Our Process

We leverage our relationships with top insurance providers so that you get the best coverage for your needs and budget.

Our modern, electronic processes ensure you get your coverage as efficiently as possible.

  • Man Having a Video Call

    1. Initial Consultation

    We connect for a free 30-minute video or phone call to discuss your goals and review your existing coverages.

  • Pointing at Computer Screen

    2. Advice & Recommendations

    After exploring your details and needs, we shop the market to find and present our recommended solutions.

  • Signing Document on a Smartphone

    3. Application

    We gather all the necessary information and submit your application. We’ll guide you through the process and see if your case qualifies for accelerated, non-medical underwriting.

  • Team Working Together

    4. Approval

    We leverage our relationships with the top Canadian Insurance companies and help you select the best offer.

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    5. Servicing Your Policy

    We process changes to your policy and support you, your loved ones, or business during a claim.