Brokers - Agents - Policyholders

The Digital Insurance Platform


Connect with your clients directly through our live chat system. Send customized marketing campaigns and status updates through push notifications and pre-built email templates.


Allow your policyholders to manage their policy on-the-go by putting digital documentation at the forefront. E-Docs, Digital Pink Slips, Policy Change Requests, Service Network Access & more.

Claims Management

Manage First Notice of Loss forms directly from policyholder’s app and web portal. Process rich-media enabled claim submissions with picture, video and audio statements in a few clicks.

ClientDesk is Canada’s leading software platform for independent insurance brokerages that powers core functions of the digital insurance experience such as Engagement, Self Service, and Claims Management. We provide web portals and mobile apps for policyholders and front-line staff such as brokers and CSR’s.

The platform can also be integrated with legacy policy administration systems through web services calls, enabling the real-time transfer of policyholder data and activity logs.

Get in touch with us today!

Increase efficiency by automating your internal operations and customer experience. Learn how we can help you go digital today!

Consumer-First Solution

Custom Branded Platform

We build with your brand and deploy.
You market and service!

  • Instant Web & Mobile Access to Policies
  • Department or Broker Connected Live Chat
  • Rich Media FNOL Claims Intake
  • Simplified Policy Change Requests
  • Fingerprint Authenticated Vault
  • Policy Documents & Digital Pink Slips
  • Push Notifications & Email Marketing Campaigns
No more batch processing!

Real-Time Data Sync

ClientDesk provides seamless integration between our platform and your data.


  • Real-Time Policy Data & Document Transfer
  • Fully Automated Activity Logs & Suspense/To-Do’s
  • Securely Hosted Cloud Data Access 24/7
  • Smart Legacy Data Cleansing & Mapping
  • Secure API Calls

Brokerage Branded Platform

Digitized Brokerages

Our Customers

Industry Recognition's & Features
Insurance Accelerators

Book a Demo

We’re friendly people, don’t be afraid to say hi! Get in touch with us to schedule a live demo session.

260 Adelaide Street East, Unit 161
Toronto, ON M5A 1N1

Contact Email