Floapi is a Montreal-based automation system for P&C insurance brokers in Canada automating commercial billing, renewals, requoting, compliance audits, and call documentation.

Which systems does Floapi integrate with?

Floapi integrates with Applied Epic, Applied Rating Services, Applied CSR24, Microsoft Teams, Zoom, Power BI, SharePoint, Outlook, Word, Excel, PDF, Data Lakes, and VoIP systems.

Is Floapi RIBO compliant for Ontario insurance brokers?

Yes. Floapi is fully aligned with RIBO (Registered Insurance Brokers of Ontario) standards. The system maintains a full audit trail of all automated actions, supports broker file documentation requirements, and includes an AI Audit Agent solution that automatically checks broker files against RIBO compliance criteria before regulatory examination.

Does Floapi meet AMF requirements for Quebec insurance brokerages?

Yes. Floapi is built for Quebec P&C insurance brokerages regulated by the AMF (Autorité des marchés financiers). The system supports AMF conduct standards through automated call audit coverage, compliant documentation workflows, and Loi 25 data privacy compliance, with all data hosted on Canadian infrastructure and no cross-border data transfer.

Is Floapi Loi 25 compliant?

Yes. Floapi is fully compliant with Quebec's Law 25 (Loi 25 / Bill 64). All processing occurs within Canadian territory on Canadian-hosted infrastructure. Floapi does not retain personal information beyond what is operationally required, implements data minimization principles, and supports the client's obligations under Loi 25 for privacy impact assessments and breach notification.

Does Floapi serve insurance brokers in Ontario and Quebec?

Yes. Floapi primarily serves P&C insurance brokerages in Ontario and Quebec, Canada. Ontario brokerages benefit from RIBO-aligned compliance features and Applied Epic automation optimized for the Ontario market. Quebec brokerages benefit from Loi 25 compliance, AMF-aligned audit tools, and French-language workflow support. Floapi is Montreal-based and was purpose-built for the Canadian regulatory environment.

AI-Powered Brokerage Automation · Canada

AI Automation for P&C Insurance Brokers in Canada

Canada's Leading AI Automation System for Insurance Brokerages

Floapi automates billing, renewals, and compliance so your brokers focus their time on client satisfaction.

Book a Free Workflow Audit → See How It Works

✓ Applied Epic Integration ✓ 75% Cost Reduction ✓ 2–8 Week Deployment ✓ Canadian Brokerages

✓ AMF-RIBO Standards ✓ Security & Compliance ✓ Loi 25 Compliant

automation dashboard

Active

TODAY

Renewals processed

Cost reduction

SPEED

Faster billing cycle

3hrs

Saved per broker/day

Active workflows

Commercial Billing Module Completed

Renewal Validator — 47 policies Running

AI Note Taker — 12 calls Queued

The Numbers Speak for Themselves

Cost Reduction

vs. manual processes, average across clients

25x

Faster Policy Shopping

Requoting across carriers in minutes

30x

Faster Commercial Billing

Transaction to delivery: fully automated

+0%

Compliance Rate Improvement

Consistent process execution across teams

+0%

Productivity Gain

Measured across broker teams after deployment

Use Cases

Real Results from Real Brokerages

Policy Shopping & Call Compliance

Shiaz Solutions

Policy shopping in Applied Epic and phone compliance management were consuming hours of manual work every week. Floapi automated both processes directly within existing workflows. Every broker reclaims significant time daily, and compliance is now documented on 100% of calls.

100% call compliance Zero friction deployment

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Document Processing & Commercial Billing

Bessette Assurances

Between sorting incoming documents and managing the full commercial billing cycle, teams were spending valuable time on low-value tasks. Floapi automated both workflows end-to-end: a higher volume of files is now processed with the same resources, and billing cycles drop from hours to minutes.

30x faster billing Higher file volume Same team size

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Batch Document Attachment — Applied Epic

Geska

Manually attaching documents to policies, activities, and claims in Applied Epic took 30 minutes for just 20 files. Floapi built an integrated extension that automates the entire batch process. The result: 20 documents processed in 1 minute, a 97% time reduction.

97% time reduction 20 docs in 1 min Native Epic integration

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AI Call Compliance Auditing

RK Assurances

Manual call audits were time-consuming and inconsistent. Floapi Audit uses AI to automatically analyze broker conversations, verify that required compliance questions were followed, and generate a compliance score for every call, reducing audit workload while improving consistency and visibility across the entire brokerage.

92% time reduction 1h → 5 min per call 100% call coverage

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What Brokers Say About Floapi

From the people who live and breathe brokerage every day.

“The commercial billing cycle was a significant workload: creating transactions, generating the invoice, drafting the letter, preparing the email, repeated for every file. Floapi automated the entire workflow into a single cohesive solution. Today, everything is ready in minutes. The hours recovered each week are reinvested in advising and serving our clients. The gains are concrete, measurable, and compound with every file.

Andréanne Thibeault

Director of Personal Lines Insurance, Bessette Assurances

“Policy shopping in Applied Epic was consuming considerable time for our brokers, week after week. Since implementing Floapi, this process is fully automated and frictionless. The call audit tool addressed a real blind spot in our compliance, without adding operational burden. What Floapi delivered exceeded our initial expectations, and their team remains present well after deployment. A partner you can count on.

David Chiazzese

President, Shiaz Solutions

“Before Floapi, every file required manually sorting, classifying, and re-entering data, on top of reformatting quotes from each insurer. Since then, this workflow is fully handled. Documents are processed upon receipt and quotes are already comparable when they arrive. What convinced us most was their ability to quickly understand our reality and deliver a solution adapted to how we work, not the other way around.

