Agency owners & managers
AI tools for insurance agency owners and sales managers
Olivia helps agency owners and sales managers see the whole team's pipeline, keep shared client records in sync, and make sure no agent misses a follow-up.
Common pains
- You don't know what your agents are actually working on this week.
- Client data lives in 8 different spreadsheets, messaging apps, and notebooks.
- New agents take months to learn which products fit which clients.
How Olivia helps
- The Team plan gives you a single view of every agent's pipeline and activity.
- Smart Records centralizes client data in shared Google Sheets.
- Intel Vault turns every new agent into a product expert from day one.