Your clients deserve better than a spreadsheet
The only CRM with a built-in AI assistant, online booking page, and smart pipeline — all designed for Canadian insurance advisors. Replace Calendly, spreadsheets, and generic CRMs with one tool.
Trusted by 150+ Canadian advisors
Most advisors are running their practice on memory and luck
A client's policy expires. You didn't notice in time. They get a call from another broker first.
A client’s policy expires — another broker calls first
No renewal alert, no follow-up. By the time you notice, they’ve already signed with someone else. That’s lost commission and a damaged relationship.
Client notes in your email, spreadsheet, and phone
You’re about to call a client and can’t find their coverage details. The note is in an email from 6 months ago, or maybe a sticky note you threw away.
Your MGA asks for numbers — you can’t answer
What’s your win rate? How much premium did you write this quarter? Which leads are going cold? Without a system, you’re guessing.
See it in action
Every screen built for advisors
Everything at a glance — goals, expiring policies, tasks due today, and pipeline health.
Kanban pipeline with 11 stages built for the insurance and financial advisor workflow.
Your personalized 8 AM briefing — renewals, tasks, and leads that need attention.
Track your team's production, commissions, and activity — all in one place.
InsureFlow AI actually
understands insurance sales
Not a generic chatbot. An intelligent assistant trained on insurance workflows that drafts messages, coaches your day, and finds patterns humans miss.
Goal-Driven Daily Coach
"What should I focus on today?" — AI compares your monthly goals against actual progress, then recommends specific leads to contact and actions that close the gap.
"You need 4 more closed-won. These 3 leads are in Strategy 2 — schedule business meetings this week."
Personalized Message Drafting
Paste a LinkedIn profile, pick a channel (email, SMS, LinkedIn, phone script). AI combines lead data with your best templates to write conversion-optimized copy.
"Draft a LinkedIn DM for this lead" → Personalized, casual, < 300 chars, referencing their profession and needs.
Multi-Touch Sequence Planner
Generate a complete 5-touch follow-up sequence across channels. Each message is fully written, builds on the last, and matches the lead's stage and interests.
Day 1: LinkedIn → Day 3: Email → Day 7: Follow-up → Day 14: SMS → Day 21: Final email with meeting ask.
Pipeline Intelligence
"How's my pipeline?" — AI analyzes win rates by stage, identifies drop-off points, flags stale leads, and explains WHY your numbers look the way they do.
"Your leads spend 2× longer in Needs Analysis than your avg. These 4 leads are stuck — schedule strategy calls."
Start your day with a 2-minute briefing instead of 30 minutes of hunting
Every morning at 8 AM, MyInsureFlow sends you a personalized digest: which policies are expiring, which tasks are due, and which leads need attention.
Try it free for 14 days — no credit card required.
Your Morning Briefing
from MyInsureFlow · 8:00 AM
3 policies expiring in 14 days
Sarah M., James T., Patricia L.
2 follow-up tasks due today
Call David · Send quote to Lena
Pipeline: 8 active leads
$12,400 estimated annual premium
Not another generic CRM
See exactly what you get compared to the tools most advisors try first.
MyInsureFlow
Excel / Sheets
Salesforce
AgencyBloc
Monday.com
Built-in InsureFlow AI
AI message drafting & sequences
Built-in booking page (like Calendly)
AI daily digest with smart insights
Built for Canadian advisors
Financial / insurance pipeline
Policy tracking with renewal alerts
Daily digest email briefing
Compliance pipeline (FNA, KYC, etc.)
Message templates & reports
Client file storage
Financial needs analysis report
Team & recruitment tracking
CSV import for leads
Setup time
Starting price
Start every day already knowing what matters
This is what your workday looks like with the right system.
AI digest tells you exactly what matters
Your AI-enhanced morning digest arrives: "Focus on Sarah Chen — her term expires in 12 days and she opened your last email 3 times. John has been in Needs Analysis for 18 days — 2× your avg."
