The tool for insurance agents and financial security advisors
Receive requests, have the needs analysis filled out before the meeting, track every file through to signing and never miss a renewal again. Kitobiz is designed in Montréal for freelancers and small businesses, including agents and advisors.
Hello Camille
Activity at Example Workshop · this week
4
2 new today
3
next one Thursday, 10 a.m.
$2,450
3 quotes sent
$3,180
including $1,200 overdue
$8,700
a forecast, not a guarantee
$5,240
payments received
Do your files live in your head, your inbox and a spreadsheet?
- You learn that a policy renewed when the client calls you, or after they left for someone else.
- You lose time filling out the needs analysis during the meeting.
- You no longer know which file is waiting for documents and which one is waiting for a signature.
- Your clients' annual review always slips to the following month.
From the first call to the annual review
- 1
Receive the request
Through your business card, a form or your phone assistant: every request lands in the same place.
- 2
Prepare the meeting
The client books online and fills out their needs analysis and consent before seeing you.
- 3
Track the file
Analysis, documents to receive, proposal, signature: each file moves from one stage to the next, with follow-ups prepared for you.
- 4
Never miss a renewal
Add policies and their dates to the client's file: Kitobiz creates a task for you before each renewal and can also let the client know by email.
What you get in Kitobiz
- Policies on every client file: premium, coverage, beneficiaries and a reminder before the renewal
- Files linked by household: spouse, children, parents, business partners
- A quick life insurance needs calculation, added to the client's notes
- Expected and received commissions, with your insurers' statements imported
- Ready-to-use forms: needs analysis, personal insurance, signed consent, claim report, annual update
- Stage-by-stage file tracking, from the request to the annual review
- Online appointment booking, with confirmations and reminders
- A phone assistant that answers while you are in a meeting
- A client space where your client finds their documents
- A digital business card with your titles and your firm
Frequently asked questions
Does Kitobiz replace my firm's or my MGA's tools?
No. Kitobiz organizes your relationship with your clients: requests, appointments, follow-ups and reminders. Official proposals, contracts and the compliance tools of your insurers and your firm stay the same.
Does Kitobiz take care of my obligations to the AMF?
No. Kitobiz helps you keep your files and follow-ups in order, but your professional obligations (record keeping, disclosures, advertising) remain yours. If in doubt, check with your compliance officer or the Autorité des marchés financiers.
Are my clients notified before the renewal?
Only if you choose so, renewal by renewal. Otherwise, Kitobiz simply creates a task so you can call them.
Is it free to start?
Yes, you can create your account for free. The paid plans are presented in the pricing section.
Try Kitobiz for free
Appointments, quotes, invoices, payment reminders and payments in one place. Create your account in a few minutes.
Create my free accountSee also
- Online appointment bookingYour clients see your availability and book on their own, in person, by phone or by video. Reminders and cancellations made simple.
- AI phone receptionistA voice receptionist that answers your calls in English or French, informs your clients, books appointments, takes messages and transfers the call to you.
- Digital business cardA digital business card with a QR code: your services, your contact details, and buttons to request a quote or book an appointment.
- The blogPractical tips and mistakes to avoid for freelancers.