Renova offers four core products – each one supports a different stage of the client journey, from sales to servicing.
1. Sales Hub – for sales management
Sales Hub includes everything you need to manage leads and your sales team:
Sales Dashboard – metrics on leads, agents, and conversions
Leads – pipeline and lead cards
Tasks – to-dos linked to leads and clients
Carriers – manage insurance carriers
Add team – invite sales reps and admins
Integrations – connect external services (e.g., WhatsApp)
Help Center – knowledge base
Company Info – your company details and settings
2. Servicing Hub – for post-sale client service
The Servicing Hub gives your team all the tools to manage insured clients throughout their policy lifecycle. This module is required to run client servicing:
Servicing Dashboard – performance metrics for support
Payments Dashboard – track collections, overdue payments, and formats
Messages – centralized client messages (WhatsApp, email, etc.)
Profiles – insured client profiles
Policies – manage individual and group policies
Tasks – follow-up tasks for policies and messages
Renewals – track and manage policy renewals
Carriers – insurance providers
Plans – packages and included services
Companies – employers with group policies
Stories – client app announcements and content
Chatbot – automatic replies and FAQs
Add team – invite support staff
Integrations – communication channels and tools
Start onboarding – begin client activation
Help Center – knowledge base
Company Info – your organization’s data
Also included by default:
Renova Mobile App – Renova-branded mobile app for insured users
Renova HR Interface – Renova-branded HR web portal for companies
(Both provided in non-branded versions)
3. White Label Mobile App (optional)
Custom-branded version of the Renova mobile app for insured users:
Your logo, name, and brand colors
Available via App Store and Google Play
4. White Label HR Interface (optional)
Branded HR portal for your client companies:
Your logo and brand colors
If you’re not sure which module is included in your plan, just click “Ask a Question” — we’ll be happy to help.