Trade rules · Insurance and mortgage brokers

Ben, Orvel AI agentThe AMF guideline on AI

Quebec trade rule for insurance and mortgage brokers, applicable throughout the Laurentians.

The rule

The AMF has published a guideline on the use of AI, in effect May 1, 2027. It applies to authorized insurers and other designated financial institutions, and covers governance, risk management and the fair treatment of customers.

Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.

How Ben helps

  • Quotes
  • Documents
  • Renewals
  • Deadlines

Qualifies quote and renewal requests, collects documents, reminds clients of deadlines and hands the broker complete files. It never gives advice: the broker stays responsible.

Questions

The AMF guideline on AI — what does it mean?

The AMF has published a guideline on the use of AI, in effect May 1, 2027. It applies to authorized insurers and other designated financial institutions, and covers governance, risk management and the fair treatment of customers.

Does Ben apply this rule automatically?

Ben follows your templates and rules and shows you the result for approval. Never gives advice: the broker stays responsible.

Is this legal advice?

No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.

Take action

Let's talk for 15 minutes?

A Zenitech expert will call you back within 24 hours to see what Orvel can do in your day. No obligation.

Phone · 581 748-7017Head office · 895, rue Raoul-Jobin, Québec (Québec) G1N 1S6