Step 1

Choose your plan below, complete the subscription and enjoy a 30-day trial.

Step 2

A member of our team will contact you to validate the registration information and terms.

Step 3

You will receive your access via email and will be ready to use the Insurloop platform!

FAQ

FAQs are a compilation of common questions and answers to help you quickly find the information you need.

An assistant collaborates with 3 advisors in our firm. Is it possible for us to provide her with access to the platform?

Yes! In that case, you'll need to register the 3 advisors with Team Plan, and your assistant will have unrestricted access to all the clients in your firm.

Will my clients be automatically imported with a gateway from my CRM?

No, we are collaborating with various CRMs to build gateways with Insurloop, which will be available later. However, Insurloop offers the client import function directly into the platform, using a CSV file.

Will the information be protected and remain confidential?

Yes, the protection of personal information is a priority for Insurloop. We employ a multi-layered security strategy and anonymization of your clients' personal information. Furthermore, all data is exclusively hosted on servers located in Canada.

Will I receive support to help me use the platform?

Yes! We will be happy to assist you based on your availability.