One client, start to finish. No hand-offs, no re-keying.
Follow a single client through EGEAN: from a quote request on your website at night to a placed policy and the commission that pays for it.
9:04 p.m. A family asks for a quote. On your own website.
Your EGEAN-built website quotes life, travel, Super Visa and visitors-to-Canada coverage live. The client compares options and asks you to follow up.
A demo advisor website. Yours carries your own brand and domain.
9:04 p.m. The lead is already in EGEAN.
The request lands in Lead Manager the moment it is submitted, with the product they asked about, ready to assign to the right advisor.
Real screens from EGEAN. The clients are made up.
9:15 a.m. The advisor compares carriers.
Live quotes from Canadian insurers, side by side and lowest first, saved to the client’s record.
Real quote, October 5, 2026: male, 40, non-smoker, Ontario, $500,000, 20-year term. Premiums change; for illustration only.
10:00 a.m. The fact-find, by conversation.
EGEAN AI asks the eligibility questions in the right order while the advisor talks to the client, then saves the answers and drafts the follow-up for review.
10:30 a.m. A text, a call, a booked review.
The advisor texts from the client file, the call and its summary log themselves, and the video review goes out with the join link already in the invite.
Next month. The commission arrives. And gets checked.
The carrier statement is matched to the policy. If the amount is short, it shows as outstanding; if a policy lapses, the chargeback waits for your confirmation.
