Individual brokers
Start with Base and put Cova to work on a real question, client record or piece of research.
Find your starting point
Your clients, insurance knowledge and everyday broking tools in one platform. Research, compare, prepare and follow through, with your expertise at the centre.
The relationship comes first
Bring client records, policies, documents, renewals and follow-ups into one shared view. Cova Clients gives the whole team a useful place to start.
Records, policies and supporting information in one shared view.
Attached document management is included with Cova Clients.
Explore CRMA renewal, from start to follow-up
Follow a piece of client work through Cova. Choose a stage to see how the capabilities come together.
Bring the client’s records, policies and supporting documents together before you begin the renewal.
A clearer starting point
Bring the current and renewal wordings into the same conversation. Explore changes in cover, limits, conditions and exclusions.
Findings for your review
Explore underwriter appetite, contacts, forms and wordings through Marketplace while researching the risk.
The right information to take the next step
Capture the conversation, collect missing information and prepare the next piece of work, with your team reviewing what goes out.
A practical next step
Illustrative workflow. Your team checks the source material and reviews the result. Capabilities depend on your plan.
Your broking toolkit
Start with the capabilities you need today. Add more tools and capacity as the way you work develops.
Work through insurance questions, policy detail and the market.
Keep client information and working documents closer together.
Take the conversation into the next piece of useful work.
Base includes the core platform. Pro and Max add specialist tools and capacity.
Compare plansBuilt around your brokerage
From an individual broker to a network-wide rollout, we’ll help you choose the right setup and build confidence in the team.
Start with Base and put Cova to work on a real question, client record or piece of research.
Find your starting pointBring people and client context together, with training around the workflows your team repeats.
Explore team adoptionCoordinate account structure, permissions, governance, onboarding and ongoing adoption with Cova.
Plan a wider rolloutInsurance work deserves a considered approach.ISO/IEC 42001 certified AI management, regional hosting arrangements and access controls, with local training and support.
Trust CentreCova 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 supports client work, insurance research and everyday administration alongside your existing systems. Schedules prepares structured files for review and import into systems including Insight and WinBEAT; direct integrations with those systems are not live. We can discuss the connections and import formats your team needs.
Your team remains responsible for its advice and decisions. Cova helps you research, compare, draft and prepare. Check important findings against the source material and review outputs before using them in advice or client communications.
Yes. Smaller teams can start with self-serve onboarding. Larger brokerages and networks can work with Cova on account structure, onboarding, training and adoption. A growing video library and local email and phone support help people develop their use of the platform.
Cova for Brokers
A renewal, a policy comparison or a client form. We’ll show you where Cova fits.