Shoreva
Shoreva

Eva AI · agency operations platform

AI operations for modern insurance agencies.

Shoreva captures intake, organizes service work, prepares drafts, and gives agency teams a controlled workflow layer for calls, COIs, documents, and renewals — built for insurance servicing, not generic automation hype.

See what's coming

Eva command center

Illustrative

  • Intake captured

    Illustrative — caller context structured

  • Service request created

    Internal queue — not synced externally

  • Draft prepared

    COI / email / document draft ready for review

  • Review queue

    Not sent · not synced · not issued

  • Knowledge source attached

    Agency document snippet cited

  • Standalone mode

    Integration optional — not required

Built for insurance servicing work

From intake to internal review — Shoreva prepares work your team can approve, not replace licensed judgment.

AI receptionist intake

Capture caller context, urgency, and insurance intent for structured staff follow-up.

Service request routing

Route calls, alerts, and Eva workflows into agency-scoped review queues.

COI draft preparation

Prepare certificate drafts from declaration pages — draft-only, not issued.

Document knowledge base

Extract, chunk, and search agency PDFs with audit-backed retrieval.

Email draft workflows

Draft review-ready messages — not sent until staff approves.

Renewal / requote preparation

Organize renewal comparison and requote prep for licensed review — not auto-bound.

Intake → service request → draft → review

Agency-controlled automation — illustrative workflow, not live external sync.

Step 1

Call / email / upload

Step 2

Eva intake

Step 3

Service request

Step 4

Draft / comparison

Step 5

Agent review

Built for agency control

  • Standalone-first — no AMS or carrier connection required to operate.
  • Integration-ready roadmap — optional HawkSoft, EZLynx, Microsoft, and voice later.
  • Audit-backed workflow history for internal review and accountability.
  • Agency-scoped data boundaries — tenant context preserved in the app.
  • Draft-and-review defaults — not sent, not synced, not issued by default.

Agency-controlled automation

Eva AI assists with quotes, COIs, documents, and service requests inside Shoreva. Outputs are prepared for staff — coverage changes, binding, cancellations, and outbound communications remain under agency approval.

Agency control: Shoreva does not bind coverage, issue certificates, or send email externally without explicit staff approval.

Integrations

Integration-ready architecture — planned connectors are listed in the roadmap below. Nothing on this page represents a live connected integration in this build.

Roadmap · coming soon

Planned capabilities — not live in this build. No connected-provider states are shown until integrations are explicitly enabled.

EZLynx-assisted renewal requoting (planned)

Coming soon: EZLynx-assisted renewal requoting. An agent can ask Eva to prepare a client requote, submit approved rating requests through connected EZLynx access, and return carrier options for review.

  • Planned · EZLynx-assisted renewal requoting
  • Planned · HawkSoft client and policy lookup
  • Planned · HawkSoft notes, activities, and document sync
  • Planned · Microsoft Teams handoff routing
  • Planned · Outlook draft review and approved sending
  • Planned · Retell-powered voice receptionist
  • Planned · Carrier appetite and underwriting guideline Q&A
  • Planned · Renewal comparison workflows
  • Planned · Agency-branded proposal generation
  • Planned · Advanced reporting and ROI dashboard