Built in Canada · for small teams to large brokerages

Your service desk, prepared by AI. Approved by your team.

Pink slips, suspensions, endorsement changes and renewal reviews arrive ready to approve. Skailar works alongside your BMS, so nothing gets replaced.

<10 minper renewal review, down from 40
~733 hrsa month back across renewals, service and follow-ups
Daysto go live, not months
Example: one suspension requestagent working
  1. 09:14Email in: “Please suspend the Civic from July 1.”
  2. 09:14Recognized as a suspension request
  3. 09:14Found start date. Still needs number of days
  4. 09:15Follow-up email sent to client
  5. 11:02Client calls instead. Agent verifies and resumes #4127
  6. 11:03Collected 90 days on the call
  7. 11:03OPCF 16 document prefilled
  8. 11:03Task created for broker to review and send for signature
Your CSR’s only step: review it and send for signature.
How it works

From client message to approved change.

Clients reach you any way they like. Skailar turns each message into one task your team can approve.

  1. 1A client gets in touchBy phone, email, the client app or their own AI assistant.
  2. 2Skailar collects what’s missingIt asks the client for the exact details the form needs.
  3. 3The paperwork is preparedPolicy matched and the OPCF form prefilled. No re-keying.
  4. 4Your team approvesReview, edit or send for signature in one click.
  • PhoneVoice agent, any language
  • EmailClient and carrier mail
  • Client appChanges from their phone
  • Broker portalOpened by your team
  • Client’s AI assistantClaude, ChatGPT and others
Skailar
  • Reads and understands
  • Matches client and policy
  • Collects what’s missing
One structured task#4127 · OPCF 16 suspension
Ready for broker
Client
Marc Tremblay
verified
Policy
Personal auto · PA-448190
matched
Request
Suspend the 2021 Civic
email
Start date
July 1
email
Duration
90 days
call
Form
OPCF 16 prefilled
ready
Owner
M. Chen, broker
review

Any language on the phone. Clients speak their own language and Skailar prepares the task in English for your office.

EnglishFrançaisEspañolPortuguêsУкраїнськаਪੰਜਾਬੀالعربيةTagalog
What it’s worth

About $343K a year back for a 5–7 person agency.

Less time on renewals, intake and follow-up means your team can take on up to 50% more new clients without new hires.

Renewal review and triageAbout 60% of the manual work removed per renewal
~333 h
Service intake and clarificationLess re-keying and chasing on phone and email requests
~300 h
Scheduling and coordinationOne task queue with automatic rescheduling
~100 h
Total time back each month~733 hours
Recovered per year~$343K733 hours × $39 × 12 months
Estimate based on a month with
  • 1,000 renewals
  • 1,200 service requests by phone and email
  • 1,500 document packets to prefill or chase for signature
  • About $39 an hour loaded admin cost
  • About 60% of current manual time removed

Your numbers will differ. We model them with you in the demo.

Calculate your agency’s savings
Service inbox

Your service inbox, sorted before anyone opens it.

Cancellations and payment notices go to the top, each with a summary, a deadline and a draft reply for your team to approve.

service@youragency.caExample messages
underwriting@carrier.example
Notice of cancellation, policy ending 4471
Cancels for non-payment on Nov 6 unless the balance is paid.
criticaltask + draft reply
collections@finance.example
Returned payment, NSF
Pre-authorized payment for the October instalment was returned.
payment issuetask + draft reply
adjuster@claims.example
Claim 22-0918, estimate received
Adjuster has the body shop estimate and needs photos.
claimstask
service@carrier.example
Endorsement processed, amended declarations
OPCF 43 added effective Oct 15. Amended documents attached.
endorsement donefiled
renewals@carrier.example
Renewal terms for policy ending 2290
New premium and deductible terms effective Dec 1.
carrier noticeto renewals
1Cancellations go first. A missed cancellation or non-renewal notice is a coverage gap and an E&O risk.
2Payments next. NSF and past-due notices become a task to call the insured.
3Then claims, endorsements and carrier notices, each with an urgency.
The agent drafts a reply to the sender for a broker to approve. It knows the sender is the carrier or finance company, not your client, so the draft acknowledges the notice and says the agency is contacting the insured.
Renewal processing

Renewal reviews in under 10 minutes, not 40.

Skailar reads the carrier renewal, compares it with the current policy and flags what changed. Your broker reviews and approves.

Marc TremblayPersonal Auto · Sample Insurance Co.
Days to renewal24
PriorityHigh
Retention riskElevated
Premium change+22.0%
Approve RenewalEmail Client
  • General23/10
  • Drivers0/1
  • Vehicles0/2
  • Coverages1/7
  • Endorsements0/4
  • Premium & Fees1/2
  • Special Notes0/1

General

Policy NumberChanged
ViewedShow details
PremiumIncreased
Viewed$2,140 → $2,610
Family Protection (44R)Removed
ViewedCritical endorsement
Collision DeductibleChanged
Current policy$500
Renewal policy$1,000
Current PolicyRenewal Policy
View
AI summary

Premium rises 22% at renewal and Family Protection (44R) was removed. The client replied asking to keep 44R and is otherwise happy to renew.

