AI Platform for Independent Ontario Brokerages

Enterprise AI.
Built to Deliver ROI.

BrokerAI Engine answers every call, chat, text, and email around the clock — capturing full client details and dropping a complete lead file into your broker dashboard instantly. Your brokers arrive in the morning ready to quote, not ready to type.

📅 Book a Free 20-Min Demo See What It Does →
🇨🇦 Built in Canada
🔒 Privacy Law Compliant
☁️ Your Data Stays in Canada
⚡ 30-Day Free Pilot
110+
Hours saved per
brokerage per month
9×
Return on investment
vs. platform cost
24/7
AI answers your clients —
even at 11 PM
5
Ways clients can reach you —
all handled automatically
100%
Your client data stays
in Canada. Always.
★ Flagship Product
BrokerAI
Engine

An AI platform built specifically for independent Canadian insurance brokerages. It captures every client inquiry 24/7 across 5 channels, handles renewals and claims, reads documents automatically, and gives your principal broker live visibility into the entire operation — all from one dashboard.

Book a 20-Min Demo See Pricing →
110+
Hours saved per month
24/7
Never miss a lead again
9×
Return on investment
5
Intake channels, one dashboard
Privacy Law Compliant ✓ Anti-Spam Compliant ✓ Data in Canada ✓ Regulator Aware ✓ 30-Day Free Pilot ✓
5 Ways Clients Can Reach You · All Handled Automatically
📞
Phone
AI answers your line 24/7. Verifies identity, captures renewal info, takes claim details. Routes to the right broker when needed.
💬
Text (SMS)
Guided conversation captures renewals, changes, claims and questions. Client texts your existing number. Works after hours.
✉️
Email
AI reads every inbound email, pulls out the client details automatically, and creates a qualified lead — no one needs to open the inbox.
📅
Online Booking
Clients book a call online. A lead is created the moment they choose a time — with the broker best matched to their coverage type.
🤖
Website Chat
A small chat button on your website. Aria collects full intake details in real time, 24/7, and syncs the lead to your dashboard instantly.
What BrokerAI Does

Everything your team needs.
Without adding headcount.

Seven core capabilities — built for the way Ontario brokerages actually work.

🤖
Lead Dashboard
Every lead arrives with a plain-English summary of what the client wants, when they need it, and who should follow up. No voicemail hunting. No manual notes. Managers see everything; brokers see their own clients.
LIVE UPDATESROLE-BASED ACCESS
🔄
Renewal Tracking
See every renewal coming up in the next 14, 30 and 90 days. BrokerAI automatically flags clients who only have one policy — so you never miss a cross-sell conversation. Send reminder texts to your whole renewal list in one click.
NEVER MISS A RENEWALCROSS-SELL ALERTS
📋
Claims — 24 Hours a Day
Clients report claims at any time of day or night. BrokerAI captures every detail — what happened, when, who was involved — and creates a ready-to-file claim summary before your team arrives in the morning. No broker needed after hours.
NO AFTER-HOURS CALLSREADY TO FILE
📄
Reads Any Document
Upload a policy, drivers licence, pink slip or claim form — BrokerAI reads it and fills in all the client fields automatically. No retyping, no errors. Seven document types supported including damage photos and police reports.
7 DOCUMENT TYPESZERO RETYPING
📚
Client Questions Answered
Aria answers common client questions using your brokerage's own information — coverage details, renewal windows, what's included in a policy. Anything more complex gets handed off to the right broker right away.
YOUR KNOWLEDGEALWAYS AVAILABLE
📊
Business Insights
The principal broker gets a live view of everything — which channels bring the best clients, how busy each broker is, which renewals are at risk, and exactly how many hours BrokerAI has saved the team this month.
LIVE DATAPRINCIPAL VIEW
🔐
Secure Login for Every Broker
Each broker gets their own email and password. Managers see all leads and clients. Brokers see only their own book of business. Simple, secure, no shared passwords.
MANAGER VIEWBROKER VIEW
Also Included in Every Plan

Four things that make getting started easy.

No extra cost. No complicated setup. Ready from day one.

⬇️
Download Your Data Anytime
Every lead, client, policy, claim and renewal — downloadable as a spreadsheet in one click. Your data, your way, whenever you need it.
🔗
Connects to Your Existing Systems
BrokerAI works alongside Applied Epic and other tools you already use. When a lead comes in or a claim is filed, your other systems update automatically. No double entry.
📥
Bring Your Existing Clients With You
Already have clients in a spreadsheet or old system? We import everything for you during setup — contacts, policies, claims. Start day one with your full book already in BrokerAI.
🛡️
Full Setup and Training Included
We configure everything, load your knowledge base, and train every broker on your team. You don't touch a setting. We handle it all as part of the setup fee.
Business Impact

The Problem. The Solution.

Where independent brokerages lose revenue every day — and exactly how BrokerAI closes each gap.

