The Intelligence Infrastructure for the Next Generation of Insurance

A unified platform connecting intelligence, advice and workflows across advisors, brokerages and carriers.

Everything you need to run your insurance business. Connected.

Quote across 30+ carriers. Close in seconds.

Real-time eligibility, side-by-side comparisons, and one-click proposals. From inquiry to customer without the document relay.

Instant quotesEligibility filtersProposal templates

A workforce of specialized AI agents does the work

Rather than one generic AI assistant, Exchange deploys specialized agents across the insurance lifecycle.

app.policyadvisor.com/exchange/agents
PolicyAdvisor Exchange
PolicyAdvisor Exchange

Agents

Find purpose-built intelligence for every stage of the insurance lifecycle.

Plan with confidence

Advisory & Planning

Turn client goals, policy data, and carrier intelligence into clear, defensible advice.

6 agents

Product Comparison Agent

By PolicyAdvisor Exchange · CompareIQ

Reads competing proposals, identifies meaningful differences, and produces a clear, audit-ready recommendation summary.

v3.165

Renewal Strategy Agent

By PolicyAdvisor Exchange · RenewIQ

Reads renewal documents, identifies changes and issues, and prepares the advisor’s renewal analysis and client presentation.

v2.751

Insurance Advice Agent

By PolicyAdvisor Exchange · AdvisorGPT

Understands the client question, searches product and carrier intelligence, and helps the advisor determine what to recommend next.

v2.448

Retirement Planning Agent

By PolicyAdvisor Exchange

Models retirement scenarios, identifies funding gaps, and shows how different strategies affect future income.

v2.042

Needs Analysis Agent

By PolicyAdvisor Exchange

Assesses income, debt, dependants and goals, identifies protection gaps, and builds a recommended coverage strategy.

v1.836

Whole Life Analysis Agent

By PolicyAdvisor Exchange

Normalizes illustrations, compares guarantees and projected values, and surfaces the strongest policy structures.

v1.529

And intelligence runs through everything.

PolicyAdvisor Exchange doesn't just bring your tools together. AI works across the advisor journey, helping you know what to recommend, what to say, what to do next and what needs your attention.

and 20+ more tools...

More time advising.
Less time operating.

Close more

Better product intelligence, faster quoting and better conversations.

Advisor on a headset call with a client

Work smarter

AI handles research, documentation, follow-ups and repetitive administration.

AI generating content on a tablet

Grow without adding complexity

One operating system connects clients, advisors, workflows, compliance and marketing.

Advisor checking a phone while walking

One system. Every advantage.

Start with the workflow that matters most to you. PolicyAdvisor Exchange connects the rest.

Advisors

Spend more time with clients.

Quote, compare, get live guidance, and finish the follow-up without the admin spiral.

Brokerages

Give every advisor your best process.

One view of pipeline, coaching, compliance, and conversion across the whole team.

MGAs

See the network, not just the top producers.

Make performance, case flow, and risk visible across every advisor downstream.

Carriers

Meet advisors where distribution happens.

Receive cleaner data and connect products to a network already placing at scale.

Access more. Close more. Win more.

Insurance operations built for today's brokers.   30+ top carriers. More opportunities.

$10B+ in coverage.Built at real insurance scale.

Refined through millions of workflows insideCanada's fastest-growing digital insurance brokerage.

$10B+
COVERAGE PLACEDCoveragefor Canadians
650K+
CANADIANS SERVEDReachwith insurance solutions
35,000+
POLICIESPoliciesplaced
20K+
ADVISOR WORKFLOWSNetworkmanaged on PAB Exchange

One operating system. Across your entire insurance business.

We partner with 30+ leading Canadian carriers to bring the best coverage for every client need.

Term Life Insurance

Affordable coverage for a specific period, ideal for income protection and mortgage coverage.

Whole Life Insurance

Permanent coverage with cash value accumulation for lifelong protection.

Mortgage Protection

Ensure your family keeps their home with coverage that pays off your mortgage.

Critical Illness

Lump-sum payment upon diagnosis of covered conditions like cancer or stroke.

Disability Insurance

Replace your income if illness or injury prevents you from working.

Children's Insurance

Secure your child's future insurability and build cash value.

Travel Insurance

Coverage for medical emergencies, trip cancellation, and lost baggage.

Personal Health

Extended health benefits including dental, vision, and prescription coverage.

Group Benefits

Comprehensive employee benefits packages for businesses of all sizes.

