About
Built by an advisor. Used every day.
PolicyStream started as the software behind Affinity Life, an online brokerage in Calgary. Founder Philip Setter has been a licensed life insurance advisor since 2014, and like most independent advisors he was spending more time on paperwork than with clients.
A typical case ran through five tools that didn't talk to each other: a quoter, compliance forms, an e-signature app, a CRM and a spreadsheet to track it all. The same client got typed in again at every step, then 100+ answers got retyped into the carrier e-app. The tools that existed were built for large carriers and MGAs, not for an advisor working on their own or with a small team.
So he built one platform to replace them: one client file from the first quote to the placed policy, an application clients can finish on their phone or computer, compliance documents that assemble themselves and, more recently, Autofill for carrier e-apps. It runs his brokerage every day. PolicyStream opens that same platform to other independent advisors and small brokerages across Canada, and we're building what comes after placement next.
What we believe
One platform, not five
Enter a client once. Every step after that, from quote to placed policy, should reuse what you already have.
Simple for clients
Plain yes/no questions, on whatever phone or computer they already have. If a client needs a guide, the form is wrong.
Exact for carriers
Carrier questions are asked word for word. Close enough isn't good enough for an application.
The advisor decides
Software should do the typing. The advice, the review and the relationship stay with you.
Spend your time with clients, not paperwork.
Start your 7-day free trial. Your first client file takes about ten minutes.
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