AI Platform for Independent Canadian Brokerages

Enterprise AI.
Built to Deliver ROI.

BrokerAI Engine answers every call, chat, text, and email around the clock — capturing full client details and dropping a complete lead file into your broker dashboard instantly.
Your brokers arrive in the morning ready to quote, not ready to type.

📅 Book a Free 20-Min Demo See What It Does →
🇨🇦 Built in Canada 🔒 Privacy Law Compliant ☁️ Your Data Stays in Canada ⚡ 30-Day Free Pilot
110+
Hours saved per brokerage per month
9×
Return on investment vs. platform cost
24/7
AI answers your clients — even at 11 PM
6
Ways clients can reach you — all handled automatically
100%
Your client data stays in Canada. Always.
★ Flagship Product

BrokerAI
Engine

An AI platform built specifically for independent Canadian insurance brokerages. It captures every client inquiry 24/7 across 6 channels, handles renewals, claims and quotes, reads documents automatically, and gives your clients a self-service portal — all from one dashboard.

Book a 20-Min Demo See Pricing →
Privacy Law Compliant ✓ Anti-Spam Compliant ✓ Data in Canada ✓ Regulator Aware ✓ 30-Day Free Pilot ✓
110+
Hours saved per month
24/7
Never miss a lead again
9×
Return on investment
6
Intake channels, one dashboard
★ How It Works

6 Ways Clients Can Reach You
All Handled Automatically

Every channel captured simultaneously — phone, text, email, chat, booking, and document upload. Nothing falls through.

📞
Phone
AI answers your existing line 24/7. Verifies identity, captures insurance details, handles renewals, takes claim details. Routes to the right broker when needed.
After hours · Renewals · Claims · Booking
💬
Text (SMS)
Guided conversation captures renewals, changes, claims and questions. Client texts your existing number. Works after hours, weekends, any time.
Evenings · Weekends · Quick updates
✉️
Email
AI reads every inbound email, pulls out the client details automatically, and creates a qualified lead. No one needs to open the inbox.
After hours · Detailed enquiries
📅
Online Booking
Clients book a call online. A lead is created the moment they choose a time — with the broker best matched to their coverage type pre-assigned.
New clients · Renewals · Consultations
🤖
Website Chat
A small chat button on your website. Aria collects full intake details in real time, 24/7, and syncs the lead to your dashboard instantly.
Website visitors · New enquiries
📎
Document Upload
Client uploads a policy, licence or photo. BrokerAI reads it and fills in all the client fields automatically. Zero retyping. Seven document types.
Policy uploads · Claim photos · Licences
What BrokerAI Does

Everything your team needs.
Without adding headcount.

Nine core capabilities — built for the way Canadian brokerages actually work.

🤖
Lead Dashboard
Every lead arrives with a plain-English summary of what the client wants, when they need it, and who should follow up. No voicemail hunting. No manual notes. Managers see everything; brokers see their own clients.
LIVE UPDATESROLE-BASED ACCESS
💼
Quote Comparison
Your broker enters quotes from multiple insurers into a side-by-side comparison. The platform calculates monthly payments, shows savings vs the client's current premium, and flags the lowest option. Client reviews and selects from their phone.
MULTI-INSURERVS CURRENT PREMIUMSEND TO CLIENT
🔄
Renewal Tracking
See every renewal coming up in the next 30, 60 and 90 days. BrokerAI flags clients who only have one policy — so you never miss a cross-sell conversation. AI reaches out to clients proactively. Send batch reminders in one click.
NEVER MISS A RENEWALAI OUTREACHBATCH SMS
📋
Claims — 24 Hours a Day
Clients report claims at any time of day or night. BrokerAI captures every detail and creates a ready-to-file claim summary before your team arrives in the morning. Document upload, OCR extraction, and broker notification included.
NO AFTER-HOURS CALLSREADY TO FILEDOCUMENT UPLOAD + OCR
📱
Client Portal
Clients access their own insurance dashboard with a phone verification code — no app, no password. They see all their active policies, upcoming renewals, pending quote comparisons, and real-time claim status. They can select a quote, confirm renewal, or message their broker.
PHONE CODE LOGINSELF-SERVICEQUOTE REVIEW
📄
Reads Any Document
Upload a policy, driver's licence, pink slip or claim form — BrokerAI reads it and fills in all the client fields automatically. No retyping, no errors. Seven document types supported including damage photos and police reports.
7 DOCUMENT TYPESZERO RETYPING
📚
Client Questions Answered
Aria answers common client questions using your brokerage's own information — coverage details, renewal windows, what's included in a policy, what to do after an accident. Anything complex gets handed off to the right broker right away.
YOUR KNOWLEDGEALWAYS AVAILABLEAUTO-ESCALATE
📊
Business Insights
The principal broker gets a live view of everything — which channels bring the best clients, how busy each broker is, which renewals are at risk, and exactly how many hours BrokerAI has saved the team this month.
LIVE DATAPRINCIPAL VIEWBROKER PERFORMANCE
🔐
Secure Login for Every Broker
Each broker gets their own email and password. Managers see all leads and clients. Brokers see only their own book of business. Simple, secure, no shared passwords. Sessions expire automatically.
MANAGER VIEWBROKER VIEW
Quote Comparison — In Action

