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Insurance

CovrdInsurance broker software with AI

The broker's desk, from first conversation to renewal, on autopilot.

Covrd runs the insurance broking cycle: it captures client needs from calls and emails, screens risk, collects documents, compares insurer quotes, and alerts you before any renewal, claim or follow-up slips.

Built for Insurance brokers and agencies, in commercial and retail lines.

Book a free demo → See how it works

IncludesClient discoveryRisk screeningKYC documentsQuote comparisonRenewal alertsClaims tracking

Today

The way it runs now

Brokers run the book on spreadsheets and WhatsApp. Proposal forms get chased for days, insurer quotes are compared by hand, and renewals slip because nobody saw the date.

With Covrd

60%less time per new policy
0missed renewals
3xfaster quote comparison

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Discovery

    Captures needs and risk details from calls, email and WhatsApp.

  2. 02

    Screening

    Checks eligibility, red flags and missing information.

  3. 03

    Documents

    Requests, reads and verifies proposal forms and KYC.

  4. 04

    Market

    Sends to insurers and compares quotes side by side.

  5. 05

    Broker review

    You approve the recommendation before it goes out.

    A person decides
  6. 06

    Alerts

    Renewals, endorsements, claims and payment reminders on time.

What you get

Everything your team needs, on day one.

  • Client discovery from calls and email
  • Risk screening and eligibility checks
  • Document collection and KYC reading
  • Multi-insurer quote comparison
  • Renewal, claim and payment alerts
  • Client portal and WhatsApp updates

Zero upfront cost

You pay when it works.

  1. Day 1Set up with your users, data and branding.
  2. Week 1Data imported and your other systems connected.
  3. Weeks 2-4Your team uses it on real work, free.
  4. Day 30Keep it and pay per active user, or walk away.
Book a free demo →

Questions

Straight answers.

Does it work for commercial and retail lines?

Yes. Risk questions, documents and insurer panels are set up per line of business.

Can clients upload documents themselves?

Yes, through a client portal or straight from WhatsApp.

How is it priced?

Per active user, per month. People who don't log in that month cost nothing.

Can we use our own branding or front end?

Yes. Every tool has a ready app, a full API and an MCP server, and can run under your brand.

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Let’s talk

Put Covrd
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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