Truvo-AI Native

Overview

Truvo-AI Native is a full-stack insurance brokerage platform built with Next.js and FastAPI, designed to automate customer management, communication flows, quoting, and support operations using advanced AI. The system integrates telephony, campaigns, CRM, AI calling, and intelligent document processing powered by state-of-the-art LLMs and RAG pipelines.

Key contributions

• Built entire web platform using Next.js (frontend) and FastAPI (backend)
• Advanced CRM & customer management: policies, tasks, notes, files, conversation history
• Campaign builder for multi-step automated flows (email, SMS, calls) with AI workflow engine
• AI-powered calling: LiveKit, Twilio, AI voice agent for outbound/inbound
• Communication suite: SMS, email, support inbox, unified messaging
• Powerful quoting system: smart form builder, automated quote generation, AI validation
• AI PDF editing: extract, edit, rewrite, annotate, autofill; RAG+LLM pipeline
• Auth: Email, phone, Google OAuth; secure session handling & RBAC
• AI: MCP servers, GPT app tools, OpenAI & Gemini, RAG-based chatbot
• Real-time updates via websockets; scalable FastAPI backend with queue processing

Tech stack