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.
- Your AMS stays your book of businessEZLynx, Applied Epic, HawkSoft, AMS360, QQCatalyst, whatever you run. Rivyn never connects to it.
- You export, Rivyn analyzesYou 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 CRMRivyn is the lead side. Scored, prioritized re-engagement targets flow into your Rivyn CRM, ready to work.
- You quote in your AMSThe second a lead is ready, you have everything Rivyn surfaced. Take them into your AMS and write the quote.
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 WorthFrom Rivyn to your existing stack, in about a week.
- 01Map your current stackWe document every tool in your workflow and identify the integration points that matter most.
- 02Build the connection layerNative integrations for popular platforms, Zapier or Make for custom connections.
- 03Test end to endA real lead flows from capture through every integration before we go live.
- 04Monitor and maintainWe watch for API changes and integration breaks so you never find out by missing a lead.
The tools your team depends on, enhanced, not replaced.
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 monitoringWe track every connection and fix breaks before they affect your data.
- Documentation for your teamClear setup docs so your team understands what is flowing where.
- Custom integration buildsFor unique platforms or workflows, we build the custom connection you need.
- Zero lead loss guaranteeIf an integration failure causes a missed lead, we flag it and make it right.
Most AI tools fail because they live outside your existing workflow.
Keep the stack you trust. Add the AI layer.
Month to month. Integration setup in about 7 days. No rip and replace.