PiVa
PV copilot
It teaches you PV, helps you work and sets it up for you. Ask it about any figure in your book.
Recorded demo
Watch it work.
This is what happens inside the system when you ask for something. Step by step, with example data.
PiVa, how do I set up connectivity with Allianz?
Querying your book…
- A summary of your tasks and priorities for the day
- Covers and guarantees pulled straight out of the PDF
- Lists of clients, policies, premiums and claims
Between 400 and 500 answers every week. Poor ratings get reviewed and retrained.
What it does exactly
PiVa, how do I set up connectivity with Allianz?
PiVa is the one that is always there. It sums up your tasks, drafts your emails, answers any question about a client, works out how likely a product is to sell, reads covers off a PDF and files the document where it belongs. And when you cannot find an option in the program, it walks you to it.
- A summary of your tasks and priorities for the day
- Covers and guarantees pulled straight out of the PDF
- Lists of clients, policies, premiums and claims
How it does it
- 01
It understands what you ask
It reads the request in your own language and works out which data it needs and where in the system to go.
- 02
It queries with your permissions
It enters your database as one more user, with the same limits, and leaves an audit trail of every query.
- 03
It acts and records
The work happens inside PV: it creates, writes, quotes or downloads. Everything is logged on the right record.
- 04
It calls you when needed
If something falls outside the rules you set, it stops and asks before going any further.
Where it lives inside PV
This is how it looks in PV
Watch the full video
PiVa watch it work.
Video in preparation
This is where the real recording goes, with the agent working on a demonstration book.
Want it running in your brokerage?
We will show it to you with your own book, in a 45-minute demo.
Request a demo