AI for insurance brokers

Cova helps insurance brokers compare policy wordings, research risks and markets, prepare renewals and organise client work. Its AI tools sit alongside client records, documents and approved connections, with the broker reviewing the result.

Broker-specific workflowsCRM and documents includedGoverned AI adoption

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MOBILE APP

Take Cova anywhere.

Chat to Cova AI, access your clients and record meetings wherever work takes you.

Upcoming renewals3 upcoming
Meetings2 today
Invite meetings@cova.ai to your meetings

Broker workflows

One AI workspace for the jobs brokers repeat.

Policy analysis

Ask questions, compare options and prepare referenced summaries for review.

Client context

Keep clients, renewals, opportunities and documents in the same workspace.

Broker communication

Draft emails and client material with the right insurance context.

Broker agents

Delegate multi-step work such as research, preparation and follow-up.

Beyond a generic chatbot

Compare the cover before you recommend it.

Add an expiring policy and a proposed renewal. Ask Cova to compare limits, excesses, cover extensions and exclusions, then prepare a summary with source context. Check the original wordings, investigate missing information and apply your judgement before advising the client.

Private brokerage knowledge
Findings to verify against the source
Drafts for professional review

How can I help you today?

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Clients and documents

The base platform includes the working context.

Cova Clients and attached document management give the assistant a useful place to support the client relationship and the team's work.

Bulk client upload
Renewal and opportunity tracking
Documents attached to the client record

Specialist tools

Schedules, meetings, Forms and Agent when required.

Move beyond the base platform with higher plans that include the specialist tools and capacity your brokerage needs.

Reformat schedules for broker-system imports
Capture meetings and actions
Digitise forms and delegate work

FAQ

Questions about AI for insurance brokers.

Can't find what you're after? Our team is happy to help.

AI for insurance brokers helps teams analyse documents, compare policies, prepare renewals, manage client context, draft communications and reduce repetitive administration while brokers retain control of advice and decisions.

AI for insurance brokers

A focused demo can cover Assistant, Clients, documents, Schedules, Meetings, Forms, Agent and network-wide rollout.