Meet Eva — your agency's AI operations assistant

AI operations for modern insurance agencies.

Shoreva gives insurance agencies an AI operations assistant — Eva — that captures requests, prepares renewal work, reads documents, drafts communications, and routes service work for human review.

Standalone today: prep and workflow organization. True automated requoting requires HawkSoft and EZLynx — not connected in this build. Provisioned agency teams sign in to access Eva and the operations dashboard — no self-serve signup or fake integration claims.

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  • Human review built in
  • Renewal prep workflows
  • Document intelligence
  • Integration-gated requoting
  • Service request automation
EEva AI
Assisting
What needs attention today?

Three items surfacing for review:

  • · 2 renewals with missing data
  • · 1 COI draft awaiting holder details
  • · 4 calls routed to service requests

Integrated requote readiness

HawkSoftNot connected
EZLynxNot connected
Standalone prepAvailable
Human reviewRequired

Declarations.pdf

Eff. dateextracted
Liability limitextracted

Source pages 2–3 · review required

Call intake · routed to CSRUrgent

Caller requesting auto ID card. Summarized and classified — draft service request created (internal only).

Approval & exception readiness

Rating profile reviewMissing dataIntegration blocked
Built for insurance agencies
Draft-first automation
Agency-controlled integrations
Human-reviewed workflows
Audit-friendly operations
Platform

Everything Eva helps your team prepare — before anything goes external.

From intake to internal review — Eva organizes work your team can approve. Agency control: outputs are not sent, not synced, and not issued by default.

AI receptionist / voice intake

Designed for after-hours and overflow call capture, caller classification, summaries, and service request creation — voice-ready when Retell is configured, not live by default.

Service request automation

Turn calls, uploads, and Eva workflows into an organized agency operating queue with assignees, priorities, and audit-backed history.

Renewal prep & integrated requote readiness

Watchlist renewals, track missing data, build internal prep packets, and prepare accounts for integrated HawkSoft + EZLynx requoting — with human review before sensitive actions.

Document intelligence

Upload, classify, summarize, compare, and extract key facts from PDFs and agency documents — with source transparency and human review.

COI / ACORD draft support

Collect holder and request context, read declaration pages, and draft COI/ACORD outputs for staff review — not issued automatically.

Email drafting

Prepare review-ready email drafts from Eva workflows and document context — not sent until staff approves through future approved channels.

Knowledge base Q&A

Search agency documents with audit-backed retrieval so Eva answers from your sources — not invented policy facts.

Audit & human review

Role-based access, activity timelines, and explicit gates before customer contact, rating, binding, or external writeback.

Two lanes

Standalone power today. Integrated requoting when your systems are connected.

Shoreva is honest about what runs now and what unlocks later — no fake connections, no fake quotes.

Available without integrations

Available now

Eva can organize work immediately without pretending external systems are connected.

  1. 1Capture request
  2. 2Create service request
  3. 3Review documents
  4. 4Prepare renewal work
  5. 5Track missing info
  6. 6Draft communications
  7. 7Route for human review

Unlocked with HawkSoft + EZLynx

Integration-gated

True automated requoting requires both HawkSoft and EZLynx to be connected with approved credentials and agency opt-in. Eva does not rate, shop carriers, or sync policies today.

  1. 1Pull account/policy data from HawkSoft
  2. 2Normalize the rating profile
  3. 3Validate missing fields
  4. 4Human approvalHuman gate
  5. 5Bridge approved data to EZLynx
  6. 6Track rating attempt (when connected)
  7. 7Compare returned options (when available)
  8. 8Draft proposal for review
Renewals

Catch renewal pressure before the client shops elsewhere.

Eva keeps renewal work from getting buried. In standalone mode, it organizes renewal prep, missing information, service requests, and review timelines. When HawkSoft and EZLynx are connected, Eva can support the integrated path from agency data to rating-ready profiles and quote comparison — with licensed human review before sensitive actions.

Eva does not automatically shop carriers, rate through EZLynx, sync with HawkSoft, retain clients, or bind policies in this build. True automated requoting requires HawkSoft and EZLynx.

