Policy analysis
Ask questions, compare options and prepare referenced summaries for review.
AI for insurance brokers
Compare policies, manage clients, reformat schedules, capture meetings and reduce administration in a platform built around insurance brokerages.
Broker workflows
Ask questions, compare options and prepare referenced summaries for review.
Keep clients, renewals, opportunities and documents in the same workspace.
Draft emails and client material with the right insurance context.
Delegate multi-step work such as research, preparation and follow-up.
Beyond a generic chatbot
Cova connects AI to the practical context of broking: policies, schedules, market appetite, clients, renewals and brokerage knowledge.
Private brokerage knowledge
Citations and source context
Tools designed for repeated broker tasks
Clients and documents
Cova Clients and attached document management give the assistant a useful place to support the client relationship and the team's work.
Bulk client upload
Renewal and opportunity tracking
Documents attached to the client record
Specialist tools
Move beyond the base platform with higher plans that include the specialist tools and capacity your brokerage needs.
Reformat schedules for broker-system imports
Capture meetings and actions
Digitise forms and delegate work
Frequently asked questions
AI for insurance brokers helps teams analyse documents, compare policies, prepare renewals, manage client context, draft communications and reduce repetitive administration while brokers retain control of advice and decisions.
Brokerages use Cova for policy analysis, CRM workflows, document management, schedule reformatting, meeting notes, market research, client communication and network-wide AI adoption.
Not necessarily. Cova can work alongside an existing broker system. Cova Clients includes a broker-focused CRM and document management, and teams can bulk upload client records.
Cova does not currently integrate directly with Insight or WinBEAT. The Schedules tool reformats insurer schedules into cleaner structures that are easier to import into broker management systems.
Cova is built for sensitive insurance workflows with encryption, access controls, regional hosting arrangements and AI governance certified to ISO/IEC 42001.
Both. Cova supports individual brokers, small teams, larger brokerages and networks that need a consistent, governed AI strategy across many users.
A focused demo can cover Assistant, Clients, documents, Schedules, Meetings, Forms, Agent and network-wide rollout.