Why top brokers choosePolicyAdvisor
eXchange

Built for advisors who demand more: more revenue, better support and technology that gives them an edge.

Join a growing community of top-performing brokers who rely on our platform to grow faster, operate smarter and serve clients better.

01

Grow revenue. Not complexity.

Access competitive quotes from 30+ leading providers that help you more business and increase commissions.

02

Real support from real experts.

Get fast, reliable support from insurance specialists who understand your business and help you solve problems, quickly.

03

Technology that gives you an edge.

AI-powered quotes, streamlined workflows, and smart tools that save time, reduce admin and help you close more.

Not just an AI platform, it's your competitive edge

Discover the powerful features that help Canadian insurance advisors grow their business.

Lightning fast quoting

Access fast quotes from Canada's top 30 insurance carriers instantly.

Quote Engine
 30 carriers · Canada
Male · 35 · Non-smoker · $500K · 20-yr TermScanning
Best 4 of 30 results
2.4s
Canada Life
Canada Life20-yr term · preferred
$32/mo
Best
Manulife
Manulife20-yr term
$34/mo
Sun Life
Sun Life20-yr term
$36/mo
Industrial Alliance
Industrial Alliance20-yr term
$38/mo
Quote Engine
 30 carriers · Canada
Male · 35 · Non-smoker · $500K · 20-yr TermScanning
Best 4 of 30 results
2.4s
Canada Life
Canada Life20-yr term · preferred
$32/mo
Best
Manulife
Manulife20-yr term
$34/mo
Sun Life
Sun Life20-yr term
$36/mo
Industrial Alliance
Industrial Alliance20-yr term
$38/mo

Lightning fast quoting

Access fast quotes from Canada's top 30 insurance carriers instantly.

Insurance advisor

Ready to grow your insurance business?

Get personalized onboarding from our team in minutes. No obligation, just expert guidance to help you succeed.

FrequentlyAskedQuestions

Most advisors, brokerages, and distribution teams can begin onboarding within a few days. Our team helps configure quoting access, workflows, user permissions, compliance settings, and onboarding support so advisors can start using the platform quickly without disrupting existing operations.

PolicyAdvisor Exchange supports workflows and quoting across 30+ leading Canadian insurance carriers spanning life, health, disability, critical illness, travel, and group benefits products. Carrier connectivity continues to expand as new integrations and workflows are added to the platform.

PolicyAdvisor Exchange is designed to work with your existing infrastructure or operate as your centralized advisor operating system. Teams can integrate existing CRMs, phone systems, carrier workflows, compliance processes, marketing systems, and advisor tools into one connected operational layer rather than replacing everything at once. The platform becomes increasingly powerful as more parts of the distribution workflow become interconnected.

The AI is designed to support real insurance workflows, not generic chatbot interactions. Advisors receive live guidance during conversations, product comparison support, automated note-taking, compliance prompts, follow-up generation, and workflow recommendations in real time -helping structure conversations into compliant, actionable outputs while reducing administrative work.

No. PolicyAdvisor Exchange is built to enhance advisors, not replace them. Insurance remains a trust-driven and advice-led business. The platform helps advisors move faster, stay compliant, reduce repetitive administrative work, and deliver a more modern client experience while keeping the advisor at the center of the relationship.

Compliance workflows are embedded directly into the operating system. Advisor conversations, disclosures, notes, follow-ups, and workflow actions can be captured and structured automatically to support audit readiness and internal oversight -reducing manual compliance burden while helping teams maintain consistent documentation standards.

Yes. Security and privacy are foundational parts of the platform architecture. PolicyAdvisor Exchange is designed with enterprise-grade infrastructure, encrypted data handling, role-based access controls, audit logging, and secure workflow management practices built to support modern insurance distribution organizations handling sensitive financial and client information.

Yes. PolicyAdvisor Exchange is designed to support individual advisors, growing brokerages, enterprise distribution teams, and MGAs. The platform includes workflow visibility, advisor management capabilities, compliance oversight, lead routing, and centralized operational controls to support organizations operating at scale.

Absolutely. Many teams begin with a specific workflow such as quoting, AI conversation support, lead management, or compliance automation before expanding into additional modules over time. The platform is modular and designed to integrate into existing advisor operations.

Most legacy insurance software was designed as disconnected tools solving individual operational problems. PolicyAdvisor Exchange was built as a connected operating system where quoting, compliance, AI guidance, workflows, CRM activity, and advisor operations work together in one environment -reducing fragmentation and creating a more intelligent, scalable distribution workflow.