Who We Serve
Canadian insurance brokerages — and only Canadian insurance brokerages
We don't take SMB clients or other industries. The whole firm is built around Applied Epic and the way Canadian brokerages actually operate.
Personal Lines Brokerages
High-volume personal lines brokerages — auto and home — where most business is direct bill, carrier statements are heavy, and the back office is thin.
How we help →Commercial Lines Brokerages
Commercial lines brokerages with significant agency-bill business, large premiums flowing through trust, and producer compensation that has to be split and tracked accurately.
How we help →Multi-Line Brokerages
Full-service brokerages writing both personal and commercial lines, with a mix of agency bill and direct bill across many carriers and producers.
How we help →Managing General Agents (MGAs)
Managing general agents that collect premium, remit to carriers, and settle with sub-brokers — where bordereaux, fiduciary funds, and remittance timing all have to reconcile.
How we help →Wholesale & Surplus Lines Brokers
Wholesale and surplus lines brokers placing non-standard risk, often with layered commission flows, non-admitted or foreign carriers, and multi-currency transactions.
How we help →Brokerages Switching to Applied Epic
Brokerages migrating their accounting from a legacy broker management system onto Applied Epic, where opening balances, trust continuity, and module setup all have to be right.
How we help →Book a discovery call
Tell us about your brokerage and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.
Get in Touch
Have a question? We typically reply within one business day.