Features & Quick Stats
Key Features
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24/7 AI call answering
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FNOL capture in 90 seconds
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Bilingual EN↔ES auto-detect
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CRM integration (HubSpot, Zoho, Pipedrive)
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Caller verification with KBA + OTP
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Real-time call transcripts
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Lead qualification & routing
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10-minute setup
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No long-term contracts
Core Business
How navaia Helps Independent Agents & Brokers
Independent agencies lose policies every time their phone goes to voicemail — most after-hours callers don't leave a message, they call the next agency on Google. navaia closes that gap by acting as a true AI Front Desk that picks up every call in under one ring, 24/7
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For new business: navaia greets the caller, qualifies them by line of business (auto, home, life, commercial), captures contact details, and routes the lead straight into HubSpot, Zoho, or Pipedrive — fully tagged and ready for the producer in the morning.
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For claims: navaia captures FNOL in 90 seconds across auto, home, and commercial. It verifies the caller with KBA + one-time-passcode, collects loss details (date, vehicles involved, injuries, contact info), and pushes a clean ticket straight into your CRM so the agency's existing claims workflow handles routing from there.
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For bilingual markets: navaia auto-detects English or Spanish at the start of every call and conducts the entire conversation in the caller's language — no separate Spanish-line setup required. Critical for agencies in CA, TX, FL, AZ, NV, IL where 1 in 4 callers prefers Spanish.
Setup is 10 minutes — port your existing number, configure your CRM connection, done. No rip-and-replace of your AMS or phone system. Cancel anytime. AES-256 encryption, US-based AWS infrastructure.
Integrations
HubSpot, Zoho CRM, Pipedrive. Custom integrations available — contact sales@navaia.io
AI Capabilities
navaia is an AI-native phone system built specifically for insurance workflows. The core stack:
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Conversational AI (LLM-based) handles the live phone conversation in real time — understanding caller intent, asking the right qualifying questions, and conducting a natural dialogue in English or Spanish. The model is domain-tuned on insurance vocabulary (lines of business, carrier names, FNOL terminology) so it sounds like an industry-aware front-desk hire, not a generic chatbot.
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Low-latency speech-to-text + text-to-speech that transcribes the caller in real time, and a natural-sounding TTS layer speaks back.
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Structured data extraction at the end of each call, converting the conversation into a clean structured record that's pushed into the agency's CRM — name, contact info, agency-specific lead fields, and for FNOL calls, the full loss intake (date, vehicles, injuries, witnesses, policy info).
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Automatic language detection that switches the entire conversation to English or Spanish based on what they speak. No separate Spanish line required.
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Caller verification using KBA (knowledge-based authentication) and one-time-passcode flows for sensitive interactions (claim intake, policy lookups).
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Data practices include AES-256 encryption at rest, TLS 1.2+ in transit, US-based AWS infrastructure. navaia does not use customer call recordings or transcripts to train general-purpose AI models for third parties. Customer data is processed under the agency's direction and retained only as long as needed to provide the service.
Certifications & Awards
Important company certifications: SOC 2 Ready Folder