AI Platform for Independent Canadian Brokerages

The AI front office
for your brokerage.

BrokerAI Engine captures every client inquiry day or night, checks the details, and delivers a complete file into the systems you already use. Your phones stay with your people. Your licensed brokers stay in charge of every decision.

📅 Book a Free 20-Min Demo See What It Does →
🇨🇦 Client Data Hosted in Canada
🔒 Privacy Law Compliant
✅ CASL Consent Built In
⚡ 30-Day Free Pilot
1 line
Of code to add Aria
to your website
~1 week
From sign-up to live,
set up for you
24/7
AI answers your clients —
even at 11 PM
5
Ways clients can reach you —
all handled automatically
30 days
Free pilot —
no credit card
★ 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 →
1 line
Of code to go live on your site
24/7
Never miss a lead again
~1 wk
Setup, done for you
5
Intake channels, one dashboard
Privacy Law Compliant ✓ Anti-Spam Compliant ✓ Canadian Company ✓ Regulator Aware ✓ 30-Day Free Pilot ✓
5 Ways Clients Can Reach You · You Choose Which

Your phones stay with your people. Most brokerages start with website chat, then add text, email or after-hours call answering only if they want them.

📞
Phone
Optional. Forward your line to Aria only after hours or when you're busy. She recognises existing clients, answers questions from their file, takes renewal, change and claim requests, and arranges a broker callback.
💬
Text (SMS)
Clients text your BrokerAI number for quotes, questions, changes and claims. Opt-outs (STOP) are honoured automatically. Works after hours.
✉️
Email
Forward your quotes inbox to BrokerAI. Each email becomes a lead with the details pulled out, and client replies land back on the right file.
📅
Online Booking
Clients pick a real open time in their broker's calendar. Reschedules and cancellations sync to the lead, with a follow-up task if they cancel.
🤖
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 Radar
Renewal Radar lists every upcoming renewal by urgency, with automatic reminders before each one. One click texts everyone renewing in the next 45 days, and brokers record each outcome: renewed, re-marketed or lost. Single-policy clients are counted as cross-sell opportunities.
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
📄
Doc Checks
Clients upload a driver's licence, pink slip, vehicle registration, policy or mortgage statement, and BrokerAI reads the details automatically. Anything that doesn't match what the client told us is flagged for the broker. Claim photos attach straight to the claim.
MISMATCH CHECKSZERO RETYPING
📚
Client Questions Answered
Aria answers client questions from your knowledge base and the client's own file: deductibles, renewal dates, how to make a claim. Anything she can't answer goes to the broker with a reply already drafted, for the broker to check and send.
BROKER REVIEWSALWAYS 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 coming up, and which questions clients asked that Aria couldn't answer yet.
LIVE DATAPRINCIPAL VIEW
🖥️
Client Portal
Clients see their policies and renewal dates, upload documents, report and track claims, and message their broker, any time and on any device. Fewer "just checking" calls for your team.
SELF-SERVICE 24/7FEWER CALLS
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
Leads, clients and policies can flow to your broker management system (e.g. Applied Epic, PowerBroker) in CSIO format, by webhook or CSV. We set up the connection with you during onboarding.
📥
Bring Your Existing Clients With You
Already have clients in a spreadsheet or old system? We import your client list and policies for you during setup. 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 retype intake details from voicemails, emails and forms.
  • →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.
  • →A complete lead file with an AI summary and a clear next step. The broker just reviews.
  • →Renewal Radar and automatic reminders, with every renewal decision recorded.
  • →Claim summary ready to file before your team arrives in the morning.
  • →Documents are read automatically, and mismatches are flagged before you quote.
  • →Live view: channel performance, broker workload, win rate.
  • →Single-policy clients counted as cross-sell opportunities.
~3
Extra policies a month that
roughly cover the Growth plan*
$649
Growth plan
per month
24/7
Every inquiry
answered
30 days
Free pilot —
no credit card needed

*Illustrative only: assumes roughly $200–$300 a year in commission per personal auto policy. Your numbers will vary.

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.

