Quote, bind, renew — compliance gated into every stage.
Insurance sales are gated by KYC, underwriting, and renewal cycles. Nova bakes the regulatory steps into the pipeline itself — so producers can't skip them — and surfaces renewals 90 days out so nothing slips through.
Want the whole picture? See how every FLAIRE product fits Insurance Agency.
See FLAIRE for Insurance AgencyStages built for how deals actually close
Pre-configured pipeline stages tailored to this industry. Customize freely — these are starting points, not rigid templates.
Industry-specific data, captured automatically
Fields seeded the moment you pick this industry during onboarding — no need to configure each one manually. Add, rename, or remove anytime from Settings.
Workflows pre-configured for this industry
Triggers, conditions, and actions ready out of the box. Disable any that don't fit, or wire your own with the workflow builder.
Renewal Pipeline
Every policy up for renewal in the next 90 days — bucketed by risk, premium, and assigned broker. Outreach sequences fire automatically.
Regulatory steps, baked in
KYC / AML status tracked per client, NAIC consent capture on every quote, immutable audit trail on every touch, and producer-license verification enforced at the data layer.
Compliance went from being the thing that slowed us down to being a feature we sell. Nova auto-runs KYC and we just review the result.
Different industry? We've got that covered, too.
See every industry Nova is built for — pipelines, fields, automations, and compliance ready on day one.
15-day trial · No credit card required · Industry config seeded automatically