Policy and wording analysis
Ask questions of policy documents, compare options, identify exclusions, and produce referenced answers brokers can review.
Purpose-built AI for insurance brokers
AI for insurance brokers and brokerages
Cova helps broker teams compare policies, manage clients, reformat schedules, capture meeting notes, and reduce the admin that slows down advice.
Policy analysisBroker CRMDocument managementSchedule reformatting
Insurance broker workflows
One AI workspace for the jobs brokers repeat every day
Generic AI tools can help with isolated prompts. Cova is built around the way insurance brokerages work: documents, clients, renewals, meetings, and compliance-aware broker support.
Broker CRM
Cova Clients gives brokerages a CRM for clients, renewals, opportunities, and bulk client uploads.
Document management
Keep client documents attached to CRM records so broker teams can find, review, and use the right context faster.
Schedule reformatting
Reformat insurer schedules into cleaner structures for importing into broker systems such as Insight or WinBEAT.
Meeting recorder
Capture broker meetings and turn conversations into structured notes, actions, and client context.
Broker AI agents
Use broker-specific agents for renewals, client communication, market research, and document-heavy workflows.
Why purpose-built matters
Built for insurance brokerages, not generic office work
Brokers need more than a blank chat box. They need AI that can work with policy documents, client files, broker workflows, insurer schedules, and the governance expected inside a professional advice business.
Explore the Cova platform- Broker-specific insurance workflows rather than a generic chatbot
- Private knowledge bases for your brokerage procedures and documents
- Client, document, and renewal context connected in one workspace
- Guardrails, citations, and confidence indicators for responsible AI use
- Local support from people who understand insurance broking
CRM and documents included
Cova Clients and document management are included in the base platform, giving teams a place to manage client records, renewals, opportunities, and supporting files.
Designed for controlled AI adoption
Private knowledge bases, permissioned users, citations, and confidence indicators help brokerages roll out AI responsibly.
Secure client and policy data
Cova is built for sensitive insurance workflows, with enterprise-grade encryption and infrastructure hosted on SOC 2 certified providers.
FAQ
Questions about AI for insurance brokers
What is AI for insurance brokers?
AI for insurance brokers is software that helps broker teams analyse documents, compare policies, prepare renewals, manage client context, draft communications, and reduce repetitive administration while keeping brokers in control of advice and decisions.
How can insurance brokerages use Cova?
Brokerages use Cova for policy analysis, schedule reformatting, CRM workflows, document management, meeting notes, broker research, knowledge bases, client communication, and network-wide AI adoption.
Does Cova replace our broker management system?
No. Cova is designed to work alongside existing broker systems. Cova Clients includes a broker CRM and document management system, and teams can bulk upload client records. Direct Insight and WinBEAT integrations are not live yet.
Can Cova help with Insight or WinBEAT imports?
Cova does not currently integrate directly with Insight or WinBEAT. The Schedules tool helps reformat insurer schedules into cleaner formats that are easier to import into broker management systems.
Is Cova secure enough for client and policy data?
Cova is built for insurance workflows with private knowledge bases, encryption, access controls, and infrastructure hosted on SOC 2 certified providers. Cova does not use customer data to train public AI models.
Is Cova built for individual brokers or larger brokerages?
Both. Cova supports individual brokers, small brokerages, larger brokerages, and networks that need a consistent, governed AI strategy across many authorised users.
See how Cova can help your brokerage put AI to work
Talk to the team about broker AI, CRM, document management, schedules, meeting notes, and network-wide rollout.