QuickFacts
QuickFacts is a Canadian cloud-based SaaS platform that consolidates insurance carrier underwriting data and workflow management into a single interface for independent and enterprise insurance brokerages across Canada.
- Company typePrivate
- Founded2020
- HeadquartersBedford, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What QuickFacts does
QuickFacts is a Canadian cloud-based SaaS provider for insurance brokerages, founded in December 2020 in Halifax, Nova Scotia and operated by QuickFacts Inc. Its platform consolidates underwriting information, policy wordings, forms, bulletins, decline rules, binding guidelines, and carrier contacts from over 70 insurers (including more than 12,000 documents and 3,050 fillable forms in the commercial line) into a single searchable interface, supplemented by AI-powered side-by-side comparisons and a customizable workflow management module (QuickFlows, delivered in partnership with Acturis). Supporting features include QuickDrive for centralized internal documentation, a unified Contacts directory, and live chat support. Coverage spans personal lines, commercial lines, farm/hobby farm products, and cyber, across all ten Canadian provinces including a French-language Quebec offering, with U.S. market entry planned.
QuickFacts firmographics
Firmographics- Name
- QuickFacts
- Legal name
- QuickFacts Inc.
- Website
- https://quickfactsinc.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- QuickFacts is a Canadian cloud-based SaaS platform that consolidates insurance carrier underwriting data and workflow management into a single interface for independent and enterprise insurance brokerages across Canada.
- Ownership category
- akta.pro rank
QuickFacts industry classification
Industry- Product category
- Insurance Brokerage Software (InsurTech)
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
- akta.pro secondary industries
- Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK), Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)
Keywords
Where QuickFacts is headquartered
LocationHeadquarters
- HQ city
- Bedford
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
QuickFacts business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: QuickFacts operates as a subscription-based SaaS platform. Brokerages subscribe to access the platform, with the software centralized for all users at a brokerage, consolidating carrier information and enabling comparisons and workflow management. The company has grown from 30 brokerages and 800 active brokers to 100 brokerages and 2,500 users, indicating a land-and-expand subscription model.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | QuickFacts offers a cloud-based SaaS subscription for insurance brokerages, with software deployed per brokerage rather than per individual broker. |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
QuickFacts product offering
Product offeringCore offering
QuickFacts provides a cloud-based SaaS platform that consolidates insurance carrier underwriting information (policy wordings, forms, bulletins, decline rules, binding guidelines) and provides customizable workflow management for Canadian insurance brokerages. The platform enables side-by-side carrier comparisons across personal lines, commercial lines (including IRCA Auto), farm/hobby farm products, and cyber insurance, and automates internal brokerage processes for onboarding, renewals, and transactions. The platform is deployed per brokerage and is used by insurance brokers to reduce manual information searches and standardize operations.
Product overview
QuickFacts is an insurance technology platform that provides a unified SaaS solution for Canadian insurance brokers. The core offering consists of the Comparisons Platform for consolidating and comparing insurance carrier underwriting information across multiple carriers, and the Workflows module for standardizing and automating internal brokerage processes. Supporting features include QuickDrive (document management), Contacts (carrier contact information), and Live Chat support. The platform covers personal lines, commercial lines, farm/hobby farm products, and cyber insurance, with coverage across Canadian provinces including Quebec (with French-language support). The platform integrates AI technologies to optimize data organization and improve broker efficiency, reportedly saving brokers up to 2 hours per day.
Differentiator
Problem solved
Functional benefit
Products and services
- Comparisons Platform A SaaS platform that consolidates insurance carrier underwriting information, enabling insurance brokers to compare policies, coverage, and carrier details side-by-side in a standardized format. Includes access to manuals, wordings, bulletins, forms, decline rules, binding guidelines, and contact information across 70+ insurers.
- Workflows (QuickFlows) A workflow management platform built for Canadian insurance brokerages to standardize and automate internal processes including client onboarding, renewals, and transaction management. Features include customizable step-by-step workflows, smart search, drag-and-drop creation, and find-and-replace functionality, delivered in partnership with Acturis.
- Commercial Insurance Products Enterprise insurance comparison capabilities covering 70+ insurers and 12,000+ documents including 3,050 fillable forms, plus 51 IRCA Auto side-by-side commercial auto comparisons for commercial auto and businessowner policy brokers.
- Farm / Hobby Farm Insurance Products Agricultural insurance comparison products covering hobby farms, livestock, equipment, and farm buildings from 25+ national insurers, targeting sustainable lifestyle and rural property owners.
Quantifiable outcome
- Up to 2 hours saved per day per broker; 228,000+ hours saved collectively by users in 2024
- +7 more outcomes
Companies that use QuickFacts
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles4 records
QuickFacts technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature6 records
QuickFacts partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and flagship.
