When not to use Hivi-X for Ontario insurance brokers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does Hivi-X replace Applied Epic or Vertafore SIG?

No. Export PDF packages to attach to BMS client folders — no bi-directional policy sync.

Is Hivi-X for commercial insurance?

Checklist templates can help loss runs and subs, but it is not a commercial rater or MGA portal replacement.

Does Hivi-X send automated email reminders?

No. Missing-item dashboard visibility substitutes — not scheduled reminder emails.

Can Hivi-X certify RIBO compliance?

No. It organizes evidence — principals still run disclosures, advice notes, and QA.

Is this legal advice?

No.

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