Build with the next generation of insurance brokerages
Revori gives established brokerages the infrastructure to adopt AI at the core of how they operate, with their systems, data, and workflows working together in one environment.
What is Revori?
The brokerage is one business. Its systems are not.
Your AMS holds policies and transactions. Production lives across reports and operational data. The Book of Business carries another view of the business. The general ledger records the financial result. Files, diligence, and other systems add still more context.
AI-native brokerages are being built from the ground up without the fragmentation that holds established brokerages back.
Production is the foundation.
Revori structures the transaction-level production activity in your AMS alongside the Book of Business, preserving the historical context, effective and transaction dates, dimensions, and relationships that show how business was written, reported, and developed over time. Written business connects forward to the cash that reported against it, and back to the estimates still sitting in your book, tagged by carrier, producer, agency, and line of business.
Financial data completes the picture.
Your general ledger records transactions as aggregated totals, so once a month closes to one number, the relationship between when business was written and when it reported is gone. Revori ingests that ledger activity and financial statement mappings alongside the transaction-level detail, connecting financial results back to the operational activity that produced them.
A language model operating on the foundation.
Revori puts a language model inside its proprietary AI harness and gives it access to the deterministic results produced from the brokerage's structured data. It can work across those results alongside connected ledger data, files, historical business context, and other information.
Deterministic by design.
The underlying data, relationships, and calculations remain explicit and traceable. Revori works from those structured results while preserving the records and logic behind them.
Ask instead of build.
Every producer report, commission accrual, carrier comparison, book composition breakdown, and book valuation over time has to be specified, queued, and built. By the time it exists, the question has usually moved.
Revori works directly against the structured data underneath. Reporting arrives with analysis and context attached rather than as a figure someone still has to interpret, and the same system is where you explore a question, test the next one against it, and iterate strategy in the moment.
Automated workflows and reporting.
Let your data speak for itself.
Revori runs on a proprietary agentic engine built for financial analysis at scale across fragmented systems. It doesn't hand you a total and leave you to interpret it. It reads down through the transactions underneath, so the answer arrives with the analysis already attached, and every number traces back to the records behind it.
Pick a thread to watch a real question run. Scroll inside the response to read the whole answer.
Every figure and workflow below reflects real brokerage production and ledger data. Company and producer names have been changed.
Controlled deployment.
Revori can be deployed in the cloud or on premises, with a dedicated machine running the full language model, our proprietary AI harness, and Revori software.
Your production, ledger, and diligence data stays within the controlled environment you choose, with security and access designed around the brokerage's requirements.
Your team gets the analytical capability of state-of-the-art models running in the context of your financial history, without sending sensitive business data into someone else's system. General-purpose work, sales and finance workflow automation, and complex financial analysis all run in one place.
A measurable return.
Less to maintain
The reporting backlog, the AI subscriptions your team leans on for general workflow queries and performance questions, and the analyst hours holding it all together collapse into one system that already understands your business.
Faster close
Audit-defensible accruals, production journal entries, month-end packages, reconciliations, and flux commentary generated on command instead of assembled by hand. Days out of every close.
Better decisions, sooner
Producer contraction, carrier behavior, and revenue leakage surfaced while you can still act on them, not after they show up in reported production.
One person with Revori performs the analysis that used to take a team.
Why Revori exists.
Revori came out of the work itself. Insurance brokerage audit, then inside a top-25 brokerage, watching teams hit the same roadblocks harnessing the data tables in their AMS month after month.
Jake Prescott, co-founder
Bringing brokerages into a new era.
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