One control tower over the systems you already run
We integrate the systems you keep, retire the ones you don't, and orchestrate the workflows between them. Every automation is engineered around your processes, your data, and your compliance reality, not a template you bend to fit.
Policy Compare
Comparing wordings and schedules by hand is slow and easy to get wrong, and the risk lands on the advisor.
An AI analytical engine for needs-gap and policy-to-policy comparison, ending in a draft Record of Advice. Every assertion is anchored to a clause in the source document, so there is nothing to second-guess.
- Needs-gap and policy-to-policy comparison
- Draft Record of Advice, generated for review
- Every finding anchored to its source clause
| Option | Premium | Cover | Fit |
|---|---|---|---|
| Option A | R 1,284 / m | Comprehensive | 92 |
| Option B | R 1,340 / m | Comprehensive | 84 |
| Option C | R 1,410 / m | Standard | 71 |
| Current cover | R 1,520 / m | Standard | 64 |
Straight-Through Claims
Manual document handling, inconsistent decisions, delayed payouts. Client frustration and leakage risk.
Claims handled end to end: intake, document extraction, insurer submission, tracking, and reconciliation in one flow. The straightforward claims move on their own; the complex ones still reach a person.
- Intelligent intake, extraction, and routing
- Insurer submission and status tracking
- Reconciliation, integrated into your systems
Anything you can map, we can build
Operational work that is unique to your business, spread across systems no off-the-shelf tool was built for.
A thin operations layer over the systems you already run. We integrate the ones you keep, retire the ones you don't, and orchestrate the workflows between them. Weeva is a platform, not a product catalogue.
- Custom automation across your existing stack
- Cross-system orchestration and workflow engines
Engineered the same way: around your processes, your data, and your compliance reality.
Onboarding & Needs Analysis
An agentic flow that ingests client policy schedules, extracts the detail, and runs a full needs analysis end to end.
Records of Advice + FICA / AML
FAIS-grade Records of Advice, plus continuous sanctions, PEP, and adverse-media screening that runs on its own.
Commercial Client Due Diligence
Checks on directors, beneficial owners, credit, legal, and adverse media. On every entity, the moment you need it.
Sales Rep Management
WhatsApp daily check-ins, AI client matching, cold-client detection, and rep performance scoring, with no manual logging.
Purchase Order Ingestion
Purchase orders arrive in every format and from every channel: email, WhatsApp, a shared drive, a scan, even a handwritten note. Weeva reads them all, extracts and normalises each one into a single structured record, then syncs it straight into your accounting, inventory, and sales systems.
Not in insurance or finance? You're in the right place.
We built Weeva inside one of the most regulated industries in the world. The same engineering holds up anywhere operations are heavy, manual, and growing, because we embed until we genuinely understand your workflows.
If your team is buried in admin, your tools don't talk, and headcount is the only way you scale, we should talk.
Book a diagnosticDistribution & logistics
Order capture, fulfilment routing, and rep reporting that no longer lives in inboxes.
Professional services
Proposals, onboarding, billing, and client reporting collapsed into one workflow.
Operations-heavy SMEs
Back-office work that scaled with people, rebuilt to scale with systems.
Sales & revenue ops
Lead routing, CRM hygiene, and follow-up that runs without a human in the loop.
The inefficiencies you've accepted as normal don't have to be.
or, send us a brief description of what you're trying to solve.