The platform

One platform, two sides of the same handshake

On one side, clear comparison and advisor matching for the people shopping for cover. On the other, an easier way for agents and brokers to reach and serve clients. WiseInsur makes the connection. The policy always comes from a licensed professional.

For individuals & families

Compare, match, and move forward without the fog

01

Compare thoroughly

See tenant, home, auto, life, and annuity options side by side, with a realistic price range built from real rating factors.

Start a quote
02

Match an advisor

Choose the licensed agent you want to work with, not whoever the system assigns. You stay in control of the relationship.

Build my needs profile
03

Move forward with confidence

Your advisor picks up exactly where the comparison left off. No re-keying, no surprises later on.

Check my current policies

For agents & brokers

A workspace built for how you actually sell

Leads, not lists

Quote requests flow straight into your pipeline with the customer's needs already captured and priority-ranked.

Every client, in context

Status, history, and follow-up notes from first contact to bound policy, all in one place.

Tools that close

Run retirement and budget scenarios with clients in the room, and turn numbers into trust.

Join the platform

Open to everyone

Free planning tools, no sign-up required

Retirement income calculator

Translate your savings rate into monthly retirement income, including CPP and OAS, and find any gap to close.

Run the numbers →

Premium budget & coverage needs

Set a premium budget that fits your household and size your life coverage with the DIME method.

Run the numbers →
The WiseInsur Platform — for customers and brokers