The Complete Platform
for Health Insurance
Professionals
Run your entire health insurance operation, from quote to enrollment to retention, with AI-native workflows and built-in support for CMS TPMO call recording requirements.
Join hundreds of insurance professionals already on the list
Quote. Activate. Maintain.
Built for every layer of modern health insurance distribution
Growth is harder when
operations and compliance are disconnected
Aiva Quote unifies AI-assisted workflows, agency operations, and TPMO-ready compliance execution.
Agency operations are fragmented
Teams still jump between carrier portals, spreadsheets, and disconnected tools to quote, enroll, and service one client.
Compliance execution is reactive
TPMOs and agencies face call recording mandate pressure without a single timeline for disclosures, recordings, and disposition evidence.
Legacy tools do not scale with growth
As downline agents and books expand, leaders lose visibility into pipeline health, QA risk, and service bottlenecks across teams.
One login, one operating system, one source of truth for production and compliance teams.
Close more deals.
Less paperwork.
Stop switching between carrier portals. Quote medical, dental, vision, life, and chiropractic from a single screen — then follow up, enroll, and track renewals from the same place.
- Multi-carrier quoting across all lines of business
- Side-by-side plan comparison with benefits detail
- One-click enrollment via 834 EDI or carrier API
- CRM built for insurance — track every interaction
- Automatic renewal alerts — never miss a follow-up
Power your entire
downline from one platform.
Give every agent in your network a world-class quoting tool while you maintain full visibility, control, and your brand.
- White-label with your logo, colors, and custom domain
- Manage FMO → GA → MGA → Agent hierarchies natively
- Per-agent subscription pricing that scales with your growth
- Agency-level analytics: quotes, enrollments, and revenue by agent
- Carrier allowlist — control exactly which products your agents quote
Reach your agents
where they work.
A direct distribution channel to your affiliated agent network — branded as your own, with only your products available to quote and enroll.
- Exclusive branded environment — your logo, your products only
- Real-time enrollment submissions via 834 EDI or your API
- Monitor and manage your affiliated agent network centrally
- ACA, Medicare Advantage, and Group market support
- Carrier-level analytics: agent performance and product mix
One operating system for
agency growth and compliance operations
Built from day one as an AI-native agency management system for health insurance teams, agencies, and TPMOs.
Multi-LOB Quote Wizard
Quote medical, dental, vision, life, and chiropractic in a single guided workflow. No portal-hopping.
AI for Insurance Teams
Built-in AI assistant for health insurance operations with document lookup, business Q and A, and workflow guidance.
Dynamic Enrollment Forms
Carrier-specific questionnaires. 834 and OEC -ready at submission.
Built-in CRM
Track every customer interaction, log calls, set follow-up dates, and record outcomes — purpose-built for insurance.
Medicare Sales Workflow
Capture SOAs, document consent, and record calls in one workflow built for Medicare enrollment conversations.
Renewal Tracking
Automatic renewal alerts surface 90 and 30 days before each policy anniversary. Never miss a renewal window.
Lite Branding
Upload your logo and set brand colors. Agents see your identity, not a generic platform, every time they log in.
Performance and QA Analytics
Track quote-to-enrollment funnels, agent performance, and compliance-oriented QA indicators in one dashboard.
Compliance-Aware by Design
Aiva Quote is designed around the workflows and controls health insurance distribution teams need, including operational support for TPMO call recording mandate execution.
TPMO Workflow Controls
Build repeatable sales and QA motions with timeline visibility around disclosures, consent checkpoints, and call recording reference capture.
- Disclosure and consent checkpoints
- Call recording reference linkage
- Interaction-level activity timeline
- Audit response data export workflow
Security and Data Controls
PHI and client data are protected with encryption and strict data isolation controls, with auditable access patterns for regulated operations.
- TLS 1.3 data in transit
- Encrypted SSNs and PHI at rest
- Tenant-isolated row-level security
- Audit logs on data access paths
Carrier and Market Integrations
Operate across ACA, Medicare, and group workflows with infrastructure built for agencies, downlines, and high-volume enrollment seasons.
- ANSI X12 834 EDI transmission
- Direct carrier API support
- CMS Marketplace plan data sync
- ACA, Medicare Advantage, and group
Designed to work with
Carrier names shown for illustrative purposes. Integrations subject to carrier partnership agreements.
Be First to Know
When We Launch
Join the waitlist today. We'll reach out before launch with exclusive early access and pricing for the first 500 users.
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We'll email you the moment Aiva Quote goes live.