// 01
Client management dashboard
Every client, every renewal date, every outstanding report. All in one place. Afii flags what's coming due and ensures nothing slips.
→ Every renewal on time, every report delivered, no delays
The only platform built specifically for Canadian group benefits advisors
Stop managing renewal paperwork. Start growing your practice.
Afii is the operating system built exclusively for Canadian Group Benefits Advisors. One platform for renewal management, utilization reporting, benchmarking, client management, and compliance.
The average advisor loses 12 to 15 hours weekly to manual admin. Afii gives that time back so you can do the work only you can do.
Built by a practicing advisorCanadian data & complianceMembers-only platform
Practice IntelligenceLive
Total Clients
14
Action Needed
Deadlines
3
Active Plans
312
At Risk
3
Deadlines
4 Total| Client Name | Renewal Date | Status |
|---|---|---|
MT | Jan 15 In 18 days | Action Pending |
PM | Jan 22 In 25 days | Action Pending |
NL  Northern Logistics | Dec 21 Past due (7 days) | Action Overdue |
WF | Apr 30 In 123 days | Good Standing |
//Client management → Zero missed renewals//On-demand utilization reporting → Weeks to seconds//Industry benchmarking → Independent Canadian data//Automated renewal briefs → No admin lifting//Fiduciary data controls → Your data, full stop//Real-time carrier integration → RTQ direct connection//Client management → Zero missed renewals//On-demand utilization reporting → Weeks to seconds//Industry benchmarking → Independent Canadian data//Automated renewal briefs → No admin lifting//Fiduciary data controls → Your data, full stop//Real-time carrier integration → RTQ direct connection
The transformation
How Afii changes your practice
Today
×Multiple carrier portals, multiple logins
×Email chains to request utilization reports
×Renewal documents in shared drives
×Excel spreadsheets for tracking and benchmarking
×Manual renewal brief preparation every cycle
×Disconnected workflows across tools
×12 to 15 hours weekly on admin instead of advising
With Afii
One secure platform with everything in one place
Instant utilization reports, on demand
Centralized client information and documents
Automated benchmarking against Canadian industry data
Auto-generated renewal briefs. You review and approve.
Organized workflows, every client tracked
Hours back every week to spend growing your practice
15+
Years in the Canadian group benefits industry
Not a tech team that studied the industry. An advisor who ran a practice.
100+
Advisor conversations that shaped this platform
Built from direct advisor feedback, not assumptions
100%
Canadian data and compliance focused
Carrier partners, data sources, and compliance rules are all Canadian
0
Data sold, shared, or used for AI training
Your client data belongs to your practice. Full stop.
Capabilities
Less admin.
More practice.
Every hour spent on manual reporting, chasing renewals, or reformatting documents is an hour you're not building your book. Afii gives that time back. Built specifically for Canadian group benefits advisors.
// 02
On-demand utilization reporting
Upload your carrier data and Afii handles the rest. Claims trends, benefit usage and cost drivers are automatically structured into a client-ready report. No spreadsheets, no manual formatting.
→ Raw carrier data in. Polished report out.
// 03
Automated renewal briefs
Afii processes renewal packages and generates a client-ready brief automatically. Plan data, rate changes and recommendations are ready for your review. No admin lifting required.
→ Walk into every meeting already knowing the full story
// 04
Industry benchmarking tools
Compare any client plan against Canadian industry benchmarks. Cost trends, drug spend, dental, disability, and paramedical data from national surveys.
→ Walk into every renewal with independent data behind you
// 05
Fiduciary-grade data controls
Client data never leaves your practice. Not built on shared AI training models. Role-aware access and full audit trails for regulated Canadian operations.
→ Full compliance confidence, zero data exposure risk
Inside the platform
See what you'll actually be using
Built by a working advisor. Every screen designed around how group benefits advisors actually think and work.
Report Templates
Choose a report style
Template
Choose a report style
StandardDefault
The complete familiar structure for detailed annual reviews.
