🇨🇦Made in Canada for Canadian financial & insurance pros

The client you just missed called another advisor.

OpusCall is your 24/7 AI receptionist that answers every client and prospect the moment they call. It books consultations, captures the details, and texts you who needs what before they hang up. Privacy-first and PIPEDA + CASL compliance-friendly. Built for Canadian finance and insurance.

Hear OpusCall in Action

Don't take our word for it. Listen for yourself.

Call OpusCall right now: +1 647 688 2474

Live demo. No signup. Hang up anytime.

Who Is It For

Built for every professional whose business runs on trust and timing.

When someone's ready to talk about their money or their coverage, they want to reach a person. If you're in a meeting, with a client, or buried in paperwork, OpusCall answers for you, captures what they need, and gets them on your calendar.

🛡️Insurance Brokers
🏠Home & Auto Insurance
❤️Life & Health Insurance
💼Financial Advisors
📊Investment Advisors
🏦Mortgage Brokers
📈Wealth Management
🧾Accountants & Bookkeepers
💰Tax Services
🏢Commercial Insurance
👵Retirement & Estate Planning
🤝Financial Planners

Don't see your practice? If clients call you to book, OpusCall works for you.

Try 30 Days for FREE
The Real Cost of a Missed Call

Every call you miss is a client your competitor just signed.

When someone reaches out about coverage, a mortgage, or their money, they're ready to act. If you don't pick up, they don't leave a voicemail and wait. They call the next advisor. A missed call isn't a missed message. It's a missed policy, a missed account, and a relationship that could have lasted years.

In a Client Meeting

You're across the desk from one client when another calls about a quote. You can't break away. By the time you call back, they've already signed with someone who picked up.

After Hours

It's 8 PM. Someone just got a renewal notice and wants to talk before it lapses. Your office is closed. The call goes to voicemail. They call the next broker on Google.

Renewal & Tax Season

Your busiest weeks are when everyone calls at once. The lines are full, the inbox is buried, and good prospects slip through simply because no one could get to the phone.

Weekends & Holidays

That's when people finally sit down to sort out their finances. Your office is closed, but the questions aren't waiting. Every unanswered call is a client gone to someone else.

How It Works

Pick a setup. Pick a voice. Be answering calls in 15 minutes.

No tech skills. No long onboarding. Most advisors have OpusCall answering calls before their next meeting.

01Create your agent

Start with a ready-made setup built for finance and insurance.

Add your services, hours, intake questions, and how you want callers handled. Pick a voice from 50+ options. Done in minutes.

  • 14 templates
  • 50+ voices
  • EN · FR
opuscall · step 01
Template14 ready
Dental ClinicHealthcare
Family MedicineHealthcare
PhysiotherapyHealthcare
OptometryHealthcare
Voice50+ personas
Opus CallEN
AuroraFR
SolisES
02Connect your number

Forward your existing number or grab a new one in 60 seconds.

You keep your number. Your clients notice nothing.

  • Twilio
  • Bell
  • Rogers
  • Telus
opuscall · step 02
Phone routingconnected
Your number
+1 416 555 0142
kept
forwarded
OpusCall
Live · answering on ring 1
TwilioBellRogersTelus
03Go live

OpusCall starts answering right away.

After every call, you get a text or email with who called, what they need, and how soon they want to talk.

  • SMS recap
  • Email summary
  • Dashboard log
opuscall · step 03
O
Opus Call · live with caller
+1 647 555 0118
02:14
SMS to youjust now

New booking — Nadia P. · Fri 4:30 PM · Cleaning

Email recap2 min ago

Insurance verified · follow-up tagged · saved to contact

Dashboard log updated+1 booking
Core Features

Everything your front desk does, without the front desk.

OpusCall handles the calls you can't get to, so no prospect slips away while you're with a client.

Books Consultations Directly

Checks your calendar in real time and books meetings and calls into Google, Apple, Outlook, or your existing tool. No double-bookings while you're heads-down.

Answers Common Questions

Your services, hours, location, what you specialize in, what to bring to a first meeting. Load your info once, and OpusCall answers callers live, in your voice.

Captures & Qualifies Every Lead

New client or existing? Insurance, mortgage, or investments? What are they looking for? OpusCall asks the right questions and hands you a lead ready for a real conversation.

Sends Confirmations & Reminders

Clients get a text confirmation after every booking. Fewer no-show meetings, less chasing on your end.

Flags Time-Sensitive Calls

A renewal about to lapse, a deadline closing in, a hot prospect ready now. OpusCall spots it and routes it straight to you.

50+ Human-Sounding Voices

Pick from 50+ voices in English & French. Calm, warm, and professional. Callers feel like they reached a trusted person on your team.

Built-In CRM

Every caller becomes a contact automatically, with their reason for calling attached. Every call, booking, and message in one place. No data entry. Ever.

Never Sleeps. Never Misses

Evenings, weekends, renewal season, tax time. The hours people sort out their finances are the hours OpusCall is always on.

