Covrd
The broker's desk, from first conversation to renewal, on autopilot.
- Client discovery
- Risk screening
- KYC documents
- Quote comparison
- Renewal alerts
- Claims tracking
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.
- 1Discovery captures needs and risk details from calls, email and WhatsApp.
- 2Screening checks eligibility, red flags and missing information.
- 3Documents requests, reads and verifies proposal forms and KYC.
- 4Market sends to insurers and compares quotes side by side.
- 5Broker review you approve the recommendation before it goes out.
- 6Alerts renewals, endorsements, claims and payment reminders on time.
Includes
- Client discovery
- Risk screening
- KYC documents
- Quote comparison
- Renewal alerts
- Claims tracking
- WhatsApp updates
- API and MCP