Marketing
Public positioning, pilot and demo intake, and channel settings — the front door before prospects enter your workflow.
View pricingA unified platform
One relationship. Every financial need.
Three workspaces on one encrypted record — from pilot intake and compliant dialing to client review and financial planning.
Insurance agencies & MGAs
Five checks before every dial
Public privacy policy API
Software vendor, not an insurer. A tool, not a compliance certification.
Platform
Three workspaces. One client record.
Acquisition, compliance, and client review stay on the same encrypted record — no export, no second CRM.
Lead Operations
Manual, vendor, and ad-webhook intake; auto-dialer; voice approval-transfer; SMS/WhatsApp; dedup and reporting — with statute checks before any outbound contact.
Open workspaceFinancial OS
Client dashboard, insurance gap review, referrals, FNA calculator, and plan proposals — plus Google Calendar and Gmail OAuth connectors.
Explore Financial OSCompliance
Built for regulated outreach
For insurance agencies — five gates run before every dial. Consent, hours, DNC, licensing, and AI voice disclosure. Not buried in a policy PDF.
Consent is evidentiary
A CRM checkbox isn't a written autodial agreement the dial path can refuse to cross.
Hours follow the lead
TCPA windows follow the called party's local time, not your office clock.
Licensing matches the lead
Product line and state on the lead must match the producer on the call.
Capabilities
Everything in one deployment
Intake, outreach, voice, messaging, financial review, and privacy tooling — one audit trail.
Encrypted at rest
AES-256-GCM storage with HMAC indexes — phone and email lookups never hold plaintext PII.
Voice & messaging
Voice intake, approval transfer, SMS, and WhatsApp — STOP writes suppression and voice DNC.
Financial OS & FNA
Client profiles, insurance gap review, FNA calculator, and agent-reviewed plan proposals on the same record.
Privacy & audit
Public privacy policy API, hash-chained audit log, and encrypted storage with HMAC indexes for phone and email lookups.
SMS & Instagram DM assistant
Replies to a new inbound text or Instagram DM instantly, qualifies the lead by product line, and hands off to a licensed agent — no LLM, deterministic and consent-first.
Smart booking calendar
Once a lead is qualified, it's auto-assigned to a licensed agent and offered real open slots from that agent's configured availability — never an invented time.
Integrations
Connect your stack & lead sources
OAuth connectors for scheduling and email — plus vendor ping-post and Meta/TikTok lead ads when configured.
Scheduling
Google Calendar
Agent availability, appointment booking, and intake session events via OAuth2.
Email & inbox
Gmail
Threaded customer email with template sends and inbound routing when live sync is enabled.
Lead sources
Vendor & ad ingest
Ping-post vendor leads, Meta Lead Ads, and TikTok webhooks — fraud scoring and dedup on every path.
Email outreach
SendGrid
Weekly uninsured outreach and transactional email when live send is enabled — with webhook verification.
Telephony
Twilio
Auto-dialer, voice intake, approval transfer, SMS, and WhatsApp — with webhook signature verification.
Privacy
Policy API
Public /api/privacy-policy (markdown or JSON) for tenant privacy programs and onboarding packets.
Pricing
Flat per deployment
Priced for statutory exposure, not dialer seats. Telephony and model usage billed as pass-through.
Core
Compliance dialer plus unified client record for agencies that need the five gates in the call path.
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- All three workspaces on one deployment
- Auto-dialer + calling-hour, consent, DNC, and license checks
- Three intake pipelines, dedup, reporting/export
- Encrypted SQLite with dedicated deployment disk
- Email support during the pilot
Studio
Core plus voice intake, FNA, proposals, messaging, and live Google Calendar and Gmail sync.
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- Everything in Core
- Voice intake, approval-transfer, FNA, proposals
- SMS/WhatsApp messaging with STOP → DNC
- SMS assistant that qualifies leads and books consultations
- Live Google Calendar and Gmail sync
Talk to us
Multiple deployments, custom state-statute work, or a longer evaluation.
Custom
- Not a self-serve enterprise SKU — scoped per engagement
- Additional autodial-consent states beyond FL/IN/OK
- No SAML/SSO claim: today’s login is one shared operator
Trust
Encrypted, auditable, gated
Consent fields the dialer honors. Public privacy policy API. Hash-chained audit log. No compliance badges we haven't earned.
- AES-256-GCM at rest; HMAC for phone and email indexes
- Written autodial gates for FL, IN, and OK — fail closed
- STOP on SMS or WhatsApp writes suppression and voice DNC
- Single-tenant database per deployment; hash-chained audit log
- Licensed producers remain responsible for solicitation and advice
Get started
Run the gates on your own leads
Start a 30-day pilot, or request a demo that walks the dial path.
Corvlyx does not certify your operation under TCPA or state insurance law.