Enough of your data to understand how the brokerage runs.
Production and Book of Business data at the core, extended over time by GL activity, files, and the additional sources the work requires.
Revori’s data foundation begins with the information required to understand how an insurance brokerage operates.
Production data provides reported business activity. Book of Business data provides the underlying policies, agencies, carriers, lines of business, effective dates, and other relationships behind that activity. Revori structures and maintains this information so it can be analyzed together rather than only through the reports produced by the underlying systems.
Additional data expands that foundation.
GL ingestion adds financial information, including period totals and account activity. Files and spreadsheets can be brought into Revori for analysis, manipulation, and generation.
The purpose is not to copy every system of record into a new database. Revori maintains the data required for the analysis and work being performed, allowing the AI and workflows to operate against information that would otherwise remain separated across reporting tools, financial systems, files, and operational systems.
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Revori connects to the operational record through API or structured uploads, then resolves the data into a consistent environment for reporting, chat, and workflow.
