AI Automation for P&C Insurance Brokers in Canada

“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.

“I found in Floapi a trusted, innovative partner genuinely committed to creating real value for our brokerage. Their AI and automation solutions stand out in the market for their effectiveness, precision, and ability to adapt to our specific needs rather than offering generic, one-size-fits-all solutions. Their professionalism, exceptional customer service, and structured approach guided us confidently at every step of the project. I recommend Floapi without hesitation.

“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.

“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 team 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.

“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.

“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.

“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.

“In a very short time, their team was able to build an extension that fills a real need in our day-to-day work and saves us considerable time. Beyond the solution itself, what truly makes the difference is how they listen. They are very responsive, open to adjustments, and able to adapt quickly to our needs. It is always a pleasure to work with a team that is this proactive, attentive, and driven by innovation.