Everything an insurance agent needs in one place.
CRM, video meetings, 20-stage pipeline, AI automations, unified inbox, and team management — all in one platform. Replace Zoom, HubSpot, and your entire stack with AIVIONT.
Your Client Command Center
A CRM built from the ground up for insurance agents. Track every contact, policy, and interaction in one place. The 17-stage pipeline mirrors how insurance sales actually work — from initial contact through underwriting to policy delivery and renewals. AI lead scoring tells you exactly who to call next.
17-Stage Insurance Pipeline
Move leads through stages that match real insurance workflows: New Lead, Contacted, Appt Set, Needs Analysis, Illustration Sent, Application Submitted, Pending Underwriting, Policy Issued, Closed Won, and more. Every stage tracks the right data at the right time.
AI Lead Scoring (Aria Priority)
Aria analyzes engagement signals, response patterns, and demographic data to score every lead 0-100. Know instantly who is most likely to convert so you spend your time on the right prospects.
Custom Tags with Colors
Organize contacts with custom color-coded tags. Create your own categories, filter by tags, and see them at a glance in your contacts table. Export to CSV includes all tags.
Policy & Commission Tracking
Track policy details, renewal dates, coverage amounts, premium, commission, and product types for every client. Monitor renewals and track your revenue with built-in commission calculations.
Smart Search & CSV Export
Find any contact instantly with powerful search and filtering. Filter by pipeline stage, product interest, lead source, score, tags, and more. Export to CSV with all fields including tags and lead scores.
Work Smarter, Not Harder
Build email automations triggered by pipeline events, meetings, and dates. Aria helps you create multi-step email sequences with smart delays. Perfect for new lead welcome sequences, meeting follow-ups, no-show re-engagement, and renewal reminders. Let automation keep your pipeline warm while you focus on closing.
12 Smart Triggers
Automations fire based on real events: Lead Imported, Stage Change, Booking Completed, Booking No-Show, Meeting Completed, Meeting Started, Meeting Recap Generated, Policy Status Change, Date-Based, and Manual trigger.
Aria-Assisted Creation
Tell Aria what you want to automate and she suggests the right trigger and helps you build the sequence conversationally. She understands your goal and recommends the best automation structure.
Multi-Step Email Sequences
Build email sequences with custom delays (hours or days). Set subject lines, personalize messages with contact data, and chain multiple follow-ups. Track which automations are active and view execution logs.
Event-Driven Execution
Automations run automatically when events happen. No-show? Send a re-engagement email 2 hours later. Lead imported? Welcome them immediately. Meeting completed? Follow up with the recap and next steps.
Your Full CRM Assistant
Aria is an AI assistant that actually takes action in your CRM. She creates contacts, updates pipeline stages, books meetings, and drafts emails — all through natural conversation. Upload files for analysis, ask about your meetings, and let Aria manage your pipeline while you focus on closing deals.
Full CRM Control
Say "add John Smith to my CRM" or "move Sarah to APPT_COMPLETED" and Aria does it. She creates contacts, updates stages, assigns products, adds tags, and books meetings. No more clicking through forms — just tell Aria what you need.
File Upload & Analysis
Upload CSV files, PDFs, or images and Aria analyzes them. Import leads, review policy docs, or analyze meeting notes. She extracts the important details and takes action automatically.
Meeting History & Recaps
Aria has access to your Nexus meeting history with AI-generated recaps. Ask "what did we discuss with John?" or "summarize my last meeting" and she pulls the details instantly. Never forget a client conversation.
Insurance Expertise
Aria understands Term, IUL, Whole Life, Annuities, Disability, LTC, and Medicare. She knows the 17 pipeline stages and suggests exactly what to do next based on where each contact is in the sales cycle.
Fill Your Calendar Automatically
Give prospects an easy way to book time with you. Share your personalized booking page link and let clients self-schedule consultations, reviews, and follow-ups. Syncs with Google Calendar and Outlook, sends automatic reminders, and reduces no-shows.
Personal Booking Page
A clean, professional booking page with your name and branding. Share the link in emails, texts, social media bios, and business cards. Clients pick a time that works for both of you.
Calendar Sync
Two-way sync with Google Calendar and Microsoft Outlook. Your availability updates automatically — no double-booking, no manual calendar management.
Automated Reminders
Reduce no-shows with automatic email reminders before each appointment. Customizable timing and messaging so clients always show up prepared.
Team Management
Pro plan includes team creation and management. Track team performance, share pipeline visibility, and collaborate with team messaging channels.
Gmail-Powered Email Management
Connect your Gmail account and manage all your client email conversations from AIVIONT. See every email thread, send and receive messages, and get Aria-powered insights. All conversations are automatically linked to the right contact in your CRM with full context.
Gmail Integration
One-click Gmail OAuth connection. Your inbox syncs automatically. Send and receive emails directly from AIVIONT. All messages stay in Gmail — AIVIONT just gives you a better interface with CRM context.
Aria Smart Replies
Aria suggests context-aware email replies based on the conversation history and contact details. Click a suggestion or ask Aria to draft a custom response. Send professional emails in seconds.
Contact-Linked Conversations
Every email is automatically matched to the right contact in your CRM. See the full communication history alongside their pipeline stage, policies, tags, and notes. Never lose context.
Inbox Insights
Aria analyzes your inbox and surfaces important messages, tracks response rates, and identifies hot leads based on email engagement. Know who is ready to buy.
Video Meetings at nexus.aiviont.com
Host HD video meetings with clients at nexus.aiviont.com. Every meeting gets an AI-generated summary, full transcript, and action items automatically. Share screen, record calls, and join from any device. Meeting history integrates with Aria for instant recall.
HD Video & Screen Share
Crystal-clear video powered by Daily.co. Share your screen to walk through illustrations, review policies, or present quotes. Join from desktop or mobile with one click.
AI Meeting Summaries
Every meeting automatically generates an AI recap with key discussion points, decisions made, and action items. Aria has access to your meeting history and can answer "what did we discuss with John?"
Full Transcripts
Meetings are transcribed in real-time. Pause/resume transcription during the call. Download transcripts after the meeting or review them in your dashboard. Never miss what a client said.
Meeting Recording
Record client meetings with one click. Recordings are saved to cloud storage with the transcript and summary. Perfect for compliance, training, or reviewing important conversations.
Coming Soon
Access a marketplace of verified insurance leads. Browse by location, product interest, and quality score. Purchase leads that drop directly into your CRM pipeline. Coming soon to AIVIONT.
Verified Lead Listings
Browse leads verified for contact accuracy, interest level, and recency. Filter by location, product type (term, whole, IUL, annuity), age range, and quality score.
Instant Pipeline Import
Purchase a lead and it drops directly into your pipeline at the New Lead stage. No CSV exports, no manual entry — just buy and start working.
Quality Scoring
Every lead comes with an AI-generated quality score based on engagement signals, data completeness, and conversion probability. Know what you are buying before you buy.
Ready to see it in action?
Book a personalized demo and discover how AIVIONT can transform your growth operations.