AI for Canadian Insurance
SortSpoke is a Canadian company — Toronto-based and Canadian-controlled — building document AI for Canadian insurance.
Canadian carriers, MGAs and brokerages face the same problem as everyone else — submission volume growing faster than the team can read it. What is different here is the paperwork and who governs it: a document mix that runs CSIO alongside ACORD, provincial regulators with their own expectations, and privacy legislation that makes where your data is processed a procurement question, not a footnote.
Our engineering, support and account teams are in Toronto — no offshore document-review pools. And because procurement will ask where the data goes, we answer it precisely: Canadian data residency is available on request, and your data does not leave the region your deployment is configured for.
A submission that lands at a Canadian MGA does not look like one that lands in Chicago. It arrives as a completed CSIO application or a broker's own form, alongside ACORD documents, a loss run in whatever shape the prior carrier produced, and a spreadsheet of values in CAD. Underwriting teams read all of it by hand.
Tools built for a US-only document mix handle part of that and hand you the rest. And the ones that handle it well are frequently hosted somewhere that turns your privacy review into a project.
Hiring and training new underwriters takes time and resources many carriers don’t have.
Loss runs arrive in wildly different formats — PDFs, scans, spreadsheets — making automation difficult.
Most AI tools break down when faced with inconsistent or unstructured loss run data.
Outsourcing is expensive, slow, and often introduces errors — especially for complex loss runs.
Extract claim, carrier, and loss details from even the messiest formats.
Automate intake from PDFs, scanned documents, and email attachments.
Prioritize quotes using structured, triaged loss data — with no manual rekeying.
Maintain full control and auditability with transparent, human-in-the-loop AI.
SortSpoke reads the document your broker actually sent and turns it into structured data your team can work with. The AI extracts; your underwriter validates the exceptions; clean data flows into your systems with a full audit trail.
Encrypted throughout — AES-256 at rest with per-customer keys, TLS 1.2+ in transit.
The distinction that matters: digitizing a blank application is a form-building problem. Getting data out of a completed one — filled in by a broker, scanned, emailed, sometimes handwritten — is an extraction problem. That is what SortSpoke does.
Document types: CSIO applications (including provincial automobile applications) · CSIO eDocs · ACORD forms · loss runs · statements of values · broker-specific and carrier-specific supplementals · email submissions with mixed attachments
Amounts and formats: CAD-denominated values, Canadian address and postal-code formats, and bilingual documents where they occur.
Underwriters can quickly and accurately extract data in a fraction of the time with 100% accuracy without the need for manual work, speeding up processes and reducing time spent on tedious work.
Not all submissions are created equal. Your team can customize triage rules and leverage intelligent prioritization to focus on the right risks that are most desired to bind.
Underwriters can efficiently extract data with a system that’s easy to use and ensures every piece of data is traceable—without ever compromising on accuracy, even for the most complex submissions.
Process loss run submissions 5X faster.
Combine AI speed with human-in-the-loop precision to ensure 100% accuracy.
Live in 30 minutes. Go from sign-up to structured data extraction in under half an hour.
At SortSpoke, we understand that document processing in insurance and financial services demands the highest levels of security and compliance. Your sensitive data never leaves your control.
Our Security Foundation:
SOC 2 Type II compliant infrastructure built on AWS
Role-based access controls
Comprehensive audit logging and monitoring
Deeper detail on the pieces Canadian buyers ask about most. (Links go live as each page ships — see post_create_todos.)
Yes. SortSpoke is Toronto-based and Canadian-controlled, and builds document AI for Canadian insurance. Our engineering, support and account teams are in Toronto, in your time zone — there are no offshore document-review pools.
Canadian data residency is available on request, and data does not leave the region your deployment is configured for. Documents are encrypted throughout — AES-256 at rest with per-customer keys, and TLS 1.2+ in transit. SortSpoke is SOC 2 Type 2 certified, with an annual audit and continuous monitoring.
Completed CSIO applications including provincial automobile applications, CSIO eDocs, ACORD forms, loss runs, statements of values, broker-specific and carrier-specific supplementals, and email submissions with mixed attachments. CAD-denominated values, Canadian address and postal-code formats, and bilingual documents are handled as they appear.
Yes. CSIO data standards and CSIO eDocs govern broker-carrier exchange in Canada, while ACORD is still widely used in commercial lines, so Canadian teams work in both. Extraction handles both from the completed document rather than from a blank template.
No. SortSpoke is human-in-the-loop. The AI extracts, your underwriter reviews the extraction with confidence scores and overrides where judgement is required, and structured data then flows into your rating, policy or workflow system with a traceable decision history you can show a regulator or an auditor. Authority stays with your team.
Canadian privacy law does not prohibit cross-border processing — it makes you accountable for it, which is why the inputs to your assessment matter more than a vendor's marketing claim. SortSpoke gives you a named processing region, with Canadian data residency available on request, plus documentation to support your own privacy assessments and your Quebec Law 25 privacy impact assessment.
Pick a time that fits your schedule.
Upload your messiest loss runs to SortSpoke
Watch us extract data from your files in real-time.
By clicking Book Now you're confirming that you agree with our Terms and Conditions.
BOOK A DEMO
After submitting, you'll choose your preferred date and time. We'll come prepared with Canadian document examples — CSIO applications, ACORD forms, and loss runs in the shapes your brokers actually send.
© 2026 Mocsy Inc. (o/a SortSpoke). All Rights Reserved.