AI drafts the perfect follow-up
Open InsureFlow AI, tell it 'Draft a message for Sarah.' In 10 seconds, you have a personalized email referencing her situation, family needs, and coverage gap — using your best-performing template patterns.
New lead — AI plans the whole sequence
A new referral comes in. You ask the AI: 'Plan a follow-up sequence.' It generates 5 touchpoints across LinkedIn, email, and SMS — each message fully written and personalized.
AI coached you through a perfect day
Every follow-up sent. Every priority handled. The AI tracked your monthly goals — you're 80% to target with 10 days left. You log off knowing nothing was missed.
Every tool a Canadian advisor needs
Purpose-built for insurance and financial advisors in Canada — not retrofitted from a generic sales tool.
InsureFlow AI
Your personal AI assistant drafts outreach messages, coaches your daily priorities based on your goals, analyzes pipeline health, optimizes templates, and plans multi-channel follow-up sequences — all from a side panel in your dashboard.
Smart Lead Pipeline
A Kanban board with 11 stages built for insurance workflows — with AI-powered lead scoring, priority recommendations, and automated follow-up sequences that convert.
Built-In Booking Page
No more paying for Calendly. Get a beautiful, branded booking page where prospects pick a meeting type, choose a time slot, and book instantly. New bookings auto-create leads in your pipeline — zero manual entry.
AI Morning Digest
Every morning at 8 AM you get an AI-enhanced email briefing: 'Focus of the Day' priorities, smart insights on each lead, and data-driven action recommendations.
AI Message Generator
Paste a LinkedIn profile, pick a channel — AI drafts a personalized message using your best-performing templates and the lead's CRM data.
AI Follow-Up Sequences
Generate 5-touch multi-channel follow-up plans with fully written messages. Each builds on the last, personalized to the lead.
AI Template Optimizer
AI analyzes why templates underperform, compares them to your best ones, and rewrites them for higher conversion rates.
Client Profiles
Every client in one searchable place — contact info, policy history, notes, documents, and a full activity log.
Task Management
Tasks attached to clients, leads, and policies — with due dates, completion tracking, and AI-powered prioritization.
Reports & Analytics
Pipeline conversion, revenue trends, renewal rates — with AI insights explaining WHY your numbers look the way they do.
Compliance Pipeline
Track every compliance step: consent forms, FNA, KYC, trade tickets. Always audit-ready.
Team & Recruitment
Track your downline from Intro Meeting to AMA signing. Monitor rank and team production.
Loved by advisors across Canada
Trusted by 150+ insurance and financial advisors across Canada
“I used to track everything in Excel and was missing 2–3 renewals a month. In my first 30 days with MyInsureFlow, I caught every single one — that’s roughly $12K in annual commissions I would have lost.”
Brandon K.
Life & Health Advisor · British Columbia
“The morning digest saves me 30 minutes every day. I used to spend my first hour digging through emails and spreadsheets. Now I read one email over coffee and know exactly who I’m calling and why.”
Sahand M.
LLQP Advisor · Ontario
Why advisors switch to MyInsureFlow
AI-powered intelligence + insurance-specific workflows = the only CRM that actually helps you sell more.
AI that knows insurance sales
Not a generic chatbot. Our AI understands pipeline stages, product types, and Canadian insurance terminology. It drafts messages, coaches your priorities, and finds patterns you'd miss.
A pipeline that matches your process
11 stages from Intro Meeting to Closed Won, built around the insurance and financial journey. AI-powered lead scoring tells you which leads to prioritize.
The smartest digest email in insurance
Your 8 AM AI-enhanced briefing: 'Focus on Sarah — her term expires in 12 days and she opened your last email 3×.' Not just lists — intelligent recommendations.
Built-in booking — ditch Calendly
Share your booking link on LinkedIn, emails, and your website. Prospects book meetings and become leads in your pipeline automatically. No extra subscriptions. No copy-pasting contact info.
