Ben Zavitz runs a uniquely complex solo practice. Unlike typical firms, Ben handles mortgages, life and health insurance, group benefits, and investments. In Canada’s highly regulated environment, this meant Ben was effectively answering to four different regulators. As a "single person team with no admin," the administrative burden of tracking distinct document requirements and compliance timelines across these varied product lines was overwhelming.
"I’m just asking: What are the things that sit in my head rent-free that I know I need to do, but they’re never the most important task? Quivr takes that mental load away."The Solution
Ben leveraged Quivr’s Projects feature to solve the "Manila folder" problem for the digital age. He built out custom project templates for every service—from mortgage renewals to underwriting insurance. By using Quivr’s ability to display only pertinent information (like down payment amounts for a purchase but not a refi), Ben created a digital roadmap that removes the guesswork from his daily operations.
The OutcomeBy treating "everything as a project," Ben has moved from wrestling with a platform to executing a high-volume business. He has built the architecture for "Future Ben"—ensuring that when he eventually hires an assistant, they can step into a system that guides them through complex workflows with a single click. Today, his firm is 100% audit-ready, allowing him to focus on advice rather than regulators.
"I am building everything for 'Future Ben.' I want to be able to just click a button, say this is a refinance, and have the system display exactly what needs to happen next."
Ben Zavitz
CFP, CLU