Revori started with a problem one of our founders kept running into long before the company existed.
Insurance brokers run on AMS data. But for years, the true value of that data has been trapped inside systems that were never designed for finance and accounting.
Jake Prescott began his career at one of the largest accounting firms in the world, specializing in the audit of mid to large scale insurance brokerages. Engagement after engagement, he saw the same thing: brokerages were operating complex, high-volume businesses on top of Agency Management Systems that captured enormous amounts of production and book of business data.
But working with that data was painful.
Finance and accounting teams were constantly trying to answer critical questions from information that was too large, too fragmented, and too inconsistently structured to analyze cleanly. The business depended on the data, but getting meaningful answers still meant exports, spreadsheets, reconciliations, manual rebuilds, and a heavy reliance on institutional knowledge.
Later, Jake was hired by one of his former brokerage clients and saw the same reality from inside the business. Teams were stringing together overloaded AMS exports and using fragmented BI tools just to produce limited answers.
That realization became the foundation for Revori.
Jake met Pete King, a successful entrepreneur, through pickup soccer. Over time, Jake began sharing what he had seen across the brokerage industry: the scale of the data, the manual work required to use it, and the visibility gap it created inside even sophisticated organizations.
Pete immediately recognized the pattern. This was not a narrow reporting problem. It was an industry-wide gap.
He brought in Joe Constanti, a world-class AI engineer he had met through a previous exit, and the three began building around a simple conviction: insurance brokerages needed a system between the AMS and the ERP. Something built specifically to structure production and book of business data, preserve the operational truth behind it, and make it usable at scale.
Over the next year, Revori was built directly alongside a top brokerage in the US, pressure-tested against real workflows, real data volume, and the day-to-day questions finance and accounting teams actually need answered.
Revori was not built as a generic analytics layer.
It was built to harness the true value of production and book of business data.
A system designed to ingest, structure, and maintain brokerage data in a consistent form, so the business can understand what has happened, what is still developing, and what is likely to happen next.
Revori bridges the gap insurance brokerages have been forced to work around for years.