Insurance AI Operations Transformation
Deploy AI assistants that solve your biggest operational problems—in 30 days. See ROI in 60 days. Then scale.
Brokers and MGAs deploy working AI assistants that eliminate the manual work slowing your operations down. No RFP. No 12-month implementation. Just results in 30 days.
Your Team Is Drowning In Manual Work
Brokers and MGAs lose hundreds of hours every month to work that AI can handle.
- Submissions arrive in different formats (PDF, email, portal, fax)
- Manual data entry takes 30+ minutes per submission
- Errors in transcription cause rework and delays
- Underwriter can't start until data is clean
- 100+ leads and inquiries arrive daily via email, phone, portal
- Each takes 15+ minutes to qualify and route
- Good opportunities get lost in the noise
- Slow response times frustrate brokers and carriers
- Every submission needs a compliance check
- Regulatory requirements constantly changing by state and product line
- Manual document review is slow and error-prone
- No audit trail for regulators
- Information scattered across email, documents, portal, spreadsheets
- No easy way to see status or track progress
- Team members duplicating work
- Impossible to scale without hiring more staff
Deploy AI Assistants That Handle The Admin So Your Team Can Focus On Growth
Evari deploys AI assistants powered by QuivaWorks to handle the operational work slowing you down. Document processing. Data extraction. Inquiry routing. Compliance checking. The repetitive work your team shouldn't be doing.
- Extract key info from any document (PDFs, Word docs, images, handwritten forms)
- AI learns your format preferences
- Automatically validates data quality
- Qualify inquiries and leads automatically
- Route to the right person immediately
- Handle 24/7 without human intervention
- Deploy in 30 days. Results in 60 days.
- No per-user licensing
- Grows with your volume
What Can AI Solve For You?
Here are the operational problems we solve most often for brokers and MGAs. Pick your biggest challenge and we'll show you the path to solving it.
Submissions arrive as PDFs, images, emails. Manual data entry takes 30+ minutes each. Errors cause rework and delays.
- 80% of submissions auto-processed
- 30 min → 2 min per submission
- 200+ team hours freed per month
- 90% reduction in data entry errors
Manual compliance review is slow and error-prone. Regulatory requirements constantly changing by state and product line.
- 90% of compliance checks automated
- 20 min → 30 seconds per check
- Significantly reduced compliance risk
- Automatic audit trail generated
Brokers submit incomplete or incorrectly formatted documents. Back-and-forth emails slow binding and frustrate partners.
- 85% of submissions complete first time
- 80% fewer back-and-forth emails
- 30% faster quote-to-bind
- +50% broker satisfaction
Renewals arrive scattered across systems. Manual data entry, missing updates, and lapses cost you relationships and revenue.
- 80% of renewals auto-processed
- 25 min → 3 min per renewal
- 15% fewer policy lapses
- 250+ team hours freed per month
Your 30-Day Broker/MGA Transformation Sprint
Discovery & Design
- We understand your submission and inquiry workflow
- We see what documents you receive (PDFs, images, emails)
- We map your routing rules and exceptions
- We design the AI assistant for your specific workflow
Build & Integrate
- Our team builds your assistant
- We integrate with your existing systems (Vertafore, Socotra, email, portal)
- We train the assistant on examples of your real documents
- We test extensively with real submissions
Deploy & Handoff
- Assistant goes live
- We monitor performance 24/7
- We train your team on the dashboard
- You see measurable results immediately
Optimise & Grow
- Monthly optimisation reviews
- Document processing accuracy improves over time
- Plan your next sprint (another workflow, another assistant)
- Continuous improvement, compounding ROI
Calculate Your Broker/MGA ROI
Tell us about your submission or inquiry volume. We'll estimate freed-up hours and cost savings.
Real Results From Brokers & MGAs Like Yours
Documented outcomes. Real numbers.
"We thought we had to hire more people. Instead, we deployed an AI assistant. Our operations team now focuses on helping brokers rather than typing."
"Our brokers used to wait hours for quotes. Now it's 15 minutes. That's a competitive advantage."
"Faster response. Accurate routing. When they need something urgent, it gets prioritised. That's service differentiation."
Enterprise Security for Regulated Industries
Evari is built for financial services and insurance compliance requirements. Every assistant execution is logged, audited, and secured — giving brokers and MGAs the audit trails regulators expect.
Ready To See What's Possible?
Tell us your biggest operational bottleneck. We'll show you how an AI assistant solves it in 30 days.
No long contracts · Fixed-scope delivery · Working assistants in 30 days