Double Your Profit (2x)
COVU alleviates the load off your operations, working alongside you to boost efficiency in your activities. We aim to increase sales and cut down on your costs.
Reclaim Up to 90% of Your Time
Shift your focus from routine service tasks to higher-value activities, boosting sales, or pursuing passions you love.
The Best-in-class Customer Experience
Upgrade customer experience with personalized service and innovative solutions, turning every interaction into an opportunity for loyalty and growth.
50% Increase in Policy Per Customer & Retention
Strengthen customer loyalty and policies per customer through streamlined operations, strategic cross-selling, and broader market access.
BENEFITS
Proven Impact, Measurable Results
FOR ALL SIZES, LINES & STATES
Unique Aspirations.
Unique Solutions. One Partner.
COVU's CAPABILITIES
Streamlined for Growth & Scalability
Technology Powered by AI
Your agency’s operations fueled by our technology- from CMS+AMS, customer portal, advisor portal all integrated into a single seamless system with your agency’s ecosystem.
Licensed Staff Support
An expert team of licensed staff ready to support your for high-value deals or manage sales from start to finish.
Market Access
Expand your agency's reach with strategic partnerships and market access for portfolio diversification and revenue growth.
Growth Consultation
With our industry veterans and AI-enabled Business Intelligence, get an assessment of your current business to discover potential growth opportunities with high-returns.
Upsell, Cross-Sell &
New Business Opportunities
Leverage our advanced cross-selling processes, team of experts, tools & markets to access new revenue channels and increase your client lifetime value.
Your dedicated acquisition partner to find opportunities, support ongoing & post-purchase needs so you can scale sustainably.
Acquisition & Exit Support
SOLUTIONS
A Revolutionary Model: Unmatched in the industry
Licensed Staff Support
Extend your team with our licensed agents enhancing your capabilities.
Complementary Market Access
From Commercial to Personal, Health, Life, to Ancillary products - customized access to meet your agency's needs.
Technology Powered by AI
Utilize our AI & proprietary tech: CRM+AMS, customer, and advisor portals integrated into your agency management system.
Growth Consultation
Unlock growth with advanced analytics, BI tools, and expert consultation.
Acquisition & Exit Support
Whether you want to buy agencies for growth, or sell your agency, you’ll have our end-to-end support.
Upsell, Cross-Sell & New Business Opportunities
Boost revenue and client value with our cross-selling processes, expert team, and advanced tools.
COVU's CAPABILITIES
Streamlined for Growth & Scalability
End-to-end Operational
Integration
Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.
Elite Sales Enablement
& Service Support
An expert team of licensed staff ready to support your for high-value deals or manage sales from start to finish.
Access to Wider Markets & Partnerships
Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.
Strategy Consultation & Growth Planning
With our industry veterans and AI-enabled Business Intelligence, get an assessment of your current business to discover potential growth opportunities with high-returns.
Upsell, Cross-Sell &
New Business Opportunities
Leverage our advanced cross-selling processes, team of experts, tools & markets to access new revenue channels and increase your client lifetime value.
Your dedicated acquisition partner to find opportunities, support ongoing & post-purchase needs so you can scale sustainably.
Acquisition Strategy &
Support
COVU's CAPABILITIES
Streamlined for Growth & Scalability
Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden
End-to-end Operational
Integration
Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.
Elite Sales Enablement
& Service Support
An expert team of licensed staff ready to support your for high-value deals or manage sales from start to finish.
Access to Wider Markets & Partnerships
Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.
Strategy Consultation & Growth Planning
With our industry veterans and AI-enabled Business Intelligence, get an assessment of your current business to discover potential growth opportunities with high-returns.
Upsell, Cross-Sell & New Business Opportunities
Leverage our advanced cross-selling processes, team of experts, tools & markets to access new revenue channels and increase your client lifetime value.
Your dedicated acquisition partner to find opportunities, support ongoing & post-purchase needs so you can scale sustainably.
