01
Submission intake
From a prospect's request, the agent identifies the exact documents to collect, checks what has come in, and drafts the client follow-up.
Missing documents
Broker workflow
Same submission. Two very different workflows.
Manual
With Covera
Client request
Check every attachment
Reads and checks the file
Missing documents
Spot gaps and chase
Finds gaps and drafts the follow-up
AMS
Re-key the risk
Prepares the client record
Carrier portals
Enter the same risk 4×
Enters each carrier portal
Quote PDFs
Compare every document
Builds a sourced comparison
You do every step
You review and approve
Same broker judgment. Far less repetitive work.
The agents
Agents for the work that slows your team down
02
Renewal preparation
It reviews upcoming renewals, spots missing or outdated information, collects the documents, and prepares the file before the deadline.
Renewal bottlenecks
03
Carrier quoting
It enters the risk profile into each carrier portal to request quotes, mapping fields from one carrier to the next.
Carrier portal re-keying
04
Quote comparison
It reads the quotes, compares coverages, deductibles, and exclusions, and produces a sourced proposal ready to present.
Tedious comparison
05
Claims handling
It triages the claim, checks coverage, lists the documents needed, tracks what is received, and drafts the follow-up.
Time-consuming files
06
Past-due collections
It flags unpaid premiums, applies the right escalation, and drafts every reminder and notice, with each action sourced.
Late follow-ups
Meet Covera at InsuranceFest
Bring us the workflow your team hates most.
In 30 minutes, we will map where time disappears and identify the first task worth automating in your agency.