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.
Shoreva operations overview
Built for insurance servicing work — intake, service requests, renewal prep, draft preparation, and agency-controlled review. Standalone-first today; integrated HawkSoft + EZLynx requoting is future-gated.
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.
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.
Intake → service request → draft → review
Agency-controlled automation — not sent, not synced, not issued by default.
- Step 1
Call / email / upload
- Step 2
Eva intake
- Step 3
Service request
- Step 4
Draft / comparison
- Step 5
Agent review
Explore Shoreva in your agency context
Sign in for dashboard access or request a pilot onboarding conversation. Shoreva does not bind coverage, issue certificates, or send email externally without staff approval.