Revox 1.5: MarketMatch and SMS Conversations

MarketMatch analyzes structured intake information and compares the risk against carrier appetite data.

After a Revox agent completes an insurance intake, MarketMatch can evaluate the collected information and identify which of the agency's selected carriers may be appropriate for the risk.

Instead of manually reviewing multiple carrier appetite guides, agency teams receive a clear, organized view of potential carrier matches.

Revox 1.5 supports MarketMatch across the following commercial lines of business:

• Business Owners Policy
• Commercial Auto
• Cyber
• Employment Practices Liability Insurance
• Inland Marine
• Commercial Umbrella
• Workers' Compensation

Commercial Lines MarketMatch currently includes appetite intelligence for 10 carriers.

Additional carriers can be added based on agency demand, carrier availability, and the quality of available appetite information.

MarketMatch is also launching for personal lines, beginning with:

• Homeowners Insurance

Homeowners MarketMatch currently includes appetite intelligence for three carriers.

As Revox expands its personal lines capabilities, additional carriers and lines of business can be added based on customer demand.

MarketMatch begins with the information collected during the Revox intake workflow.

Depending on the line of business, this may include:

• Business type and operations
• Industry classification
• Business location
• Annual revenue and payroll
• Number of employees
• Vehicle or driver information
• Property characteristics
• Coverage requirements
• Effective dates
• Prior insurance information
• Loss history
• State-specific information
• Additional underwriting details

Revox then organizes and normalizes the intake data before comparing it against the appetite information available for the agency's selected carriers.

For each carrier, MarketMatch evaluates whether the available information indicates that the risk is:

• Within the carrier's published appetite
• Potentially eligible but requiring additional information
• Unclear based on the available appetite data
• Likely outside the carrier's stated appetite

MarketMatch does more than return a list of carrier names.

Each result can include:

• Appetite classification
• Appetite match score
• Risk eligibility assessment
• Submission recommendation
• Summary of why the carrier may or may not be a fit
• Matching industry or business classification
• Additional questions that should be confirmed
• Recommended next action
• Supporting appetite sources

Agencies can select the carriers they work with, allowing MarketMatch to focus on the markets that are relevant to their business.

This prevents teams from receiving recommendations for carriers they do not represent or intend to approach.

As an agency's carrier relationships grow, its MarketMatch configuration can grow with them.

MarketMatch connects directly with Revox's configurable line-of-business intake workflows.

The process can now move through a connected sequence:

• A client calls or texts the agency.
• The Revox agent identifies the requested line of business.
• The appropriate intake workflow is launched.
• The agent collects the required risk information.
• Revox structures and normalizes the collected data.
• MarketMatch compares the risk against selected carrier appetite.
• The agency receives organized carrier results and recommended next steps.

MarketMatch is an appetite intelligence tool. It does not provide a carrier quote, guarantee eligibility, confirm binding authority, or replace carrier underwriting.

Final eligibility, pricing, coverage availability, and binding decisions remain subject to the carrier's current underwriting guidelines and review.

MarketMatch is designed to help agency teams identify potential markets faster, eliminate clearly unsuitable options, and determine what should happen next.

Revox 1.5 also introduces SMS texting, allowing conversations to be handled through text as well as voice.

Clients can now communicate with Revox agents using the channel that is most convenient for them.

SMS conversations can support:

• New quote requests
• Insurance intake
• Follow-up questions
• Missing-information requests
• Appointment scheduling
• Service requests
• Document reminders
• Renewal conversations
• Coverage-related inquiries
• Ongoing client communication

Not every insurance conversation needs to happen over the phone.

A client may begin an intake through SMS, respond to follow-up questions when convenient, or provide missing information after a previous conversation.

Revox can maintain the conversation, collect structured information, and help move the request forward without requiring the client to restart the process.

This makes SMS especially useful for clients who cannot take a call, prefer texting, or need time to locate information before responding.

Voice and SMS are part of the same broader Revox communication layer.

A conversation may begin with a phone call and continue through text, or it may take place entirely through SMS.

Combined with contact memory, Revox can preserve relevant context across interactions so clients do not need to repeatedly explain what they need or provide the same information again.

With this release, agencies can now:

• Match commercial risks against carrier appetite
• Evaluate Business Owners Policy opportunities
• Evaluate Commercial Auto opportunities
• Evaluate Cyber opportunities
• Evaluate EPLI opportunities
• Evaluate Inland Marine opportunities
• Evaluate Commercial Umbrella opportunities
• Evaluate Workers' Compensation opportunities
• Match homeowners risks against personal lines carrier appetite
• Compare risks against 10 commercial lines carriers
• Compare homeowners risks against three personal lines carriers
• Configure MarketMatch around the carriers their agency works with
• Review appetite classifications and match scores
• Identify information that still needs to be confirmed
• Receive clear submission recommendations and next steps
• Handle client conversations through SMS
• Complete insurance intakes through text
• Continue conversations across voice and SMS
• Use contact memory to preserve relevant context across interactions

MarketMatch represents the next stage of Revox's evolution from an AI voice platform into a complete insurance communication and intelligence layer.

Revox can now help agencies:

• Communicate with clients
• Remember previous interactions
• Collect structured insurance information
• Organize line-of-business intake data
• Compare risks against carrier appetite
• Identify potential markets
• Recommend the next step
• Continue conversations across voice and SMS

Revox 1.5 helps agencies move beyond simply answering and documenting conversations.

With MarketMatch, structured intake information can now be used to identify potential carrier markets and provide agency teams with clearer next steps.

With SMS, those same conversations can take place through text, giving clients a more convenient way to request assistance, complete an intake, and provide additional information.

Revox is building a connected intelligence layer for insurance agencies—one that communicates, remembers, structures information, understands carrier appetite, and helps move every opportunity forward.