New AI meeting notes for Canadian advisors

The CRM for insurance & investment advisors in Canada

Manage clients, life insurance policies, RRSP and TFSA accounts, financial needs analyses, CASL consent and e-signatures in one modern workspace, built for advisors across Canada.

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  • 14-day free trial
  • No credit card required
  • Priced in Canadian dollars
RRSP · TFSA · RRIFCASL consent trackingAll 13 provinces & territoriesCanadian carriers & MGAsCAD billing
Features

Everything a Canadian advisor needs, in one CRM

From the first meeting to the signed application and every renewal after it, Befikr keeps your whole client relationship in one place.

Client CRM with full KYC

Leads, prospects and clients in one book. A 7-step KYC profile captures household, employment, income, net worth, goals and risk tolerance, with family relationships linked.

Insurance policy management

Single, joint and multi-life policies with owners, insureds, coverages and beneficiaries. Track premiums, renewals and underwriting status by carrier.

Investment accounts

Record RRSP, TFSA, RRIF and non-registered accounts with market values, so total AUM and premium volume are always one glance away.

Financial Needs Analysis

Run an FNA for life insurance, retirement and education goals, then hand the client a clean PDF report with your branding.

Tasks & follow-ups

Kanban, card and list views, recurring tasks, bulk updates and reminders by email and in the browser, so no follow-up slips.

Google & Outlook calendar sync

Two-way sync with Google Calendar and Microsoft 365. Birthdays, anniversaries, renewals and meetings land on one calendar with AI meeting prep.

Sales pipeline

Move opportunities from qualification to implementation and see your pipeline value at every stage.

Email, templates & automations

Connect Gmail or Outlook, read and send from each client record, build branded templates and send birthday emails automatically.

E-signature & document library

Turn any PDF into a signable form, send it for e-signature and keep the signed copy on the client file.

Compliance dashboard

See which clients still need an FNA, CASL email consent or a signed disclosure, and keep your licences, carrier contracts and CE credits in one place.

AI notes & Mia assistant

Dictate meeting notes and get a clean summary. Ask Mia to update a client, add a note or prepare a briefing before a meeting.

Upload Hub import

Move from spreadsheets in minutes: import contacts, policies and investments from CSV or Excel and fix any errors before they are saved.

How it works

Up and running in an afternoon

No consultants, no long onboarding. Bring your book of business over and start working the same day.

  1. 1

    Start your free trial

    Create your workspace in about a minute. 14 days free, no credit card needed.

  2. 2

    Import your book of business

    Upload your client list, policies and investment accounts from CSV or Excel with Upload Hub.

  3. 3

    Connect email & calendar

    Link Gmail or Outlook so meetings, emails and reminders flow into each client file automatically.

  4. 4

    Advise, track and stay compliant

    Run FNAs, send documents for e-signature, track consent and let AI handle your meeting notes.

Why Befikr

Built for how advisors in Canada actually work

Generic CRMs were made for sales teams. Befikr is made for licensed advisors who manage policies, registered accounts and compliance every day.

Try it free for 14 days
BefikrSpreadsheets & generic CRM
Policies, coverages & beneficiaries—
RRSP / TFSA / RRIF accounts—
FNA with PDF report—
CASL consent per client—
Built-in e-signature—

Made for the Canadian market

RRSP, TFSA and RRIF accounts, provinces and territories, Canadian carriers and MGAs, and CASL consent built into every client record.

Simple pricing in Canadian dollars

Pay in CAD with no currency surprises. One price for a solo advisor, one for your whole team.

One tool instead of five

CRM, policy tracking, FNA, e-signature, email and calendar in one place, so you stop copying data between apps.

Audit-ready records

Every FNA, consent request and signed disclosure is logged on the client file, ready for your next compliance review.

Secure by design

Two-step verification, role-based access and per-advisor visibility keep client information where it belongs.

Less admin, more advising

Automated birthday emails, renewal reminders, task digests and AI summaries give you hours back every week.

Across Canada

The advisor CRM for every province and territory

Whether you are an insurance advisor in Toronto, a financial planner in Vancouver or an MGA-affiliated agent in Calgary or Halifax, Befikr supports the way Canadian advisors work, coast to coast.

