Enterprise Infrastructure for
Canadian Group Benefits
Full visibility across your book.
Every group, every stage, every carrier.
Canadian firms run enterprise-scale operations on infrastructure that wasn’t designed for it — manual workflows that scale linearly with headcount, and fragmented systems that make visibility impossible.
The infrastructure now exists.
Built For
Your Firm. Your Brand.
Your Relationships.
Managing General Agencies
For firms managing hundreds or thousands of groups. Full portfolio visibility, automated quoting, and renewal management across the entire book — white-labeled under your brand. Infrastructure that scales with your book — not your overhead.
Brokers & Advisors
Market comparisons in minutes. Renewal data at your fingertips. Show up to every client meeting prepared — not reactive. Less time chasing spreadsheets and carrier responses. More time in front of clients with the answers already in hand.
Foundation Portal
One System.
From Quote to Client.
Quote Tool
Multi-carrier market comparisons and renewals generated in minutes. No manual formatting, no carrier-by-carrier data entry, no spreadsheet assembly. Your operations team runs the full quoting cycle from one place.
End-to-End Pipeline
Every group moves through a single automated pipeline — from census collection to carrier tracking to comparison delivery. Minimal manual input from start to finish. No re-entry between stages. Every group, new or existing, visible in one place — whether it came through last week or last year.
Purpose-Built for Canada
Not adapted from a U.S. platform.
Every Carrier Your Firm Works With
Sun Life, Manulife, Canada Life, and more.
Your Data Stays in Canada
Hosted, stored, and maintained on Canadian soil.
Compliance Your Clients Require
SOC 2 · PIPEDA · Law 25 · HIPAA-aligned.