For insurance brokers
Every member call answered and routed.
Inbound questions, booking with your agents, and coordination through your CRM. No cold outreach.
HIPAA BAA included · SOC 2 Type II · Live in about 5 minutes
AEP week with SOA first
- SOACaptured
- Tue3 booked
- Wed2 booked
Product screenshot of booked appointments after SOA capture.
The platform
Answer the book, coordinate the rest
Answer every inbound member call and coordinate through your CRM. Compliant by design: inbound and coordination, no cold outreach.
Inbound
Every member call answered and routed
Plan questions, claims, and 'which agent do I talk to,' handled on the first ring, with the rest booked directly onto your agents' calendars.
Connect
Coordinates through your CRM
Connect your CRM with your own credentials, and every member touch is logged and routed where your team works, so nothing in the book sits waiting.
How it works
Live in about 5 minutes
You start it. It builds the model. You confirm and go live.
Sign up.
A few questions about the practice.
It researches your practice.
It reads your site and public records, then hands you one reconciled list to confirm.
You're live.
A number in your area code. Then upload, ask, or build.
Questions
What agencies ask first
Is Rivvi HIPAA compliant?
Rivvi runs on HIPAA-eligible infrastructure and signs a Business Associate Agreement with every organization. You e-sign it inside the app, or send it to whoever signs your contracts, and nothing goes live until it's signed. Patient information is never used to train third-party models, and TCPA opt-out is honored on every outreach path.
How long does it take to get started?
About 5 minutes. Sign up (no card), and Rivvi researches your practice: locations, providers, hours, and what you already run. Then it shows you what it found. Confirm it, pick your first program, sign the BAA in the app, and it calls you so you can hear it work. No sales call, no integration project.
Does Rivvi replace my team?
No. It works beside them. Rivvi handles the repetitive, high-volume calls and outreach that pull your team off patients in the room, and routes anything that needs a human straight to your staff. Your people do the work only people should do.
More on how the rules bind: Security and compliance