Live policy answers
The agent has the Zywave record open during the call. Coverage, billing and claim questions get a real answer.
Zywave
Orvera + Zywave Integration
Orvera AI connects to Zywave, so its agents can serve policyholders straight from the live record. The agent finds client and policy records for agency service calls. If a call needs an adjuster or a licensed person, it goes to your team with the whole story attached.
Zywave
Orvera AIHow it fits
Does Orvera integrate with Zywave?
Yes. Orvera AI works with Zywave and with the CRM and contact center tools you already run beside it. Agency service calls start with finding the client. The agent locates the client and policy records in Zywave and answers from them. The agent sticks to the steps your team approved, and we build and deploy the connection.
Built in
- role-based access controls
- encrypted data transmission
- SOC 2 Type II certified
What you get
What does the Orvera and Zywave integration do?
Questions in your order
Every intake follows the script and checks your claims and service teams signed off on.
Context on every turn
Policy details and earlier contacts stay in view, so the caller only explains the situation once.
Records written back
After each call, the summary, outcome and next step land in your systems.
End to end
How is the Orvera and Zywave integration set up?
- Step 01
Interaction initiated
A policyholder calls, chats or emails, and the agent picks it up right away.
- Step 02
Workflow execution
First it checks who they are. Then it follows the steps your team approved for that request.
- Step 03
Context applied
It reads the policy and claim details from Zywave and answers from what's there.
- Step 04
System updated
After the conversation, the summary, outcome and any requested change are recorded.
- Step 05
Action triggered
If a call needs an adjuster or a licensed person, it goes to the queue you chose, summary and all.
In practice
Built for policy and claims service
Policy and claim questions
The agent finds client and policy records for agency service calls.
Handoff and escalation
A policyholder who needs a person goes to the team you picked for that case, and the summary goes with them.
After-hours and overflow coverage
Losses and questions arrive at all hours, and the agent takes every call right away.
Post-conversation follow-up
Once the conversation ends, the agent can kick off whatever follow-up your team set for that outcome.
Capabilities
What your team gets with Orvera and Zywave
Voice, chat and email
The same workflows run on every channel your customers use.
Agent Assist on live calls
When a person takes the call, Orvera AI Agent Assist puts the Zywave details and the next step on their screen.
Conversation summaries
Each conversation gets a short summary your team can read in a few seconds.
AI Quality Management
Every conversation gets scored against your quality checklist, whether the AI or a person handled it.
Reporting on every interaction
Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.
Zywave
What outcomes does the Zywave integration deliver?
- Policy questions answered from the live record
- Less manual lookup work for your team
- Handoffs carry the whole conversation
- Coverage after hours and at peak times
- A clear record of every outcome
Related
Related Integrations
How do you get started with Orvera and Zywave?
We start with your Zywave setup and the policyholder calls you get most. Then we design the workflows, build them and deploy them. Full deployment lands in 3 to 6 weeks, and we keep running the agents after they go live.