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Floapi eliminates the manual admin that costs Canadian P&C brokerages thousands of broker-hours every year: billing, renewals, compliance, call notes, all automated inside your existing insurance systems.
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35% of every broker's year disappears into repetitive tasks: invisible costs that compound the moment you hire your second broker.
Your brokers shouldn't be data-entry clerks. Floapi gives them back the time to focus on what truly matters: advising clients, building relationships, and delivering their expertise where it's expected.
Purpose-built for P&C brokers in Canada: each solution eliminates a major operational bottleneck, integrates directly with Applied Epic, and frees your team to focus on clients, not admin.
Floapi’s onboarding process is built to generate real operational results during your very first billing, compliance or renewal cycle.
We map your existing Applied Epic workflows, billing rules, and renewal processes, identifying exactly where automation delivers the greatest ROI.
Our integration middleware is installed alongside your existing environment with zero changes to your Applied Epic configuration, allowing your team to keep working as normal.
Solutions go live with full monitoring. Most brokerages see measurable time savings in the first week. Additional solutions can be activated at any time.
Our team provides continuous monitoring, regular updates, and ongoing optimization to ensure your automations always adapt to new carrier requirements and regulatory changes.
These figures reflect actual outcomes reported by Floapi-deployed brokerages in Canada.
Cost reduction vs manual billing & renewal admin tasks across deployed brokerages
Faster commercial billing cycle from binding to delivered invoice
File compliance score improvement in first full audit cycle after AI Audit Agent
Missed renewal deadlines after Renewal Validator deployment, across all active policies
| Brokerage Operation | Without Floapi | With Floapi |
|---|---|---|
| Commercial billing cycle per account | An average of 20 minutes per line of manual entry in Applied Epic | Fully automated: broker reviews, not enters |
| Pre-renewal insured contact | CSR manually calls or emails 4-6 weeks before expiry (if remembered) | Automated questionnaire sent 90 days out, responses returned to Epic |
| Market comparison at renewal | Manual policy comparison within rating systems takes around 10 minutes per policy. | Renewal comparison is automated across all clients, with notifications when better market options are identified. |
| Client call documentation | 15-30 min/call for manual notes, or undocumented (E&O risk) | AI-generated structured note delivered to Epic before call ends |
| Compliance call audit | Periodic spot checks generally review under 20% of files per year, with manual audits averaging 1 hour per call. | 100% of calls audited continuously against RIBO/AMF & IBAC standards |
| New producer onboarding speed | 6-12 weeks to become independently productive | Faster ramp: automation handles the admin, producers learn the work |
Every solution is pre-mapped to the regulatory requirements of RIBO (Ontario), AMF (Quebec), IBAC national standards, and Quebec's Loi 25 (Law 25) - the most stringent private-sector privacy statute in Canada.
Most insurance technology systems were built without fully understanding the operational realities and unique needs of Canadian brokerages. Floapi was built from the ground up for Canadian P&C brokerages. Which means the regulatory logic, compliance frameworks, and data residency requirements are native, not bolted on.
Everything a principal, operations manager, or technology evaluator needs to know before booking a demo.
Floapi is modular and scales from boutique commercial brokerages with 5 staff to national multi-office operations with 500+ users. There is no minimum headcount or minimum book of business required.
Smaller brokerages often see the most immediate return on investment. A team of 8 manually processing commercial renewals can reclaim 10–15 broker-hours per month from a single solution: the equivalent of a part-time administrator, with no HR cost or onboarding overhead.
The modular structure means activation is incremental:
Three structural differences separate Floapi from other insurance technology systems available in Canada:
ROI from Floapi is measurable and typically materializes within the first billing or renewal cycle after go-live, often within 30 days of deployment. Outcomes reported by Floapi-deployed brokerages across Canada:
Before you sign anything, we will build a brokerage-specific ROI model using your team size, average broker salary, and active policy count: a concrete projection of recovered hours and dollar value, not a generic estimate. Book a discovery call →
Yes. While several Floapi solutions are built natively around Applied Epic, two tools operate independently of any broker management system:
Additionally, Custom Automation & AI is available to any brokerage. Floapi conducts a full workflow audit of your operations (billing, renewals, client communications, internal processes) and designs tailored automation to eliminate manual bottlenecks. This approach is not dependent on Applied Epic and can be applied to any BMS environment or document-based workflow.
We'll walk you through a live demo using your brokerage's actual workflow scenarios: commercial billing, a renewal cycle, or a compliance audit, so you can see exactly what gets automated and what stays in your team's hands.