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AdvisorShield is a client-file documentation platform for Canadian life insurance advisors and their MGAs. It turns scattered notes, emails, CRM records and conversations into organized, timestamped client files that show what you recommended and why.

Not yet. AdvisorShield is in private development. Join the waitlist and we will invite you to a private demo under NDA before launch.

AdvisorShield is not open to customers yet. In the product, each firm's data is kept separate, access is set by role, and each closed file is locked with a timestamped, hashed record. Before text from notes and documents goes to our AI providers, an automated filter masks the SINs and card, bank-account and health-card numbers it recognizes; it can miss numbers written in unusual ways, so keep them out of your notes. The recommendation you type or dictate is sent as you wrote it. AI drafting and voice transcription use providers outside Canada, mainly in the United States, and voice recordings are sent for transcription as recorded. Before launch we will publish where data is stored, how it is encrypted and how we test our security. See our Privacy Policy.

AdvisorShield is built for Ontario life insurance advisors and the MGAs they work with. It helps you keep the records that FSRA examiners, insurers and MGAs commonly ask to see in a client file: your meeting notes, the client's documents, and the KYC and Reasons Why drafts you review and approve. Each closed file is locked with a timestamped, hashed audit trail. AdvisorShield does not decide whether a file meets any regulator's requirements; you remain responsible for that. Mutual fund, securities and dual-licensed workflows are planned.

Subscriptions are not open yet. When they open, the billing, cancellation and refund terms in section 6 of our Terms of Service will apply.

By default, each closed (locked) file is kept for 7 years from the date it was closed, and a firm administrator or supervisor can place a legal hold to keep a file longer. Retention requirements differ by insurer, MGA and province, so check what applies to you. Before launch our Privacy Policy will set out what happens to your records when a subscription ends.

Yes. Both plans are priced per advisor. Supervisor and assistant accounts for teams are in development. For larger groups or MGA compliance teams, contact us about volume pricing.

Accepted payment methods will be announced at launch. All prices are in Canadian dollars.