BadenAI
Five AI modules purpose-built for Canadian life insurance agents. Proposals, underwriting research, simplified issue matching, call transcripts, and industry Q&A — all stored on our Canadian servers. AI runs locally where it can; when Claude is used, it's under a Zero Data Retention agreement so nothing is retained or used to train models.
Try every module with BadenAI Starter — 100K tokens for $99, one time. Upgrade to Pro for 1M tokens per month.
Five modules. Every plan.
Every BadenAI plan — Starter, Pro, and Pro Bundle — includes all five modules. The only difference between plans is how many tokens you have to work with.
Professional proposals
Upload a needs analysis and a company quote. BadenAI builds a professional, personalized proposal — cover page, executive summary, product recommendation, and call to action — in minutes. Your logo, your colours, your client's name. Not a template.
General insurance Q&A
Ask anything about the life insurance industry — product comparisons, tax treatment, client scenarios, regulatory questions. BadenAI is augmented with curated Canadian life insurance industry knowledge, so the answers are accurate, specific, and useful.
Carrier underwriting guidelines
We've built an underwriting knowledge base from the guidelines of major Canadian carriers. Ask which insurer best fits your client's medical history and get an immediate answer — across major carriers at once, something that doesn't exist anywhere else in the industry.
Simplified issue policy matching
Screen your client's health conditions against no-medical policies from major carriers in seconds. Know which simplified issue policies they qualify for before you make the call — instead of spending hours reading policy documents from each company.
Call transcripts, summaries & tasks
Upload a call recording. BadenAI generates a full transcript, an AI summary of what was discussed, and a task list of everything you promised your client — ready in minutes. Recordings and transcripts are stored on our Canadian server. Transcription runs locally; summaries and tasks send the transcript to Claude under Zero Data Retention.
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
First 3 pages shown — full proposal is 11 pages
Open full PDF →Built for Canadian compliance
Your clients' health and financial information is sensitive. We treat it that way.
Canadian servers. Our hardware.
All data is stored and processed in Canada, on our own hardware in a colocation facility. No public cloud. No American servers. No surprises.
Claude with Zero Data Retention
Every BadenAI plan uses Claude under a Zero Data Retention agreement. Your client data is never stored by Anthropic or used to train AI models — on any plan.
Recordings stay in Canada
Call recordings are stored only on our Canadian server. Transcription runs locally on our hardware — no cloud service, no third-party transcription. If you choose to generate a summary or tasks, the transcript is sent to Claude under Zero Data Retention for that one operation.
See it in action
Short walkthroughs of the modules that matter most.
Generating a professional proposal
Upload a needs analysis and a company quote. Watch BadenAI build a professional, personalized proposal — cover page, executive summary, product recommendation, and call to action — in minutes. Not a template. A completely customized document for that client.
What you'll see
- ✓Upload a needs analysis and a company quote
- ✓Cover page, executive summary, product recommendation generated
- ✓Personalized to the client — not a template
- ✓Polished PDF ready to download in minutes
Instant underwriting answers
Ask which carrier best fits your client's medical history. Find out which simplified issue policies they qualify for. Get answers immediately — from an AI augmented with underwriting guidelines from major Canadian carriers. No more waiting for your wholesaler.
What you'll see
- ✓Ask which carrier suits a client's medical history
- ✓Find simplified-issue policies they qualify for
- ✓Backed by major Canadian carrier underwriting guides
- ✓Answers immediately — no waiting on a wholesaler
BadenAI Starter — try every module for $99
BadenAI Starter gives you 100K Claude tokens — enough for 4–5 proposals plus extensive use of all five modules. Generate a proposal, research a tough underwriting case, match a simplified issue client, run a transcript. See everything before you commit to a subscription.
Tokens are valid for 90 days. One-time purchase per account. When you're ready for more, upgrade to Pro for 1M tokens per month.
BadenAI Pro — the full professional toolkit
1M tokens per month — enough for 40–50 proposals plus ongoing use of all five modules throughout the month. Resets monthly. Top up if you need more. Same Claude ZDR quality and Canadian hosting as Starter, with the volume a serious practice needs.
~40–50 proposals per month
1M tokens resets each billing cycle. Use across proposals, Q&A, underwriting, and SI research.
Token top-ups when you need them
$99 CAD per 500K additional tokens. No expiry — consumed after your monthly allocation.
Claude ZDR on every request
Same Zero Data Retention agreement as Starter — your client data is never stored or used for training.
All five modules, full depth
Underwriting guidelines from 80+ carrier PDFs. Simplified issue matching across major carriers. Everything.
Add AgencyCRM Pro and your AI starts working inside your client records.
When BadenAI Pro and AgencyCRM Pro are both active, your AI-generated tasks land directly in client records, transcripts attach to the right client automatically, and proposals pull client data straight from the CRM. 15% off both plans.
See Bundle Pricing →Choose your plan
Every plan includes all five modules. The only difference is token volume.
Token Allocation
Tokens included
Token expiry
Token top-ups
All Five Modules (included in every plan)
Professional proposals
General insurance Q&A
Carrier underwriting guidelines
Simplified issue policy matching
Call transcripts, summaries & tasks
Privacy & Compliance
AI model
Data hosted in Canada
Transcripts processed locally (no cloud)
Pro Bundle — CRM Integration
Transcripts auto-attached to client record
AI summary attached as client note
Tasks pushed to CRM task list
AI data mining across client block
15% discount on both Pro plans
See what your proposals could look like.
Get BadenAI Starter for $99 — 100K tokens, all five modules, 90 days to explore everything.