Free utilities for Canadian life insurance brokers
The following are utilities and services that we use in our practice. We provide them here for your use, free - but also without warranty or representation.
All of the following utilities and software services are (C) Only Insurance Inc. and may not be distributed without permission. If you would like to distribute any of these utilities, please link to this page instead of distributing from your website. We do not track or maintain any information through the use of any of these utilities.
FYI - you will need to have Google Chrome installed on your computer for most of these utilities to work.
 LIFE SSO - Browser that logs into life company portals | LIRD GENERATOR - Generate a LIRD PDF | |
|---|---|---|
The headache you didn't even know you had! Think about how many times in a day you have to log into different life company's websites. Remember your username, password, the URL of the company you need to check? It's an ongoing every day waste of time. Life SSO fixes all that - it's going to make your day so much easier. Life SSO is a custom browser we developed that does two things - it remembers all your life company usernames, passwords, and URLS's, and secondly it logs you into each company at the click of a button. That's right - you want to go to Equitable's portal? Click on Equitable and you're logged in. Foresters next? No problem, one click on Foresters and you're logged into their portal. | We've used this utility internally for years. It's the fastest, and best looking way to generate a PDF for a LIRD. Simply enter the details in the form, click the 'generate PDF' button and you instantly have a customized LIRD PDF ready for e-signing. | |
| Download Life SSO | Download LIRD Generator | |
| CE TRACKER - Easy maintain and track your CE credits | REASONS WHY GENERATOR- Easy way to generate a reasons why letter | |
| Everything you need to track CE credits - which isn't much! The simplest, easiest way to track, and monitor your CE credits - A desktop app that tracks your CE credits, along with all the info you need to enter into FSCO's site annually. Immediately see how many CE credits you have earned (and thus, how many you have outstanding). | Just complete a quick form, hit the button, and immediately download your custom Reasons Why letter. Yes you can upload your own Reasons Why letter and have the program populate that and create the PDF. Protip, I tack on our Privacy and Disclosure documents onto the reasons why letter (since they don't need to be customized) and create all three documents in one PDF. | |
| Download CE Tracker | Download Reasons Why Generator | |
 TEXT MESSAGING | ||
| OK, this one isn't our utility, and we don't use this exact format in our practice (we have a custom text messaging system attached to our client management system). However for many advisors, the ability to text clients via an app, and from their business number instead of their cell phone, is a game changer. To do this, you would port your business phone over to Voip.ms. You can then either send/receive text messages through your business number through their website, or you can download their custom app that allows you to do the same thing via your cell. | ||
| Voip.ms | ||
| COMING SOON! | ||
| CLIENT MANAGEMENT SYSTEM | Our life insurance AI Chatbot | |
Coming soon! Our life insurance client management system, 100% custom, 100% for the life insurance industry. Developed internally, this is the database that does everything life insurance. Tracks all our clients, and all their policies. Relationships by policies OR by family (so you can track policies, or you can pull up coverage for a client, and also see their spouse/children associations). Time saving task management, integrated Google calendar, email, text messaging and document controls. It's the system we use internally, it's also the system that every advisor who's every used it, raves about. Expected beta release, late 2025. And also expected, 100% free. | Currently in training, our life insurance AI ChatBot will be able to answer Term Life Insurance related questions for visitors to your website. Trained on high quality proprietary insurance content, it can answer life insurance questions authoritatively. | |