Client & Policy Import
Batch import clients and organize House, Auto/ICBC, CGL, and Travel policy information into a consistent structure.
Producer Assistant
All Your Policies. One Workspace.
Turn producer-held client and policy information into structured, reusable insurance data—then manage renewals, documents, and client communication from one workspace.
No feature tiers. Choose a plan based on the size of your book.
PRODUCER DATA FOUNDATION
From fragmented records to an operational workspace.
Capture→Standardize→Store→Monitor→Act
Built around the day-to-day workflow of general insurance producers.
One complete workspace
Core features included in every plan.
Pricing changes with the size of the book—not by removing the workflow tools producers rely on.
Smart Policy Intake
Document-assisted intake uses deterministic filing rules, while uncertain cases remain under producer review.
Policy Workspace
Keep clients, policies, terms, versions, vehicles, documents, and key policy information together.
Renewal Dashboard
Track upcoming, urgent, and overdue renewals from one centralized operational view.
Client Communication
Use stored client and policy information to send renewal reminder emails individually or in batches.
Resource Workspace
Keep frequently used business resources accessible alongside the producer's day-to-day policy workflow.
Producer Assistant Plans
Simple pricing for every stage of your book.
Same Producer Assistant. Priced for the size of your book.
14-day Free Trial on every plan
Essential
CAD $199/month
For growing producer books.
≤ 300Clients
≤ 600PIF
MOST POPULAR
Professional
CAD $299/month
For established, high-value producers.
≤ 500Clients
≤ 1,200PIF
Advanced
CAD $399/month
For high-volume producer books.
≤ 800Clients
≤ 2,000PIF
Premier
CAD $499/month
For large producer books.
800+Clients
2,000+PIF
PIF = Policies in Force.
Your plan is determined by whichever limit is reached first. All plans include Producer Assistant's core workflow features.
Pricing FAQ
Questions about plans.
Simple answers to the most common questions about Producer Assistant pricing.
What counts as a client?
A client is an individual or company record managed in your Producer Assistant workspace.
What does PIF mean?
PIF means Policies in Force—the active policies managed within your book of business.
How is my plan determined?
Your plan is determined by whichever limit is reached first: the client limit or the PIF limit.
Are core features included in every plan?
Yes. Producer Assistant does not remove core workflow features by plan. Pricing changes with the size of your book.
Can I change plans later?
Yes. As the size of your book changes, you can move to the plan that matches your current client and PIF limits.
Is there a free trial?
Yes. Every Producer Assistant plan includes a 14-day free trial.
Producer Assistant