More time broking.
Less admin.
From policy comparisons to renewals, put Cova to work with your client context and insurance knowledge close at hand.
Assistant & Agent, at work
Start with the work
in front of you.
Find what changed before the client call.
Bring the expiring and renewal wordings into one conversation. Ask Cova to compare the cover and prepare the points you need to discuss with your client.
- 1Bring the policy documents together
- 2Review differences against the source
- 3Prepare a clear client discussion
Your expertise stays at the centre. Check the source material and review the result before using it in advice or client communications.
Illustrative workflow
Expiring wording.pdf
Renewal wording.pdf
Compare these wordings. Show changes in cover, limits and exclusions, with the source detail for me to check.
Cova Assistant
Policy comparison
For your reviewCover extensionsCompared
Limits and excessesFor review
Exclusions and conditionsHighlighted
Client discussion pointsDraft
A starting point for your review and advice, with the policy wording close at hand.
Cova Clients
One client.
All the context.
The client calls with a change to their business. Keep that update beside their policy, documents and renewal notes, so your team has a useful place to start the next conversation.
- Keep policies and working documents together
- Save client emails to the client file
- Bring renewals, relationships and follow-ups into view
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Harbour Engineering
Example client file
Client detailsPoliciesDocumentsActivity
Business package renewal
Policy documents and renewal context
Client risk update
Correspondence saved to the client file
Renewal review meeting
Notes, outstanding questions and follow-up
Ready for the next client conversation
The policy, correspondence and meeting context are together.
A shared starting point for the team looking after the client.
Your working day
ExampleOutlookGmailCalendar
Which client emails need my attention today?
Client risk update
Harbour Engineering
Save to client file
Renewal information requested
Client follow-up
Draft prepared
Claims inbox
Shared with the claims team
For review
Renewal review · Harbour Engineering
Today, 10:30 am · Your calendar, with the context beside it
Email & calendar · Pro and above
Start the day
with a clearer picture.
Connect Outlook or Gmail and your calendar. Ask Cova what your day has in store, which emails need attention and what information you need for the next client meeting.
Find files across your inbox, save correspondence to client records and prepare replies in draft. Share a claims, renewals or support inbox with the people who need it, and arrange calendar invitations and reschedules from Cova.
Less starting over
Keep the context.
Give recurring work a rhythm.
Your recurring bots3 scheduled
Morning inbox & calendar brief
Weekdays · 8:00 am
Renewal preparation
Each week
Team project update
Mondays · 9:00 am
Example result
Priority client emails and today’s meetings gathered
Bots for the work you repeat.
Set up a morning inbox and calendar brief, a weekly renewal summary or a team project update. Give the Bot the instructions and a schedule, then review the work Cova prepares.
Harbour Engineering · Renewal
Example project · Context that stays with the work
Project instructions
Use the client brief and policy documents. Highlight changes, gather outstanding questions and prepare drafts for broker review.
Client brief.pdfClient context
Renewal wording.pdfPolicy detail
Meeting notes.docxNext steps
Shared context for the people doing the work.
A project for the renewal.
Keep the client brief, policy documents and meeting notes together with clear instructions. Return to the same context as you and your teammates prepare the renewal and work through the next steps.
Cova Marketplace
Find the next
market conversation.
A new risk needs a different market. Explore 299 underwriter profiles, with appetite, product documents and team contacts close at hand while you research the client’s requirements.
Find the wording or form, understand where an underwriter fits and take the next step. Selected products also offer quote-and-bind journeys.
Cova Marketplace
299 profilesIllustrative Marketplace view
Explore underwriters and products
CFC
Profile, contacts and product information
ShieldCover
Profile, contacts and product information
Agile
Profile, contacts and product information
Team contactsForms & wordings
The practical details
Move the admin
into the next step.
PDF formWeb form
From PDF to client web form.
Turn a PDF form into a web form your client can complete, then bring the information back into the work.
Insurer fileReview & import
From insurer schedule to import.
Reformat insurer schedules into structured files for review and import into your broker management system.
ConversationNotes & actions
From meeting to follow-through.
Capture the client conversation and turn it into searchable notes, a summary and clear next steps.
Take Cova with you for client work and meeting capture.
Explore the iOS & Android appYour team. Your Cova.
Start with the tools
your team needs.
Tell us how your brokerage works. We’ll help you choose the plan, connect your context and get your people comfortable using Cova.
01
Choose your setup
Start with the capabilities your team needs, then add more as you grow.
02
Bring your people and context
Add teammates, client records and the knowledge behind the work.
03
Get practical local support
Build confidence with training, guidance and real people to help.
Built for sensitive insurance work.Regional hosting, access controls and human oversight, supported by an ISO/IEC 42001 certified AI management system.
Explore the Trust CentreFAQ
Before you get started.
Can't find what you're after? Our team is happy to help.
Cova Base includes Assistant, Cova Clients and attached documents, Marketplace, Cova Match, Templates and Podcasts. Pro adds Schedules, meeting tools and email/calendar integration. Max adds Cova Agent with parallel tasks and Forms. See the pricing page for current inclusions and regional pricing.
Cova for Brokers
A renewal, a policy comparison or a client form. We’ll show you how Cova fits, with your team in control.