Sparqiva
People do their craft, not project management.
One view of every client commitment — what's planned, what's waiting, what just happened.
You know that feeling when someone asks "where are we with this client?" and you have to dig through emails, Slack, and your memory to answer? Sparqiva reduces that drag. Simple playbooks capture how you deliver. Agents handle the routine follow-up. People set the expectations and sign off where judgment matters. The same framework works whether your team is in the office, at home, or across the globe.
Validated in insurance broking — managing 12-month post-award service commitments. Domain-agnostic by design.
Acme Corp — Property renewal
12 tasks · 8 complete · 4 waiting on external signals
- Risk analysis pack Michelle · agent
- Sum insured confirmation Waiting · client
- Certificate of insurance Waiting · insurer
- Renewal pack draft Priya · Manila
- One plan for people, partners, and AI agents
- GREEN / AMBER / RED health at a glance — no digging
- The right person is woken up when a client signal arrives
- A clear paper trail from signal to action to outcome
Where service delivery starts to drag
Multi-month client commitments carry waiting periods, external dependencies, and unexpected events. When tracking lives in individual memory and manual follow-up, three failure patterns show up across every engagement.
- "Where are we?" — context vanishes when people move. Someone goes on holiday and nobody knows what's waiting on what. One teammate has partial context, another has different context, and the AI agent has execution logs nobody thinks to check.
- "We're waiting on something" — external dependencies become invisible. Blocked tasks sit silently. When the client finally emails the confirmation, nobody remembers which task it unblocks — and the signal the agent was meant to watch for was never configured.
- "Something unexpected happened" — chaos gets handled inconsistently. A complaint at 4pm Friday is handled differently depending on who sees it first. No single process, no single record, no way to measure whether the response is improving over time.
AI agents can help, but only when the service context is clear enough for them to act usefully. What is usually missing is not more oversight. It is a shared plan with clear expectations, clear ownership, and a clear history of what happened.
Playbooks shape the work. Agents keep it moving. People keep control.
Simple playbooks capture what good service looks like for a client type — what work needs doing, who owns it, and what good looks like. They are versioned, steady once published, and matched to clients through clear setup choices. Updating a playbook updates future plans: service standards and clear expectations stay in one place.
Agents handle routine work inside those expectations. When a task is ready, the right agent gathers the needed context, prepares the action, checks the result, and records what it did — actions, assumptions, findings, confidence, and the playbook version used.
Signals keep waiting work visible. External events (claims, amendments, certificates) and internal events (task reminders, health changes) flow into one matching process. Blocked tasks wait in the open, then wake up the right person or agent when the signal arrives.
Humans guide the work through setup, sign-off, and exception handling — not day-to-day chasing. The same framework supports your team, external partners, and AI agents on a single client plan.
Go from a blank slate to a live, reliable client plan in minutes, not months.
How a plan runs
Sparqiva turns a client commitment into a live plan your team can actually use. The mechanics sit behind the scenes; the experience is simple: the right work appears, waiting items stay visible, and the right person is prompted at the right time.
The right work appears before it is urgent
Renewal preparation, data gathering, analysis, and follow-up appear on the plan when they need attention. The team sees what is due without rebuilding the schedule by hand.
Waiting work comes back to life
Tasks that depend on a client, insurer, or document stay visible while they wait. When the signal arrives, Sparqiva connects it to the right task and prompts the right owner.
People sign off where judgment matters
Routine work can be prepared or completed by agents within clear expectations. Higher-risk work routes through human sign-off, and plan health shows where attention is needed.
What your team gets in one place
Playbook-driven client plans
Versioned playbooks matched to client types through simple setup choices. Plans roll up for total visibility and break down into focused workstreams. Tasks are owned by people or agents, but everyone works from the same plan.
The right level of help per task
When a playbook changes, the updated instruction applies to future work without reissuing the whole plan. Every action records the assumptions, findings, and version used.
Less manual chasing
Structured updates, emails, and unstructured evidence are matched back to the work they unblock. The aim is not to remove people; it is to stop them acting as the memory layer for every dependency.
GREEN / AMBER / RED, rolled up
Client health is computed from the plan and rolled up so issues are visible early. When health changes, the system prompts diagnosis and recovery options instead of letting work sit unnoticed.
Reliable execution
The plan sets the order; agents execute inside clear expectations. They cannot quietly reorder tasks or skip steps. Each state change leaves a clear paper trail that compliance or operations can review when needed.
Plans improve from variance data
Which tasks ran consistently early or late? Which deviations correlate with retention? Recurring ad-hoc patterns get promoted into playbooks. Supervised tasks humans consistently approve become candidates for more automation.
Who it's for
Brokers & producers
See everything, drop nothing. When someone asks "where are we with this client?", the plan tells you — no searching, no guessing. Agent-suggested cross-cutting meetings cover requirements from multiple domains in one session.
Operations directors
Set expectations once and keep delivery consistent. Playbooks make the standard visible, agents handle routine execution, and the same plan works whether your team is in the office, at home, or across the globe.
Compliance & audit
Prove everything, assume nothing. Every step is traceable: signal → agent → skill → action → outcome. A clear paper trail shows what context the agent had, what it loaded, what it decided, and why. Quality checks match each task's risk.
The business
Margin, growth, and AI that actually works. Know if you're profitable before you finish — planned vs actual effort, signal volume vs assumptions. Routine work executes itself; humans focus on relationships and exceptions.
See a live plan — how it looks for a client like yours
Sparqiva brings your client commitments into one reliable delivery workspace. Not a claim that software removes every difficult moment — a practical way to reduce the complexity tax of manual chasing, scattered context, and unclear ownership.