Finance and insurance

Claims handled on Saturdays, Sundays, at any hour.Learn how

Use case · Finance and insurance

Clients heard.Compliance respected.

You'll never lose a client because the claim came in on a Sunday.

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Quick answer

Does Reach Central fit Canadian financial and brokerage firms?

Yes. Reach Central is used by financial planners, insurance brokers, mortgage brokers, and wealth advisors in Quebec and across Canada. The AI hotline handles claims 24/7, the CRM organizes multi-policy households, Sales Central orchestrates renewals. Law 25 compliant, aligned with AMF (Quebec), FSRA (Ontario), and federal OSFI obligations.

Ric takes the claim.The file is on record.

01 · YOUR FIRM REALITY

What a Canadian financial or brokerage firm lives every week.

The real friction we see in 2- to 50-advisor firms in Quebec and Ontario.

Claims arriving outside hours

A client has water damage Sunday, another a medical situation. Ric listens, qualifies urgency, captures essential details (policy, location, witnesses) and texts you the context.

Renewal seasons overflowing

Auto-home, life, disability, RRSP. Multiple renewals in the same week. Sales Central orchestrates per-client reminders, captures life-event changes, and flags at-risk renewals.

KYC documents dragging

Identity proofs, income proofs, e-signatures. Ric guides the client to the right channel for document transmission and notifies your team when the file is complete.

Households with multiple policies

Spouses, children, two cars, a home, pension fund. Reach Central's CRM keeps a household view that unifies every policy and every associated contact.

02 · TOOLS THAT MATTER FOR YOUR FIRM

Three modules to activate first.

Reach Central includes seven tools. For a finance or brokerage firm, these three deliver the fastest impact on retention and compliance.

03 · FIVE-DAY ACTIVATION

From empty account to fully equipped firm in one business week.

A Reach Central expert walks each step. You make five decisions, we handle the rest.

  1. Day 1 · Finance sector configuration

    Local number provisioned, Ric's voice calibrated for your firm (professional, calm, bilingual), scripts per type (claim, renewal, KYC, product question, complaint).

  2. Day 2 · Client and policy migration

    Client cards imported from your current system (Equisoft, Applied Epic, EZLynx, Filogix, Velocity). Household grouping enabled, interaction history included.

  3. Day 3 · Claim and KYC workflows

    Structured questions per claim type, document-capture flow by text and email, escalation rules to advisor or adjuster.

  4. Day 4 · Renewal cycles

    Sales Central activated for renewals. Reminder windows configured (60d, 30d, 7d before expiry) and cross-sell rules by household profile.

  5. Day 5 · Go live

    The hotline takes claims 24/7, renewal reminders go out, the daily briefing starts. Follow-up with your Reach Central expert.

Simple.Your obligations respected.

24/7 claims 📞. Documents collected 📄. Renewal reminders ⏰. Open-file tracking 📋. Full audit trails 🔒. And compliance coaching 🎧. Reach Central holds the line — your professionals advise.

04 · COMPLIANCE AND SOVEREIGNTY

Aligned with AMF, FSRA, OSFI, and professional obligations.

Read the security policy

Reach Central AI is hosted in the ca-central-1 region in Montréal. Client cards, policies, transcripts, claim recordings, and KYC documents stay in Canada. Law 25 and PIPEDA compliant, aligned with the obligations of AMF in Quebec, FSRA in Ontario, and federal OSFI. Full audit trails.

  • Law 25 compliant
  • PIPEDA compliant
  • AMF, FSRA, OSFI compatible
  • Hosted in Montreal
  • No cross-border transfer
  • Full audit trails

Frequently asked

Questions from brokers and planners.

Is Reach Central aligned with AMF and FSRA obligations?

Yes. Canadian hosting, Law 25 and PIPEDA compliance, AES-256 encryption, full audit trails, and granular permissions meet record-keeping, confidentiality, and supervision requirements of AMF in Quebec, FSRA in Ontario, and federal OSFI. A detailed compliance attestation is available on request.

Does Reach Central integrate with Equisoft, Applied Epic, EZLynx, or Filogix?

Yes. Reach Central integrates with Equisoft, Applied Epic, EZLynx, Filogix, Velocity, Maximizer Financial Edition, and most financial and brokerage practice-management tools. Client and policy cards stay synchronized two-way.

How does Ric handle an urgent evening or weekend claim?

Ric recognizes the emotional urgency, speaks calmly, captures essential details (policy, location, witnesses, visible damage, injuries) per your claim script, and texts you immediately with full context. You call the client back with everything in hand.

How does household grouping work?

The CRM groups client cards by household (spouses, children, dependents) with a consolidated view of policies and contacts. You immediately see which family has which coverage, who talks to whom, and complementary-protection opportunities.

Are conversations recorded for compliance?

With explicit Law 25 consent, yes. Recording and transcription are configurable per campaign. Audit trails include who listened to what, when, satisfying AMF, FSRA, and OSFI supervision requirements.

How are KYC documents and signatures handled?

Ric guides the client to the right transmission channel (secure text, encrypted link, encrypted email) per your policy. The KYC file is tracked on the client card, your team is notified at each stage, and completion triggers the next workflow.

06 · NEXT STEP

Activate Reach Central in your firm.

Finance configuration included. Your first claim taken by Ric within five days.

Reply within 4 business hours.

Every interaction counts.