For Canadian insurance professionals

The compliance file builds itself while you work.

Clientaly is the CRM for Canadian insurance advisors — households, policies, market quoting and renewals in one place, with the compliance evidence recorded as the work happens rather than reconstructed months later. Data hosted in Canada.

Book a walkthrough See the features

Built in Canada · Data hosted in Canada · Set up with you, not self-serve

one practice · one system

↑ nothing kept in a second place

Canadian

Data residency

AES-256

Encryption at rest

Row-level

Tenant isolation

PIPEDA

Privacy-aligned

CASL

Compliant email

What you get

Everything an insurance practice runs on

One organized system for the people, policies, and paperwork you manage every day.

Families & clients

Group clients into households, track relationships, and see every policy a family holds at a glance.

Policy tracking

Insurance, investment, travel, and commercial products — with statuses, renewals, and expiry always visible.

Quoting & email

Build quotes and send branded, CASL-compliant emails to clients straight from the platform.

Calendar & tasks

Appointments, renewals, and follow-ups in one calendar — with Google Calendar sync.

Compliance tools

Needs analysis, document signing, consent tracking, and audit logs — built in, not bolted on.

Teams & roles

From solo agents to AGAs with teams — role-based access keeps everyone in the right lane.

See all features →

How it works

From first lead to renewal

Add your clients

Import or enter clients and organize them into families.

Track their policies

Record products, coverage, and renewal dates in one place.

Quote & communicate

Send quotes and follow-ups without leaving the platform.

Stay ahead of renewals

Automatic status tracking flags what needs attention.

Security & compliance

Built for the data you’re trusted to hold

Insurance means holding sensitive personal, financial, and health information. Clientaly treats that responsibility as a core feature, not an add-on.

Data hosted in Canada

Records live in Canadian data centres — never crossing the border.

Encrypted throughout

TLS in transit and AES-256 at rest across the whole platform.

Strict tenant isolation

Row-level security keeps every practice’s data fully separated.

Access & audit logging

Sensitive-record access is tracked for accountability.

Compliance-ready

PIPEDA-aligned privacy practices

CASL-compliant client emails + unsubscribe

Consent & sensitive-data access tracking

Breach incident register

Per-client data export for access requests

Document signing & needs analysis

Where do you fit?

The platform is the same either way. What changes is the problem it is solving for you.

I run my own book

You are the advisor, the admin and the compliance department. Nobody is behind you catching what slips.

I run an agency or MGA

You are accountable for how your advisors work, without wanting to take their client relationships off them.

Still deciding?

Compare it, or ask the awkward questions

Spreadsheet, generic CRM, or Clientaly?

The three ways a Canadian practice runs its book, side by side — including when a spreadsheet is fine.

Read the comparison →

Frequently asked questions

Where the data lives, what PIPEDA and CASL mean day to day, what it costs, how switching works.

Read the FAQ →

From the Insights

What "hosted in Canada" really means, CASL for advisors, and running a review clients respond to.

Read the articles →

Ready to organize your practice?

Tell us how you work and we’ll show you Clientaly against your own book.

Book a walkthrough Talk to us