Multi-insurer quotes, built in your dashboard.
Client selects from their phone.

Brokers enter results from any rater. The platform builds the comparison automatically — savings calculated, lowest flagged, sent to client in one tap.

💼 Quote Comparison Table

Sarah Chen · Auto · TD Insurance (current) · Annual premium: $1,900/yr

InsurerAnnual PremiumMonthlyvs Current PremiumDeductibleAction
Gore MutualLOWEST$1,500/yr$125/mo▼ $400/yr (21% less)$1,000
Wawanesa Mutual$1,900/yr$158/moSame as current$500
RSA Canada⭐ Rec$1,650/yr$138/mo▼ $250/yr (13% less)$500
💡 Best quote saves client $400/yr vs current insurer · 3 insurers compared · Client selected via portal
📋 Risk data pre-filled from Aria intake 📱 Send all quotes to client via SMS ⭐ Broker recommendation flag 🖨️ Print / PDF export 🔴 Expiry warnings → Convert to policy in one click
Client Portal

Your clients. Their insurance.
One place.

Clients access their own portal with a phone verification code — no app to download, no password to remember. Works on any device.

🔐
Phone Code Login
6-digit code texted to their phone. Auto-advances on entry. No account creation. No password. Works on any device — desktop, tablet or mobile.
🛡️
My Policies
All active policies across all insurers in one view. Premium, renewal date, deductible, policy number — everything visible at a glance.
🔄
Renewal Centre
Days-to-renewal countdown. Pending quotes shown inline with savings highlighted. "Same Coverage" or "I Need Changes" — broker notified instantly.
💼
Quote Review
Client sees the full comparison table your broker prepared. Selects preferred insurer. Broker notified to proceed. No phone call needed.
🚨
Claim Tracker
Step-by-step status: Reported → In Review → With Insurer → Approved → Resolved. Real-time — no status-check calls required.
👤
My Broker
Direct call, appointment booking, and message box — all from the portal. Messages go directly to the broker's phone as SMS.
Also Included in Every Plan

Four things that make getting started easy.

No extra cost. No complicated setup. Ready from day one.

⬇️
Download Your Data Anytime
Every lead, client, policy, claim and renewal — downloadable as a spreadsheet in one click. Your data, your way, whenever you need it.
🔗
Connects to Your Existing Systems
BrokerAI works alongside your existing BMS and tools. When a lead comes in or a claim is filed, your other systems update automatically. No double entry.
📥
Bring Your Existing Clients
Already have clients in a spreadsheet or old system? We import everything during setup — contacts, policies, claims. Start day one with your full book in BrokerAI.
🛡️
Full Setup and Training Included
We configure everything, load your knowledge base, and train every broker on your team. You don't touch a setting. We handle it all as part of the setup fee.
Business Impact

The Problem. The Solution.

Where independent brokerages lose revenue every day — and exactly how BrokerAI closes each gap.

❌ Without BrokerAI Engine
→Client calls at 5:01 PM. Voicemail. They call a competitor.
→Staff spend 3+ hours every day entering intake details manually.
→Renewal dates slip through — competitor wins the client.
→Claims arrive by email — preparing the file takes hours.
→Quotes built in spreadsheets. No paper trail. Client calls to follow up.
→80% of inbound calls are status checks clients could handle themselves.
→No visibility into which channel actually converts the best leads.
✅ With BrokerAI Engine
→Aria captures every lead 24/7 — even when your office is closed.
→Full client summary ready in under 2 minutes. Broker just reviews.
→Renewal alerts at 30, 60 and 90 days — not one slips through.
→Claim summary ready to file before your team arrives in the morning.
→Multi-insurer comparison built in dashboard. Client selects via portal.
→Client portal handles status checks, renewals, and quote reviews automatically.
→Live view: channel quality, broker performance, conversion rates.
Works With Your Existing Tools

BrokerAI fits into
what you already use.