Acquisition Strategy &
Support
COVU Secures Funding for AI-Enabled Insurance Platform Innovation
US insurers must adopt AI, says insurtech COVU's co-founder
EVERYONE LOVES COVU!
Our Partners in Success
Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden
OUR CARRIERS
Some of our Insurance companies partners.
Some of the people who have trusted us with their capital.
OUR INVESTORS
Our dedication for a better experience for our partners is backed by industry veterans who advise us, our investors who support our vision, and carriers who believe in our service capabilities.
COVU Leverages OpenAI to Streamline Insurance Agency Operations
A NEW TYPE OF MODEL
COVU: Compliments the Rest
Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden
While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control.
COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.
Existing Software & Tools Provides
Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.
Outsourcing & Staffing Solutions
Provide unlicensed, inexperienced offshore staff with limited technological support, potentially compromising service quality.
Agency Starters
Aimed at initiating new agencies, without addressing the scalability needed for established agencies.
Brokerages
Primarily target the acquisition of medium to large insurance markets, sometimes overlooking the unique needs of smaller agencies
Insurance Aggregators
Consolidate agencies, which can dilute the distinctive identity and autonomy of individual members.
Hover over the dots for more info
FOR ALL SIZES, LINES & STATES
Tailored Solutions.
Your Ideal Partner.
A NEW TYPE OF MODEL
COVU: A Cut Above the Rest
While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control. COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.
Brokerages
Primarily target the acquisition of medium to large insurance markets, sometimes overlooking the unique needs of smaller agencies
COVU
Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.
Agency Starters
Aimed at initiating new agencies, without addressing the scalability needed for established agencies.
Outsourcing & Staffing Solutions
Provide unlicensed, inexperienced offshore staff with limited technological support, potentially compromising service quality.
Existing Software & Tools Provides
Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.
SOLUTIONS
A New Model: Unlike no other.
Licensed Staff Support
Extend your team with our licensed agents enhancing your capabilities.
Growth Consultation
Advanced data analytics and BI tools complemented by consultation from world class experts to unlock strategic growth.
Technology Powered by AI
Utilize our AI & proprietary tech: CRM+AMS, customer, and advisor portals integrated into your agency management system.
Market Access
From Commercial to Personal, Health, Life, to Ancillary products - tailored access to meet your agency's needs.
Acquisition Strategy &
Support
Whether you want to buy agencies, or sell your agency for a succession plan, you’ll have our end-to-end support.
Upsell, Cross-Sell &
New Business Opportunities
Boost revenue and client value with our cross-selling processes, expert team, and tools.
Double Your Profits (2x)
COVU alleviates the load off your operations, working alongside you to boost efficiency in your activities. We aim to increase your agency's revenue and cut down on your costs.
Reclaim Up to 90% of Your Time
Shift your focus from routine service tasks to higher-value activities, boosting sales, or pursuing passions you love.
50% Increase in Policy Per Customer & Retention
Strengthen customer loyalty and policies per customer through streamlined operations, strategic cross-selling, and broader market access.
The Best-in-class Customer Experience
Upgrade customer experience with personalized service and innovative solutions, turning every interaction into an opportunity for loyalty and growth.
BENEFITS
Proven Impact, Measurable Results
A NEW TYPE OF MODEL
COVU: Compliments the Rest
While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control.
COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.
BENEFITS
Proven Impact, Measurable Results
The Best-in-class Customer Experience
COVU takes the load off your operations, working alongside you to boost efficiency in your activities. We aim to increase your agency's revenue and cut down on your costs.
50% Increase in Policy Per Customer & Retention
Enhance customer loyalty and policies per customer through streamlined operations, strategic cross-selling, and broader market access.
Reclaim Up to 90% of Your Time
Shift your focus from routine service tasks to higher-value activities, boosting sales, or pursuing passions you love.
Double Your Profit (2x)
COVU takes the load off your operations, working alongside you to boost efficiency in your activities. We aim to increase your agency's revenue and cut down on your costs.
Coverager
COVU Secures Funding for AI-Enabled Insurance Platform Innovation
Insurtech Digital
US insurers must adopt AI,
says insurtech COVU's
co-founder
Businesswire
Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations...
