InsureVue by Click Capital

Salesforce-native policy administration platform for Canadian P&C brokers, MGAs, and carriers

Core Administration Established Bootstrapped

Overview

InsureVue is a policy administration platform for property and casualty insurance organizations, built entirely as a native Salesforce application by Click Capital Corporation, based in Toronto, Ontario. The platform targets insurance brokers, managing general agencies (MGAs), and carriers seeking to digitize their operations within an existing Salesforce environment.

The platform covers the full insurance workflow from submission through binding and policy issuance. Key capabilities include submission management, digital document generation, policyholder management, and self-service quoting and binding portals. Because InsureVue runs natively on Salesforce, it inherits the platform's security, compliance, and integration ecosystem without requiring separate cloud infrastructure.

Click Capital has operated InsureVue since 2010 on a bootstrapped basis, reporting approximately USD 5M in annual revenue. The company is recognized in the Canadian insurtech ecosystem and is listed on the Salesforce AppExchange as a verified native application.

Products & Services

InsureVue Policy Administration Platform

A 100% native Salesforce application providing end-to-end policy administration for P&C insurance organizations. The platform handles submissions, policy issuance, document generation, and policyholder management within the Salesforce cloud environment.

Key Features

Submission management and underwriting workflow automation
Automated document generation for proposals, certificates, and policy wordings with direct email delivery
360-degree policyholder management including applications, property photos, account plans, and communications history
Self-service digital channels enabling policyholders to quote, bind, and issue policies online
Full policy lifecycle management from submission through binding and issuance

Target Users: Insurance brokers, MGAs, and carriers using Salesforce CRM

At a Glance

Founded: 2010
Headquarters: Toronto, Ontario, Canada
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Core Administration
Subcategories: Policy Administration Document Management Digital Distribution
Insurance Verticals: P&C Commercial P&C Personal
Target Customers: Brokers, MGAs/MGUs, Carriers