01
Submission intake
From a prospect's request, the agent derives the exact list of documents to collect for the coverage, checks what has come in, and drafts the follow-up email to the client.
Missing documents
AI agents for insurance brokers
Less admin,
more selling.
Ready-to-use agents handle intake, quoting, claims, and collections. Your team stays focused on advising and selling.
app.covera-agents.com
Dashboard
17 hrs
saved
12× ROI
on quoting
320
files handled
12
follow-ups to approve
9:12 AMQuote sent to 4 carriers
8:47 AM7 documents extracted from incoming email
8:30 AMCoverage proposal generated, The Hartford recommended
8:12 AMAMS360 sync complete
The agents
Agents that follow your client's journey
From the first request through the life of the policy, each agent takes on one specific servicing task and hands you the result, ready to approve.
02
Carrier quoting
It enters the risk profile into each carrier portal to request quotes, mapping fields from one carrier to the next. No more double entry.
Re-keying across carrier portals
03
Quote comparison
It reads the quotes that come back, compares coverages, deductibles, and exclusions, and produces a sourced coverage proposal, ready to present to the client.
Tedious comparison
04
Claims handling
It triages the claim, checks coverage, lists the exact documents needed, tracks what is received, and drafts the follow-up ready to send.
Time-consuming files
05
Past-due collections
It flags unpaid premiums, applies the escalation (reminder, notice, final notice) on the balance due, and drafts the notice ready to send, every action sourced.
Late follow-ups
06
Account rounding
It analyzes the book of business to spot coverage gaps and cross-sell opportunities, with solicitation guardrails, and preps the outreach.
Missed opportunities
Tailored
Agents tailored to your agency
We start from your day-to-day. A short audit maps where you lose time, then we deploy and adapt each agent to your policies, your carriers, and your processes. All the way to a fully custom solution if you want it.
Audit of your servicing tasks
Agents adapted to your workflows
Deployed in a few weeks
The results
Servicing time given back to sales
The time reclaimed from data entry and file follow-up goes back where you create value: prospecting and advising.
5 hrs
saved per week, per account manager
12× ROI
after 4 weeks
0
re-keying between carrier portals
In the field
Agencies of every size
10 hrs
reclaimed per week
“We got back around ten hours a week from servicing and data entry. We put those hours straight into prospecting and advising clients.”
Commercial lines brokerage
San José
4 carriers
quoted with no re-keying
“Quoting four carriers used to take me an hour. The agent enters the profile into each portal while I am on the phone with the client.”
Local broker
Los Angeles
0
missed follow-up
“No more past-due premiums dragging on and no more incomplete claim files. Follow-ups go out at the right time; I just approve.”
Captive agent
Paris
Security & compliance
AI built for a regulated industry
You stay in control
The AI prepares and executes, but you decide. Binding, pricing, and advice stay under human review.
Compliant by design
GDPR and the EU AI Act built in from the start. Intake, quoting, and collections qualify as minimal risk under the AI Act.
Protected, private data
No reuse, no model training. Your data stays yours, on secure, GDPR-compliant infrastructure.
End-to-end sourcing
Every field and every document is traced back to its source. Nothing is made up.
Non-invasive pilot
Our agents connect at the surface, without reaching into the core of your systems (your AMS, carrier portals).
Integrations
Connected to your business tools
Covera plugs into your agency management system, your CRM, your email, and your storage.
Gmail
Outlook
Google Drive
SharePoint
Salesforce
HubSpotGmailOutlookGoogle DriveSharePointSalesforceHubSpotFAQ
Frequently asked questions
Who is Covera for?
Insurance brokers and captive agents, from local agencies to larger, established firms. The agents adapt to your organization at deployment.
Can I connect my agency management system and my CRM?
Yes. Covera connects to your agency management system (Applied Epic, AMS360, EZLynx, HawkSoft) and your CRM (Salesforce, HubSpot), as well as your email and storage (Gmail, Outlook, Google Drive, SharePoint).
How long does it take to get started?
We start with a short audit of your day-to-day to find the highest-impact tasks. The first agent is then deployed in a few weeks, without disrupting your operations.
Are the agents tailored to my agency?
Yes. We start from your real processes and adapt each agent to your policies, your carriers, and your methods. It can go all the way to a fully custom solution.
What happens to my data?
It is never reused or used to train a model, and stays on secure, compliant infrastructure. You keep final approval on every action, in line with GDPR, DDA, and the EU AI Act.
Contact
Book a 30-minute demo
We review your day-to-day, quantify the time lost to servicing, and pinpoint the first agents to deploy in your agency.
- A clear read on your servicing tasks
- The highest-ROI agents for your business
- A first measurable result, not a promise