Editorial
Spacious storytelling with confident editorial hierarchy.
Page 1 of 3
AFII RENEWAL
Employee benefits
Renewal
Report
Northwind Logistics
2026
POWERED BY AFII
Renewal Report
Extract accurate information from your renewal documents.
1Generate
2Approve
3Export
Generating Data
Renewal package received
The workflow is generating output. This section will update automatically when processing completes.
Renewal rates.xlsx
Claims experience.pdf
Plan design.pdf
Create New Client
Create clients seamlessly from benefit booklets.
Upload Booklet
2Create Client
Benefit Booklet
Select Booklet
Select the client booklet to use. It will upload only after you continue.
Northwind Benefits Booklet.pdf
3.2 MB · PDF
Generated Data
Review and approve extracted data before it enters the report.
Renewal rates
Monthly premium by coverage
BenefitCurrentRenewalChange
Extended health$42.18$45.60+8.1%
Dental$28.22$29.10+3.1%
Life insurance$12.04$12.040.0%
Your client data belongs to your practice. Full stop.
Client data never trains a third-party AI model
Data stays within your practice environment
No data reselling, no advertising, no exceptions
Built for Canadian regulatory compliance
// What used to take three days of back-and-forth with a carrier now takes three minutes.
That's not a feature. That's your practice, transformed.
12 to 15
Hours saved weekly
Per advisor, on manual admin and reporting. Back into client relationships and growing your book.
Instant
Utilization on demand
No more waiting days for carriers to deliver what your clients need today.
Zero
Missed renewals
Every deadline tracked, flagged, and delivered. Nothing slips.
One
Platform for everything
Renewals, reporting, benchmarking and compliance. All connected.
Workflow
From document pile to client-ready brief
The admin happens automatically. You review, approve, and move on. Your time goes back to the conversations that build your practice, not the paperwork that drains it.
01
Upload documents
Carrier packages, census files, claims summaries.
02
AI extracts context
Rate changes, benefit structure and claims trends, surfaced automatically.
03
Advisor reviews
You stay in control. Annotate and confirm before anything reaches the client.
04
Brief exported
Print-ready renewal reports and a complete audit trail, saved automatically.
What's coming to Afii
Renewal negotiation support
Walk into carrier negotiations armed with independent benchmarking data. Know where the carrier's numbers diverge from market before the meeting starts.
Client retention tools
Identify at-risk clients before renewal season hits. Afii surfaces engagement signals and flags dissatisfaction patterns so you can act proactively.
Commission & revenue tracking
Track commissions across your book by client, carrier, and plan. Forecast renewals and reconcile payments without a spreadsheet.
AI admin assistant
Let Afii handle routine client questions, including eligibility checks and coverage explanations, so your team stays focused on higher-value work.
Real-time carrier integration
Direct RTQ connections to Canadian carriers. Live quote requests and renewal figures are pulled directly into Afii without manual re-entry.
Founding Advisors shape the operating system.
Members only. Your practice helps define the platform every Canadian group benefits advisor will use.
Founding Advisor Program
Become a
Founding Advisor.
The first advisors who join Afii aren't just early users. They're the founding members of a platform built to define how Canadian group benefits advisors work.
Early platform access
Be first in line when the platform launches. Full access before the general waitlist.
Shape the platform
As a founding member, your experience as a working advisor directly informs how the platform evolves.
Preferred reduced membership pricing
As a Founding Advisor you receive preferred reduced membership pricing. Pricing is shared during onboarding. No credit card required to apply.
Priority onboarding
Dedicated onboarding session with the Afii team to get your practice fully set up.
Founding Advisor badge
Recognition as one of the original practices that helped build Afii from the ground up.
Members-only platform
Afii is not built for everyone. Membership is reserved exclusively for licensed Canadian group benefits advisors.
Reserved exclusively for licensed Canadian group benefits advisors