Software that respects the trust clients place in you
Clientaly is built by Cybercana Consulting Inc. for the way Canadian insurance professionals actually work.
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 designed for insurance professionals across Canada — from solo agents to associate general agencies and MGAs — and it grows with you as your practice does.
Security first
We make the careful choice by default, from the database up — because that’s what handling sensitive client data demands.
Built for the work
Features come from how insurance practices actually operate, not from a generic CRM template.
Canadian by design
Data stays in Canada, and the platform is built around Canadian privacy and anti-spam expectations.
Have a question?
We’d be glad to hear about your practice and how we can help.