Renewal candidate

Sample account · Personal Auto

Missing data
Carrier
On file
Expiration
Tracked internally
Integrated requote
Locked
Rating profile draft
Review required
  • · Missing-data checklist: driver license, garaging address
  • · Service request linked for internal review
  • · Activity timeline: prep notes only — no external sync
  • · Exception: HawkSoft + EZLynx not connected
Voice intake

AI receptionist workflows — voice-ready when configured.

Designed for after-hours capture, caller classification, structured summaries, service request creation, and urgent handoff when Retell voice AI is configured. Shoreva does not claim live call answering for every agency in this build.

Inbound call · sample

Urgent
Intent
Policy change / ID card
Verification
Pending staff review
Summary
Caller needs auto ID card — routed to service queue

Internal draft only — not a live answered call claim for all agencies.

Service requests

Your agency operating queue — organized, reviewable, audit-backed.

Calls, Eva workflows, and staff-created work land in one agency-scoped queue with assignees, priorities, and human review gates.

COI request
Billing question
Renewal review
Claim intake
Policy change
Missing info follow-up
Document request
Urgent handoff

Queue preview

  • COI request · holder details neededNeeds review
  • Renewal review · missing checklistIn prep

PolicyDeclarations.pdf

Named insuredextracted · p.1
Liability limitextracted · p.2
ConfidenceReview suggested

Compare · summarize · draft — human review required.

Document intelligence

Read agency documents with source-aware answers.

Upload, classify, summarize, compare, and extract key facts from PDFs and agency documents — with source pages cited and human review when confidence is limited.

COI / ACORD

Draft certificates for review — not issued automatically.

Collect holder and request context, read declaration pages, and draft COI/ACORD outputs for staff review. Final certificates are not issued without licensed human approval.

COI draft · sample

Certificate holder
Pending verification
Limits / endorsements
Draft from dec page
Status
Human review required

No final issuance or external send in this build.

Control layers

Built for controlled automation.

Before Eva executes sensitive or external actions, Shoreva routes work through Approval Center and Exception Queue. Missing data, low confidence, blocked integrations, and review-needed actions stay visible — no external execution in this build.

Approval Center

Sensitive actions wait for licensed human review.

  • EZLynx rating profile reviewReview required
  • Client proposal reviewReview required
  • COI issue reviewReview required
  • Outlook send reviewReview required
  • HawkSoft writeback reviewReview required

Exception Queue

Blockers surface instead of failing silently.

  • Missing data
  • Integration blocked
  • Failed extraction
  • Account match conflict
  • Low confidence
  • Human review required

Each exception keeps context, source, and required next steps — no external retry or fake resolution in this build.

Integrations

Agency-controlled integrations — honest readiness, no fake connected states.

Integrations are optional and agency-controlled. Shoreva never pretends a provider is connected when it is not.

HawkSoft

Planned · integration-gated

Account and policy data source for integrated requoting and agency account context. Not connected in this build.

EZLynx

Planned · integration-gated

Rating workflow destination for approved quote profiles after human review. Not connected in this build.

Retell

Voice-ready · future-gated

Voice AI provider path for call intake and transcripts when configured by the agency.

Outlook

Future · draft-first

Approved email drafts and sending through Microsoft Graph — separate approval phase.

Teams

Future · handoff

Internal handoffs and escalation notifications when configured.

View integrations overview →

Security & trust

Human review, agency isolation, and audit-friendly operations.

Eva assists with intake, documents, renewal prep, and draft workflows inside Shoreva. Coverage changes, binding, cancellations, outbound communications, and external sync remain under agency approval.

  • Licensed human review gates for insurance-sensitive actions
  • Audit trails and activity timelines on operational workflows
  • Role-based access and agency isolation
  • No fake external actions — not sent, not synced, not issued by default
  • Integration kill switches and honest readiness states
  • Document source transparency — Eva cites agency materials

Draft-first external actions

Integration kill switches, source-aware answers, and readiness panels that show locked — not connected — until agencies explicitly configure providers.

Read security overview →

Ready to see Shoreva with your agency workflows?

Request access for a guided walkthrough. Eva helps your team prepare work — human review and agency-controlled integrations stay at the center.

Request accessBook demoView integrations