Lucite
Turn carrier documents into client-ready insights.
Lucite is an AI platform for Canadian group benefits brokers and advisors that turns carrier documents into structured, client-ready information. It accepts PDFs, Excel files and screenshots, extracts plan details and changes using logic tailored to Canadian group benefits and carrier-specific formats, and surfaces insights for use across the client lifecycle.
Core workflows include quote comparison, plan design, renewals and claims experience analysis, alongside commission tracking, census data extraction, billing statement review and group retirement analysis. Exports are white-labeled to match firm branding, and custom reporting templates can be implemented. The platform stores client data in Canada, is SOC 2 Type II certified and PIPEDA compliant, and does not use customer data to train AI models.
Lucite is aimed at benefits firms and advisors managing carrier documents, renewals and client deliverables. Access is subscription-based with no limits on users or usage, and onboarding includes training and ongoing support. New accounts can be set up with customized branding on the same day, with custom templates ready within one to two weeks.
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