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COVU Secures an Additional $12.5 Million in Series A Funding 📈🎉

AI-Enabled Operations Outsourcing that Insurance Agencies Love.

Run Your Operations with Less Headaches - 2x Profits & Happier Customers.

Run Your Operations with Less Headaches -

2x Profits & Happier Customers.

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.

I'D LIKE TO
Plan my Succession

Secure your agency's future through customized succession planning, whether selling, transferring, or reducing operations.

I'D LIKE TO
Grow my Book

Aiming to substantially expand your agency? Accelerate agency growth with our all-in-one solutions for acquisitions, market expansion, cross-selling, and staffing.

I'D LIKE TO
Delegate my Operational Duties

Minimize daily operational involvement with our tailored outsourcing solution, while retaining control and ownership, letting you focus on things that really matter to you.

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

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.

Interested on how we are different?

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

Insuretech Unscripted | with Ali Safavi

Podcast

How to not let your agency run you

Webinar

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.

COVU's Resources

Achieve Growth for Your Agency,
All in one place.

Ready for a smooth take-off?
Talk to our experts today!

  • 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

Insuretech Unscripted | with Ali Safavi

Podcast

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.

How to not let you agency run You

Webinar
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

AI-Enabled Operations Outsourcing that Insurance Agencies Love.

Run Your Operations with Less Headaches - 2x Profits & Happier Customers.

Run Your Operations with Less Headaches -

2x Profits & Happier Customers.

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."

image (23)_edited.jpg

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."

Testimonial Jason M..png

Jason M.

Agency Owner

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