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.
With thousands of Canadian life insurance advisors approaching retirement, MGAs need more than seminars and referrals. Novation provides a structured, MGA-controlled succession marketplace — so retiring advisors exit with confidence, newer advisors build their books faster, and the business stays in your network.
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.