The CRM and AI platform
built for your practice.
AgencyCRM keeps your client book organized, compliant, and audit-ready. BadenAI generates professional proposals and answers your toughest underwriting questions — compliantly.
Built privately for 20 years. Just made available to the broader agent community.
Two products. One platform.
Start with one, or use both together for something even more powerful.
AgencyCRM
The client management system built specifically for life insurance agents. Manage your entire book of business, communicate from one place, and have every record ready if you're ever audited.
- ✓ Two-way text messaging from your business number
- ✓ Email integration
- ✓ Import from spreadsheets and PDFs
- ✓ Complete audit trail
- ✓ Free to start
BadenAI
Professional client proposals
Upload a needs analysis and company quotes — get a professional proposal with cover page, executive summary, and call to action. A capability most agents have never had.
Built with compliance in mind
Canadian servers, our own hardware, local LLM, and a Zero Data Retention agreement. Your client's sensitive data stays where it belongs.
Augmented with industry knowledge
Product information, underwriting guidelines from major carriers, and simplified issue policies — built in. Ask which carrier best fits your client's medical history, or which simplified issue policies they qualify for, and get an immediate answer.
BadenAI
Professional client proposals in minutes.
Your competitors are still sending a raw quote from the insurance company's software — or a term comparison printout that looks like it was built in the era of dot matrix printers. Neither one wins clients. This is what your clients will receive.
What they send
Life company quote
Multi-company comparison
What you send — BadenAI
BadenAI proposal
Open full PDF →Cover page. Executive summary. Compelling call to action. Ready in minutes.
This isn't a better version of what you have. It's a capability you've never had before.
See how proposals work →AgencyCRM
It's Friday afternoon. A regulator calls.
They need complete records for six clients by Monday morning. What happens next depends entirely on the system you're running.
Without AgencyCRM
- ✗Search through email threads and paper files
- ✗Piece together notes from memory
- ✗Hope you logged every call and meeting
- ✗Spend the weekend scrambling
- ✗Submit incomplete records and hope for the best
With AgencyCRM
- ✓Pull up each client record in seconds
- ✓Every email, text, and document in one place
- ✓Full call transcripts automatically attached
- ✓Complete communication history, organized by date
- ✓Send the full record in minutes. Enjoy your weekend.
Use both. Get something no one else has.
When AgencyCRM and BadenAI work together, your client data powers your proposals, your communications are fully logged and transcript-ready, and every interaction is organized, searchable, and audit-proof.
Subscribers to both paid plans unlock an additional set of features inside AgencyCRM that take direct advantage of the AI — available exclusively to combined subscribers.
See PricingCompliance isn't optional. We make it easy.
You don't think about audits until you're in one. With our platform, you're ready before they call.
Canadian Servers. Your Data.
Our infrastructure is on Canadian soil, on our own hardware, in a colocation facility. No public cloud. No American servers. No surprises.
Zero Data Retention AI
Our AI operates under a Zero Data Retention agreement. Your client's health and financial information is never shared or used for training.
Audit-Ready in Minutes
Every email, text, call transcript, and document — organized by client. When a regulator asks for records, you pull them up, not panic.
Built by an agent. Refined over 20 years.
One of Canada's first paperless advisors — back in 2006, with three advisors, two admins, and thousands of clients, I needed a CRM that simply didn't exist. So we built one. Every advisor who touched it said the same thing: it changed the way they worked.
When we sold that block in 2019, the buyer had one condition: the CRM comes with it. He wanted the software as much as the clients.
Four years ago I returned to the life insurance industry and again needed to create a CRM for our office. But I had a wish list: texting clients from my desktop, professional proposals instead of clunky 1980s printouts, call transcripts with automatic summaries and task lists pulled from every conversation.
In 2026, BadenAI was born. Twenty years of real-world use, now available to you for the first time.
The advisor who bought our block in 2019 became our first AgencyCRM client.
Start free. Upgrade when you're ready.
Both AgencyCRM and BadenAI have a free tier. No credit card required. See what a modern practice feels like.