Supporting Canadian Insurance Brokerages
Back-Office Experts for
Canadian Insurance Brokerages
We become an extension of your brokerage by handling policy administration, endorsements, renewals, certificates, cancellations, carrier portals, and customer support—so your team can focus on growth and client relationships.
Industry Experience
Experience Across Canada's Leading Insurance Carriers
Carrier names are referenced solely to describe relevant operational experience and do not imply partnership, endorsement, or affiliation.
What We Handle
Supporting Your Brokerage's Everyday Operations
From policy servicing and endorsements to renewals, certificates of insurance, and carrier portal management, Policy Expert provides dependable operational support that integrates seamlessly with your brokerage's daily workflow.
New Business Processing
Accurate processing of new business submissions, application review, policy issuance, binder preparation, and carrier portal updates.
Learn MoreEndorsement Processing
Fast, accurate processing of policy changes and endorsements to keep coverage current and correct.
Learn MoreCertificates of Insurance
Preparation and issuance of Certificates of Insurance for clients, lenders, and third parties.
Learn MorePolicy Checking
Careful review of issued policies against the quote, application, and binder before they're finalized.
Learn MoreReports – DASH & CGI AutoPlus
Pulling DASH and CGI AutoPlus reports to obtain driver insurance history that supports quoting, underwriting, and policy verification.
Learn MoreCoverage Summaries & Renewal Proposals
Clear coverage summaries and renewal proposals prepared accurately and delivered on time.
Learn MoreThe Comparison
Why Brokerages Choose Policy Expert
Without Policy Expert
- Administrative Overload
- Hiring Challenges
- Slow Processing
- Missed Deadlines
- Staff Shortages
With Policy Expert
- Dedicated Insurance Professionals
- Flexible Support
- Faster Turnaround
- Reliable Processing
- Scalable Operations
Flexible Coverage
Need Immediate Staff Support?
Whether your brokerage is experiencing vacation coverage, maternity leave, medical leave, employee resignation, peak renewal season, temporary projects, or administrative backlogs, Policy Expert can provide experienced insurance professionals who integrate seamlessly with your operations.
Our Process
How We Work
Book Consultation
Understand Your Workflow
Assign Dedicated Professional
Start Processing
Ongoing Support & Reports
Why Brokerages Choose Policy Expert
Experienced Insurance Professionals
Led by a RIBO-licensed insurance professional with hands-on Canadian brokerage experience.
Personal & Commercial Lines Expertise
Supporting brokerages across multiple insurance products and major Canadian carriers.
Flexible Operational Support
Scale your administrative support based on workload, staffing, and business growth.
Fast Turnaround Times
Reliable, accurate, and efficient processing to keep your brokerage moving.
Book a Consultation
Book Your Free Consultation
Let's discuss how Policy Expert can support your brokerage's operations. Complete the form below and our team will contact you to discuss your requirements.
Reach Us Directly
Contact Information
Phone
Business Hours
Monday – Friday
8:00 AM – 5:00 PM ET
Response Time
Within One Business Day