BadenAI
Generate professional client proposals in minutes. Answer your toughest underwriting questions instantly. Built for Canadian life insurance agents, with compliance built in.
Try free — generate 2–3 proposals at no cost. Upgrade for full industry knowledge and Claude-powered quality.
The proposal your clients will actually remember
Most agents send a raw quote from the insurance company's software. BadenAI turns that same information into a professional, personalized proposal — cover page, executive summary, and a compelling call to action. Ready in minutes.
Not a template — fully customized every time
Every proposal is written from scratch for that client, their situation, and their needs. Not a form with a name swapped in — a genuinely personalized document, every time.
Sets you apart immediately
Your competitors are sending printouts. You're sending something that looks like it came from a wealth management firm.
Complete every time
Every proposal includes a cover page, executive summary, product recommendation, and a clear call to action — all in one professional document.
Easy for every client
Not just for the big cases. Every client deserves a professional proposal — and now every one takes minutes, not hours.
Clients see you as the professional you are
The proposal keeps working between appointments — something clients review, share with their spouse, and remember you by.
More closes
A professional proposal gives your client something tangible to act on. It keeps you top of mind and makes the decision easier.
Upload your inputs
Upload your needs analysis and the company quote. BadenAI reads both and understands the client's situation.
BadenAI builds the proposal
Cover page, executive summary, product recommendation, and call to action — generated in minutes, personalized to your client.
Send it to your client
Download the PDF and send it. A capability most agents have never had — now takes minutes, not hours.
Sample proposal — generated by BadenAI
This is what your clients will receive
Open full PDF →More than proposals
BadenAI is your AI assistant for every part of the client conversation.
General insurance Q&A
Ask anything. How does term vs whole life compare? What is the difference between own-occupation and any-occupation disability? What should I tell a client who is worried about outliving their money? Get clear, accurate answers instantly.
Augmented with industry knowledge
BadenAI isn't just a general AI — it's trained on insurance industry and consumer information so its answers and proposals are accurate, relevant, and trustworthy. Pro subscribers unlock full carrier underwriting guidelines and simplified issue policy matching.
Call transcripts
Upload a call recording and BadenAI generates a full transcript, an AI summary of the call, and a task list of everything you promised to do. Your best compliance record — exactly what was said, ready in minutes.
Built with compliance in mind
Canadian servers. Our own hardware. Local LLM for free tier users. Claude with a Zero Data Retention agreement for Pro. Your client's sensitive data is never used to train AI models.
The AI that knows your industry
Generic AI gives generic answers. BadenAI is augmented with curated Canadian life insurance industry knowledge — so when you ask a specific question, you get a specific answer.
Insurance industry & consumer information
Free + ProGeneral insurance knowledge — how products work, what clients need to know, and everything required to write accurate, professional proposals your clients will trust.
Underwriting guidelines from major carriers
ProCarrier-specific underwriting rules built in. Ask which insurer best fits your client's medical history and get an immediate answer — instead of calling your wholesaler and waiting.
Simplified issue policy matching
ProScreen your client's health conditions against no-medical policies from major carriers instantly. Know which simplified issue policies they qualify for before you make the call.
See it in action
A clean, focused interface built for how agents actually work.
AI chat interface
AI chat interface
Ask anything — proposals, underwriting questions, client scenarios. Conversation history saved automatically.
Proposal generation
Proposal generation
Upload your inputs, watch BadenAI build the proposal. Download the finished PDF in minutes.
BadenAI Free — try it before you commit
Generate 2–3 professional proposals per month at no cost. No credit card, no time limit. Our free tier uses a local Llama AI augmented with general insurance and consumer knowledge — good enough to show your clients something they've never received before.
Call transcripts are also included free — upload a recording and get a full transcript in minutes. See what BadenAI can do for your practice before spending a cent.
BadenAI Pro — the full professional toolkit
Pro upgrades you to Claude — Anthropic's most capable AI, with a Zero Data Retention agreement so your client data is never stored or used for training. Enough tokens for 10–15 proposals per month (1.5M tokens), instant processing, and the full depth of industry knowledge that makes BadenAI genuinely useful for complex client situations.
Claude-powered proposals
Noticeably better quality — more nuanced, more persuasive, more professional.
Carrier underwriting guidelines
Ask which insurer fits your client's medical history and get an immediate answer. No more waiting for your wholesaler.
Simplified issue policy matching
Instantly know which no-medical policies your client qualifies for — before you make the call.
Call summaries & task generation
Beyond just transcripts — get an AI summary of the call and a task list of everything you promised to do.
Pro Bundle — connect your AI to your client records
Subscribe to both BadenAI Pro and AgencyCRM Pro and your AI output stops living in a chat window — it attaches directly to the right client record, automatically. Transcripts, summaries, tasks, and data mining across your entire book of business.
See all Pro Bundle features on the AgencyCRM page →Choose your plan
Try free. Upgrade when you're ready for the full toolkit.
Proposals
Monthly proposals
Proposal quality
AI Usage
Monthly tokens
AI model
Processing priority
Token top-ups (when exhausted)
Industry Knowledge
Insurance industry & consumer information
Carrier underwriting guidelines
Simplified issue policy matching
Other Features
General insurance Q&A
Call transcripts
AI call summary & task generation
Privacy — Zero Data Retention (Claude)
Pro Bundle — CRM Integration
Transcripts auto-attached to client record
AI summary attached to client record
Tasks pushed to CRM task list
AI data mining across client block
See what your proposals could look like.
Generate 2–3 proposals for free — no credit card, no commitment. See for yourself what your clients will receive.