# Calefy

> Commercial insurance application generation software for brokers, MGAs, and insurers

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Calgary, Alberta, Canada |
| Founded | 2020 |
| Stage | Startup |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

Calefy is a commercial insurance application generation platform serving brokers, managing general agents (MGAs), and insurers in the P&C market. The platform replaces generic contact forms on brokerage and insurer websites with fully customized, interactive insurance applications, enabling prospective customers to self-serve their information entry and receive completed, submission-ready applications automatically.

The platform is delivered as a white-labeled, website-embedded SaaS component. It covers applications across 4,500+ commercial insurance forms and more than 95% of commercial industries. The system uses AI-driven lead intake to identify the correct form type and extract relevant data, then integrates with third-party data sources -- OPTA and Google Maps -- to verify and augment the submitted information before generating a finalized application. A drag-and-drop interface allows brokers and insurers to configure application workflows without coding.

Founded in Calgary in 2020, Calefy reports reducing the time from initial lead contact to submission from approximately 45 minutes to 5 minutes, saving brokers an average of 10 hours per week. The company has been recognized as a finalist for Best Service Provider - Insurtech at the Insurance Business Canada Awards in both 2021 and 2022, and has been featured in the Insurance Canada InsurTech Spotlight. The company appears to be bootstrapped with no public funding announcements as of mid-2026.

## Products & services

### Calefy Platform

A white-labeled commercial insurance application generation tool that embeds directly on broker, MGA, and insurer websites. The platform captures lead data via a customized interactive form and automatically generates completed, submission-ready insurance applications.

**Key features:**

- AI\-driven form identification across 4,500\+ commercial insurance application types
- Drag\-and\-drop workflow builder for customizing application forms without coding
- Third\-party data integrations \(OPTA, Google Maps\) for address and business data verification
- White\-label deployment with customer branding
- REST API connectivity for MGA and insurer system integrations
- Coverage across 95%\+ of commercial insurance industries

*Target users:* Commercial P&C brokers, MGAs, and insurers seeking to digitize and accelerate their submission intake process

## Category & focus

- Subcategories: Digital storefronts, quote\-to\-bind, embedded insurance
- Insurance verticals: P&C Commercial, Specialty/E&S
- Target customers: Brokers, MGAs/MGUs, Carriers

## Links

- Website: <https://www.calefy.ca>
- Directory profile: <https://insurtechlist.com/companies/calefy/>
- Blog: <https://www.calefy.ca/blog>
- Careers: <https://www.calefy.ca/careers>
- Linkedin: <https://ca.linkedin.com/company/calefy>
- Press/news: <https://www.calefy.ca/media>

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*Last updated: 2026\-06\-08*
