Klarum builds tools that MGAs and advisors need — so you can stay focused on clients and growth.
The Canadian life insurance industry runs on relationships. But the infrastructure underneath — succession, compliance, advisor data — hasn't kept up.
We understand the MGA model — AGAs, compliance requirements, advisor relationships — and build tools that fit the workflow, not against it.
PIPEDA-compliant infrastructure, hosted in Canada. Built specifically for the regulatory environment your business operates in.
Tools that advisors actually want to use — reducing friction at every touchpoint and making complex processes feel simple.
Novation is the first purpose-built marketplace for Canadian advisor succession. Sellers find qualified buyers. MGAs protect their books. Everyone moves forward with confidence.
Advisors register their book or search for acquisition opportunities — with the detail and context to make informed decisions.
Structured matching based on book profile, geography, and MGA alignment. No cold outreach. No guesswork.
Built-in tools for handover documentation, client communication, and MGA coordination — keeping all parties aligned.
Get more information about our first product — Novation — and what's coming next.