- CoalitioncoreQuickFacts announced a collaboration with Coalition, the world's first Active Insurance provider, to help Canadian brokers access up-to-date underwriting information for Coalition's cyber insurance products directly within the QuickFacts SaaS platform, reducing the need to search through multiple sources.
- OrbitecoreOrbite was the pilot partner for QuickFacts' launch in Quebec, testing the French-language personal lines platform from day one and providing early feedback to ensure smooth market entry. The partnership followed Orbite's existing use of QuickFacts in other provinces.
- L'Unique General InsurancecoreL'Unique General Insurance is one of the first Quebec-based insurers on the QuickFacts platform, providing underwriting guidelines and product information for the Quebec market under the supervision of the Autorité des marchés financiers.
- ActuriscoreActuris, a UK-based SaaS provider for the insurance industry that has expanded into Canada, partnered with QuickFacts to deliver QuickFlows within QuickFacts' platform, providing insurance brokers with structured, customizable workflows. GoToInsure was one of the first eight brokerages to pilot the software.
- BOXX InsurancecoreQuickFacts added BOXX Insurance as its first dedicated cyber carrier partner, expanding its cyber coverage tools for brokers. BOXX offers threat prediction, risk prevention, and coverage, positioning itself as a full-cycle cyber resilience solution. The partnership includes real-time updates, educational resources, and integrated response services.
- Westland InsuranceflagshipQuickFacts partnered with Westland Insurance, one of Canada's largest and most dynamic insurance brokerages, deploying its Comparisons platform across multiple branches following a successful national pilot project. The partnership supports uniform staff onboarding, improved client service, and consistent operational standards across Westland's expanding network through organic growth and acquisitions.
Scale indicators17 records
Recent moves15 records
Expansion highlights6 records
QuickFacts competitors and assessment
Company assessmentBroad incumbents
- Vertafore: Vertafore is one of the largest insurance technology providers in North America, offering agency management, rating (PL Rating), and carrier connectivity to brokerages. While broader in scope than QuickFacts, it competes for the same insurance broker technology budget and has recently added AI-driven comparison features.
- Applied Systems: Applied Systems is a leading global insurance technology company providing agency management systems (Applied Epic), rating, and workflow tools to brokerages. It serves the same core customer (independent insurance brokerages) and overlaps with QuickFacts in workflow and underwriting information consolidation.
Direct peers
- Acturis: Acturis is a UK-based SaaS provider for the insurance industry that has expanded into Canada and partnered with QuickFacts to deliver QuickFlows. It offers agency management, broker workflows, and underwriting tools to insurance brokerages, directly comparable in product category and target customer.
- EZLynx: EZLynx (a Vertafore subsidiary) provides comparative ratin
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
QuickFacts social profiles
Digital presenceQuickFacts financial estimates
Financial estimateRevenue estimate
Valuation estimate
QuickFacts leadership team
Management profileNumber of profiles
Profiles5 records
QuickFacts funding detail
Funding detailFunding overview
Funding rounds4 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
QuickFacts M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about QuickFacts
What does QuickFacts do?
QuickFacts provides a cloud-based SaaS platform that consolidates insurance carrier underwriting information (policy wordings, forms, bulletins, decline rules, binding guidelines) and provides customizable workflow management for Canadian insurance brokerages. The platform enables side-by-side carrier comparisons across personal lines, commercial lines (including IRCA Auto), farm/hobby farm products, and cyber insurance, and automates internal brokerage processes for onboarding, renewals, and transactions. The platform is deployed per brokerage and is used by insurance brokers to reduce manual information searches and standardize operations.
Is QuickFacts a public or private company?
QuickFacts is a private company. It is classified as venture growth investor backed and is currently operating.
When was QuickFacts founded?
QuickFacts was founded in 2020. It employs 11 to 50 people.
Where is QuickFacts based?
QuickFacts is headquartered in Bedford, Canada, in the North America region.
How does QuickFacts make money?
One revenue line is on record: saaS Subscription.
Who are QuickFacts's main competitors?
Broad incumbents on record are Vertafore and Applied Systems. Direct peers are Acturis and EZLynx.
Does QuickFacts have an API?
No public API is recorded for QuickFacts.
What industry is QuickFacts in?
QuickFacts's product category is Insurance Brokerage Software (InsurTech). Its primary akta.pro industry code is FSAGAGAB, Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS), with a secondary code of FSAGAGAK, Document, Workflow & Policy Servicing Automation (RPA/No-Code). Its NAICS code is 5132 and its SIC code is 7372.