LATEST PRESS HIGHLIGHTS
COVU in the News
COVU is your all-in-one, tech-enabled partner, offering a full suite of services to enhance your insurance agency’s operations. From AI-powered CRM and marketing tools to licensed support and expert consulting, we provide everything you need for growth, customer retention, and efficient management.
Absolutely. COVU is designed to serve insurance agencies regardless of their size, line of business, or location across the United States. We tailor our solutions to meet your specific needs and challenges, ensuring that you have the support and resources to thrive.
COVU enhances your agency's growth by leveraging our advanced technology and expertise to optimize your marketing, improve customer engagement, and expand cross-selling and referral opportunities. By providing in-depth customer insights and personalized engagement strategies, we empower you to not only retain your current clients but also attract new ones effectively.
Unlike other services that offer piecemeal solutions or view agencies merely as acquisition targets, COVU provides a holistic ecosystem tailored for your success. We combine a comprehensive suite of tools and services with a commitment to understanding and supporting your agency's unique identity, culture, and aspirations.
Beginning your partnership with COVU is simple. We offer a no-cost consultation to understand your agency's specific needs and concerns. This allows us to tailor our approach to your goals without any upfront fees or initial commitments. Our performance-based model means you only pay for the tangible benefits you see, ensuring our services provide real value to your agency.
FAQs
Frequently Asked Questions
Frequently Asked Questions
COVU's Resources
Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden
Can't make it to a live session? No worries! Our podcast episodes and webinar recordings are available on-demand, allowing you to access valuable content at your convenience.
EVERYONE LOVES COVU!
Our Partners in Growth
Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations...
US insurers must adopt AI, says insurtech COVU's co-founder
Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations
Our dedication for a better experience for our partners is backed by industry veterans who advise us, our investors who believe our vision, and carriers who believe in our service capabilities.
People who have trusted us with their capital.
OUR INVESTORS
Some of our Insurance companies partners.
OUR CARRIERS
AGENCY TESTIMONIALS
What Our Agency Partners Say About Us
“COVU most simply I've been describing it as the insurance policy for the insurance agency. What I mean is that we all spend our days advising clients to protect and mitigate risks; COVU helps the Agency do that. Having issues with staffing, COVU's got you covered. Having challenges scaling the business, COVU has a solution. Need help organizing your accounting? COVU has it. And my personal favorite - looking to grow and acquire other books? COVU can help in that process too. COVU allows the independent agency to have the backend support of a large private equity company since COVU is a technology company at its core."
Zach N.
Agency Owner
While I know that the human element of the service industry can never be completely replaced, most of the mundane tasks we do every day, can. I’m excited for all the things COVU is developing! The agency tool they are creating will make running an agency so much simpler and easier for agents everywhere, making a one-person operation look as powerful and reliable as the biggest conglomerates in the industry!
James S.
Agency Owner
"COVU's unique capabilities have enabled us to not just navigate, but flourish, in the fluctuating landscape of the insurance industry. Unlike any other platform, it brings to light uncharted avenues of opportunities and automates outcomes, fulfilling promises that were merely stipulated by our previous tech investments. We are not merely a part of a network; we are engaged in a revolutionary partnership that all agencies striving for unparalleled opportunities should consider."
Alex M.
Agency Owner
"In an era where agency owners relentlessly pursue expansion, COVU is the only technology enabling them to substantially decrease distractions by 75%, concentrating on seamless growth, client retention, and effectual cross-selling. COVU isn’t merely a tool; it’s a distinctive enabler, ensuring that the automation and expansion desired are not mere projections, but tangible realities that actively shape a more prosperous future."
Alfonso A.
Agency Owner
"There is simply no parallel to COVU in the industry when it comes to holistically managing all facets of my agency while maintaining full ownership. The platform doesn’t merely assist; it navigates the path of sales and service, achieving previously elusive automation outcomes, liberating me to explore both personal and professional dimensions beyond my agency without ever compromising on ownership and operational excellence."