Sell More Policies.
Stay Compliant.
Grow Your Agency.
The AI-powered platform built exclusively for insurance agents — CRM, compliance, coaching, and growth automation in one governed system.
You Became an Insurance Agent
to Help People. Not to Fight
Your Software.
Most agents are drowning in disconnected tools, compliance anxiety, and admin work. There's a better way.
Paying for 5 disconnected tools
CRM, email, scheduling, compliance, coaching — $460+/month for tools that don’t talk to each other.
Worried AI will get you in trouble
Generic AI has no compliance guardrails. One bad output could mean an E&O claim or regulatory action.
More time on admin than selling
Manual follow-up, spreadsheet tracking, and copy-pasting between tools steal hours from every week.
There's a better way. One platform, built for insurance.
One Platform.
Everything You Need.
CRM, AI copilot, funnels, compliance, coaching, campaigns, and automation — built for insurance workflows, not adapted from generic software.
Agent creates content or AI generates a response
Pre-execution validation checks against policy rules
Post-generation compliance scan (rule engine + LLM classifier)
Violations blocked — disclaimers auto-injected
Everything logged to an append-only audit trail
Sleep Better.
Your AI Is Governed.
The only AI platform where compliance is the foundation, not an afterthought. A deterministic rules engine — backed by 21 regulatory knowledge domains — screens every AI output, communication, and client interaction.
Insurance Expertise,
On Demand
Not a ChatGPT wrapper. A compliance-first AI copilot grounded in an insurance-specific product knowledge library. Every answer cites its sources. Every output is compliance-scanned before delivery.
A Senior Mentor,
Available 24/7
Practice on an AI prospect instead of on a real client. Every response gets scored feedback, and the session ends with a breakdown against the scenario's own criteria — without you being in the room.
Explain IUL So Clients
Actually Understand
Upload any IUL illustration. Get an AG 49-A-aware analysis and client-ready explainer in minutes. No other platform can do this.
Pacific Life IUL Illustration — John Smith, Age 52
Premium: $500/mo · Face Amount: $500,000 · Projected IRR: 5.2%
Loan rate assumption exceeds AG 49-A safe harbor — review recommended
AG 49-A-aware explainer generated — PDF ready for download
Click through each module to see how CoverAgent works — from lead management to compliance enforcement.
Explore the Platform
Active Policies
142
+8%
Pipeline Value
$284K
+12%
Close Rate
34%
+5%
Compliance
98%
Pipeline This Month
Compliance
Recent Activity
Know Your Business at a Glance
- Real-time KPIs: policies, revenue, pipeline value
- Compliance health indicator across all modules
- AI coaching progress and team performance
- Upcoming tasks, renewals, and appointments
Up and Running in 3 Steps
No long implementation. No consultant required. Most agents are live the same day they sign up.
Configure Your Portal
Set up your licensed states, carriers, and products. Brand your lead pages. No developer needed — most agents are live within an hour.
Import Your Leads & Clients
Bring your data over from any CRM, spreadsheet, or tool. We provide free migration support to make the switch painless.
Start Selling with AI
AI coaching sharpens your pitch. Compliance-safe campaigns reach your leads. Automated follow-up runs 24/7. You focus on closing.
What You Can Do
With CoverAgent
Real product capabilities, mapped to how insurance agents actually work day to day.
Turn a carrier illustration into a client-ready story
Upload a carrier IUL PDF and the IUL engine analyzes it — surfacing the numbers, risk flags, and a plain-language summary you can walk a client through in the first meeting.
See every agent’s pipeline, compliance health & coaching
Team management plus AI coaching shows where each agent is strong or stuck and assigns targeted practice modules — so onboarding and ramp run on a system, not guesswork.
Follow up automatically across email & SMS
Automated nurture sequences work every new lead across email and SMS — and every AI-drafted message is compliance-checked before it can be sent.
Using CoverAgent and seeing results? Share your story — real agent testimonials will be featured here.
Start at $39/month.
Scale as You Grow.
No credit card required. Every plan includes a 7-day Pro trial. Annual billing saves 2 months.
Solo agents getting started.
Start Free TrialGrowing agents scaling operations.
Start Free TrialAgencies managing teams.
Book a DemoLarge agencies & IMOs.
Talk to SalesCommon Questions
Yes. Every feature — from pipeline stages (quoted, application, issued, closed) to compliance modules (TCPA, HIPAA, GLBA, AG 49-A) to AI coaching scenarios — is designed for how insurance agents work. This is not a generic CRM with an insurance template.
Every AI output passes through our deterministic compliance engine before it reaches your clients. Blocking rules stop prohibited language before delivery, and an advisory AI classifier escalates borderline outputs to human review. Required disclaimers are injected automatically. Everything is logged to an append-only audit trail. CoverAgent AI does not replace legal or compliance professionals.
Yes. We provide free migration support to help you import your leads, clients, and policies. Most agents are fully migrated within a day. We support imports from GoHighLevel, HubSpot, AgencyZoom, Salesforce, and CSV/Excel files.
A 7-day trial with Pro-level access. Full CRM, AI coaching (2 sessions), funnels, campaigns, and compliance scanning — everything except Enterprise-only features like the full compliance engine and IUL Illustration Engine.
Your data is encrypted at rest and in transit (256-bit TLS). Each tenant is fully isolated — your data never mixes with another agency’s. We never use your client data to train AI models. You own your data and can export it anytime.
No. Most agents are configured and live within an hour. No developer needed, no consultant required. The platform guides you through setup with an onboarding checklist that covers your licensed states, carriers, products, and first funnel.
Ready to Replace
5 Tools With One?
Sell more policies, stay compliant, and grow your agency — on one platform built exclusively for insurance.
7-day free trial · No credit card required · Cancel any time