Ostavio watches your client inbox, calendar, and CRM together, so upcoming renewals, pending binders, and open claims surface before they lapse. It flags what needs a producer's attention, ranked by premium and days to expiry.
Ostavio reads policy expiry dates, premiums, and carrier notices across email and your CRM, then flags renewals by days-to-expiry and premium at stake. You re-quote and re-market with time to spare — Ostavio drafts the outreach for your approval.
Open claims, pending binders, and outstanding COIs are followed across inbox and calendar, so nothing stalls waiting on a carrier or a signature. Ostavio proposes the follow-up with policy details attached before you send.
Ostavio triages client and prospect inquiries from Front and Outlook, ranks them by urgency and account value, and drafts the reply. A producer always reviews and approves before anything reaches the client.
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