Evari is an AI operations service built for insurance brokers and MGAs. We deploy AI assistants that automate the manual, repetitive work in your operation — document processing, lead qualification, compliance checking, inquiry triage, and renewal management.
How Evari works
We deliver AI through fixed-scope sprints — time-boxed engagements that result in a working AI assistant deployed in your operation within 2 to 45 days. You choose the workflow you want to automate, we design and build the assistant, and your team goes live with a measurable outcome.
After your sprint, your assistant runs on the Evari platform — a managed AI operations layer hosted by us. Your ongoing cost is a predictable monthly subscription based on your transaction volume.
Who Evari is for
Evari is designed for small to mid-sized brokers and MGAs (typically 10–40 people) who are spending too much time on manual processes. If your team is doing significant data entry, email triage, document extraction, or renewal processing by hand, Evari is built for you.
What powers Evari
The Evari platform is powered by QuivaWorks — an enterprise AI platform built for professional services. QuivaWorks handles the infrastructure, security, and AI model access so we can focus on building assistants that understand insurance workflows.
Where to start
The fastest way to start is to book a free 90-minute discovery workshop. We'll walk through your operation, show what's possible, and recommend a sprint scope that makes sense for you right now. No commitment required.
An AI assistant is a program that uses a large language model (LLM) to understand documents, follow instructions, and take actions on your behalf. Unlike traditional automation — which follows fixed rules — an AI assistant can handle varied inputs, make judgment calls, and adapt to different formats, the way a trained member of staff would.
What assistants do on the Evari platform
Evari deploys assistants that work on specific insurance workflows. A typical assistant might:
- Read a broker submission in any format (PDF, Word, email, scanned image)
- Extract the relevant underwriting data automatically
- Check it against your eligibility and compliance rules
- Route it to the right person or system with a clean data summary
All without anyone typing anything.
Assistants vs traditional automation
Traditional automation tools follow fixed rules: if X happens, do Y. AI assistants are more flexible — they can read documents that arrive in different formats, handle ambiguous instructions, and make judgment calls that rule-based tools cannot. That's why they work for insurance, where submissions and documents are never perfectly consistent.
Human-in-the-loop
Evari assistants are configured with a confidence threshold. High-confidence decisions go through automatically. Lower-confidence items are flagged for your team to review. You control the threshold — you decide how much oversight is appropriate for each workflow.
What assistants can connect to
On the Evari platform, assistants can integrate with email, policy administration systems (Socotra, Vertafore, Applied Epic), CRM platforms, broker portals, and custom internal systems. See What systems does Evari integrate with? for more detail.
A sprint is a fixed-scope engagement that results in a working AI assistant deployed in your operation. Each sprint has a defined start date, a defined deliverable, and a defined end date — no open-ended consulting.
The sprint process
Week 1: Discovery and design We map your workflow in detail — the inputs, the rules, the exceptions, the systems involved, the people affected. We design the assistant's behaviour and get your sign-off before building anything.
Weeks 2–3: Build and integration We build the assistant and connect it to your systems. We test it against your real documents and data. We iterate with your team to tune the behaviour before go-live.
Week 4: Deployment and training We deploy the assistant to your live environment. We train your team on the dashboard and monitoring tools. We monitor performance in the first weeks after launch.
Post-launch: 30 days of support All sprints include 30 days of post-launch support. If anything behaves unexpectedly in production, we fix it.
What you need to provide
- A named internal contact who can attend discovery sessions
- Sample documents for training and testing the assistant
- Access to the systems the assistant will integrate with
- 3–4 hours of your team's time in Week 1 for discovery workshops
We handle everything else.
Sprint tiers
There are three tiers based on scope — Proof of Concept, Process Transformation, and Multi-Process Rollout — with timelines ranging from 2 weeks to 45 days. See the pricing page for full details.
The best way to get started is to book a free 90-minute discovery workshop.
What the workshop covers
In 90 minutes, we will:
- Walk through your current operation and identify the highest-value automation opportunities
- Show you a live demo of an Evari assistant working on real insurance workflows
- Recommend a sprint scope that makes sense for your team size and volume
- Give you a clear picture of what the first 30 days would look like
There is no commitment required. The workshop is genuinely useful whether or not you decide to proceed.
Book a workshop
Book your free workshop from the Evari sprints page. We will send a calendar invite and a short pre-workshop questionnaire to help us prepare.
What to prepare
You do not need to prepare much. It helps to have a rough sense of:
- The volume of the work you want to automate (e.g. "we process about 50 submissions per day")
- The systems you currently use (email, policy admin system, CRM, portal)
- Who the internal champion is — the person most motivated to fix the problem
After the workshop
If you would like to proceed, we will put together a sprint proposal with a defined scope, timeline, and fixed price. Once you have approved it, we start the sprint within 1–2 weeks.