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Infrastructure · Integrations

Your book of leads, separate from your book of business.

Your AMS holds your book of business and every dead quote. Rivyn is your book of leads, and the two never connect. You export your book of business to Rivyn, we score which leads are worth re-engaging by timing and fit, and drop them into your CRM. The moment one is ready, you have everything you need to take them into your AMS and quote.

Works around every AMSNo connection you export, we analyzeIncluded on all plans
How Rivyn works with your AMS
  • Your AMS stays your book of business
    EZLynx, Applied Epic, HawkSoft, AMS360, QQCatalyst, whatever you run. Rivyn never connects to it.
  • You export, Rivyn analyzes
    You hand us your book of business and dead quotes. We judge by timing and category which leads are worth targeting now.
  • The best leads land in your CRM
    Rivyn is the lead side. Scored, prioritized re-engagement targets flow into your Rivyn CRM, ready to work.
  • You quote in your AMS
    The second a lead is ready, you have everything Rivyn surfaced. Take them into your AMS and write the quote.
Why it matters

A tool your team will not use is a tool that does not exist.

Most AI implementations fail not because the technology does not work, but because it creates a new silo that nobody checks. Rivyn is built to live inside the tools your team already uses every day, not alongside them.

We tried a different AI tool and it was great in demos. But it didn't connect to anything we use, so nobody touched it after week two.

Insurance operations director, DFW

My team uses Google Calendar and a specific quoting software. I needed the AI to work with that, not replace it.

Agency principal, McKinney TX

The integration story was one of the main reasons we went with Rivyn. Everything else required a full platform swap.

Commercial lines producer, Fort Worth
How it works

From Rivyn to your existing stack, in about a week.

  1. 01
    Map your current stack
    We document every tool in your workflow and identify the integration points that matter most.
  2. 02
    Build the connection layer
    Native integrations for popular platforms, Zapier or Make for custom connections.
  3. 03
    Test end to end
    A real lead flows from capture through every integration before we go live.
  4. 04
    Monitor and maintain
    We watch for API changes and integration breaks so you never find out by missing a lead.
What connects

The tools your team depends on, enhanced, not replaced.

Calendars
Google Calendar, Outlook, Calendly. Booking works in real time with your actual availability.
CRM platforms
Salesforce, HubSpot, Pipedrive. Leads flow in with full context attached.
Communication tools
Slack, Teams, email. Your team gets lead alerts where they already work.
Phone systems
Works alongside your existing business line. No number changes required.
Quoting software
Every intake lands in your secure Rivyn mailbox with the client details attached, so your team can take it straight into your quoting software.
Zapier and Make
For custom integrations and unique workflows, Rivyn connects through Zapier and Make.
Built to last

Integrations that are maintained, not just installed.

API connections break when platforms update. We monitor every integration and fix issues before they become missed leads. Your stack keeps working without you needing to notice when something changed.

  • Proactive integration monitoring
    We track every connection and fix breaks before they affect your data.
  • Documentation for your team
    Clear setup docs so your team understands what is flowing where.
  • Custom integration builds
    For unique platforms or workflows, we build the custom connection you need.
  • Zero lead loss guarantee
    If an integration failure causes a missed lead, we flag it and make it right.
The integration gap

Most AI tools fail because they live outside your existing workflow.

67%
of businesses say tool sprawl is their biggest productivity challenge.
Zapier State of Business Automation
3.4hrs
the average employee spends per day on manual data entry and tool-switching.
Asana Anatomy of Work Index
2x
more AI adoption in organizations that integrate AI into existing tools vs. standalone apps.
McKinsey AI Report, 2025
0
stack replacements required. Rivyn adds the AI layer without removing what works.
Rivyn design principle
Included on all plans

Keep the stack you trust. Add the AI layer.

Month to month. Integration setup in about 7 days. No rip and replace.