Coming soon
  • Website Bot
  • WhatsApp Bot
  • Outbound recall calls
  • AI follow-up campaigns
  • Two-way SMS
  • Multi-Advisor Support
Canadian Built · Canadian Hosted · Privacy First

Your clients' information stays in Canada. Period.

In this business, trust is everything. Most AI receptionists are American tools that quietly send your client data across the border. OpusCall was built for Canadian business from day one. Every name, number, and call stays right here.

100% Canadian Hosted

Every call, recording, and contact is stored on Canadian servers. Nothing leaves the country.

PIPEDA Aligned

Built around Canada's federal privacy law, so handling client information fits the standards your practice is already held to.

CASL Aware

Designed with Canada's anti-spam law in mind for how confirmations and follow-ups are sent. No spam, no risk to your reputation.

Made in Canada. For Canadian finance and insurance. We understand what privacy actually means here.

Works With What You Already Use

Fits into how you already run your practice.

OpusCall connects with the calendars and CRMs Canadian advisors and brokers already rely on, so you don't change a thing about how you work.

Calendars + SchedulingNative integration
5 integrations
  • Google CalendarConnected
  • Apple CalendarConnected
  • OutlookConnected
  • CalendlyConnected
  • AcuityConnected
CRM + Business ToolsNative integration
6 integrations
  • HubSpotConnected
  • SalesforceConnected
  • PipedriveConnected
  • ZohoConnected
  • WealthboxConnected
  • RedtailConnected

Don't see your tool? OpusCall connects with almost any system — we'll make it work.

Talk to our team
Why Canadian Advisors Choose OpusCall

Not all AI receptionists are built the same.

Most were built for American or global businesses and patched together for Canada. OpusCall was built here, for the way finance and insurance actually work in this country. Here's the difference.

Other AI receptionists
OpusCall
  • Built for American or global businesses, retrofitted for Canada

    Built in Canada, for Canadian finance and insurance

  • Client data stored on US servers

    All data stays on Canadian servers

  • Generic privacy claims

    PIPEDA + CASL compliance friendly

  • Generic scripts that don't fit your work

    Built around consultations, intake, and lead qualification

  • Oversteps into advice it shouldn't give

    Books and captures only. Advice stays with you.

  • Confusing pricing with hidden fees

    One simple price. Everything included.

  • Long setup, technical onboarding

    Live in 15 minutes

  • Robotic, scripted conversations

    Natural conversations that sound like your team

  • English only

    English now, French coming soon

  • Charges extra for integrations

    Connects with the tools you already use, included

If your practice is in Canada, your AI receptionist should be too.

Simple Pricing. Everything Included.

One clear plan. Every feature. No hidden fees.

One new client pays for OpusCall many times over. One missed call could be the client you never knew you lost. The math isn't complicated, and neither is the price.

All-inclusive
Everything you need to never miss a call

One plan, everything included. No hidden fees, no per-seat charges, no surprises.

$150CAD / month
Cancel anytime · no lock-in
24/7 AI receptionist
Unlimited inbound calls
50+ human-sounding voices (English & French)
Ready-made setup for finance and insurance
Books consultations into your calendar
Lead capture and qualification
Real-time call summaries, recordings, and transcripts
Text confirmations and reminders to clients
Time-sensitive call routing
Built-in CRM with auto-contact creation
Live dashboard with insights and analytics
Custom voice and greeting for your practice
Knowledge base (your services, hours, intake, FAQs)
All major calendar and CRM integrations
Multi-advisor support with role-based access
Email + SMS notifications
100% Canadian hosted
PIPEDA + CASL compliance friendly
Ongoing updates + new features
Try 30 Days for FREECancel anytime. Live in 15 minutes.

All prices in CAD. Taxes extra where applicable. Need something different? Talk to us.

ROI Calculator

See what every missed call is really costing your practice.

Most advisors have no idea how many clients slip away every month. Move the sliders and see the number for yourself. Fair warning, it's going to sting.

  • OpusCall answers every call instantly, 24/7
  • Books consultations and qualifies leads while you work
  • Live on your number in 15 minutes
How Much It Costing You to Miss Calls?
Per day
$1,000
Per month
$30,000
Per year
$360,000
You can save all this money with OpusCall for just $150 CAD/month!
10 calls
Adjust the slider below:
1 call50 calls
Average revenue per client:$100
OpusCall Cost
$150 CAD/month
You’re losing
$30,000 every month
Why lose $30,000 when you can save it for just $150?
Stop the bleeding, get started

Try OpusCall FREE for 30 Days, See the Difference!

Frequently Asked Questions

Everything you might be wondering, answered.

Built for Canadian healthcare from day one. If something isn't here, our team is one call away.

Most advisors are live in under 15 minutes. Pick a setup, choose your voice, forward your number, and OpusCall starts answering.

Ready to Stop Losing Clients to the Next Advisor?

Every call answered. Every lead captured. Starting today.

Setup takes 15 minutes. The first 30 days are on us. If OpusCall isn't a fit, walk away with no questions asked.

No credit card · No contracts · Cancel anytime