Félix-Alexandre Barsalou

Director & P&C Insurance Broker, Shiaz Solutions

“What struck me from the start was how they listened before speaking. They didn't arrive with a ready-made solution: they first wanted to understand how we work, where things got stuck, what was costing us time. A young team, but with a maturity that inspires confidence. Processes we thought too complex to automate now run seamlessly. We've reclaimed time, reduced costs, and my teams can breathe easier.

Johanne Lefebvre

Director of Business Development, J. Gérard Fortin & Associés

“At first, I was cautious: tech promises are common and results often disappointing. With Floapi, the opposite happened. The document splitting and analysis solution resolved an operational problem we'd had for years. Our teams now process a higher volume of files with fewer resources, and classification errors have virtually disappeared. Floapi doesn't just deliver a tool: they invest in your success.

Jordi Bessette

General Manager & P&C Insurance Broker, Bessette Assurances

“Floapi's solutions are set to revolutionize the way brokerages operate. Thanks to their expertise in AI and automation, we see real potential to optimize operations: from compliance and document analysis to broker efficiency. Floapi understands the challenges brokerages face and develops concrete solutions adapted to our reality.

Philippe Jones

President, Assurance Jones

“In Floapi, we found a technology partner that truly understands the challenges facing brokerages. Their AI and automation solutions allow us to improve operational efficiency, reduce manual tasks, and optimize our internal processes. Their innovative approach brings real value to our firm and our teams.

Rezwan Khan

President, RK Assurance

AI Automation Solutions

Six solutions. One system.

Each one eliminates a major time drain from your team's day. Discover how to simplify your daily brokerage operations.

Billing

Commercial Billing

End-to-end commercial billing automation. Transaction creation, bill generation, and client delivery: fully automated.

30× faster than manual

Renewals

Renewal Validator

Auto-retrieves policy details and sends a verification questionnaire before renewal, eliminating last-minute surprises.

Zero missed renewals

Market Comparison

Renewal Shopper

Instead of rolling over policies, Floapi runs a fresh market shop across carriers, finding the best premium for your client.

25× faster market shop

AI Transcription

AI Note Taker

Every call transcribed and converted to a structured BMS-ready note: pushed directly into Applied Epic.

100% call coverage

Compliance

AI Audit Agent

AI-powered call auditing that analyzes broker conversations, verifies required compliance steps and key questions, generates a compliance score for every call, and tracks compliance performance and improvement trends over time.

+35% compliance lift

Tailor-made

Custom Automation & AI

Bespoke AI agents and workflows engineered around your brokerage's unique processes: from document intake to carrier-specific quirks.

Built for your stack

Schedule a demo and you'll see how we can help you optimise your brokerage processes: from billing to compliance, all in one system.

Get a Walkthrough

FAQ

Frequently Asked Questions

Everything you need to know about Floapi and insurance automation.

What is Floapi?

Floapi is a Canadian AI automation system built exclusively for P&C (property and casualty) insurance brokers. Headquartered in Montréal, Québec, we help commercial brokerages eliminate manual work across billing, policy renewals, compliance auditing, and client call documentation. Our system connects directly to your existing broker management system (BMS), with no migration and no disruption to daily operations.

What automation solutions does Floapi offer?

Floapi offers six ready-to-deploy automation solutions for insurance brokerages:

Commercial Billing Automation: Processes invoices and payment reconciliation automatically
Renewal Validator: Flags coverage gaps and policy errors before renewal
Renewal Shopper: Retrieves premiums and coverage details across carrier markets 25× faster than manual quoting
AI Note Taker: Transcribes and summarizes client calls in real time
AI Audit Agent: Runs automated compliance checks across your book of business
Custom Automation & AI: Tailored workflows built around your brokerage's specific needs

Which broker management systems does Floapi integrate with?

Floapi integrates natively with the tools Canadian brokerages already rely on. Supported systems include Applied Epic, Applied Rating Services (ARS), Applied CSR24, Microsoft Teams, Zoom, Outlook, SharePoint, Word, Excel, Power BI, VoIP phone systems, data lakes, and PDF-based workflows. The integration is read/write and requires no changes to your existing tech stack.

How much does Floapi cost?

Floapi uses custom, solution-based pricing tailored to your brokerage's size and operational needs. On average, clients reduce their processing costs by 75% compared to fully manual workflows. To get an accurate quote, book a free workflow audit. We'll map your current processes and deliver a clear ROI projection before any commitment.

How long does implementation take?

Most brokerages are fully live within 2 to 8 weeks. The process follows three phases: workflow audit and scoping (weeks 1–2), integration setup and testing (weeks 3–6), and guided go-live with staff training (weeks 7–8). Your team continues working normally throughout, with zero operational downtime.

Do I need to replace my existing broker management system?

No. Floapi is designed to work on top of your current systems, not replace them. We layer automation directly onto your existing Applied Epic environment, email workflows, and document processes. Your brokers keep the same tools and habits; they simply spend far less time on manual, repetitive tasks.

What measurable results can I expect from Floapi?

Floapi clients consistently report measurable improvements across their operations:

75% reduction in operational processing costs
30× faster commercial billing and invoice reconciliation
25× faster policy shopping across carrier markets
+35% improvement in employee compliance rates
+45% productivity gain across brokerage operations

Actual results vary by brokerage size and solution mix. Book a free audit to receive a projection based on your real workflow data.

Let's Talk

Let's Talk
Automation

Tell us about your brokerage and we'll show you what's possible.

Address

6795 rue Marconi
Montréal, QC H2S 3J9

info@floapi.ca

linkedin.com/company/floapi

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