currvi

Marketing + Technology focused on the Insurance Industry. We provide multiple branded solutions to solve marketing, sales, management, communication, lead acquisition, captital and technology problems.

currvi

Marketing + Technology focused on the Insurance Industry. We provide multiple branded solutions to solve marketing, sales, management, communication, lead acquisition, captital and technology problems.

Marketing

Need to track multiple entities like a CRM, but need the flexibility to call entities what you want and how they are related? And do you need it Now? Then you need Currvi ERP!

  • Minimal Setup Needed
  • Track Anything: Members, Clients, Sponsors, Vendors, Contacts, Leads
  • Custom Fields and Custom Relationships
  • Reporting and Purchase Tracking Included

Coming Soon!

InsurCompare

We needed a way to truly connect consumers and business owners with insurance agents and products. So we built a platform to do just that.

  • Online Quoting of Multiple Insurance Products
  • Direct Connection to An Agent of Choice
  • Direct Marketing of Agents to Consumers
  • Management of Sales and Leads

Coming Soon!

Capital

We wanted to transform the way that insurance agencies drive growth with access to capital partners that understand their business. The use of our unique financial capital model will create capital opportunities instead of roadblocks.

  • Mergers & Acquisitions
  • Operating Capital
  • Business Equity
  • Line of Credit

Coming Soon!

Technology

Sometimes you need a solution that is close to one of our branded solutions, or you need something that is distinctly your own. Then you need to talk to us about our technology options.

  • Custom Development For Your Needs
  • You Dream It, We Built It

Coming Soon!

LeadToss

Businesses struggle with both internal and external pressures to move strategies forward, so do we. So we created an app to solve the problem and made it available to everyone.

Coordination & Tracking
Businesses must internally share information and resources so that everyone can accomplish their part in support of a mutual objective and track progress towards their goals.
Communication
Businesses must collaborate with internal and external stakeholders, sharing information, and making a consistent effort to enhance relationships.
Leads & Referrals
The effectiveness of a referral network in providing a business with quality referrals depends on the amount of work that a business does to develop the sources in their network.
Network Growth
Businesses need to build supportive relationships with like minded individuals, pool experiences and find creative ways to take their business to the next level.

Coming Soon!