Canadian LIC at Zoholics 2025 — in Insurance Leading the AI Transformation in Insurance
AI and Automation Working Together to Redefine Insurance Operations
Canadian LIC took the stage at Zoholics 2025 in Toronto, showcasing how AI and automation are reshaping insurance operations across Canada.
A Landmark Moment
Canadian LIC’s appearance at Zoholics 2025 marked a major step for the entire Canadian insurance industry.
CEO & CTO Pushpinder Singh Puri was invited as a speaker at Zoho’s flagship global conference, representing Canadian LIC as a tech-enabled, AI-driven insurance organization.
The session drew one of the biggest turnouts, with attendees standing along the walls and engaging in deep discussions long after the panel ended.
What Canadian LIC Presented
Topics Covered:
- AI automation in insurance
- Advisor scaling through intelligent workflows
- Multi-province CRM infrastructure
- The evolution of LICXAdvisorOS
- Real-time quoting + advisor productivity systems
- Deep integrations with the Zoho ecosystem
Core Message:
Canadian LIC is not just adopting technology — it is building technology.
Why the Session Stood Out
The room responded with:
- High-level questions
- Packed attendance
- Continued conversations after the event
- Strong interest from Zoho partners and software companies
- Developers wanting to understand the LICXAdvisorOS architecture
This wasn’t a typical insurance talk.
It was technology leaders recognizing Canadian LIC as a tech company that specializes in insurance.
Inside the Zoholics Speaker Experience
As an official Zoholics speaker, Pushpinder received:
- Speaker Lounge access
- VIP networking
- Priority event access
- Private conversations with Zoho developers and partners
Panel shared with:
- Danielle Markus – VP Sales, National Event Management
- Steven Armede – IT Director, Attraction Media
Together, they explored how industries are preparing for an AI-first decade.
Canadian LIC’s Growth Story
Canadian LIC has scaled rapidly across Canada through a technology-first operating model.
Current Highlights:
- 10,400+ active clients
- 22,400+ leads processed
- 53 licensed advisors
- 2,470+ verified Google Reviews
- Multi-province licensing
- AI assistants developed internally
- Advisor quoting systems built in-house
- Full automation of policy servicing workflows
- Launch of LICXAdvisorOS
This is the operational blueprint that MGAs and agencies now want access to.
Introducing LICXAdvisorOS
LICXAdvisorOS is Canadian LIC’s proprietary advisor operating system — built for real insurance operations.
Key Capabilities:
AI-Assisted Advisor Productivity
- Drafting emails
- Summarizing client data
- Identifying opportunities
- Automating follow-ups
Automated CRM Workflows
- Lead routing
- Renewal reminders
- Policy servicing
- Compliance tracking
Multi-Province Logic
Built to handle regional rule differences automatically.
Lead Scoring + Pipeline Management
Uses operational data to prioritize advisor actions.
Full Zoho Integration
Connects with CRM, Analytics, Desk, Catalyst, Campaigns, and Flow.
LICXAdvisorOS is an infrastructure for MGA / AGA / Advisors Team/ Single Advisor who want to scale.
The Quote That Defined Zoholics 2025
AI isn’t the future of insurance — it’s already here. And advisors who aren’t using Canadian LIC’s LICXAdvisorOS will be left behind.” — Pushpinder Singh Puri
This message is now central to Canadian LIC’s 2025 positioning.
A Clear Message to MGAs, Brokerages & Advisors
Canadian LIC’s presence at Zoholics signals a major shift.
Insurance organizations across Canada now face a choice:
Continue with outdated manual workflows —
or transition to AI-powered systems that support scale, speed, and compliance.
Continue with outdated manual workflows — Canadian LIC has already built the system. LICXAdvisorOS is the engine advisors will rely on next.
What Comes Next
Zoholics 2025 marks the beginning of a new chapter:
- Public release of LICXAdvisorOS
- Deeper AI capabilities
- Strengthened partnerships
- Expanded multi-province operations
- Continued integration with Zoho’s ecosystem
The future of insurance distribution in Canada will be:
AI-powered. Advisor-focused. Built for scale.
Canadian LIC is leading that transformation.
Interested in partnerships, advisor onboarding, or early access to LICXAdvisorOS?
Join Canadian LIC’s Advisor Network
Canadian LIC isn’t adapting to the future.
Canadian LIC is building it.