Retail agency operating system
CRM, policy and household relationships, sales, service, retention, commissions, carrier intake, tasks, reporting, automations, documents, Oki, and billing/entitlements.
Roadmap
See what Okiova supports today and what we are building next.
The roadmap tracks current platform capabilities, optional products, and future integrations as Okiova continues to expand.
Multi-line availableDistribution availableSMS future
Commercial + Life + Health + Medicare
Shared customer/business relationships, specialty records, line-specific fields and permissions, plus carrier/product commission-rule support.
Connected Inbox + Communications
Supported Microsoft 365 and Google mailbox connections, synchronized agency inbox, secure portal conversations, and mobile-first communication management.
Okiova Distribution
Markets, contracting, requirements, appointments, licensing, production and override workflows as an add-on to an active Core, Growth, Pro, or Enterprise plan.
Rating Integration Center
Provider-neutral rating architecture and sandbox harness are available. Live third-party rater/carrier adapters remain provider-specific and must be verified before being represented as active.
Integrated SMS / Texting
The Communications surface is ready for a text channel, but Okiova does not promise SMS usage or Twilio connectivity in current plan pricing.
Broad API + SSO
Developer API/webhooks and SSO remain Enterprise-oriented future capabilities until released.
Choose your next step
Start now, or see the package you care about first.
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