Everything your practice runs on
One platform for clients, policies, quoting, and compliance — designed around how Canadian insurance professionals actually work.
Families & client management
Insurance is a household business. Clientaly groups clients into families so you see everyone connected — spouses, children, dependents — and every policy the household holds, without hunting through separate records.
Track every product you sell
Life and health insurance, investments, travel, and commercial lines — each with its own statuses, coverage, insureds, and renewal dates. Expiring and cancelled policies are flagged automatically so nothing goes stale.
Quote and communicate in one place
Build quotes and send polished, branded emails directly from Clientaly — with plan comparisons and attachments. Every commercial email includes a compliant unsubscribe, and unsubscribed contacts are automatically protected.
Calendar, tasks & follow-ups
Keep appointments, renewals, and follow-ups in a shared calendar with month, week, and list views — and sync with Google Calendar so your schedule lives where you already work.
Compliance that comes standard
Needs analysis, document signing, consent history, and access logging are part of the platform — the evidence you need for regulators and insurers, generated as you work rather than assembled after the fact.
Built for solos and agencies alike
Start as a solo agent and grow into an AGA managing a team. Role-based access — from administrators to read-only — keeps every person seeing exactly what they should, with each practice’s data fully isolated.
See it with your own book
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