Learn
How to use PolicyStream
Short, step-by-step guides. Start with Getting started and you can be sending applications in an afternoon.
Getting started
Getting started in 5 minutes
Set up your PolicyStream account with the setup wizard, explore the sample clients and send a test application to yourself.
Your logo, colours and business name
Add your logo, brand colours, business name and phone so clients see your brand on links, emails, documents and your quote page.
Compliance details and the compliance program
Fill in the details your disclosure needs, see what happens if something is blank, and adopt your compliance program.
Daily work
Running a quote and the needs analysis
Compare live life insurance rates from Canadian carriers, save a quote for your client and work out an estimated coverage need.
Sending an application
Pick the carrier forms, documents and uploads, then email your client a secure link or complete the application together.
What your client sees
Walk through the secure application link from your client's side, on their phone or computer, including device codes and signing.
Reviewing answers, the To do card and the compliance PDF
Review your client's answers, work through the To do card, download the compliance PDF and record the carrier's decision.
Your instant quote page and leads
Publish a branded term life quote page, add it to your website and follow up the leads it brings in.
Integrations, Zapier and AI assistants
Send leads, clients and case stages to your CRM or email tool, and connect an AI assistant like ChatGPT or Claude.
Autofill
Account
Team members and roles
Invite advisors and assistants, understand the four roles and see who counts as a paid seat.
Plans, billing and receipts
How the free trial, plans, seats, invoices, failed payments, cancelling and data export work in PolicyStream.
Security and two-step sign-in
Turn on two-step sign-in, manage trusted devices and recent sign-ins, and learn where your clients' data is stored.
Can't find what you need? Email [email protected] and a real person will answer.
Spend your time with clients, not paperwork.
Start your 7-day free trial. Your first client file takes about ten minutes.
Start free trialRather talk it through first? Book a demo with Philip →