Revori came out of the work itself.Hear why we built Revori and the brokerage finance problem it grew out of.
For independent insurance brokerages
Revori connects your AMS and general ledger into one financial model, so your team closes the books faster and can see where every dollar of revenue comes from.
Your AMS holds the policy detail and your book. Your ledger receives the period totals from the AMS. Production data is too complex to analyze meaningfully by hand. You can’t put a firm value on your book. Producers are writing policies today that you won’t see revenue from for months.
It’s not your team’s fault.
Your AMS and general ledger stay as they are. Revori replaces the spreadsheets and reporting tools built around them. It brings production history, Book of Business snapshots, and the general ledger into one financial model, so you can see what is driving revenue by producer, carrier, office, and acquisition. Trace every dollar of commission back to the policy behind it: when it was written, how it was reported, and how much more it is expected to generate. Your finance team runs its reporting, reconciliations, accruals, journal entries, forecasting, and budgeting from that same model, inside your own building.
Break revenue and margin down by producer, carrier, office, and policy, and turn any question into charts and analysis your team can drill into.
Take days off your close with automated accruals, reconciliations, and journal entries.
One version of producer performance that sales and finance agree on.
Board, carrier, and producer reports that build themselves and go out to the right people on schedule.
Revori runs on a machine installed in your building. Your production, ledger, and diligence data never leaves it, and none of it ends up in someone else’s system.
Reporting, analysis, and workflow automation all run on that machine, with AI working in the context of your full financial history. The data stays yours.
Connect. Plug in your AMS and general ledger. Both stay exactly as they are.
Model. Revori unifies it into one connected financial record that keeps the underlying detail of policy activity.
Act. Ask questions, run reports, and automate recurring work.
One connected model. Multiple ways to work.
Understand the business behind reported production.
Understand what’s driving the revenue producers are bringing in. See when the policies generating revenue were written, and whether production reflects current performance of producers, agencies, and regions.
Evaluate deals based on the business behind the numbers.
Look beyond historical financials and diligence totals to the underlying book and how its revenue develops over time. After close, bring the acquired agency into the same model, even when it runs a different AMS.
Put a value on your book.
Model how underlying policies are expected to generate commission revenue over time. Evaluate book value based on how written business has historically converted to revenue.
Explain financial results through the lens of the business that produced them.
Connect revenue movements to changes in the underlying book, carrier reporting patterns, and production timing to understand what’s driving results. Build forecasts and budgets from how your book has actually converted to revenue.
Build financial outputs from a consistent underlying model.
Connect policy activity, reported production, and ledger transactions to support reconciliations, revenue recognition, journal entries, and repeatable finance workflows with traceable results.
A financial model as detailed as the business behind it.
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