Product

Ravical brings your AI agents into one unified platform. Built to learn your way of working, act with context, and deliver outcomes you can trust.

Industries

Ravical agents are built to be flexible: adapting to the specific needs, language, and systems of your industry. Their goal? To deliver AI that works like a team member.

Insurance Brokers

Multidisciplinary

Industries

Multidisciplinary

AI that connects your teams

Expert firms span multiple service lines. But siloed teams miss signals and leave value on the table. Ravical’s AI agents help firms surface cross-sell opportunities and connect clients with the full breadth of their expertise.

The Ravical Cross-Sell Agent surfaces new opportunities.

Industries

Multidisciplinary

Typical multidisciplinary problems we solve

Teams work in silos

Ravical surfaces shared client context across service lines.

Cross-sell is inconsistent

Qualified opportunities are flagged automatically, with suggested outreach.

Clients miss out on services

AI connects the dots so clients see the full value of the firm.

Referrals fall through

Every alert is traceable, with follow-up nudges built in.

No visibility on what’s working

Weekly digests show opportunities surfaced and converted.

Teams work in silos

Ravical surfaces shared client context across service lines.

Cross-sell is inconsistent

Qualified opportunities are flagged automatically, with suggested outreach.

Clients miss out on services

AI connects the dots so clients see the full value of the firm.

Referrals fall through

Every alert is traceable, with follow-up nudges built in.

No visibility on what’s working

Weekly digests show opportunities surfaced and converted.

What Ravical agents do for you:

Monitor client interactions while maintaining human oversight

Connect inboxes, documents, CRM and other tools to catch signals no single team would spot

Support advisors at every step, from first contact to final delivery

Flag cross-sell or up-sell moments in real time, complete with context and suggested action

Summarise what’s working, with weekly digests showing signals, teams, and services driving growth

Ravical helps firms unlock more value from every client by breaking down silos and connecting teams at exactly the right moment.

Experience how it works. Request a demo.