Egean

EGEAN is a Canadian software platform built by a licensed broker for insurance, investment, and group benefits advisors. It combines a website builder, a multi-carrier quoting tool, and an AI-assisted CRM called EGEPilot into one integrated system. The platform manages leads, quotes, and client pipelines while storing data exclusively on Canadian servers to align with PIPEDA.

The platform is designed for independent brokers, agencies, MGAs, and individual advisors who need a unified system for their practice. It handles life insurance, investments, and group benefits within a single workspace. Advisors can pick the specific products they need, such as the CRM or the AI assistant, rather than being forced into a full suite.

Users can start by booking a 30-minute demo where the team walks through their practice. Once ready, they set up their firm and receive a secure checkout link to access their workspace at app.egean.ca. There are no contracts or setup surprises, and the plan renews monthly until cancellation.

The core CRM costs $49.99 per advisor per month, while the AI assistant and Quoter are $19.99 each. The Lead Manager add-on is $49 per month per firm, and the Website feature requires a $1,500 one-time design and build fee plus $149.99 monthly hosting. All prices are in Canadian dollars billed monthly with taxes extra.

The system integrates with Zoom, Microsoft Teams, Microsoft 365, Google Workspace, and BoldSign to log calls, sync calendars, and send compliance documents. It also includes a client portal where clients can view policies and message advisors securely. Each tool connects once per advisor to streamline the workflow.

Data is stored in Toronto on Amazon Web Services' Canada (Central) region with backups kept locally. The system uses TLS in transit and double encryption at rest, along with mandatory multi-factor sign-in for every user. A tamper-evident audit log records who did what and when for compliance purposes.

The AI assistant, EGEPilot, runs fact-finds inside the client file and drafts follow-ups and needs analyses for review. It answers underwriting questions with cited sources and can generate Reason-Why letters. The Quoter tool allows advisors to compare Canadian insurers side by side and save comparisons to the client record.

Onboarding is a one-time $399 fee that moves existing client data into the system, configures the firm, and trains the team. There is no setup charge for the core subscription, and firms can add advisors as they grow. Cancellation takes effect at the end of the billing period, moving the organization to a free plan.

The platform supports independent advisors, small agencies of 2 to 5 advisors, mid-sized agencies of 6 to 20 advisors, and large MGAs or firms with 20+ advisors. It is made in Toronto and serves the Canadian market with a focus on local data residency standards.

The process begins when a family visits an advisor's website and asks for a quote, which instantly becomes a new lead routed to the right person. The advisor then runs a live quote comparing carriers side by side, logs the call, and files the signed needs analysis in one place. Everything from the lead to the renewal lands in the same client file.

The Trustburn rating is 4.2 out of 5 based on 5 reviews. The platform emphasizes Canadian data residency and has been built from the advisor's side of the desk to solve the problem of disconnected tools. It is described as a private workspace for the firm with data stored in Canada.

The website uses Google Analytics to count visits only if the user accepts, and there are no advertising trackers. The company states it never sells or rents client data and processes information only to run the service. The privacy policy details these measures in the footer section.

You can reach Egean by e-mail at [email protected].

The official website of Egean is egean.ca.