AI agents for the Chubb carrier portal

Covera Agents builds AI agents for insurance agencies. This page explains how Covera helps an agency quote on the Chubb Agent Portal, without re-keying the client's file screen by screen.

Chubb and independent agencies

Chubb describes itself as a world leader in insurance; its parent, Chubb Limited, is listed on the New York Stock Exchange.

In the United States, Chubb works with agents and brokers across personal lines for successful families and individuals, small business, middle market and large accounts, and specialty lines such as cyber, professional liability and workers' compensation. Its agent tools include the Chubb Agent Portal and Chubb Marketplace, which quotes, binds and issues small business policies online.

Chubb at a glance

Chubb says it works with more than 10,000 agents and brokers in the United States, and calls itself the leading commercial lines insurer there. Chubb Limited operates in 54 countries and territories.

Lines Chubb writes

According to Chubb, its lines include personal lines, small business, middle market, cyber, professional liability, workers' compensation and marine. Availability depends on the state and on the agency's appointment.

Getting to Chubb as an agent

For small commercial accounts, Chubb Marketplace lets agents quote, bind and issue online, while Worldview helps track risk management programs. Chubb presents these tools, with the Agent Portal, on its page for agents and brokers.

Why carrier portals take time

On a carrier portal, the same information is keyed in again and again: the insured, the vehicles or the location, prior losses, the coverage requested. Each carrier has its own screens and labels, and quoting one risk with several carriers multiplies the double entry.

Quoting Chubb with Covera

The agency prepares the quoting file in Covera from the client's request and the book. On the Chubb Agent Portal, the Covera Portals extension for Chrome and Edge recognizes the carrier and shows the file next to the portal in a copy panel: click a field, then the value, without retyping. Each use also helps Covera map these screens.

Each person logs in with their own credentials, reviews every screen and decides what to submit: nothing goes to underwriting without someone at the agency.

Portal credentials

Sharing Chubb portal credentials with Covera is optional. They are then stored encrypted, never shown again, every access is logged, and no scheduled or automatic login uses them.

Before and after the portal

The quoting file comes from the carrier quoting agent, which works from the agency management system, such as EZLynx or Momentum (NowCerts). The quotes then go to the quote comparison agent, which prepares the proposal for the client.

Other carrier portals

Covera Agents also works on the portals of other carriers, such as Foremost, GEICO, Great American and National General.