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Okiova
Personal Lines

Personal P&C remains a core Okiova workflow—inside a broader client relationship.

Okiova supports the familiar lead-to-policy and service lifecycle while allowing that same customer to connect to businesses and other lines later.

Lead to active policyService + retentionCommission connected
01Lead + relationshipCapture the person, household, referral source, business relationship, and opportunity context.
02Quote + rating workspaceManual quoting remains supported; the provider-neutral Rating foundation can normalize approved adapter results when available.
03Bind + policyCreate the active policy, calculate commission from carrier/product rules, and optionally provision customer portal access.
04Service + retentionKeep service, documents, renewals, retention, rewrites, and customer communications attached to the same relationship.
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