Key Benefits


Calefy’s platform is customized with your company’s logo and branding. You get access to 95% of commercial industries with thousands of automatically generated applications – including customized programs. Need to edit a form? Our drag and drop interface allows you to adjust applications with ease.


Calefy takes lead information and generates completed applications for you, making submissions to insurers effortless and faster than ever before. Applications on Calefy are equipped with third-party data tie-ins to help validate and verify underwriting information. Now submissions are ready to send in as little as 5 minutes.

The Calefy solution creates digital transformation that gives you instant results

Automate Routine Tasks

Free up your team's time and automate the entire process

Data tie-ins

Powerful third-party integrations including Opta and Google Maps


Calefy is customized with your brokerage's logo and branding

Plug and Play

Pre-built, customizable forms you can modify with no code required

Intelligent Processing

Speed up your workflow and extract key data with the click of a button

PDF Generation

All requirements are added for you including CSIO-standard forms

Start asking the right questions and automatically build submissions with Calefy.

Free up time

Improve accuracy

Digitize workflows