Compliance & CRM.
Built for health insurance.
Start with a full CRM, compliance vault, digital SOA, and AI assistant, all in one platform built for agents and agencies.
What you're probably
paying right now
Most health insurance professionals pay for a CRM, a compliance tool, and an agent licensing platform — separately. Aiva Quote combines all of it.
Typical stack today
Aiva Quote
Everything in one platform
- ✓ Full CRM & client management
- ✓ Integrated AI Assistant
- ✓ Electronic SOA & Compliance Vault
- ✓ NIPR Agent License Sync
- ✓ 10-year compliance vaulting
- ✓ Document upload & storage
One platform.
Pick your plan.
Whether you're an independent producer or managing a downline of hundreds, there's a plan built for your distribution model.
Personal Producing Agency
Compliance Starter
- ✓ Full CRM
- ✓ Track customer interactions
- ✓ Import leads & customers
- ✓ Integrated AI Assistant
- ✓ NIPR Agent License Sync
- ✓ Compliance Vault
- ✓ Electronic SOA
- ✓ Upload customer & agent documents
- ✓ 10-year Compliance Vaulting
General Agency
Compliance Starter
- ✓ Full CRM
- ✓ Track customer interactions
- ✓ Import leads & customers
- ✓ Integrated AI Assistant
- ✓ NIPR Agent License Sync
- ✓ Compliance Vault
- ✓ Electronic SOA
- ✓ Upload customer & agent documents
- ✓ 10-year Compliance Vaulting
PPA · GA · MGA · FMO · Health Plan
Custom
- Everything in Starter, plus:
- ✓ Medicare & ACA quoting
- ✓ Electronic Enrollment
- ✓ Integrated VoIP Dialer
- ✓ Call Recording & Transcription
- ✓ Call Sentiment Analysis
- ✓ Single Sign-On (SSO)
- ✓ Custom API integrations
- ✓ Agency Downline Management
- ✓ Custom Branding & Logo
Every plan starts with a 14-day free trial. No credit card required. All plans billed monthly. Annual billing available; contact us for a quote. No setup fees. Cancel anytime.
Common questions about pricing
Still have questions? Request a demo and we'll walk you through everything.