No ripping out your existing system. BrokerAI connects to the tools your brokerage already runs on.

🏛️
Your BMS
Works alongside your existing broker management system. Leads, policies and renewals stay in sync.
📞
Your Phone System
AI answers your existing brokerage phone line. No new number required. Works on your current setup.
📅
Online Booking
Per-broker booking links. Lead created the moment a client books a call.
📬
Your Email Inbox
Inbound emails read automatically. Client details extracted, lead created.
⚡
Zapier
Connect to thousands of other tools your brokerage uses — no coding needed.
🔶
HubSpot
Client and deal sync. BrokerAI keeps your CRM up to date automatically.
☁️
Salesforce
Lead and opportunity sync for brokerages with existing Salesforce setups.
🇨🇦
Canadian Servers
All client data stored in Toronto. Never leaves Canada. Ever.
Simple Pricing

No Long-Term Contracts.
No Surprises.

30-day free pilot included. Full setup, knowledge base, and broker training at no extra cost. No credit card required to start.

Starter
Up to 5 brokers · Small teams
$799
/mo (annual billing)
+ $1,500 one-time setup
Voice, Text + Email intake (24/7)
Chat on your website
Lead and client management
Claims tracking
Quote comparison table
AI summaries for every lead
Client Q&A (auto-answered)
Document auto-reading
Download your data anytime
Email support
★ Most Popular
Professional
Up to 30 brokers · Growing brokerages
$1,999
/mo (annual billing)
+ $3,500 one-time setup
Everything in Starter, plus:
Renewal Radar + AI outreach
Client portal (phone code login)
Business insights dashboard
Online booking (per broker)
Role-based access (managers)
Unlimited Q&A articles
Priority support
Enterprise
Unlimited brokers · Multi-location
$5,999
/mo (annual billing)
+ $10,000 one-time setup
Everything in Professional, plus:
Custom voice for your brokerage
Your own dedicated phone number
We import your existing clients
Multi-branch hierarchy
Advanced analytics + ROI reports
Monthly strategy call
Service level guarantee
Dedicated account manager
Monthly billing available at +20% · All prices CAD · National plans available for large multi-office brokerages — contact us for custom pricing
Built for Canada

Compliance Built In.
Not Bolted On.

Every part of BrokerAI — how it stores data, how it communicates with clients, how the AI behaves — is built for Canadian rules from day one.

🛡️
Privacy Law Compliant (PIPEDA)
All client information collected, stored and handled in accordance with Canada's Personal Information Protection and Electronic Documents Act. No exceptions.
📬
Anti-Spam Compliant (CASL)
All texts and emails follow Canada's Anti-Spam Legislation. Client opt-outs are honoured automatically and in real time — never manually.
🏛️
Regulator Aware (FSRA)
Aria never gives insurance advice. It captures, qualifies, and routes enquiries to your brokers — who retain full professional authority, as FSRA requires.
🇨🇦
Your Data Stays in Canada
All client data is stored exclusively on Canadian servers in Toronto. It never crosses the border — not by policy, but by how the system is built.
S
"I spent 15 years building AI systems for some of the world's largest companies in insurance, banking and telecom. Independent brokerages deserve the same quality of technology — without the enterprise price tag or the 18-month implementation wait."
Shivani Sharma
Founder & CEO, XELNYX · Toronto, Ontario, Canada
15+ YEARS ENTERPRISE AI 13× SALESFORCE CERTIFIED GOOGLE GEN AI LEADER INSURANCE DOMAIN EXPERT MICROSOFT D365 · ORACLE · MULESOFT
✉️ shivani@xelnyx.ca 🌐 xelnyx.ca 📅 Book a free 20-minute demo 📍 Toronto, Ontario, Canada

See It Live in 20 Minutes.

We demo BrokerAI Engine with your brokerage name, your branding, and your team's exact workflow. Not a slide deck — the actual product, live, with real leads coming in.

📅 Book a Free Demo ✉️ Email Shivani Directly
30-day free pilot No credit card required Full setup included Your data stays in Canada Cancel anytime