InsureVue (Click Capital)

Digital policy management for P&C brokers, MGAs, and carriers -- built natively on Salesforce.

Core Administration Startup Bootstrapped

Overview

InsureVue is a policy administration and digital distribution platform for P&C insurance brokers, managing general agencies, and carriers. Developed by Click Capital Corporation, the platform is built as a 100% native Salesforce application and is certified on the Salesforce AppExchange. It enables insurance distribution participants to digitize their products, automate workflows, and deliver self-service purchasing experiences to their clients.

The platform supports the complete policy lifecycle, from submission intake and underwriting through rating, payment processing, binding, and policy issuance. Insureds can apply, receive quotes, purchase, and renew policies online without manual intervention, reducing transaction time from days to minutes. The system also provides MGAs and carriers with real-time visibility into their business operations through 360-degree dashboards.

Founded in 2010 and based in Toronto, Click Capital has built a focused niche as a Salesforce-native insurance technology provider for the Canadian and North American P&C market. The company lists six or more confirmed insurance clients on its website and has been featured in the Insurance-Canada InsurTech Spotlight series.

Products & Services

InsureVue for Brokers

A self-service digital channel that allows insurance brokers to offer their clients the ability to apply, quote, purchase, and renew policies online. The platform handles the end-to-end transaction process, from submission intake to document delivery, reducing policy issuance time from days to minutes.

Key Features

Online quote, bind, and issuance for insureds
Automated submission intake and workflow routing
Policy document generation and delivery

Target Users: Insurance brokers and their commercial and personal lines clients

InsureVue for MGAs

A digital underwriting and policy issuance platform designed for managing general agencies. The solution automates submission intake, underwriting, rating, and policy administration workflows while reducing reliance on manual data entry.

Key Features

Real-time 360-degree view of MGA operations and customer interactions
Automated underwriting and rating workflows
Streamlined binding and policy issuance

Target Users: Managing general agencies operating P&C programs

InsureVue for Carriers

A digital distribution capability that enables insurance carriers to deliver their programs through broker networks. The platform provides carriers with modern distribution channels for program business.