Who We Are?
Our vision is to bring financial security to all, whoever and wherever they are.
Our API-driven Enterprise Distribution Platform is focused on delivering new business, using advanced analytics and AI to unify customer data into a single view and dispatch leads to the right channel with the right insurance product at the right time. Put simply, we help advisors meet consumers where they are with the products they need.
Our headquarters are in Montreal, Canada, a city that has more post-graduate students than Boston. Because of this we have been able to attract world-class software engineers, data scientists, designers, and product and industry leaders who foster an environment focused on innovation and excellence.