Built for Canadian insurance professionals
The AI Operating System for Canadian Insurance Advisors
EGE AI is not a chatbot. It is the intelligent layer that runs your practice: it interviews clients the way a seasoned advisor would, checks every carrier rule against verified sources, and keeps the file, the follow-up, and the paper trail in order while you talk.
Canadian data residency · PIPEDA aligned · MFA on every account
The platform
One conversation. A whole back office behind it.
You talk to EGE AI like you would talk to a sharp associate. Behind the scenes it coordinates specialized agents, each responsible for one part of the job.
Interview like your best day, every day
EGE AI asks eligibility questions first, one at a time, never repeats what it already knows, and builds the client file as you go.
Carrier answers you can defend
Every carrier rule is checked against a verified knowledge base and cited to its source document. If it cannot verify a rule, it says so instead of guessing.
Nothing falls through
Files, objectives, follow-ups, and a complete audit trail are created as a side effect of the conversation, not as extra homework after it.
Process
How it works
- 01
Tell EGE AI about the client
In plain language, on desktop or your phone. New prospect, renewal, or a tricky case you want a second opinion on.
- 02
EGE AI orchestrates the work
It runs the interview, searches carrier knowledge, drafts the client file, and flags eligibility issues before they become declined applications.
- 03
You advise. It documents.
You stay in the client relationship. EGE AI keeps the record: every fact, every source, every action, audit ready.
Who it serves
Built with Canadian advisors, for Canadian rules
EGEPilot is being built hands-on with working advisors and agency owners in Canada. Early access feedback and case studies will appear here as partner firms go live.