PPI has launched two new mobile applications to provide independent advisors across Canada with mobile access to insurance tools, resources and insights that support day-to-day client servicing and long-term business planning.
The new apps, the Insurance Compass and Boussole d’assurance, consolidate PPI's widely used digital tools into a single platform, offering resources that cover underwriting, taxation, practice management and succession planning. The apps will also help advisors manage client needs and stay informed on technical and regulatory developments in real time.
Among the key features are direct access to PPI’s Advisor’s Guide to Insurance Taxation, financial calculators, underwriting guidance, and provincial information on wills and estates. Advisors can also explore Advisor Talk—PPI’s platform for podcasts, videos, and expert commentary on business growth, marketing, and client engagement.
The development of Insurance Compass comes as Canadian insurers and managing general agencies continue investing in digital infrastructure to streamline advisory workflows and attract the next generation of advisors.
Cathy Hiscott, president and CEO of PPI, said the launch reflects the company's commitment to technology, innovation and integration. The initiative supports independent advisors in strengthening client relationships and enhancing efficiency amid growing digitalization across the insurance value chain.
From an industry perspective, PPI’s move highlighted the increasing competition among insurers and managing general agencies to digitalize advisor tools and support functions. As technology adoption accelerates, these developments could reshape distribution models by giving independent advisors capabilities once limited to large corporate networks.
Meanwhile, the enhanced mobile tools may also help bridge gaps in advisor productivity, compliance readiness and client servicing, particularly among small and mid-sized firms. If widely adopted, platforms like Insurance Compass could improve the advisory experience across the independent channel and set new expectations for digital accessibility.
