacy spreadsheetsReplace
Technical consultancy
An experienced, independent review before you commit. We evaluate your systems, vendors and ideas, and help you decide your next steps.
Systems and process audits
Vendor and platform selection
Technology roadmaps
Hi, we've moved our business location and need to update our commercial policy.
AI · CLASSIFIEDTypeCommercial renewalChangeNew locationRoute toCommercial team
AI implementation
Practical AI that takes repetitive work off your team: reading documents, sorting email, drafting replies, with people staying in control of every decision.
Document and form extraction
Email triage and drafting
Private, secure AI assistants
More than software
One stop solution for your online presence
Most engagements start with the three services above. Behind them is one team for everything else your business runs on.
Migrations and integrations
Move off old systems, and connect the ones you keep.
BMS and CRM migrations
Carrier portal integrations
Data cleanup and mapping
Marketing and growth
Full-service marketing, from brand to campaigns.
Brand identity and design
Websites and SEO
Ads and campaigns
Cloud and security
Canadian-hosted, backed up and kept secure.
Cloud hosting and backups
Privacy and compliance
Security and monitoring
Managed IT support
Day-to-day support for your whole team.
Helpdesk and staff support
Microsoft 365 and Workspace
Device and account setup
Built for BC insurance
We already speak your language
Generic agencies spend the first month learning how the BC insurance industry works. We already know how BC brokerages, agencies and carriers operate day to day, and our AI already has the rich context of BC businesses.
AI drafts the renewal reminders and client follow-ups, so relationships and retention hold without the chasing.
Reduce repetitive work
AI reads the documents and fills the forms, so no one retypes the same application five times.
Carrier and financing integrations
Connect your carrier portals and financing partners, and automate the routine tasks in between.
Compliant by design
Client data handled with BC's privacy requirements in mind, with Canadian hosting options.
Domain experts
We know how BC brokerages and agencies run day to day, so we spot your pain points fast and suggest practical solutions with minimal requirements from your team.
One Stop Solution Based in BC
We're a BC-based team, only a call away from in-person support for all your technical needs.
How we work
From a messy process to a solution your team relies on
01
Investigate
We map the process as it really runs with our domain experts, and identify the bottlenecks and constraints in your business.
02
Plan
A clear recommendation with scope, cost and timeline. Sometimes the answer is a tool you already have access to.
03
Build
Build simple solutions incrementally for faster feedback and iteration. We build only what you need.
04
Grow
Training, rollout and ongoing support. We stay on as your technical partner as the business grows.
Get started
Which solutions can help you grow your business?
Tell us about it. We'll help you decide whether, and how, we can help.
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