The CRM built for how insurance actually gets sold, signed and renewed.
Clients, leads, multi-carrier quotes, e-signed compliance documents and renewals — in one place, connected to your Gmail and Google Calendar. Every signature audit-ready the moment it's collected.
Run your whole book of business without switching tools.
Built specifically for how independent advisors, brokerages and MGAs actually work — not retrofitted from a generic sales CRM.
Client, household & policy records
Every client, spouse, dependent and policy on one household record — with full history, so nothing lives in a spreadsheet.
Lead pipeline & activity timeline
Track every lead from first contact to policy issued, with a timestamped log of every call, email, note and stage change.
E-signature, in person or remote
Client, spouse and agent signatures together — in the room or by email — with live status and a certificate on every document.
Multi-carrier travel & Super Visa quotes
Real rate tables from five carriers side by side, shared with clients as a clean, ranked comparison email.
Life & General Insurance — separate spaces
Sell both? Each line gets its own clients, leads and products. Auto, home, liability and commercial built in.
Invictus for Gmail
Add leads, meetings and tasks from any email, and save client emails to their timeline — right inside Gmail.
Google Calendar sync
Meetings and tasks you create appear in your Google Calendar, and changes follow automatically.
Hand off to your MGA in one click
Send a general insurance file — contact, notes and every policy detail — straight to your MGA team to quote and close.
Renewals, templates & follow-ups
Automatic renewal tasks and reminder emails from your own Gmail, ready-made email templates, and one-click follow-ups.
Your CRM, right inside your inbox.
Click the Invictus button on any email and the sender's details are already filled in. No copying, no switching tabs.
- Add a lead, meeting or task in one clickName, email, phone and the message are pre-filled from the email you have open.
- Know who you are talking toIf the sender is already a client or lead, see their stage, open tasks and upcoming meetings — and update them right there.
- Sent emails log themselvesEmail a client from Gmail and it lands on their CRM timeline automatically, with a one-click "follow up in 3 days".
- Templates that fill themselves inPick a template and it drops into your reply with the client's name already in place.
Every signed document, filed the moment it's completed.
No manual filing and no chasing paperwork. The finished PDF lands in the client's Compliance Documents automatically.
- Auto-generated PDF archiveOnce every party signs, the finished PDF — client, spouse and agent signatures included — is filed into that client's record.
- A real audit trailEvery signature carries a timestamp, IP address and a unique certificate ID — not just an image of a signature.
- Nothing shared between agenciesYour client data lives in its own space — never visible to any other agency on the platform.
- Two-factor authenticationProtect every advisor's login with an authenticator app, not just a password.
Pay for the team you have, not the one you might grow into.
From solo producer to full MGA. Start free, upgrade inside the app whenever you're ready.
Free entry point — enough to actually try the platform.
- Up to 15 clients, 25 leads
- 2 quotes/day (Travel/Super Visa)
- 5 e-signed questionnaires/month
- 1 user
For a solo advisor running their whole book.
- Unlimited clients & policies
- Full Quote Calculator, all carriers
- Unlimited e-signed questionnaires
- Gmail button & Google Calendar sync
- 1 user
For a small team growing past a single advisor.
- Everything in Producer
- Up to 5 advisor seats
- Live Streak import with history
- Team-wide Activity Timeline
- Agency branding on documents
For a full agency or MGA managing multiple advisors.
- Everything in Broker
- Unlimited advisor seats
- Master Admin oversight
- Full white-label branding
- Dedicated onboarding
14-day free trial on Producer and Broker · No card required to start · Prices in Canadian dollars
From signup to your first quote, in one sitting.
No sales call required to see if it fits your practice.
Register, no card required
Start on the free Starter tier immediately — or begin a 14-day trial of Producer or Broker.
Bring your book over
Import from Excel or connect Streak directly — your clients, leads and notes come with you.
Connect Gmail & Calendar
Two clicks on your profile, plus the Gmail button — then your inbox and calendar work with the CRM.
Quote, sign and file — same day
Run a multi-carrier quote, send a questionnaire to e-sign, and watch the signed PDF file itself.
Built for how Canadian insurance advisors actually work.
Bring your whole team over.
14 days free. No card required to start.