Plan + organization
Confirm plan, commercial terms, organization type, identity, timezone, branding, and billing setup.
Onboarding
Launch the tenant deliberately instead of handing over a blank CRM.
Okiova’s onboarding foundation is plan-aware and tenant-aware, with readiness checks that help an agency configure identity, team, communications, carriers, commission rules, operations, portals, integrations, and book setup.
Plan-awareTenant-awareReadiness-driven
Team + permissions
Add Managers/Agents, departments, locations where applicable, and specialty Health/Medicare access.
Communications
Growth+ can connect supported Microsoft or Google mailboxes and validate Connected Inbox readiness.
Carriers + commissions
Configure carriers, product/level commission rules, statement/intake formats, and expected commission behavior.
Operations + portals
Review workflows, automations, tasks, service/retention behavior, Pro customer/partner portals, Okiova Sign, and external messaging.
Book + launch readiness
Import or establish customers/book data, review plan gates, validate integrations, and complete agency-specific readiness checks.
Legal & Agreements: Account acceptance, versioned templates, tenant-scoped agreements, and executed records stay organized with the agency account.
Onboarding pricing
Varies by organization size and implementation complexity.
Implementation effort can differ dramatically between a small agency and a complex multi-location/distribution organization, so Okiova keeps onboarding separate from the base subscription rather than hiding it in every plan.
Existing clean tenant or migration pathCarrier/report complexityNumber of users and locationsDistribution/network complexityCustom data/integration workTraining and launch support
Choose your next step
Start now, or see the package you care about first.
Create your Okiova agency workspace immediately, or request a focused demo before you begin.