WHY DO AGENCIES TRUST COVU?
We Run Agencies, Not Flip Them—A Buyer That Ensures Business Continuity
Many buyers treat agency acquisitions like transactions—we see them as partnerships. We acquire agencies with the long game in mind, ensuring your clients are cared for and your employees remain secure.
No Brokers or Middlemen
Direct, transparent negotiations so you always know where you stand.
An Insurance-First Approach
We’re not just financial buyers—we know what it takes to run an agency successfully.
Business Continuity
We invest in your success, from day one to the closing table assuring your book continues to grow with us.
Trusting the Right Buyer
"Adam wants to retire but doesn’t trust just any buyer with his book of business. He needs a buyer who understands insurance and won’t compromise his clients and employees."
Uncertain About Business Continuity
"Lisa built her agency over decades and worries that selling to private equity or a broker could lead to layoffs and disrupted client relationships."
No Clear Successor & No Time to Manage
"Mark loves his agency but can’t find a successor. Without an internal replacement, selling seems like his only option—but he wants a buyer who can handle the transition smoothly."
WHY DO AGENCIES TRUST COVU?
We Modernize Outsourcing for our Agency Partners- That’s Why.
Cut Operational Costs
Agencies often see expenses drop from ~50% to as low as ~30%.
Get Your Time Back
Hours spent on servicing can shrink to minutes a day, freeing you for higher-level strategy.
Boost Customer Satisfaction
Raise CSAT and NPS with prompt, knowledgeable support.
No Staffing Headaches
We maintain a talent pool of licensed P&C agents & trained Insurance VAs under our management to service your book as per need.
Competitive Advantage
Access advanced AI, data analysis, and engagement tools that keep you ahead of industry shifts.
REVENUE GROWTH
Maximize Your Agency’s Efficiency & Boost Revenue
We slash back-office expenses, boost top-line sales, and deliver a much healthier revenue-to-expense ratio without the heavy lifting on your end.
By taking over the bulk of your daily servicing for a predictable percentage of revenue, COVU eliminates the usual staffing and administrative overhead that eats into profitability.
Our AI quickly identifies and routes customer requests received from various channels, to the appropriate agent, ensuring the right expertise is on it immediately.
We leverage AI, real-time analytics & our P&C expertise to identify the best coverage options and proactively upsell opportunities—without you having to dig into the details.
Your agency’s records stay intact, clean, and accessible. Our system integrates with your AMS and CRM, ensuring zero disruption when transitioning ownership.
OUR SOLUTIONS
SUCCESSION PLAN
An Exit-Strategy Full-Proofed by Industry Veterans
Some agency owners sell because they can’t find anyone to replace themselves—not because they actually want to leave.
With COVU, we’ve got industry icons who’ve managed and grown billions in premiums- so we know it better than any buyer out there.
You still have the option to transition gradually, staying involved as long as you want while we manage operations.
We retain your high performing staff and enhance their productivity with our expert guidance our technology
Our team makes sure your clients don’t see any changes, but your agency is getting better customer reviews.
OUR SOLUTIONS
ADVISORY & ACQUISITIONS
A Fair Valuation—No Undercutting, No Brokers
Your agency is worth more than just the policies on the books. COVU ensures you receive a valuation that reflects its full potential by optimizing:
Keep the heart of your agency alive. We honor your brand and people—unlike many acquirers who cut staff or fold your book into a new name.
Know exactly what your agency is worth.
Detailed action plans for boosting valuation, addressing compliance, and preparing staff for transition.
OUR SOLUTIONS
BOOK MANAGEMENT & SERVICING
Book Management & Performance Insights
We handle operations during the transition and service it as Due Diligence to get full transparency on your book performance.
We manage a pipeline of trained U.S. based licensed agents ready to jump in and fill any gaps in your operations
Your book stays in safe hands with our team of industry experts ensuring uninterrupted service for your customers.
We track KPIs that matter- policy retention, cross-sell potential, and client engagement, and much more
OUR SOLUTIONS
AI
Automate Ops with AI, Focus on High-Value Deals
Case Summary Through AI
Our AI technology simplifies managing omnichannel interactions—phone, SMS, and email—by quickly summarizing key details.
Case Distribution Through AI
Our AI technology manages case assignments across channels by summarizing and routing each case based on urgency and complexity.
AI Handling Customer Calls
Our AI is there 24/7 for your customer queries so they get assigned to the right person for timely delivery.
TESTIMONIALS
Some Agency Partners Seeing Real Growth
Alex M.
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."
COVU'S RESOURCES
Resources to Start Transforming Your Agency
OUR SOLUTIONS
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