Build organized client files without the email chase.

Many personal auto files include government photo ID, prior policy declaration page, driver's abstract, vehicle details, and signed application forms; commercial and high-risk risks often add loss runs and financials. Exact requirements vary by carrier and MGA. Hivi-X provides Ontario intake checklists so producers track each item instead of scrolling email threads.

Many brokerages use encrypted, Canadian-hosted client portals instead of unencrypted email for sensitive files. Hivi-X provides a client portal and checklist tracking so ID, dec pages, and applications stay in one broker-controlled file with access logging.

No. Hivi-X is a document-collection and client-file organization layer. It complements Applied Epic, Vertafore SIG, Power Broker, and similar BMS tools — you export organized packages into the system you already use for policies and eDocs.

Yes. DocuSign handles e-signatures on documents you already have. Hivi-X handles collecting documents you do not have yet — applications, dec pages, loss runs — and tracking what is still missing.

O. Reg. 991 requires RIBO members to preserve required records for at least six years before their most recent fiscal year-end. RIBO's handbook recommends considering longer periods for commercial lines. Hivi-X helps store electronic records but does not set your retention policy.

RIBO reported that 57% of brokerages in its 2023–24 spot checks (n=61) did not have written disclosure documentation in client files. Organized intake and exportable file packages help principals demonstrate what was collected and when.

On servers hosted in Canada. AI processing uses infrastructure Hivi-X operates — client data is not sent to OpenAI, Google, Anthropic, or other third-party AI providers. Sensitive fields use AES-256-GCM at rest; traffic uses TLS.

$39 CAD/month (Starter), $59/month (Professional), or $99/month (Enterprise). All plans include a free trial, reusable templates, Canadian hosting, and self-hosted AI.