AI operating system for insurance agencies
Truvo
One workspace for an insurance agency's CRM, lead pipeline, quoting, policies and every client conversation, with AI assistants and a voice agent doing the busywork.
- Workspace instead of five tools
- 1
- AI voice agent
- Real-time
- What we built
- Agency dashboardOmnichannel inboxVoice agent
See it in action.
Product walkthrough
The problem
Independent insurance agencies juggle a CRM, a quoting tool, shared inboxes, a phone system and folders of policy documents that don't talk to each other. Producers re-key the same details from submissions, write up calls by hand and lose track of renewals and follow-ups between tools.
What we built
We built Truvo as the agency's single operating system. A unified CRM manages prospects, clients, carriers and documents with automation-ready workflows, and a Kanban lead pipeline handles status changes, reminders and hand-offs between team members.
The quoting and proposal engine generates dynamic PDF and HTML proposals, tracks every version and syncs with policy data for renewals and endorsements. AI assistants built on OpenAI and Google Document AI extract data from submissions, draft emails, summarise calls and surface actions for producers, while a real-time voice agent built on Deepgram, LiveKit and Cartesia handles routine calls. Email, SMS and voice sit in one omnichannel inbox, with real-time alerts and automation keeping the team on top of what matters.
Key features
- 01Unified CRM for prospects, clients, carriers and documents
- 02Kanban lead pipeline with reminders, status automation and team hand-offs
- 03Quoting and proposal engine with dynamic PDF/HTML output and version tracking
- 04Policy tracking that feeds renewals and endorsements from quote data
- 05AI document extraction from submissions with Google Document AI
- 06AI-drafted emails, call summaries and next-step insights for producers
- 07Real-time voice agent built on Deepgram, LiveKit and Cartesia
- 08Omnichannel inbox for email, SMS and calls with recordings and transcripts
- 09Real-time alerts, workflow automation and analytics dashboards
Inside the product.
10 images
Tech stack
- Web
- Next.jsReactTypeScriptTailwind CSSRadix UITiptapReact Flow
- Backend
- NuxtNode.jsFirebaseFirestoreRedisTypesense
- AI
- OpenAIAnthropic ClaudeGoogle Document AIGeminiPineconeVercel AI SDK
- Voice & messaging
- LiveKitDeepgramCartesiaTwilioResend
- Platform
- StripeSentryVercel
Results
- Producers work from one system instead of switching between several tools.
- Details from submissions are captured once and reused across quotes, policies and renewals.
- Call notes and follow-up emails are drafted for the team, not by them.
Next project
SportifyGo
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