Make your CRM work for you with customizable sales flows

Every brokerage operates differently. OlivoEngage adapts to your workflow with customizable sales stages, flexible pipelines, and team-specific dashboards. Add or remove steps as needed and track progress the way your business actually runs.

Automate outreach campaigns

Re-engage old leads and new prospects with message campaigns that are sent automatically when clients reach a designated stage in the sales pipeline.

Process of email campaign automation shown in three steps. One window shows old leads in sales pipeline, next shows an automation script, finally, Olivo can use premade email templates to send to the old lead.

Gain visibility across your organization

Admins can monitor team performance with real-time analytics on client counts, policy numbers, average premiums, and renewal versus new business ratios.

View of OlivoEngage pipeline analysis page. Graphs show total subscribers, lead generation pipeline, total leads, and lead activity by sales representative. There is also an "Add new widget" button.

Stay updated in real time

When clients update personal information, like an address or driver change,  OlivoEngage automatically syncs data across your system. No double entry. No outdated files. Just accurate, live client records.

Profile page of a lead with personal information greyed out. One grey line turns green and leads to a pop-up showing an information update.

Results our clients see with Olivo

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reduction in underwriting time
0%
boost in sales conversion rate
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Boost in Productivity

Powerful features that elevate your insurance CRM

Compound your value with a smarter, multi-functional insurance CRM.

Coworker alerts and notes delivered by SMS or email to stay aligned

Simplified user management for flexible lead assignment 

Multi-channel follow-up options for external outreach such as SMS or email

Customizable email templates for every stage of the sales pipeline

CSIO updates with pre-configured commission percentages

Import and export compatibility with major CRMs

OlivoEngage is right for you if…

  • You lack visibility into your customer interactions
  • You've been missing opportunities with potential clients

  • Your current insurance CRM for sale pipeline management doesn't adapt to your workflow

Why brokers and agents choose Olivo

Trusted by insurance professionals.

Bruno Fortin

President, J. Gérard Fortin

“Since integrating the virtual assistant, our team spends much less time on repetitive tasks - such as policy changes or quotation requests - allowing us to concentrate on customer support and manage a considerably higher volume of cases..."

François Gagné

Vice-President of Strategic Distribution, Operations and Technology, Assurancia Groupe Tardif

“Olivo is the new generation of virtual assistant for brokers: a customer-centric tool that makes every transaction simple and seamless.”

Steve Whitelaw

VP and General Manager, Applied Systems Canada

“Access to AI through Koïos Intelligence platform voice and phone-enabled technology will enable brokers to enhance their role as trusted advisors and provide consumers with faster service when quoting.”

Lloyd Freiday

VP of Information Technology, Rogers Insurance Ltd.

"Koïos' technology greatly enhances interactions with users through the chat function due to the program's advanced language processing and speech recognition that is better able to answer a multitude of insurance-related questions."

With Olivo, quotations can be completed with  in under five minutes. Want to see it in action?

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