For insurance brokers

Every member call, answered and routed.

Rivvi is an intelligence that runs the inbound side of your book: answering member calls, handling routine questions, booking time with your agents, and coordinating through your system of record, so nothing sits waiting. Compliant by design: inbound and coordination, no cold outreach.

  • HIPAA BAA included
  • SOC 2 Type II
  • Live in under 30 minutes
Compliance handled before anything runs
  • HIPAA
  • SOC 2 Type II
  • GDPR
  • BAA included
  • TCPA compliant

Security and compliance

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.

Healthcare teams already running on Rivvi

  • Southeast Medical Group
  • MassiveBio
  • New England Life Care
  • Elizondo Medical Group
  • Liberty Doctors
  • Southeast Quality Network
  • Physicians First ACO
  • Freedom Healthcare Alliance
  • Good Day Pharmacy
  • Southeast Primary Care Partners
How it works

BAA signed to live in under 30 minutes

No sales call, no integration project, no phone-tree rebuild. You describe your practice in plain language, and Rivvi configures itself around your answers.

  1. Step

    Sign up and sign your BAA

    Create your workspace and e-sign the HIPAA BAA in the same flow, before a single record moves. You get 5 seats and a verified, branded number in your own area code.

  2. Step

    Tell it about your practice

    An onboarding chat asks how you work: your hours, your programs, where calls should route. Rivvi researches your org and builds its own playbook from your answers.

  3. Go live

    Point it at real patients

    Turn on the inbound line, upload a list, or drop the web widget on your site. It runs live, inside TCPA rules, from the first call.

The system underneath

One workspace to run it all

Everything runs from one chat cockpit: pull the numbers on demand ('how did this week go?') and dispatch new calls right from the conversation.

It remembers your org, and everyone in it

Org-level memory keeps your routing, programs, and preferences consistent across every agent and channel. Person-level memory keeps continuity from one conversation to the next, so each touch builds on the last.

Questions, answered

The things every practice asks first

Rivvi runs on HIPAA-eligible infrastructure and signs a Business Associate Agreement (BAA) with every organization, e-signed inside the signup flow, before any patient data moves. Patient information is never used to train third-party models, and TCPA opt-out is honored on every outreach path.

No. Voice is one surface. Rivvi is an orchestration layer that answers and places calls, sends texts, runs a web-chat widget, and reads and writes your CRM: one intelligence with memory of your organization and every patient, working across every channel your patients already use.

Minutes, not a quarter. Setup is self-serve: you sign up, e-sign your BAA, and answer a short onboarding conversation about how your practice works. Rivvi researches your org and configures itself around your answers. No sales call, no integration project, no phone-tree rebuild before you can run a program.

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.

Rivvi connects to HubSpot, Salesforce, Power BI, and Microsoft Teams using your own credentials, and integrates with referral networks like LeadingReach. It reads your patient and campaign data and writes every contact, outcome, and note back to where your team already works.

Stop letting member calls go to voicemail

Answer every inbound line this week.

Get started
  • HIPAA BAA included
  • SOC 2 Type II
  • Live in under 30 minutes