Bulk upload
Bring client records into Cova from structured files without re-keying the book.
Cova Clients
Manage clients, policies, renewals, opportunities and documents in a focused CRM that keeps Cova's AI close to the client record.
The brokerage book
Bring client records into Cova from structured files without re-keying the book.
Track key dates, activity and next steps across the team.
Keep policy, claims and correspondence files against the client record.
Ask questions across client context and find the record that matters.
Context for better service
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
Documents included
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
“Cova has revolutionised my workflow by saving hours each week assisting with drafting emails to clients and underwriters.”
See how Cova Clients can support your book without forcing a heavyweight CRM rollout.