Built for independent Canadian brokerages

Keep every dollar
your book earns.

Every missed renewal is commission walking out the door. Anchor watches your book 24/7, so you get paid for every client you've won.

✓
Renewal savedS. Chen · home policy
★
New quote requestvia your broker badge
$
Expense loggedMarketing · $320
Commission leak calculator

How much is slipping
through the cracks?

Move the sliders to match your book.

Commission at risk every year
$6,000

That's money you already earned. Anchor's 60/30/7-day alerts make sure no renewal goes quiet.

Stop the leak

Estimate only: clients × commission × share lost.

Set it once.
Anchor keeps watch.

Calm, reliable and invisible until you need it.

Renewal alerts that never sleep

Every policy gets three chances to be saved before it lapses.

60
days out
30
days out
7
days out

Living client timeline

The whole relationship, not just the transaction.

Today · renewal alert
Mar · policy updated
2024 · first policy

Compliance ready

Audit-ready without the admin.

Activity loggedConsent recordedDocuments stored

Smart insights

Spot patterns and risks at a glance.

Import in minutes

CSV or manual entry, with CASL consent captured as you go.

clients.csv800 imported✓ consent
Broker badge

Your storefront.
No website needed.

One link that sells for you. Drop it in your email signature, on social media or on your business card.

Selling links

Clients request a quote or book a call in one tap.

Testimonials

Happy clients do your selling before the first call.

Verified profile

Your licence and contact details, all in one place.

New quote requestHome insurance · just now
JM
Jordan Miller
Verified broker · Alberta
Get a home quote →
Get an auto quote →
Book a call →
★★★★★
“Sorted our home and auto in one call.”
Sample review
Finances

Spend smarter.
Keep more profit.

Simple finances built for brokerages, without the complexity of accounting software.

Track expenses

Log costs as they happen, sorted by category.

Create budgets

Set monthly limits and see what's left at a glance.

Team budgets

Give each team member a budget and track spending in one view.

October budgetOct 1 – 31
$20.3Kleft
Spent$15.2K Remaining$20.3K Budget$35.5K
Alex · Account manager$1,240 / $2,000
Priya · CSR$410 / $800
Next on Anchor

Find the revenue
hiding in your book.

01

Book digitization

We turn paper files and carrier PDFs into client records.

02

Gap report

See which clients are missing cover, in dollars.

03

Automatic follow-ups

Email and text under your name, to opted-in clients.

Your clients stay yours.

Hosted in Canada

Returned or deleted on request.

PIPEDA-aligned

Written data agreement.

CASL-ready

Consent recorded per client.

Audit trail

Every action logged.

Ready to stop the
quiet failures?

Sign up today and let Anchor keep watch over your book.