Join the waitlist
Rebuilt from the ground up · Coming soon

The new PolicyStream
is almost here.

One place to run your life insurance practice, from the first conversation to the carrier e-app. Built by a practising Canadian advisor for independent advisors and brokerages.

  • Needs analysis & quotes Show clients their number and compare carriers in minutes.
  • Client applications A secure link on any phone or computer. Plain yes/no questions, consent and a typed signature.
  • Autofill Beta Fills carrier e-apps from your client's answers, matched word for word.
  • Compliance, done Needs analysis, reasons why and a full audit trail in one PDF for your MGA.

Get one email when the new PolicyStream opens. Nothing else.

Hosted in Canada · Built in Calgary · For licensed advisors