Policy
- Home and Ontario auto, quote to renewal
- Back-dated and out-of-sequence changes
- Next term kept current Built
For mutuals, MGAs and brokerages
The machine does the routine. People make the calls.
Policy, billing, claims and finance on one API. Anything that binds, cancels or moves money waits for a person.
Real screens from the demo. Every member, policy and amount in them is made up.
Mutual carriers
Write, bill, adjust, report
Home and Ontario auto, renewal to claim to OMIA file.
MGAs
Your products, your rules
Products, rates and authority set up by you.
Brokerages
Run the brokerage
Markets, placements, commission and renewals.
Never rewrite history
Every change, with both dates.
When it applies, and when you knew it. Ask any policy what it said on any day.
Machine-first
Jobs, rules and the assistant do the work.
Every action lands in the policy's Full activity, with who or what did it.
Automations
Admin-first
Change the screens yourself.
Fields, pages, rules and letters. Dated, tested on sample policies, then published.
Our principles
Packages Built
How packages work
Mutuals share what works.
One mutual's questions, rules and letters, installed by the next in minutes. Never code, never member data.
In it today
A whole insurer's system.
Billing
- Instalments, PAC, cards on file
- Household statements and payments
- Reminders and refunds on their own
Claims
- First notice to close, part by part
- Auto accident benefits and deadlines
- Recoveries and catastrophe tags
Finance
- Ledger, payables, bank reconciliation
- Statements, P&C-1, IFRS 17 view
- Cheques and EFT, second approver
Brokers
- Quotes from CSIO applications and AL3
- Daily AL3 over CSIOnet
- eDocs to broker systems
Assistant
- Ask from any screen
- Prepares; you confirm
- Claude or any AI client over MCP
No numbers here yet. We publish what runs today. Customer results come when we have them.