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

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Plan a Smooth Succession for Your Insurance Agency

Exploring how to approach planning your succession?
We assure that there’s no better option.

Retirement

"John pushed out his retirement date and is now clouded with worries about his agency’s future, and if it’s truly the right choice to hang up his boots."

Burnout

 "After 20 years of operations, Sara feels the weight of burnout added with the challenge of tech & market evolution. She no longer wants to be on the steering wheel."

No Free Time

"Mike's dream of more time with his family and aspirations clashes with his concerns over maintaining the agency’s client relationships and his team’s well-being."

Retirement

"John pushed out his retirement date and is now clouded with worries about his agency’s future, and if it’s truly the right choice to hang up his boots."

Burnout

 "After 20 years of operations, Sara feels the weight of burnout added with the challenge of tech & market evolution. She no longer wants to be on the steering wheel."

No Free Time

"Mike's dream of more time with his family and aspirations clashes with his concerns over maintaining the agency’s client relationships and his team’s well-being."

Retirement

"John pushed out his retirement date and is now clouded with worries about his agency’s future, and if it’s truly the right choice to hang up his boots."

Burnout

"After 20 years of operations, Sara feels the weight of burnout added with the challenge of tech & market evolution. She no longer wants to be on the steering wheel."

No Free Time

"Mike's dream of more time with his family and aspirations clashes with his concerns over maintaining the agency’s client relationships and his team’s well-being."

Succession Strategy

Whether its an acquisition or an alternative succession plan, we provide expert consultation to ensure the plan is aligned with your agency's terms & goals.

Growth and Stability

We leverage strategic partnerships and cross-selling / marketing tools to expand your agency’s reach and revenue.

End-to-end Operations Integration

Expansion of your current team with more licensed staff empowered with full tech-stack integrated into your AMS, so you no longer have to worry about day-to-day operations management.

Transparent Insights

Access real-time business reports & analytics to keep you informed about business operations.

COVU's CAPABILITIES

Streamlined for Business Continuity

Equipped to support your business transition—whether its selling, passing to the next generation or offloading your operational burden

Employee - well being
Financial Freedom
More Personal Time
Peace of Mind
Maintain Ownership
covu-insurance-customer-experience
VALUE FOR YOU AND YOUR TEAM

Preserve Your Values, Empower Your People.

It's about more than operations; it's about ensuring your legacy thrives, without compromising on your team’s talent and future.

More Personal Time
Peace of Mind
Employee-well being
Financial Freedom
Maintain Ownership

Succession Planning for your Agency, in Safe Hands.

Start your Succession Planning. Talk to our experts today!

ONBOARDING

Trust & Simplicity: Onboarding with COVU

1

Discovery

Understanding our unique concerns and aspirations, ensuring every step we take together aligns with your agency’s legacy goals.

2

Plan

Working with you to devise a tailored succession plan that feels right for you and your agency.

3

Execute

Executing your plan to life, integrating our ecosystem to ensure seamless transitions and providing you with key business insights every step of the way.

4

Enjoy

Sit back and watch your agency grow. With COVU, you have a complete peace of mind, knowing your legacy is thriving.

1

Discovery

Understanding our unique concerns and aspirations, ensuring every step we take together aligns with your agency’s legacy goals.

2

Plan

Working with you to devise a tailored succession plan that feels right for you and your agency.

3

Execute

Executing your plan to life, integrating our ecosystem to ensure seamless transitions and providing you with key business insights every step of the way.

4

Enjoy

Sit back and watch your agency grow. With COVU, you have a complete peace of mind, knowing your legacy is thriving.

OUR LEADERSHIP

Industry Veterans Guiding Your Succession

covu-ceo-ali-safavi

Ali Safavi

Chief Executive Officer

Ali transformed the Insurtech landscape as the global head at Plug and Play Ventures, creating its top-tier innovation platform. His strategic foresight fueled over 90 insurance partnerships and propelled investments in 70+ firms.

Ali brings visionary strategy and deep Insurtech insights to help you align your agency’s legacy goals with forward-thinking solutions.

covu-president-tasos

Tasos Chatzimichailidis

Chief Insurance Officer

Leading WeFox as the CEO and Revolut as the CIO, Tasos drove these startups to over $1 billion in sales, mastering the art of scaling businesses across global markets in North America, Europe and Asia Pacific.


Tasos delivers strategic counsel on insurance and growth, steering your agency toward successful scaling and market adaptation.

Don Loonam

Chief Operating Officer

As CEO of HealthCare.com, Don spearheaded significant growth, navigating strategic acquisitions and a $200 million Series C funding. His leadership as the COO at Assurance IQ catalyzed its unicorn journey and historic insurance tech exit.

Don ensures your operational integration is smooth and strategic, focusing on swift profitability and operational excellence.

Brian Bell

Chief Carrier Relations Officer

Brian's 16-year tenure spans the full spectrum of the insurance industry, building unmatched carrier relationships in the P&C marketplace and maximizing agency operations.

Brian opens doors to new markets and streamlines your operations, driving growth and operational efficiency in your agency.

Don Loonam

Chief Operating Officer

As CEO of HealthCare.com, Don spearheaded significant growth, navigating strategic acquisitions and a $200 million Series C funding. His leadership as the COO at Assurance IQ catalyzed its unicorn journey and historic insurance tech exit.

Don ensures your operational integration is smooth and strategic, focusing on swift profitability and operational excellence.

Tasos Chatzimichailidis

Chief Insurance Officer

eading WeFox as the CEO and Revolut as the CIO, Tasos drove these startups to over $1 billion in sales, mastering the art of scaling businesses across global markets in North America, Europe and Asia Pacific.

Tasos delivers strategic counsel on insurance and growth, steering your agency toward successful scaling and market adaptation.

Ali Safavi

Chief Executive Officer

Ali transformed the Insurtech landscape as the global head at Plug and Play Ventures, creating its top-tier innovation platform. His strategic foresight fueled over 90 insurance partnerships and propelled investments in 70+ firms.

Ali brings visionary strategy and deep Insurtech insights to help you align your agency’s legacy goals with forward-thinking solutions.

Brian Bell

Chief Carrier Relations Officer

Brian's 16-year tenure spans the full spectrum of the insurance industry, building unmatched carrier relationships in the P&C marketplace and maximizing agency operations.

Brian opens doors to new markets and streamlines your operations, driving growth and operational efficiency in your agency.

TESTIMONIALS

What Our Agency Partners Say About Us

"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."

Jason M.

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

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VALUE FOR YOUR CUSTOMERS

Outstanding Customer Experience with COVU

COVU ensures your clients continue to feel valued with real-time service and omni-channel customer portal.

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Contact Us

Company Address

Redwood City, California

© 2024 COVU, Inc. all rights reserved

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