About company
Floapi empowers insurance brokerages to modernize and scale their operations through advanced automation and artificial intelligence (AI). Trusted by numerous brokerages across Canada, Floapi delivers proven, production-ready solutions that eliminate repetitive manual work, boost operational efficiency, and enhance data accuracy throughout the organization.
At the heart of our platform is FloapiConnect, a powerful integration technology that connects seamlessly with brokers’ BMS environments. FloapiConnect enables intelligent automation of essential workflows, including call note-taking, policy shopping during renewals, commercial billing, document intake and processing, premium comparisons, and other high-volume operational tasks.
Built with enterprise-grade requirements in mind, Floapi’s solutions are secure, scalable, and customized to real-world brokerage needs. Our engineering teams collaborate closely with clients to ensure smooth deployment, measurable results, and lasting value—allowing brokerage professionals to focus on strategic growth and client relationships instead of repetitive manual processes.
Locations
Headquarters
Canada
+1 (438) 364-9695
Headquarters
Canada
+1 (438) 364-9695
Languages (2)
Timezones (2)
Communication
Preferred Communication Channels
Working models
Technical Support
Project Management Methodologies
Focus
100%
Recommended Providers
App Maestros
1 review
$10000 - $24999
10 - 49
$50 - $99/hr
United States
Reviews
FloapiConnect
The FloapiConnect module is a comprehensive automation platform designed for insurance brokerages, streamlining critical operational workflows. Its note-taking module captures and organizes call notes in real time, reducing manual entry and ensuring accurate client records. The commercial billing module automates invoicing, policy tracking, and payment reconciliation, saving time and minimizing errors in complex billing processes. Additionally, the eDoc treatment module intelligently processes incoming documents, extracting relevant data, classifying files, and integrating them directly into brokers’ BMS systems. Together, these modules enhance operational efficiency, improve data accuracy, and free brokerage teams to focus on high-value client interactions and strategic growth.
Karine Martins
insurance broker
Working with Floapi has been a great experience for our brokerage. By integrating automation into Applied Epic, we were able to save a lot of time on repetitive tasks and use our resources more efficiently. We estimate about a 40% improvement in time and operational efficiency. The integration went smoothly, reduced manual work, and made daily processes easier for our team. Overall, Floapi has had a very positive impact on how we work.
5
Service quality
Punctuality
Communication / Customer service
Overall Costs
Willingness to Recommend
Portfolio
FloapiConnect
Events
Resources