Covera
AI workflows for insurance brokers, set up for your agency: intake, carrier quoting, quote
Covera is an AI workspace for independent insurance agencies that automates servicing tasks across the client journey, from submission intake through carrier quoting, quote comparison, claims, past-due collections, and account rounding. Each workflow prepares the work and hands the result to a team member for approval, keeping binding, pricing, and advice under human review.
Workflows include submission intake, carrier quoting, quote comparison, past-due collections, and account rounding. Covera connects to agency management systems such as EZLynx, Momentum (NowCerts), Maia, Modulr, Excalibur, Coorty, Adhoc, and BubbleIn, as well as Gmail, Outlook, SharePoint, Google Drive, Salesforce, HubSpot, and WhatsApp Business. Setup begins with an audit of the agency's servicing tasks, followed by configuration to the agency's lines of business, carriers, and processes, with the first workflow live in a few days.
Covera is built for insurance brokers and captive agents, from local independent agencies to larger firms. Data for US agencies is stored in the United States on a dedicated instance and is not used to train models. The pages describe a demo-based sales process without stating a free plan, trial, or specific pricing tiers.
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