Property & casualty insurance brokers: your clients’ documents, without texts or attachments

An expired policy, a licence photographed at an angle, a claims letter that never arrives: every missing document delays the policy. Ekorra asks for the right documents, checks every file on arrival and tells your client right away what to redo.

See the interactive demo →

3-month free trial · no credit card

The documents you already ask for

Four case templates are ready the first time you sign in. Each document comes with its check rule and a help text for your client — you can edit everything.

Home insurance renewal

Current home insurance policy or renewal notice
Claims history letter
Depending on the situation: major renovation invoices; oil tank record; void cheque for pre-authorised debit
When needed: monitored alarm certificate; appraisals for scheduled valuables

Auto insurance, new policy

Driver’s licence, front and back
Vehicle registration certificate
Claims history letter
Depending on the situation: proof of prior insurance; purchase or lease agreement; void cheque
When needed: driving course certificate

Rental property

Current building insurance policy
Current leases
Municipal tax bill
Proof of insurance naming the mortgagee
Claims history letter
Depending on the situation: mortgage statement; major work invoices
When needed: building inspection report

Commercial insurance (small business)

Québec enterprise register statement or certificate of incorporation
Financial statements or last fiscal year’s revenue
Business claims history letter
Depending on the situation: current policy; commercial lease; operating permit; void cheque
When needed: equipment and inventory schedule; client contracts requiring specific coverage

What these templates never ask your client for: their driving record, a credit report, a criminal record, or any health information.

How it works

Pick the template, describe the risk
Home renewal, auto, rental property, business: start from the template, paste your call notes. Ekorra adds the documents the situation calls for — oil heating, a financed vehicle, rented premises — quoting the passage that justifies them. You approve.
Your insured uploads, every document is checked
An expired policy or one for another address, an unreadable licence, a policy summary sent instead of the claims letter: the portal flags it on arrival and explains what to redo.
You review and submit to insurers
The file reaches you with a check note and key fields for each document — insurer, coverage period, expiry date. You approve, export as a ZIP, and carry on in your submission tools.

What changes in your week

Blurry photos stop at the portal — Legibility is part of the check: your client retakes the photo right away, not after your email the next day.
The right letter, not a summary — The template’s rule expects a letter issued by an insurer, dated within the last 90 days; a quote or a policy summary is flagged. And the help text tells your client whom to ask.
Your insureds follow their file — Collection, review, insurer submissions, policy issued: you advance the stage, your client sees it without calling you.
A reminder that says what to send — One click, one email in your firm’s name, listing exactly what is still missing — handy when renewals come in waves.

What your clients see

An email in your name, one link, and a phone is enough.

A portal carrying your firm’s name and logo, in French or English, with no account and no password.
Under each document, “Where do I find this?”: “The small SAAQ certificate that came with your plates, or the PDF in your SAAQclic account.”
An immediate answer after each upload: the document is received, or here is what to redo.
A clear notice, before uploading, about what happens to their documents — and a button to write to you.

Built for trust

Hosted in Canada

Your data is stored and the AI processing runs in Google Cloud’s Montréal region.

Encrypted

Your clients’ files are encrypted in transit and at rest.

The AI assists, you decide

No automatic decisions: you approve the list before it’s sent and review every document before closing the file.

Limited retention

Documents are permanently deleted 12 months after a request is closed.

Property & casualty only: Ekorra offers no life or health insurance template and asks for no health information. Our templates’ rules tell the AI to report a name, an expiry date, a coverage period — never a licence number or an account number. And Ekorra judges neither risk, nor insurability, nor premium: that is your profession, and the insurer’s decision.

Frequently asked questions

Does Ekorra also serve life and health insurance?

No. Ekorra is offered for property & casualty insurance — auto, home, rental property, business. No template asks for health information, and we do not offer it for life, disability or critical illness files.

My clients send photos taken with their phone. Is that a problem?

It is built for that. The portal opens on the phone, and each document’s help text says how to photograph it (“flat, no glare, all four corners visible”). If the photo is unreadable or it is the wrong document, your client knows right away.

Does the AI assess risk or insurability?

No, never. It checks that the file matches the requested document — type, period, name, legibility — and reports facts: a date, an insurer, an address. Risk analysis is yours; pricing is the insurer’s.

Does this replace my broker management system?

No. Ekorra handles what happens before: getting the right documents from your client. You export the file as a ZIP and load it into your system; there is no direct integration today, and no e-signature — the application is signed with you, as usual.

Your next renewal, without the document hunt

Create your account, pick “Property & casualty insurance”: your four templates are ready and your first request can go out within minutes.