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Cova

Insurance Intelligence

team@cova.ai1800 892 524Brisbane, Australia

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HomeCapabilitiesCRM
Cova CRM

A client workspace built around broking.

Manage clients, policies, renewals, opportunities and documents in a focused CRM that keeps Cova's AI close to the client record.

See Cova CRMCompare plans
Included in Cova BaseBulk client uploadDocument management included

The brokerage book

Keep the detail without losing the overview.

Bulk upload

Bring client records into Cova from structured files without re-keying the book.

Renewal visibility

Track key dates, activity and next steps across the team.

Attached documents

Keep policy, claims and correspondence files against the client record.

Natural-language search

Ask questions across client context and find the record that matters.

Context for better service

See the client, policy and opportunity together.

Cova Clients gives brokers a practical place to maintain the relationship context that generic AI tools cannot see.

Client and policy records
Renewal pipeline and follow-up
Cross-sell opportunity visibility

Clients 5

Search clients
ClientContactPoliciesStatus
WB

Whole Bite Club

Hospitality · 4 venues · Mia Thompson

Policies

Business Package

Allianz · $8,420Renews 1 Nov

Public & Products Liability

QBE · $3,180Renews 1 Nov

Management Liability

Chubb · $2,760Renews 1 Nov

Latest note

Opening a food truck in March. Discussed LPG and event exposure.

Documents included

The working file stays with the client.

Document management is part of the base platform, with a dedicated brokerage-wide DMS also in development.

Upload and organise supporting files
Keep documents available to approved users
Dedicated Cova DMS coming soon
Whole Bite Club · Documents Attached to client
Search documents
Client files12 files
Policy documents19 files
Claims and correspondence26 files
Templates8 files

Broker stories

What brokers say about Cova.

“Cova has been an amazing benefit to our business. From educating ourselves about industries and risks we don't see much through to writing business plans.”
Nicole StevensonDirector, GS Insurance
“I love this program so much, it has shaved hours off my working week! As a small brokerage, Cova gives us capabilities we never thought we could afford.”
Caron HopkinsBroker, Granite Belt Insurance
“Cova has revolutionised my workflow by saving hours each week assisting with drafting emails to clients and underwriters.”
Craig RushSenior Broker, CCIB
“Cova has genuinely transformed how we handle document analysis and client communication across our entire team. What used to take hours now takes minutes.”
Sumit SoporiPrincipal Broker, Fortuna Insurance
“Using Cova has put industry risk information at my fingertips. If you want to lift your service level efficiently, this is the tool to do it with.”
Dan RooneyDirector, OXINS Risk Solutions
“Cova has been a great help in our business, and we are constantly finding new ways to use it. Having an LLM specific to insurance is really helpful.”
Fiona LamDirector, Thomas Insurance
“Cova has been a fantastic addition to our network and ARs. It is exciting to see how quickly the platform evolves and how the team responds to broker feedback.”
Richard CrawfordCEO, CBN Australia
“Cova has been an amazing benefit to our business. From educating ourselves about industries and risks we don't see much through to writing business plans.”
Nicole StevensonDirector, GS Insurance
“I love this program so much, it has shaved hours off my working week! As a small brokerage, Cova gives us capabilities we never thought we could afford.”
Caron HopkinsBroker, Granite Belt Insurance
“Cova has revolutionised my workflow by saving hours each week assisting with drafting emails to clients and underwriters.”
Craig RushSenior Broker, CCIB
“Cova has genuinely transformed how we handle document analysis and client communication across our entire team. What used to take hours now takes minutes.”
Sumit SoporiPrincipal Broker, Fortuna Insurance
“Using Cova has put industry risk information at my fingertips. If you want to lift your service level efficiently, this is the tool to do it with.”
Dan RooneyDirector, OXINS Risk Solutions
“Cova has been a great help in our business, and we are constantly finding new ways to use it. Having an LLM specific to insurance is really helpful.”
Fiona LamDirector, Thomas Insurance
“Cova has been a fantastic addition to our network and ARs. It is exciting to see how quickly the platform evolves and how the team responds to broker feedback.”
Richard CrawfordCEO, CBN Australia

Part of a connected suite.

Explore the other capabilities, then choose the platform and plan that fit your team.

AI AssistantAgentBotsProjectsDMSMeeting RecorderCall AnsweringPodcastsKnowledge BaseAppMarketplaceFormsSchedulesPolicy AnalysisEmail & Calendar
Find your platformCova for BrokersCova for UnderwritersCova for AR NetworksCova for Business

Capabilities and availability vary by platform and plan.

Cova CRM

Put useful client context behind every conversation.

See how Cova Clients can support your book without forcing a heavyweight CRM rollout.

See Cova CRM