Software that respects the trust clients place in you

Built by a practising Canadian insurance advisor, on a live book, because nothing on the market did the job.

Insurance is a relationship business. Agents and brokers hold the details of people’s families, their finances, and often their health — and they’re trusted to handle all of it carefully. Yet many practices still run on spreadsheets, scattered documents, and tools that were never designed for the sensitivity of this work.

We built Clientaly to change that. It brings the essentials of an insurance practice — clients and families, policies, quoting, calendaring, and compliance — into one organized workspace, with security treated as a first-class feature rather than an afterthought.

That means data hosted in Canada, encryption throughout, strict separation between each practice’s records, and compliance tools that produce the evidence regulators and insurers expect. The goal is simple: let you spend your time on clients, not on wrestling with your tools or worrying about how your data is handled.

Clientaly is for advisors across Canada — most of them running their own book, some of them running a team — and it grows with the practice rather than making you move when it does.

How it started

Clientaly began inside a working practice. The advisor behind it ran a book of several hundred families on a spreadsheet, a shared drive and a well-used inbox, and hit the wall most advisors hit: a compliance review that asked for evidence the practice had, somewhere, but could not produce in a form anyone could read. The generic CRMs on offer wanted weeks of configuration and stored data in the United States by default. Nothing understood a household, a policy or a renewal without being taught.

So it was built, on the live book, with the compliance record as the by-product of doing the work rather than a separate job. The first users were advisors the founder already knew. What they asked for is most of what the product now is.

How we work with you

We do not hand over an empty login. Every practice is set up with us: a walkthrough against your own book, an import of your client list, a check of policies and renewal dates, and your signature and email templates put in place. Most solo advisors are working in Clientaly the same week. Agencies take a little longer only because there are more people to invite.

Support is email, answered by the people who built the product, in Canada. If something in the product gets in your way, we would rather hear it than have you work around it.

Where your data is

Montreal. The database and file storage, the application itself, and the email sending all run in Canadian regions, and the application is pinned there so it cannot drift. Every practice’s records are separated at the database with row-level security, two-factor authentication is mandatory for every account, and access to sensitive records is logged. The full picture — and the processors involved — is on the security page and in the privacy policy.

Who is behind it

Clientaly is built and operated by Cybercana Consulting Inc., a Canadian company. It is not backed by a carrier or an MGA, and it does not sell leads, data or advertising. The only customers are the advisors and agencies who use it, which keeps the incentives simple: the product has to be worth paying for every month.

Have a question?

We’d be glad to hear about your practice and how we can help.