Product Tour

See Okiova from the agency, partner, and customer viewpoints.

Explore the current Agency Workspace, Referral Partner Portal, Customer Portal, and plan structure using sample data.

Interactive previewAgency + partner + customer viewsSample data

Sample data

Tour records are fictional.

Current guided tour

Watch how the three sides of an agency relationship connect.

Move through the Agency Workspace, Referral Partner Portal, Customer Portal, and current plan catalog.

Agency Deep Dive ↓

AGENCYOperate the businessStart My Day, Customers, Businesses, Pipelines, Communications, Commissions, Sign and reporting.

PARTNERRefer and collaborateSubmit referrals, follow permitted status, exchange files, messages and requests.

CUSTOMERSelf-service securelyPolicies, upcoming bills, documents, signatures, messages, notifications and requests.

Agency workspace deep dive

Explore the agency side at your own pace.

Use the workspace below to explore the agency side in more detail.

OKIOVA • AGENCY WORKSPACE Demo Independent Agency Powered by Okiova Demo Owner • Agency Owner Workspace

Agency Owner

FICTIONAL SAMPLE DATA ONLY

TODAY • AGENCY DASHBOARD

See the agency. Work the queue in Start My Day.

Today is the management snapshot. Start My Day remains the action queue that tells staff what should be handled next.

MONTH TO DATE

Production & money

Projected, earned and received commission are intentionally separate.

Premium written$42,860.0018 policies written MTD

Projected commission$5,214.40Gross projected commission on MTD production

Earned commission$4,786.12Prorated for cancelled policies

Commission received$3,942.71Recorded commission payments received this month

Agency + mailing fees earned$1,275.00Net of manual fee refunds

Dealer checks owed$1,150.004 outstanding until resolved • Open receivables

Net policy growth+1118 written • 7 cancelled MTD

OPERATIONS

What is sitting in Okiova

Use these counts for awareness. Work individual items from Start My Day.

Open tasks18Tasks & follow-ups

Overdue service3Past-due service items

Retention risk5Open retention items

Open claims4Claims being followed

Renewals9Renewals in progress

New / working leads7Sales opportunities

BOOK SNAPSHOT

Current relationship

286Active households

412Active policies

14Claims YTD

WORKFLOW

Use the right workspace

START MY DAY • GUIDED WORK

One priority at a time.

Okiova shows work that is due now. Future scheduled follow-ups stay out of the queue until their follow-up date.

6 open itemsShowing 1 of 6

UrgentRetention

Due Sep 17 9:00 am

Demo Customer

Pending cancellation — verify payment status

OKI • SUGGESTED NEXT ACTION

Contact the customer, verify the reason for the cancellation risk and document the outcome. If unresolved, set the next follow-up on or before the cancellation date.

Prepare Me

Verified Okiova context — review before acting.

Customer statusActivePolicySample Carrier • DEMO-48291 • Active

LAST RECORDED ACTIVITY • SEP 16 4:15 PM

Customer requested a payment-status review. Demo content only.

WHAT TO DO

Review the pending cancellation notice, contact the customer, document the outcome, and schedule the next follow-up if the issue is not fully resolved.

Amount due$248.16Cancellation dateSep 20, 2026

CONTACT OUTCOME

Complete Item removes only this Start My Day work cycle. It does not change the customer or policy status.

OWNER BRIEFING

The agency at a glance.

Management view only. Routine work stays with the team; this page surfaces book direction, workload, retention and exceptions that may require owner attention.

Updated Sep 16, 2026 6:45 pm EDT

Net book MTD+1118 added • 7 lost

Active households286Current customer households

Active policies412Current in-force policies

Overdue service3Items past due

At-risk retention5Open retention cases

Needs Owner2True management exceptions, not routine staff work

MANAGEMENT EXCEPTIONS

Needs Owner

Only work that has crossed a management threshold belongs here. Routine open work stays in Start My Day.

OPERATING PULSE

Current workload

12 open service item(s)18 open task(s) • 9 renewal item(s)

14 claim(s) YTD$18,420 agency-known incurred

7 active prospect(s)New/contacted/working sales opportunities.

MANAGEMENT LINKS

Review the underlying systems

BOOK HEALTH

Understand the health of the relationships on the book.

Sample management signals only. This public tour does not calculate or expose real agency data.

Active households286Households currently on the book

Active policies412Current active policies

Net growth MTD+1118 written • 7 lost

Claims YTD14Claims with recorded loss dates

Incurred YTD$18,420Paid + reserve + expense − recovery

RELATIONSHIP MIX

Coverage opportunities

96Single-policy households

31Former / cancelled policies

7Open prospects

WHY THIS MATTERS

Keep the book actionable

Okiova connects book-level signals back to service, retention, sales, and owner workflows instead of leaving the metrics isolated in a report.

CARRIER INTAKE CENTER

Preview, match, review, approve, process.

Carrier data moves through a controlled intake path with duplicate protection and history before affecting Okiova workflows.

DetectPreviewMatchExceptionsApproveHistory

SAMPLE INTAKE

Demo Carrier Pending Cancellations

Needs review

Policy	Customer	Match	Action
DEMO-10021	Sample Customer A	Matched	Retention
DEMO-10022	Sample Customer B	Needs review	Exception
DEMO-10023	Sample Customer C	Matched	Retention

OKIOVA WORKSPACE

Workspace

Select a workspace from the navigation above.

WORKSPACE

Current work

Fictional records show how this area is organized.

Demo data

QUICK ACTIONS

Staff actions

Explore the actions available in this workspace.

Sample dataNames and records shown here are fictional.