Your data is yours, always
All data encrypted in transit and at rest. Each advisor only sees their own clients and pipeline. Hosted on enterprise-grade Canadian and US cloud infrastructure.
Pricing
Start free. Grow at your pace.
No contracts. No surprises. Cancel anytime.
Most popular
Pro
For advisors ready to scale with AI
Billed annually
- Everything in Starter
- InsureFlow AI (draft messages, analyze pipeline, daily coaching)
- AI Morning Digest with smart insights
- AI Template Optimizer
- Online booking with auto-lead creation
- Unlimited clients
- Up to 500 leads in pipeline
- Compliance Pipeline
- Reports & Analytics
- Message Templates (unlimited)
- Team & Recruitment (up to 10 members)
- CSV export
- Priority support
Unlock 4 more features with Scale
All plans include a 14-day free trial · No credit card required
Frequently asked questions
Everything you need to know before getting started.
InsureFlow AI is a built-in assistant that lives in a side panel of your dashboard. You can ask it to draft personalized messages for leads, plan multi-channel follow-up sequences, analyze your pipeline health, compare your progress against monthly goals, and optimize underperforming templates. It uses your actual CRM data — never fabricated information. Each advisor only sees their own clients and leads, never anyone else's.
This isn't a generic chatbot that reads a FAQ page. Our AI is connected directly to your CRM data. When you ask 'What should I focus on today?', it compares your monthly goals against actual progress, identifies your best conversion opportunities, flags stale leads, and recommends specific actions. When you ask it to draft a message, it combines the lead's data with your highest-converting template patterns to write truly personalized copy. It's like having a senior advisor coaching you through every day.
Yes — and it's included in every plan at no extra cost. You get a professional booking page (myinsureflow.com/book/your-name) where prospects can see your meeting types, pick a time slot, and book instantly. Confirmation emails with Google Calendar and .ics links are sent automatically. The best part: when a new prospect books, they're automatically added as a lead in your CRM pipeline — no manual data entry. You can set buffer times between meetings, minimum notice periods, timezone support, and customize availability per day. It's everything Calendly offers, built right into your CRM.
Yes — entirely. MyInsureFlow was built from scratch for LLQP and CIFC-licensed advisors in Canada. The pipeline stages follow the Canadian advisor workflow (Intro Meeting → Financial Education Sessions → Needs Analysis → Strategy), and the AI understands Canadian insurance terminology, carriers, and regulatory context.
Every morning at 8 AM, you receive an AI-enhanced email briefing. Beyond the usual tasks and follow-ups, the AI adds a 'Focus of the Day' section and smart one-liners for each priority: 'Sarah's term expires in 12 days and she opened your last email 3×' or 'John has been in Needs Analysis 18 days — 2× your average.' If the AI is ever unavailable, the digest still sends normally.
AI credits represent your monthly usage of the AI features. Pro plans include enough credits for ~500-700 AI interactions per month, and Scale plans get 2.5× more. Credits reset on the 1st of each month. The InsureFlow AI panel shows your remaining credits in real-time. The AI morning digest costs negligible credits and is never blocked.
The pipeline is a Kanban-style board with stages that match the LLQP workflow: New → Message → Intro Meeting → Fin Ed 1/2/3 → Needs Analysis → Strategy 1/2 → Closed Won / Lost / Nurture. You can drag leads between stages, see how many days each lead has been in their current stage (colour-coded green/yellow/red), and ask the AI to plan follow-up sequences for any lead.
All data is encrypted in transit (TLS) and at rest. MyInsureFlow is hosted on enterprise-grade Canadian and US cloud infrastructure. Each advisor's data is fully isolated — no other advisor can access your clients or policies. Your data is never used to train AI models. We never sell or share your data.
Every new account starts with a 14-day free trial — no credit card required. You get full access to all features including InsureFlow AI during the trial. If you don't upgrade, your account switches to read-only after 14 days and your data is retained for 30 days.
Still have questions? Email us — we reply within one business day.