See it in action
A quick look at how AgencyCRM and BadenAI work in a real life insurance practice.
AgencyCRM
From a single advisor managing their book, to a full multi-advisor practice with AI built in.
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Daily administration for a solo advisor
See how AgencyCRM organizes your day — managing tasks by date, maintaining complete client records, storing documents, and auto-populating your industry forms. Everything a solo advisor needs to run a compliant, organized practice.
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Practice management
See AgencyCRM Pro in action — sending and receiving email and texts directly from the client record, syncing your calendar, pushing tasks back and forth between advisors and their admins, and running commission reports across your entire book of business.
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AI-enhanced practice
See what happens when BadenAI Pro connects to AgencyCRM Pro — call transcripts, summaries, and tasks attached directly to client records, forms pre-populated from client communications, and AI surfacing sales opportunities across your entire book of business.
BadenAI
Professional proposals, instant underwriting answers, and call transcripts — all in one place.
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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.
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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.
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Call transcripts, summaries and tasks
Upload a call recording. BadenAI generates the full transcript, an AI summary of what was discussed, and a task list of everything you promised to do — ready in minutes. The best compliance record you can have, with none of the manual work.
Want to go deeper?
Our Help Centre has step-by-step tutorials for every feature — free to access, no account required.
How to import your clients
From spreadsheets, life company PDFs, other CRMs, or scanned paper files — no barriers to getting started.
Generating your first proposal
A step-by-step walkthrough of uploading your inputs and getting a professional proposal in minutes.
Setting up email and text messaging
Connect Gmail or Outlook and your voip.ms business number — everything flows through the client record.
How to customize your proposals
Add your branding, adjust the tone, and standardize the format across all your client proposals.
Running a call transcript
Upload a recording and get a transcript, AI summary, and task list — here's exactly how it works.
Understanding your commission reports
See how to run a report, what's included, and how to read your monthly and renewal projections.
Ready to try it yourself?
Both products are free to start — no credit card, no commitment.