AI workflows
Insurance workflow automation for agencies: intake, carrier quoting, quote comparison, collections, cross-sell. What each AI workflow does and what you approve.
AI document collection workflow for insurance agencies
The Covera document collection workflow 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 workflow for insurance agencies
The Covera quoting workflow 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 workflow for insurance brokers
The Covera quote comparison workflow 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 past-due premium follow-up for insurance agencies
The Covera collections workflow 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 workflow for insurance agencies
The Covera account rounding workflow finds single-line clients in the book, suggests the lines similar clients already hold, and drafts the outreach. The broker chooses, reviews and sends.
- Soon
More workflows in development
New workflows are on the way. Tell us on a call which task you would hand over first.