Suggested next stepRequest 44R from the carrier, then approve the renewal.
Email correspondence
  1. Reply from clientRe: Your renewal: changes to reviewWants to keep 44R

    Thanks for the summary. Please keep Family Protection on the policy. Otherwise happy to renew.

    Reply
  2. Sent to clientYour renewal: changes to review

    I reviewed your renewal side by side with your current policy. Premium is up 22% and Family Protection is no longer included…

    DeliveredOpened

Compares renewals from insurance carriers across Canada.

Compliance and control

The agent does the work. Your name stays on the decision.

Anything that commits your agency waits in one queue for a licensed person.

Waiting for a brokerExample
OPCF 20 · Loss of UseFields complete, form readywaitingsigned off
Vehicle change · 4 carrier quotesSide by side, broker picks onewaitingsigned off
Reply to carrier · NSF noticeDraft ready to sendwaitingsigned off

Hosted in Canada

Client files, documents and records are stored on servers in Canada, and the AI that reads your policies runs in Canada too. Your files are never used to train public models.

Every answer has a source

Each field points back to the email, call or page of the carrier PDF it came from. If the agent cannot find a value, it asks instead of filling one in.

Your E&O file builds itself

Calls, emails, forms and approvals are kept on the client file with a timestamp and the name of whoever signed off. When a claim is questioned, the history is already there.

Walled off by agency

Each agency sees only its own clients, with role-based access and two-factor sign-in for brokers, staff and clients. Agents never bind a policy or move money.

Consent and disclosure

Callers hear that the call is recorded, client consent is stored by channel, and recordings follow your province’s retention rules.

Ontario and Alberta rules built in

The same request gets the right forms and wording for each province.

What the agent saysSame request, different province rules

Canadian by design

Built in Ontario for how Canadian agencies actually work, not adapted from a US product.

  • Canadian companyIncorporated in Ontario, team in Aurora, ON
  • Hosted in CanadaYour files and the AI that reads them, on Canadian servers
  • PIPEDA-alignedPrivacy handled under Canadian law
  • Provincial market packsOntario and Alberta rules, OPCF forms, Canadian carriers
Works withyour BMS and carrier portals

Live in days, not months. No BMS replacement.

Three things to connect and your team is working in Skailar within days. Your BMS stays your system of record.

  1. Forward your service inbox to Skailar.
  2. Point your phone line to the Skailar voice agent.
  3. Add the browser extension and sync from your BMS or carrier portal in one click.

Your BMS and carrier portal passwords are never stored, and nothing is saved until you confirm.

In progressDirect BMS integrations, so client records sync without opening a tab.

bms · Accounts › Tremblay, Marc › Policies
AccountTremblay, Marc
Policy no.PA-448190
Effective2025-12-01
LinePersonal auto
VIN2T3P1RFV8RW·····
ProducerM. Chen
The next wave of clients

Your next clients will send their AI assistant first.

Clients will soon ask Claude or ChatGPT to get their pink slip or add a car. Skailar gives those assistants a safe way in, under your agency’s rules.

ChatGPTConnected to Maple Insurance through Skailar
Skailar for Maple InsuranceRead your policies · open service requests
ConnectConnected
I bought a 2024 RAV4. Can you add it to my car insurance?
Skailar · checking your auto policy
Found your policy with Maple Insurance. What’s the VIN, and when do you pick it up?
VIN ends in 8RW, picking it up Friday.
Skailar · request sent to your broker
Your broker approved it and is getting quotes. You’ll see the new premium before anything changes.
Message your assistant
Broker portalNew task · via ChatGPT
waiting for broker reviewapproved by broker
Vehicle addition · Tremblay2024 RAV4 · VIN collected · effective Friday
ApproveM. Chen
Pricing

Pricing that fits the size of your agency.

From a small team to a large brokerage, you pay for what you use and the plan grows with your book. No long systems project and no rip and replace.

  • Flexible plans sized to your team and volume
  • Start with one workflow, such as renewals, and add more when you’re ready
  • Live in days, with our team handling the setup
Limited spots

Design partner program

We’re working closely with a small group of agencies to shape the product.

  • No setup fee
  • Founding-partner pricing
  • Direct line to the product team
  • Your workflows shape the roadmap
Apply as a design partner
Book a demo

Schedule your demo today.

A 30-minute live walkthrough on real workflows, not a mock-up. Here’s what we cover:

  • Live renewal comparison and urgency scoring
  • Phone transcription and task creation
  • Email and phone request sorting
  • Document prefill and e-signature tracking
  • Compliance audit trail walkthrough
Schedule a meeting
Request information

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Tell us how your office runs today and what takes most of your team’s time. We’ll reply within one business day.