# WiseInsur

> Insurance agent platform for digital quoting, policy management, and client relationships

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Oshawa, Ontario, Canada |
| Founded | 2020 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Bootstrapped |

## Overview

WiseInsur is a B2B2C insurance marketplace platform based in Oshawa, Ontario, Canada, serving insurance agents and brokers with digital tools for client acquisition and policy management. The platform bridges insurance consumers and licensed agents, offering agents a technology suite to manage their business online while giving consumers a way to compare products and connect with agents.

The platform delivers online quoting, policy lifecycle management, a CRM system, and lead collection tools as an integrated web-based solution targeted at Canadian insurance professionals. The company references AI, machine learning, and ChatGPT integration in blog content related to automated underwriting, computer vision for claims processing, and fraud detection, positioning these as relevant emerging capabilities for the insurance industry.

WiseInsur is an early-stage startup founded in 2020 with a small team. The platform is built in partnership with WEWCA. The company has published ongoing blog content since 2021 covering insurtech trends in Canada and targeted a mobile app launch in late 2023.

## Products & services

### Agent Platform

A web-based platform providing insurance agents and brokers with an integrated suite of tools to manage their business digitally.

**Key features:**

- Online quote generation for agents to create insurance quotes for customers
- Policy management system to track and service existing policies
- CRM system for lead tracking, client communication, and book\-of\-business management
- Lead collection interface connecting consumers to agents on the platform

*Target users:* Insurance agents and brokers in Canada

### Consumer Marketplace

A customer-facing comparison interface that lets insurance buyers review products from multiple agents and select the best fit, feeding qualified leads into agent pipelines.

**Key features:**

- Product comparison across multiple agents
- Agent selection and connection
- B2B2C lead flow from consumer to licensed agent

*Target users:* Insurance consumers in Canada

## Category & focus

- Subcategories: Insurance Marketplace, Agency Management, CRM
- Insurance verticals: P&C Personal, Life & Annuity
- Target customers: Agents/Agencies, Brokers, Consumers

## Notable customers

- Howard \(insurance agent \-\- platform testimonial\)

## Links

- Website: <https://www.wiseinsur.ca>
- Directory profile: <https://insurtechlist.com/companies/wiseinsur/>
- Blog: <https://www.wiseinsur.ca/blog>
- Linkedin: <https://ca.linkedin.com/company/wiseinsur>
- Platform: <https://www.wiseinsur.ca/platform>

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*Last updated: 2026\-06\-19*