AI agents
Submission intake, carrier quoting, quote comparison, claims, collections, account rounding: what each Covera agent does in your agency.
AI document collection agent for insurance agencies
The Covera Agents document collection agent lists the documents a file needs from the start, tracks what is missing, and drafts the follow-up to the client. The broker reviews it and sends it from their own mailbox.
AI carrier quoting agent for insurance agencies
The Covera Agents quoting agent turns the documents of a file into one sourced risk profile, then prefills the supported carrier portal screens from it. The broker checks every screen and submits.
AI quote comparison agent for insurance brokers
The Covera Agents quote comparison agent lines up the quotes received for the same risk on one coverage grid, each value sourced. The broker corrects it, picks the offer, and generates a client proposal.
AI claims follow-up agent for insurance agencies
The Covera Agents claims agent turns a claim notice into a sourced file, with the documents to gather and a drafted request to the client. It then tracks the documents until the account manager closes the file.
AI past-due premium follow-up for insurance agencies
The Covera Agents collections agent reads the unpaid premium notices carriers send, groups them into files followed over time, and drafts each reminder to the insured for the broker to review and send.
AI account rounding agent for insurance agencies
The Covera Agents account rounding agent finds single-line clients in the book, suggests the lines similar clients already hold, and drafts the outreach. The broker chooses, reviews and sends.
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More agents in development
New agents are on the way. Tell us on a call which task you would hand over first.