ALL THE INFORMATION YOUR TEAM NEEDS
IN ONE PLACE

ProNavigator for Brokerages / Agencies

Carrier content, underwriting guidelines, and comparisons – always up-to-date

What Clients Are Saying

ProNavigator “makes a world of difference”

Equip broker and agent teams with a single source of truth for all the information they need across carriers, lines of business, and internal documentation.

Save thousands of hours annually
Eliminate hours of searching through carrier portals. Instantly access manuals, forms, bulletins, endorsements, and more.
AI-powered search, built for insurance, has a full understanding of industry terms so you can quickly find the answers you need.
Increase broker/agent sales
Give your team a complete view of all markets. Keep carrier risk appetite at your fingertips to quickly determine the best coverage options.
Leverage side-by-side comparisons of appetite, decline rules, binding guidelines, and billing resources to drive sales.
Improve customer satisfaction
Spend more time serving customers and less hunting for information across multiple systems or calling underwriters.
Rely on always-up-to-date information to address customer concerns quickly and accurately - and deliver exceptional service.

Award-winning platform trusted by Brokerages/Agencies of all sizes

Huestis Insurance GroupPaisleyCookeHarvard WesternNIBING
Huestis Insurance GroupPaisleyCookeHarvard WesternNIBING
Huestis Insurance GroupPaisleyCookeHarvard WesternNIBING
Capterra2021 Insurance Business Canada AwardsIconICTCA 5-star Insurance Technology2024 Insurance Business Canada Awards

Our insurance and technology experts built ProNavigator to serve the needs of insurance brokers and agents

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One Platform

Provides a single source of truth for all your insurance operating information

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AI-Powered Summarization

Rapid, AI-powered classification and summarization

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Industry-Trained Models

Search models trained on millions of insurance data points and terminology

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Underwriting Comparisons

Side-by-side comparisons of carrier appetite, decline rules, endorsements, and more

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Broad File Support

Support for file types, including, PDF, Word, Excel, external links, and multimedia

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Version Control

Track changes with versioning and built-in version alerts

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Comprehensive LOB Support

Personal, Commercial, Farm, and Specialty Lines

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Personalization

Bookmarks and notes to organize information your way

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Enterprise-Grade Security

SOC 2 compliant with prioritized uptime, bilingual support, and security audits

How our Features Compare

ProNavigator
Alternatives
Supported Lines of Business
All Lines: Personal, Farm, Commercial, and Specialty
Fully Supported
Partially Supported
Regions
All US states and Canadian provinces, including Quebec
Fully Supported
Partially Supported
Internal Brokerage Resources
Supports any internal brokerage-specific resources
Fully Supported
Not Supported
Supported File Types
PDF, MS Word, Excel, PowerPoint, External links, and Multimedia
Fully Supported
Partially Supported
Global Search
Comprehensive context-driven search across all resources
Fully Supported
Partially Supported
Pre-built Comparisons
Out-of-the-box comparisons across Personal and Commercial Lines, including Appetite, Decline Rules, Bulletins, Forms, Manuals, Buying Guidelines, and Payment Resources
Fully Supported
Partially Supported
Configurable Comparisons
Build your own UW & billing comparisons
Fully Supported
Not Supported
Versioning
Reference earlier or future versions with built-in version alerting
Fully Supported
Undisclosed
Personalization
Bookmark favourite resources, create personalized notes, organize & compare
Fully Supported
Not Supported
User Permissions
Managed Access per role (e.g. Personal Lines staff see only Personal Lines content)
Fully Supported
Partially Supported
Referenceability
Information directly linked to specific clauses within documents
Fully Supported
Partially Supported
Multilingual
English and French
Fully Supported
Not Supported
Defined Total Cost of Ownership
Predictable cost structure / no additional fees
Fully Supported
Partially Supported
Admin/Manager Function
Save, share, and add notes on documents/key clauses. Collaborate and communicate with staff
Fully Supported
Not Supported
Support for Integrations
Carrier support & Microsoft system integration
Fully Supported
Partially Supported
Enterprise-Grade Security
SOC 2 Compliant, Prioritized Uptime, High Reliability, Bi-Lingual Support, Advanced Encryption, Regular Pen Testing and Security Audits
Fully Supported
Undisclosed
Legend:
Fully Supported
Fully Supported
Partially Supported
Partially Supported
Not Supported
Not Supported
Undisclosed
Undisclosed
Book a call to see the world of difference ProNavigator can make for your brokerage or agency
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