❌ Without BrokerAI Engine
  • →Client calls at 5:01 PM. Voicemail. They call a competitor.
  • →Staff spend 3+ hours every day entering intake details manually.
  • →Renewal dates slip through — competitor wins the client.
  • →Claims arrive by email — preparing the file takes hours.
  • →Documents uploaded but fields re-entered into the system by hand.
  • →No visibility into which channel actually converts the best leads.
  • →Cross-sell opportunities invisible across the whole book.
✅ With BrokerAI Engine
  • →Aria captures every lead 24/7 — even when your office is closed.
  • →Full client summary ready in under 2 minutes. Broker just reviews.
  • →Renewal alerts at 14, 30 and 90 days — not one slips through.
  • →Claim summary ready to file before your team arrives in the morning.
  • →Document reading fills all client fields automatically — zero retyping.
  • →Live view: channel quality, broker performance, conversion rates.
  • →Cross-sell flags appear automatically on every single-policy client.
$6,600
Broker time recovered
per month on Growth plan
$699
Cost of
Growth plan per month
9×
Return on
investment
30 days
Free pilot —
no credit card needed
Works With Your Existing Tools

BrokerAI fits into
what you already use.

No ripping out your existing system. BrokerAI connects to the tools your brokerage already runs on.

🏛️
Applied Epic
Works directly with Applied Epic. Your BMS and BrokerAI stay in sync automatically.
📞
Your Phone System
AI answers your existing brokerage phone line. No new number required.
📅
Online Booking
Per-broker booking links. Lead created the moment a client books a call.
📬
Your Email Inbox
Inbound emails read automatically. Client details extracted, lead created.
⚡
Zapier
Connect to thousands of other tools your brokerage uses — no coding needed.
🔶
HubSpot
Client and deal sync. BrokerAI keeps your CRM up to date automatically.
☁️
Salesforce
Lead and opportunity sync for larger brokerages with existing Salesforce setups.
🇨🇦
Canadian Servers
All client data stored in Toronto. Never leaves Canada. Ever.
Simple Pricing

No Long-Term Contracts.
No Surprises.

30-day free pilot included. Full setup, knowledge base, and broker training at no extra cost. No credit card required to start.

Starter
$399/mo
Up to 3 brokers · Small teams
  • Text + Email intake (24/7)
  • Lead and client management
  • Claims tracking
  • AI summaries for every lead
  • Client Q&A (auto-answered)
  • Document auto-reading
  • Download your data anytime
  • Email support
★ Most Popular
Growth
$699/mo
Up to 8 brokers · Growing brokerages
  • Everything in Starter, plus:
  • Phone intake (AI answers your calls)
  • Chat on your website
  • Business insights dashboard
  • Renewal tracking + batch texts
  • Online booking (per broker)
  • Works with Applied Epic + others
  • Unlimited Q&A articles
  • Priority support
Agency
$1,199/mo
Unlimited brokers · Multi-location
  • Everything in Growth, plus:
  • Custom voice for your brokerage
  • Your own dedicated phone number
  • Full Applied Epic connection
  • We import your existing clients
  • Monthly strategy call with Shivani
  • Service level guarantee
  • Dedicated account manager

+$500 one-time setup fee — includes full configuration, knowledge base setup, and broker training for your whole team.

Built for Canada

Compliance Built In.
Not Bolted On.

Every part of BrokerAI — how it stores data, how it communicates with clients, how the AI behaves — is built for Canadian rules from day one.

🛡️
Privacy Law Compliant
All client information collected, stored and handled in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).
📬
Anti-Spam Compliant
All texts and emails follow Canada's Anti-Spam Legislation (CASL). Client opt-outs are honoured automatically and in real time.
🏛️
Regulator Aware
Aria never gives insurance advice. It captures, qualifies, and routes inquiries to your brokers — who retain full professional authority, as FSRA requires.
🇨🇦
Your Data Stays in Canada
All client data is stored exclusively on Canadian servers in Toronto. It never crosses the border — not by policy, but by how the system is built.
Shivani Sharma
Founder & CEO, XELNYX
"I spent 15 years building AI systems for some of the world's largest companies in insurance, banking and telecom. Independent brokerages deserve the same quality of technology — without the enterprise price tag or the 18-month wait."
15+ YEARS ENTERPRISE AI 13× SALESFORCE CERTIFIED GOOGLE GEN AI LEADER INSURANCE DOMAIN EXPERT MICROSOFT D365 · ORACLE · MULESOFT
✉️ shivani@xelnyx.com
🌐 xelnyx.ca
📅 Book a free 20-minute demo
📍 Toronto, Ontario, Canada
BrokerAI at a Glance
110+
Hours saved per month
9×
Return on investment
5
Ways clients reach you
30
Day free pilot
Works with: Applied Epic, your existing phone, online booking, email and website

Your data: Canada only — Toronto servers, never leaves

Setup: ~1 week including full configuration and broker training

Company: XELNYX · xelnyx.ca · Toronto, Ontario

See It Live in
20 Minutes.

We demo BrokerAI Engine with your brokerage name, your branding, and your team's exact workflow. Not a slide deck — the actual product, live, with real leads coming in.

📅 Book a Free Demo ✉️ Email Shivani Directly
✓ 30-day free pilot ✓ No credit card required ✓ Full setup included ✓ Your data stays in Canada ✓ Cancel anytime

xelnyx.ca · shivani@xelnyx.com · Toronto, Ontario, Canada