OurBuddy AI provides Canadian property and casualty brokerages with a branded internal learning platform that captures expert knowledge from existing conversations, screen recordings, and documents. The platform transforms this material into structured, role-based training with visible readiness tracking across desks and branches, addressing the industry's challenge of preserving expertise as experienced brokers retire. It also offers a free diagnostic tool that estimates the hidden annual cost of current training models.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian P&C brokerages face a widening expertise gap as experienced brokers retire faster than replacements are trained, and their knowledge is rarely documented. Consolidation brings together teams with different habits and standards, while service quality drifts across desks and branches. Regulatory changes and carrier updates create constant learning demands that most brokerages cannot meet systematically.
Solution
OurBuddy AI builds Brokerage University, a branded internal learning and readiness system that captures a brokerage's own knowledge from conversations, screen recordings, or existing documents without requiring manual documentation. The platform structures this material into role-based learning paths that knowledge owners validate, then delivers practice exercises until readiness is measurable. Leaders see completion and readiness data desk by desk and branch by branch, identifying where support is needed rather than ranking performance. The system standardizes each brokerage's own validated practices rather than imposing external content, preserving the operating DNA of the firm.
Target Audience
Primary customers are Canadian P&C brokerage leaders including presidents, COOs, operations directors, L&D leaders, HR executives, and M&A integration teams who need to preserve institutional knowledge, accelerate new-hire readiness, and maintain consistent service standards across branches.
Features
- AI-powered capture of expert knowledge from conversations, screen recordings, and existing documents, eliminating manual training manual creation
- Structured, role-based learning paths validated by the brokerage's own knowledge owners
- Readiness tracking that shows completion and proficiency at individual, desk, and branch levels
- Free six-question diagnostic tool that estimates hidden annual training costs across four buckets: SME interruption, time-to-competence drag, rework and supervision overhead, and standard drift
- Private, branded university environment with no shared course catalogue or external content
- AI processing supported by major providers including AWS AI, Microsoft Azure AI, OpenAI, and Google Cloud AI