CASE STUDY · INSURANCE
NOW LIVE

End to end agency management at $79 a month flat.

Rivl is the agency management system built for the people the incumbents forgot. Independent P and C agencies with one to ten producers, charged flat instead of per-seat, with AI native to the inbox.

Vertical
P and C Insurance
Built for
1 to 10 person agencies
Pricing
$79 a month flat
Timeline
10 weeks to live
Status
NOW LIVE
THE PROBLEM

Independent agencies were priced out of their own software.

Applied EPIC, Vertafore, HawkSoft. The incumbents charge $350 to $600 per seat per month, sell features that small agencies never use, and gate basic email-to-policy workflows behind enterprise tiers. A two-person agency pays the same per-seat rate as a ten-person agency and gets none of the volume leverage.

01 · DIAGNOSE

We watched agencies work
for sixty days before writing any code.

We embedded with three independent P and C agencies across Texas, Ohio, and Missouri. Shadowed daily workflows. Logged every action. Asked why three times for every habit.

What we found made the entire AMS market look like it was designed for a different business.

60%
of agency work is email

Renewals, COIs, endorsements, claim updates. The inbox is the system of record and the AMS is the place data gets re-typed.

85%
is renewals and COIs

Two workflows produce most of the revenue and most of the busywork. Everything else is exceptions.

0%
use the advanced features

The $600/month tier ships modules small agencies will never touch. They are paying for someone else's feature roadmap.

Small agencies do not need a smaller AMS. They need a different one.

02 · REDESIGN

Build for what they actually do.
Charge for what they actually use.

Four structural decisions, made before any UI was sketched. Each one inverts a default assumption of the incumbent AMS market.

DECISION 01
Flat pricing, never per-seat

$79 a month, unlimited users. Agencies stop optimizing for license cost and start optimizing for the work. Producers, CSRs, and the owner all log in without the math.

DECISION 02
AI native to the inbox

Email sync runs through an LLM for classification. Renewal, claim, COI request, endorsement, billing question. Each gets routed and pre-drafted before a human opens it.

DECISION 03
Renewals and COIs as first class workflows

The two highest-volume workflows get dedicated interfaces, not tucked into a generic policy module. Bulk renewal calendars, one-click COI generation with carrier templates.

DECISION 04
Wildcard subdomains per agency

Every agency gets agencyname.tryrivl.com out of the box. No domain configuration, no DNS questions, no extra cost. Insureds bookmark it and use it.

THE RESULT

Live at tryrivl.com.

TYPICAL AMS
$350 to $600+
per month, per seat
  • Per-seat pricing punishes growth
  • AI features locked to enterprise tier
  • Generic workflows force re-typing
RIVL
$79 flat
unlimited users, all features
  • Flat monthly, unlimited producers and CSRs
  • AI inbox classification ships day one
  • Renewal and COI workflows are first class
Visit live site
WANT THIS FOR YOUR DOMAIN?

Same methodology.
Different vertical.

If you operate in a process-heavy domain and want a system like this scoped to your business, the path starts with a fifteen minute call.

Book a Free Process Assessment
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