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EGEAN InsureTech · Toronto, Canada

Run your whole practice in one place. Built in Canada.

We build the software Canadian insurance advisors, agencies and MGAs run on: a CRM, an AI assistant, live quoting, calling and texting, lead management and advisor websites. Built from the advisor’s side of the desk, with your clients’ data stored in Canada.

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EGEAN CRM EGEAN CRM Today screen with calls, reviews, renewals and meetings EGEAN Quoter EGEAN Quoter comparing real term life premiums EGEAN AI EGEAN AI running a fact-find

Real screens from EGEAN. The clients are made up; the quote is real.

27Canadian insurers in a single live life quote
Torontowhere your servers and databases live
MFArequired on every account, every sign-in
$0in contracts. Monthly, cancel any time

Six products. One client file.

Start with EGEAN CRM and add what your practice needs. Every product writes to the same client file, so nothing is typed twice.

One client, start to finish. No hand-offs, no re-keying.

See how it works
  1. 9:04 p.m.

    A quote request

    A family compares options on your website and asks you to follow up.

    Advisor Websites
  2. 9:04 p.m.

    A lead on the board

    It lands in Lead Manager with the product they asked about, ready to assign.

    Lead Manager
  3. 9:15 a.m.

    Carriers compared

    Live premiums from Canadian insurers, saved to the client file.

    EGEAN Quoter
  4. 10:00 a.m.

    The fact-find

    EGEAN AI asks the questions while you talk, and drafts the follow-up.

    EGEAN AI
  5. 10:30 a.m.

    A call and a booked review

    The call logs itself and the meeting link goes out in the invite.

    Calling and Texting
  6. Next month

    The commission, checked

    The carrier statement is matched to the policy, line by line.

    EGEAN CRM

Built for the way Canadian insurance is sold. From one advisor to a whole MGA.

Independent advisors

Your day in order each morning, live quotes when the client is on the phone, and the paperwork drafted for you. One login instead of five tools.

Agencies

Leads routed to the right advisor, one client file the whole team works from, and roles for principals, advisors and assistants.

MGAs

Commission statements matched to policies across carriers, reports by advisor, carrier or period, and an audit log ready for a compliance review.

The security behind the system. Built to keep your clients’ trust.

How we protect your data

Stored in Canada
Servers and databases in Toronto. Documents and backups in Canada.
Encrypted twice
In transit and at rest, plus an application-level layer for client identity details, email, conversations and documents.
Locked to the right people
Multi-factor sign-in for every user, role-based access, and strict separation between firms.
Every action on record
A tamper-evident audit log of who did what, and when.
An insured company
EGEAN InsureTech carries its own business insurance.

Built from the advisor’s side of the desk. Made in Toronto.

EGEAN InsureTech is a Canadian software company. Our team comes from Canada’s insurance industry, where we watched advisors juggle a website, a quoting tool, a CRM and spreadsheets that never talked to each other.

So we built one platform, held to the standard a regulated Canadian practice needs: your clients’ information protected, kept in Canada, and under your control.

About EGEAN InsureTech

Works with the tools you already use
  • Zoom
  • Microsoft 365
  • Google Workspace
  • OneSpan

From $49 per advisor per month. No contracts, cancel any time.

Prices in Canadian dollars, billed monthly. Taxes extra.

See pricing

Questions advisors ask us.

EGEAN, a platform for Canadian insurance advisors, agencies and MGAs: EGEAN CRM, EGEAN AI, EGEAN Quoter, calling and texting, EGEAN Lead Manager and advisor websites, all working on the same client file.

No. Start with EGEAN CRM and add the products your practice needs. Each one is priced per advisor or per firm, monthly, with no contracts.

Yes. Data is encrypted in transit and at rest, with an extra application-level layer for client identity details, email, conversations and documents. Every user signs in with multi-factor authentication, and every significant action is logged.

In Canada. Our servers and databases are in Toronto, and documents and backups are stored in Canada. A few service providers process limited information outside Canada; our Privacy Policy lists them.

Yes. Onboarding ($399, one-time) moves your existing client data in, configures your firm, and trains your team.

See your practice running on EGEAN. Thirty minutes, built around your book.

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