🏛️
Your BMS
Applied Epic, PowerBroker and others: leads, clients and policies exported in CSIO format, by webhook or CSV. We set up the connection with you.
📞
Your Phone Line
Keep your number. Forward calls to Aria after hours, when lines are busy, or all the time.
📅
Online Booking
A booking link per broker. Bookings, reschedules and cancellations sync to the lead.
📬
Your Email Inbox
Forward your quotes inbox. Emails become leads, and client replies come back to the right file.
🔗
Your CRM
Zoho, Salesforce, HubSpot and others: every new inquiry lands in your CRM as a lead, with the summary and consent record. Other tools connect through webhooks, Zapier or Make.
⬇️
Spreadsheets
Download leads, clients, policies, quotes, claims and tasks as CSV at any time.
Simple Pricing

No Long-Term Contracts.
No Surprises.

30-day free pilot on every plan. Month to month, no long-term contract. No credit card required to start.

Starter
$349/mo
Up to 3 brokers · 200 conversations a month
  • Website chat with Aria (24/7)
  • Text + email intake (24/7)
  • Lead dashboard, tasks and next steps
  • AI summaries and drafted replies for broker review
  • Document reading with mismatch checks
  • Claims intake and tracking
  • Client portal
  • Download your data anytime
  • Email support
★ Most Popular
Growth
$649/mo
Up to 8 brokers · 400 conversations a month
  • Everything in Starter, plus:
  • AI phone answering (forward your line)
  • Online booking per broker
  • Renewal Radar + reminder texts
  • Business insights dashboard
  • BMS connection set up for you (CSIO / webhooks)
  • Unlimited knowledge-base articles
  • Priority support
Agency
$1,049/mo
Up to 20 brokers, 3 offices · 700 conversations a month
  • Everything in Growth, plus:
  • A local phone number per office
  • Choice of Aria's voice
  • We import your existing client list
  • Setup and training per office
  • Monthly review call with Shivani

Usage included: every chat, text, email or call counts as one conversation (a phone call counts as two). Extra conversations: $1 each, and we alert you at 80% of your allowance.
Extra brokers: $39 per broker per month on Growth and Agency, each adding 25 conversations. Larger brokerages (more than 20 brokers or 3 offices): Enterprise pricing based on your size, with an office-by-office rollout. Ask for a quote.
+$500 one-time setup per office — configuration, knowledge base and broker training. Prices in CAD, plus HST. Month to month, cancel anytime.

30-day free pilot
One office, up to 300 conversations. No credit card. Keep it only if it earns its place.
Founding brokerages (5 places)
Setup fee waived and 20% off for your first 12 months, in exchange for a monthly feedback call.
Pay yearly, get 2 months free
Annual billing on any plan.
Built for Canada

Compliance Built In.
Not Bolted On.

How BrokerAI records consent, communicates with clients and handles their information is designed around 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, Your Control
Client data hosted in Canada. Secure individual logins, private document storage and separate data for each brokerage. Export everything anytime, and we delete your data on request.
Shivani Sharma
Founder & CEO, XELNYX
Google Cloud Architect  ·  Salesforce Architect  ·  MuleSoft Integration
"For more than 18 years, I have designed and delivered enterprise systems for some of the world's largest companies in insurance, banking and telecom, as a senior Enterprise IT Architect. Independent brokerages deserve the same quality of technology, without the enterprise price tag or the year-long rollout."
18+ YEARS ENTERPRISE ARCHITECTURE GOOGLE CLOUD ARCHITECT SALESFORCE ARCHITECT · 13× CERTIFIED MULESOFT INTEGRATION GOOGLE GEN AI LEADER INSURANCE DOMAIN EXPERT MICROSOFT D365 · ORACLE
✉️ shivani@xelnyx.ca
📞 647-234-5767
🔗 LinkedIn: Shivani Sharma
🌐 xelnyx.ca
📅 Book a free 20-minute demo
📍 Toronto, Ontario, Canada
BrokerAI at a Glance
24/7
Every inquiry answered
~1 wk
Setup, done for you
5
Ways clients reach you
30
Day free pilot
Works with: your BMS (CSIO, webhooks, CSV), your CRM (Zoho, Salesforce, HubSpot and others), your phone line, online booking, email and website

Your data: secure logins, separate per brokerage, export anytime

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 ✓ Month to month ✓ Cancel anytime

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