Connection Hub
Native OAuth for HubSpot, Zoho, and Google Workspace. Universal email parse for every AMS. navaia stays the source of truth — every call, ticket, and parsed document tracked end-to-end, with one-click export back to your AMS.
Works with the tools you already use
Universal email parse
Works with every AMS that sends email — no API required. We parse declarations, renewals, FNOL acks, endorsements, and billing notices automatically.
HawkSoft · QQCatalyst · BriteCore · Indio · Vertafore · Other
Load Your Book of Business (CSV)
Snapshot import · not a live feedUpload your policy list as a one-time snapshot so callers are identity-verifiable from day one. For ongoing sync, connect an AMS above. Re-upload anytime to refresh the snapshot.
Works with your AMS
Direct API where available, universal email parse everywhere else.
Direct
Full AMS integration
Vertafore platform
Rating & management
Sync your CRM
Contacts, deals, and tickets — bidirectional, always in sync.
HubSpot, Zoho, and Pipedrive connect on the CRM page. Manage CRM connections →
Every ticket. Right agent. Every time.
Every call and email becomes a ticket. Every ticket finds its agent.
Change routing in the sidebar — the diagram updates instantly.
Voice call
live
Email parse
idle
New ticket
John Doe
Policy renewal
Sofia
← ActiveJames
Rachel
Marcus
Diana
Andrew
New ticket
John Doe
Policy renewal
Sofia
←James
Rachel
Marcus
Diana
Andrew
Sample scenario · Your real team appears here once routing is enabled.