The AI Operations Platform for Financial Advisors & Insurance Brokers
Onboard clients, manage tasks, generate documents, and capture every meeting automatically. QuivaWorks handles the work that isn't sitting with your clients.
No coding or AI expertise needed. Built for regulated, client-facing work.
From new client to signed paperwork, without the busywork
Four steps that used to take a team now happen automatically.
Link your calendar, CRM, and document store. No migration required.
Intake, checklists, and records set up the moment a new client signs on.
Generate paperwork with e-signature, and route tasks to the right person automatically.
Connect your calendar and every client call is recorded, transcribed, and logged.
QuivaWorks' advantage isn't a single feature — it's the operations layer built around your client lifecycle.
Nested client and case folders, tasks with due dates, and kanban, list, or calendar views — with recurring checklists for renewals and reviews.
Generate documents with e-signature and a full audit trail — every change logged, every file ready for review.
Connect Google Calendar or Outlook and your assistant joins, records, and transcribes every client meeting automatically.
How you run your practice matters as much as the tools you use
QuivaWorks isn't a single chatbot — it's an operations platform built from workspace management, custom records, document workflows, and intelligent escalations. Whether you're a solo advisor or a growing brokerage, the same platform organises your clients, automates your paperwork, and keeps a complete record of everything that happens.
Connect your calendar, CRM, and document store — no migration, no rip-and-replace.
Every record, document, and task change is logged automatically — ready for review, not reconstructed after the fact.
Add clients, staff, and workflows without adding headcount to manage them.
Built for the work behind every client relationship
The latest QuivaWorks release ships the operations backbone financial advisors and insurance brokers actually need — not more chat, more structure.
Nested client and case folders, tasks with due dates, and kanban, list, or calendar views — with recurring tasks for renewals and reviews.
Generate documents with built-in e-signature, track delivery through an email monitoring dashboard, and keep a complete audit trail.
Connect your calendar and let your assistant join, record, and transcribe every client meeting automatically.
You don't have to wait on a roadmap. Onboarding, records, and documents are live today — meeting recording is next.
QuivaWorks is built around the client lifecycle a financial advisor or insurance broker actually runs — not a generic chatbot framework.
Client and case records, tasks, and documents are first-class objects in the platform, not something you have to configure a generic AI tool to understand. Every workflow assumes there's a client, a file, and a compliance requirement behind it.
Every record, document, and task change is logged automatically — not added on as an afterthought.
Custom record types generate their own audit-ready forms. Document workflows track delivery status and e-signature completion. Nothing has to be manually reconstructed for a review.
Your calendar becomes the trigger — not another app to remember to open.
Connect Google Calendar or Outlook and QuivaWorks joins, records, and transcribes meetings automatically. Send a bot to an ad-hoc call, or upload an existing recording, and it lands in the same dashboard.
No migration, no rip-and-replace — QuivaWorks connects to the systems you already run your practice on.
Native integrations with your calendar, CRM, and document store, plus a utility that turns any API into a connected tool inside the platform.
Define your own client and case record types, checklists, and escalation rules — without writing code or waiting on engineering.
Custom record schemas generate their own forms automatically. Recurring tasks, multi-team assignment, and priority-based escalation are all configured from inside the platform, by the people who run the practice day to day.
Client onboarding, task management, and document generation built around the advisory relationship — from initial intake through every annual review.
Explore for Financial Advisors →Policy servicing, renewals, and client records handled automatically — so your team spends less time on paperwork and more time with clients.
Explore for Insurance Brokers →Leverage Existing Tools — No Migration Required
Connect your calendar, CRM, and document tools so your assistants can onboard clients, generate paperwork, and capture meetings without you changing how you work.
Enterprise-Grade Security
Data protections and compliance certifications built for the client data financial advisors and insurance brokers handle every day.
Simple, Transparent Pricing
Flexible plans for individuals and teams of any size. Start free, scale as you grow.
Free
Perfect for solo advisors and small teams getting started
- ✓ Maximum 3 Users
- ✓ 500 Included Credits per Account
- ✓ 1GB Account Knowledge Storage
- ✓ 30 Days Message Retention
- ✓ 2 Concurrent Executions, 10 Requests per Minute
- ✓ Community Support
Pro
For growing advisory practices and brokerages
- ✓ Unlimited Users
- ✓ 1,000 Included Credits per User
- ✓ Ability to Purchase Credits
- ✓ 5GB Account Knowledge Storage
- ✓ 1 Year Message Retention
- ✓ 20 Concurrent Executions, 100 Requests per Minute
- ✓ Email Support
Team
Ideal for larger firms and MGAs
- ✓ Unlimited Users
- ✓ 1,500 Included Credits per User
- ✓ Option to Bring Your Own (LLM) Keys
- ✓ Ability to Purchase Credits
- ✓ 25GB Account Knowledge Storage
- ✓ Unlimited Message Retention
- ✓ 50 Concurrent Executions, 300 Requests per Minute
- ✓ Priority Email Support
Understanding Credits
What are Credits?
Credits are used to power AI operations and other included functions (like web search). Each AI request consumes credits based on the complexity and model used, and also based on other included services it consumes.
Credit Pricing
How Credits Work
Included credits refresh monthly. Purchase additional credits anytime—they never expire and roll over to the next month.
Ready to Get Your Time Back?
Onboard clients, generate documents, and capture every meeting automatically — whether you're working solo or with a team.
No credit card required • Working assistants in minutes • Marketplace templates to start