Close more clients.
Spend less time on admin.
Professional proposals that win business. Underwriting research that used to take hours, done in seconds. A practice that's always audit-ready — without the paperwork.
Built inside a real life insurance practice over 20 years. Now available to you.
Two products. Pick one, or use both.
AgencyCRM organizes your practice. BadenAI gives you AI tools no other vendor in this industry has built. You can use either independently — or pair them and they integrate.
AgencyCRM
Your client database — built for life insurance.
Every client interaction in one place. Every commission tracked. Every record ready if a regulator calls. Built around how Canadian life insurance agents actually work — not adapted from a generic CRM.
- ✓ Complete client records — calls, emails, texts, documents
- ✓ Daily agenda, tasks, follow-ups, needs analysis calculators
- ✓ Pro adds email + SMS + calendar + commission reports
- ✓ Pro scales to multi-advisor + admin practices
Free for one advisor, forever. Pro: $79/mo base + $59/advisor + $24/admin.
BadenAI
An AI assistant trained on Canadian life insurance.
Five purpose-built AI modules. Generate professional client proposals, research underwriting across major carriers, match simplified-issue policies, transcribe and summarize calls — all stored on our Canadian servers. AI runs locally where it can; when Claude is used, it's under a Zero Data Retention agreement so nothing is retained or used to train models.
- ✓ Branded client proposals in minutes — not templates
- ✓ Underwriting research across 80+ carrier guidelines
- ✓ Simplified-issue policy matching in seconds
- ✓ Call transcripts, AI summaries, and task lists
Starter $99 one-time to try every module. Pro from $149/mo.
Subscribe to both Pro plans and they integrate — call recordings become client records, tasks write themselves, proposals pull from CRM data. 15% off either way.
See bundle pricing →Compliance isn't optional. We make it easy.
You don't think about audits until you're in one. With our platform, you're ready before they call.
Canadian Servers. Your Data.
Our infrastructure is on Canadian soil, on our own hardware, in a colocation facility. No public cloud. No American servers. No surprises.
Zero Data Retention AI
Our AI operates under a Zero Data Retention agreement. Your client's health and financial information is never shared or used for training.
Audit-Ready in Minutes
Every email, text, call transcript, and document — organized by client. When a regulator asks for records, you pull them up, not panic.
Built by an agent. Refined over 20 years.
One of Canada's first paperless advisors — back in 2006, with three advisors, two admins, and thousands of clients, I needed a CRM that simply didn't exist. So we built one. Every advisor who touched it said the same thing: it changed the way they worked.
When we sold that block in 2019, the buyer had one condition: the CRM comes with it. He wanted the software as much as the clients.
Four years ago I returned to the life insurance industry and again needed to create a CRM for our office. But I had a wish list: texting clients from my desktop, professional proposals instead of clunky 1980s printouts, call transcripts with automatic summaries and task lists pulled from every conversation.
In 2026, BadenAI was born. Twenty years of real-world use, now available to you for the first time.
The advisor who bought our block in 2019 became our first AgencyCRM client.
Start today.
AgencyCRM is free — no credit card required. BadenAI Starter is $99 one-time, with 100K tokens to try every module.