Covera

Founded by Tiphaine Venet

Automate intake, carrier quoting, and policy renewals for independent insurance agencies

Pricing model

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Covera to handle servicing workflows across independent insurance agencies without retyping data into multiple systems. The system extracts customer details from emails or documents, populates carrier portals to request quotes, and compares policy options side by side. It syncs bound policies back to agency management systems like EZLynx and Applied Epic. Agents can generate certificates of insurance, track upcoming policy renewals, remarket accounts facing rate hikes, and review cross-selling opportunities across client books while keeping human approval on every action.

What Covera does

Fill carrier portals with prospect risk informationGenerate side-by-side quote comparison summariesExtract applicant data from insurance documentsDraft certificates of insurance for policyholdersSync bound policy details into agency management systemsScan books of business for policy coverage gapsSend automated policy renewal reminder notificationsAutomatic keying of client data directly into carrier quoting portalsSide-by-side comparison tables for carrier coverage, deductibles, and premiumsAutomated data extraction from inbound emails and client documentsDirect synchronization with agency management systems without double data entryAutomated renewal tracking and proactive remarketing alertsCertificate of insurance drafting directly from inbox requestsCross-selling scans to find coverage gaps across existing client accountsBuilt-in human review queue before sending or binding policies

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

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