The back office for Canadian benefits advisors
Run your whole benefits book from one place.
Renewals, quotes, documents, commissions, claims and employee support — prepared for you, sent under your own brand.
Already a customer? Log in
Commissions · January to June 2026
Sample book, invented groups
- Paid
- $28,407.80
- Short against your rates
- $559.20
- Lines to chase
- 4
By carrier
| Carrier | Paid | Vs your rate |
|---|---|---|
| Canada Life | $12,375.00 | $0.00 |
| Desjardins | $5,241.60 | $0.00 |
| Manulife | $4,640.00 | $0.00 |
| Sun Life | $6,151.20 | −$559.20 |
- carriers and administrators recognized by name
- 26
- carriers and administrators recognized by name
- jobs of the back office, one sign-in
- 4
- jobs of the back office, one sign-in
- languages in Paige, the employee chatbot
- 13
- languages in Paige, the employee chatbot
Back office
The work behind the work
Automating the admin that slows your team down.
Census & roster import
Turns census files into clean client and member records.
Carrier statements & invoices
Forward a carrier PDF and it files to the right client automatically.
Commission tracking
See what was paid by group and by advisor, in one dashboard.
Renewals
Track every renewal with its dates, tasks and carrier documents.
- Canadian-owned
- Data stored in Canada
- Built to meet PIPEDA & Quebec Law 25 requirements
AI may run outside Canada.
Commissions
Know exactly what you’re paid — and what you’re owed.
Carrier statements checked line by line against the commission you expected.
- Forward or upload each carrier’s statement, and every line is matched to its group and checked against the rate on file.
- The reconciliation queue leads with what you are owed: short payments, lines that match no group and groups that stopped paying, each a click from a query to the carrier.
- See what was paid by carrier, by group and by advisor, splits included — with the producer the carrier printed, and commission held back to pay later kept apart from a short payment.
- Export reconciled commissions for QuickBooks Online, Xero and FreshBooks. Or connect your software once and send each month straight into your books with one button.
An Excel workbook for an invented book of groups.
Commissions · January to June 2026
Sample book, invented groups
- Paid
- $28,407.80
- Short against your rates
- $559.20
- Lines to chase
- 4
By carrier
| Carrier | Paid | Vs your rate |
|---|---|---|
| Canada Life | $12,375.00 | $0.00 |
| Desjardins | $5,241.60 | $0.00 |
| Manulife | $4,640.00 | $0.00 |
| Sun Life | $6,151.20 | −$559.20 |
By advisor
| Advisor | Their share | Groups |
|---|---|---|
| Jordan Tremblay | $6,522.48 | 2 groups |
| Priya Natarajan | $3,075.60 | 1 group |
| Kept by the firm | $18,809.72 | — |
By group
| Group | Paid | Vs your rate |
|---|---|---|
| Harbourline Logistics Inc. | $12,375.00 | $0.00 |
| Northvale Software Ltd. | $6,151.20 | −$559.20 |
| Brightwater Studios | $5,241.60 | $0.00 |
| Cedarbank Dental Partners | $4,468.80 | $0.00 |
| CDR DENTAL PTNRS - DIV 2 (matches no group) | $171.20 | — |
How it works
Forward it, check it, send it.
The same three steps for a renewal, a quote, a statement or a claims report.
Forward or upload
Forward carrier email to your firm’s address, or drop in the PDF, workbook or photos.
blankit reads and prepares
It reads the document, files it to the client and drafts the report, the counter or the next task.
You review and send under your brand
Check the draft, change what you want, and send it in your firm’s name.
Run it on one of your own renewals.
The demo is a full firm with invented clients. No card, no call.