- Onboard clients and generate policy documents
- Access policy information across multiple systems
- Automate compliance checking and documentation
- Handle client inquiries 24/7
- Process documents and extract key information
The AI Operations Platform for Insurance Brokers & MGAs
Onboard clients, manage tasks, generate policy documents, and capture every client meeting automatically — so your team can focus on what matters most, your clients.
Client onboarding in minutes
Multi-system integration
Compliance built-in
Experience a QuivaWorks Assistant
Try a live demo assistant that can gather client details and generate a policy application in real time
Four Ways AI Transforms Insurance Operations
Streamline critical workflows and free your team to focus on client relationships
Client Onboarding & Task Management
Organize every client and policy in nested folders, assign tasks with due dates, and track progress across kanban, list, or calendar views—with recurring tasks for renewal and compliance checklists.
- Unlimited-depth client and policy folders
- Kanban, list, and calendar views
- Recurring tasks for renewals and reviews
- Real-time collaboration and notifications
Document Generation & E-Signature
Generate policy documents and applications from your records with built-in e-signature, then track delivery through an email monitoring dashboard with inline preview for PDF, Excel, and Word.
- Document generation with e-signature
- Email delivery status and timestamps
- Inline preview for PDF, Excel, and Word
- Complete audit trails for compliance
Meeting Recording & Transcription
Connect Google Calendar or Outlook and your assistant joins and transcribes every client meeting automatically. Send a bot to an ad-hoc call, or upload a recording directly—transcripts land in one dashboard.
- Automatic calendar-based meeting capture
- On-demand bot for ad-hoc meetings
- Exclude specific meetings from recording
- Recordings and transcripts in one dashboard
Multi-System Integration Interface
One unified interface connecting your CRM, policy management, underwriting, and compliance systems. Access all client data and systems from a single assistant without switching between windows.
- CRM Integration: Pull client data automatically
- Policy Management: Real-time policy access
- Underwriting: Automated risk assessment
- Compliance: Regulatory checks built-in
Ready to Get Your Team's Time Back?
Join insurance brokers and MGAs who are already saving hours each week with AI-powered onboarding, document generation, and meeting capture.
No credit card required • Working assistants in minutes • Insurance-specific templates