CRMPurpose-built for insurance brokers
Cova Clients
Designed from the ground up for insurance brokers. Track clients, renewals, and opportunities with AI that understands your book of business.
Everything you need to manage your clients
A CRM that actually understands insurance — not just contacts and deals.
Import Client Records in Seconds
Bulk import from CSV, spreadsheets, or your existing BMS. No manual data entry required.
Secure by Design
Enterprise-grade encryption with local data residency. Your client data never leaves the country.
Track Key Dates
Never miss a renewal, review, or follow-up. Automated reminders keep your team on track.
Intelligent Tagging
AI-powered tagging organises clients by industry, risk profile, policy type, and more.
Team Collaboration
Assign clients, share notes, and coordinate across your team with built-in collaboration tools.
Client Memory
Cova remembers every interaction, preference, and detail so you never have to ask twice.
Intelligent Queries
Search across your entire book using natural language. Find clients by policy, industry, or any detail.
Client Focused Chat
Chat with Cova about any client and get instant context — renewals, claims history, and coverage details.
Debtor Management
SoonTrack outstanding invoices, automate payment reminders, and manage your receivables in one place.
Ready to manage your clients smarter?
Join Australia brokerages already using Cova Clients to grow their book.