  • Advisors in OntarioToronto · Ottawa · Mississauga · Hamilton · London
  • Advisors in British ColumbiaVancouver · Surrey · Burnaby · Victoria · Kelowna
  • Advisors in AlbertaCalgary · Edmonton · Red Deer · Lethbridge
  • Advisors in QuebecMontréal · Québec City · Laval · Gatineau
  • Advisors in ManitobaWinnipeg · Brandon
  • Advisors in SaskatchewanSaskatoon · Regina
  • Advisors in Nova ScotiaHalifax · Dartmouth
  • Advisors in New BrunswickMoncton · Saint John · Fredericton
  • Advisors in Newfoundland and LabradorSt. John's
  • Advisors in Prince Edward IslandCharlottetown
  • Advisors in TerritoriesWhitehorse · Yellowknife · Iqaluit
Pricing

Simple pricing in Canadian dollars

Start free for 14 days. Choose a plan when you are ready. Cancel or pause any time.

Free trial

Try everything, risk-free

$0for 14 days
Start free trial
  • No credit card required
  • Clients, tasks & calendar
  • Policies, investments & FNA
  • Upload Hub import
  • Upgrade any time

Starter

For the independent advisor

$69CAD / month
Sign up now
  • 1 user
  • Unlimited clients
  • 10 GB storage
  • 500 AI credits / month
  • Policies, investments & FNA
  • Google & Outlook sync
  • E-signature & document library
  • AI notes & Mia assistant
Most popular

Team

For advisory firms and teams

$199CAD / month
Sign up now
  • Unlimited users
  • Unlimited clients
  • 100 GB storage
  • 5,000 AI credits / month
  • Policies, investments & FNA
  • Google & Outlook sync
  • E-signature & document library
  • AI notes & Mia assistant
  • Team roles & shared book
  • API access

Prices in Canadian dollars (CAD). Applicable GST/HST/PST is added at checkout.

FAQ

Questions advisors ask us

Can't find your answer? Start the free trial and explore every feature yourself.

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What is Befikr?

Befikr is a CRM and practice-management platform for licensed life insurance and investment advisors in Canada. It keeps your clients, insurance policies, investment accounts, tasks, calendar, email, documents and compliance records in one secure workspace.

Who is Befikr built for?

Independent insurance advisors, financial advisors, MGA-affiliated agents and small advisory firms across Canada, from solo practices to teams with several advisors and assistants.

Is there a free trial?

Yes. Every new workspace starts with a 14-day free trial with no credit card required. You can choose a paid plan at any time during or after the trial.

How much does Befikr cost?

Pricing is in Canadian dollars. The Starter plan is for a single advisor and the Team plan covers your whole firm. Annual billing includes 2 months free. Applicable Canadian sales taxes are added at checkout.

Does Befikr help with CASL compliance?

Yes. You can send clients an email-consent request, see each client's consent status, and unsubscribe links are handled for you, so your client emails follow Canada's Anti-Spam Legislation (CASL) consent requirements.

Can I import my existing clients?

Yes. Upload Hub imports contacts, insurance policies and investment accounts from CSV or Excel files. You review and fix any rows with errors before they are saved, and you can export your data to CSV at any time.

Does it work with Gmail, Outlook and my calendar?

Yes. Befikr connects to Google (Gmail and Google Calendar) and Microsoft 365 (Outlook mail and calendar) with two-way calendar sync and email linked to each client record.

Can clients sign documents electronically?

Yes. Upload any PDF, place signature and form fields, and send it for e-signature. The signed copy is stored on the client's file automatically.

What are AI credits?

AI features such as note summaries, meeting briefings and the Mia assistant use AI credits. Each plan includes a monthly allowance, and the rest of Befikr works without using any credits.

Can I add my team or assistants?

Yes. The Team plan includes unlimited users with owner, admin and member roles, and you decide whether each person sees the whole book or only their own clients.

Can I cancel or pause my subscription?

Yes. You can pause or cancel from your billing page at any time. Your data stays available to view and export.

Spend less time on admin and more time with clients

Bring your whole practice into one place. Your 14-day free trial starts today, no credit card needed.

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