Insurance Compass

Insurance tools for advisors

Free · Designed for iPad. Not verified for macOS.

The advisor's one-stop resource for navigating the complex world of insurance in Canada Insurance Compass is a free, advisor-focused app designed to simplify the complex world of insurance. Whether you're an experienced advisor or just starting out, Insurance Compass gives you access to a powerful suite of calculators, guides, and business coaching tools—all in one place. Key Features: A full suite of calculators: final tax, marginal tax, probate fees, net worth, mortgage, inflation, and more Reference tools: Tax Talk Guide, Wills & Estates Law Guide, Underwriting Rating Guides Direct access to Advisor Talk podcast episodes and YouTube videos Access to curated content and insights to support your business Available in English and French (coming soon) Insurance Compass is more than a toolkit—it’s a mobile resource designed to support advisors with practical tools and timely insights, helping you deliver more value to your clients every day.

  • 5.0
    out of 5
    12 Ratings

Bug fixes, performance improvements

The developer, PPI Management Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • PPI Management Inc
    Size
    • 399.8 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    English and 26 more
    • English, Arabic, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Lithuanian, Norwegian Bokmål, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
    Age Rating
    4+
    Copyright
    • © 2025 PPI Management Inc