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.
Pull from your inbox
Carrier emails hit your work inbox first? We watch it for you.
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.