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The Canadian Benchmark in Corporate Insurance
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Business Needs Analysis Reinvented

Increase your expertise with the only planning software in the country dedicated to corporate life and health insurance (also called corporate FNA)

BNA+
Corporate Planning, Powered by AI.

Let our intelligent engine automate the analysis of your complex cases.

Save valuable time to advise your clients.

Increased Efficiency

Reduce the time spent preparing your business analyses by 70% thanks to full calculation automation.

Tax Accuracy

Precise management of CDA, PUC, and RDTOH for corporations, trusts, and partnerships.

Visual Impact

Present professional PDF reports that break down complex needs into striking images for your clients.

Mastering BNA+:
The Guided Tour

How does BNA+ transform your corporate cases? Dive into our demonstration and see how our tool and AI save you valuable time.

A Glimpse of Your Future Workspace

A modern, sleek interface designed specifically for rapid corporate data entry.

(Click on images to enlarge)

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A Clear and Interactive Financial Statement

Instantly visualize the company's financial health. Our system intelligently separates assets and liabilities while calculating corporate net worth in real-time.

Automatically generated charts / Integrated deferred tax calculations

Advanced Share Capital Management

No more headaches with complex structures. Add your stakeholders, assign voting and participating percentages, and BNA+ generates the corporate architecture.

Automatic creation of the organizational chart / Instant breakdown and calculation of share values / Tracking of reorganization and freeze dates

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Projections & Net Needs

Identify actual shortfalls by taking into account existing protections. Project growth to anticipate the company's future needs.

Calculation of Life and Critical Illness needs / Growth projections over 5, 10, and 15 years / Analysis of the shareholders' agreement

Tailored recommendations

Leverage the power of MAX AI combined with our extensive built-in strategy library to instantly formulate relevant recommendations and generate a flawless PDF report.

Objective tracking and supporting documentation / Print a comprehensive PDF report for your clients

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Uncompromising Depth of Analysis

Leave no gray areas. BNA+ comprehensively evaluates all the financial vulnerabilities of the business.

Dynamic Projection of Future Needs

Rigorous evaluation of capital requirements over 5, 10, and 15 years based on company growth to ensure a consistently adequate protection strategy.

Precise Modeling of Share Buybacks

Detailed analysis of funding requirements for shareholder agreements (FMV), ensuring the necessary liquidity to maintain corporate structure and vested interests.

Precise Determination of Actual Net Needs

Exact calculation of required capital for life, critical illness, and disability insurance (share buyback), consolidating debts, liquid assets, and in-force coverages.

Seamless Integration of Financial Liabilities

Automated consolidation of suretyships, bank guarantees, and shareholder advances to generate a clear and professional corporate financial security assessment.

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A Flawless Deliverable for Your Clients

Leave nothing to chance. BNA+ transforms your analyses into a comprehensive, visual, and easy-to-understand PDF report. It's the perfect tool to support your recommendations and demonstrate your added value to entrepreneurs..

Visual summary of the corporate structure / Clear projections of financial needs / Integration of your professional recommendations

Ready to Take It to the Next Level?
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