Manage client accounts, policy updates, and team tasks, all in one platform

OlivoLive gives brokers and agents full control over client conversations, internal collaboration, and risk assessment. Capture client details instantly, assign tasks to your team, and monitor progress in real time.

OlivoLive Voice Transcripts Summary Forms OlivoHub OlivoLake

Connect

Some cases need a personal touch. OlivoLive bridges the gap between automation and human connection, letting brokers instantly reach clients when it matters most.

Livechat preview on broker/agent end. Cursor points to button saying "Take it!"

Call

Start a video call or listen to voice messages directly within the platform, keeping every conversation documented and secure.

Display of call between worker and client. Hovering nodes depict a live voice recording and call options.

Collaborate

Create dedicated team channels, assign inquiries, and streamline communication. Keep everyone aligned while reducing clutter and response times.

Conference call between four workers. Hovering options show administrative settings.

Grow, not just digitize, your business with OlivoLive

Scale your communication and risk assessment platform flexibly across all channels.

Pull chat histories between clients and OlivoAgent to verify information

Deploy your branded OlivoLive app on the Apple Store or Google Play Store to stay updated no matter where you go.

Use summary tables and alerts to spot vulnerabilities and edit data dynamically

Sync updates automatically into your CRM or carrier platform

Send automated policy and carrier updates directly to clients

Automatic translation in 40+ languages improves customer satisfaction and comfort

Welcome to OlivoHub, your command center for risk assessment and policy management

Olivo's built-in multitool for insurance workflows.

Account Management

Track open accounts and their respective policies in real time with information sync. See what actions are pending and need attention.

Renewals

Make upcoming renewals simple. The risk assessment platform alerts for data inconsistencies and policy changes. Olivo can re-quote and compare policies instantly, displaying the results in a clear, editable chart.

Document Search

Easily find and edit client documents using filters or keywords. Generate and customize forms in seconds.

Claims

Monitor claim progress, view submission dates, and access claim IDs, all from one dashboard.

Results our clients see with Olivo

0%
increase in Sale conversion rate
0%
reduced underwriting time
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production boost

Uncover workplace deficiencies with real-time analytics

Gain a complete view of your brokerage's operations with Olivo's Analytics Module.

  • Customize dashboards with drag-and-drop widgets

  • Visualize data directly through SQL Workbench

  • Detect anomalies in quoting, lead drop-off, or engagement with our AI anomaly detector

  • Manage database indexing for faster retrieval and reporting

Mockup of analytics dashboard. Windows float in front of a computer screen.

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."

See the difference.
Discover how Olivo can transform communication and risk assessment for your brokerage.

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