Built by Insurance Professionals
Who Understood the Compliance Gap in AI
We watched insurance agents get sold generic AI tools that didn't understand compliance, didn't know insurance products, and created more risk than value. We built CoverAgent to fix that.
Insurance agents deserve AI that's built for their world — compliant by design, not as an afterthought.
Every day, insurance agents help families protect what matters most. They navigate complex products, strict regulations, and demanding compliance requirements — while also trying to grow their business.
The tools available to them were never built for this reality. Generic CRMs don't understand policy pipelines. Generic AI tools don't check for TCPA violations. Generic coaching platforms don't teach IUL objection handling. And when agents cobble together 5+ disconnected tools, they spend more time on admin than on the work that matters.
We built CoverAgent to be the one platform where everything works together — and where compliance isn't an afterthought, it's the foundation.
The Problems We're Solving
Disconnected Tools
Agents pay $460+/month for 5+ tools that don't talk to each other. Data lives in silos. Nothing is integrated.
Compliance Risk with AI
Generic AI tools have no insurance compliance guardrails. One bad output can mean an E&O claim or regulatory action.
No Insurance-Specific AI
ChatGPT doesn't know AG 49-A. HubSpot doesn't understand IUL suitability. Salesforce can't coach on objection handling.
What We Believe
Compliance First
Every feature we build starts with a compliance review. We don't ship AI that can't be trusted. If it can't pass our compliance engine, it doesn't reach your clients.
Insurance Expertise
We don't adapt generic software for insurance. We build from the ground up with insurance workflows, regulations, products, and agent needs at the core.
Agent Success
Our success metric is your success metric: more policies closed, more clients retained, more time spent selling instead of fighting software.
Outcome Over Features
We don't build features for feature count. Every capability exists because it solves a real problem that insurance agents face every day.
Where We've Been.
Where We're Going.
Every phase of CoverAgent was built based on what insurance agents actually need — not what looks good in a feature list.
Core Platform
LiveCRM, lead management, client tracking, and appointment scheduling — built for insurance pipeline stages.
AI Copilot & RAG
LiveInsurance-trained AI assistant with 3,000+ product knowledge records. Source citations and compliance scanning on every response.
22-Module Compliance Engine
LiveTCPA, GLBA, HIPAA, AG 49-A enforcement. Pre-execution validation, post-generation scanning, automatic disclaimers, and full audit trail.
AI Coaching System
Live15 training modules with AI roleplay, objection handling, performance scoring, and skill progression tracking.
Funnels, Campaigns & Automation
LiveInsurance-specific landing pages, AI-powered campaign generation, multi-channel automation, and compliance-scanned outreach.
IUL Illustration Engine
LiveUpload carrier illustrations, get AG 49-A compliant analysis and client-ready explainers. Risk flag detection and carrier comparison.
What's Coming
Coming SoonCarrier integrations, advanced analytics, predictive lead scoring, and expanded product coverage. Built based on agent feedback.
Your Data Is Yours. Period.
We built CoverAgent on enterprise-grade infrastructure with one rule: your client data is sacred. We protect it. We never use it to train models. You can export it anytime.
256-bit TLS Encryption
All data encrypted at rest and in transit using industry-standard TLS 1.3.
Tenant Isolation
Each agency's data is fully isolated. Your data never mixes with another agency's.
Built on Google Cloud
Firebase and Google Cloud Platform — enterprise-grade infrastructure with 99.95% SLA.
No Training on Your Data
We never use your client data to train AI models. Your data is yours. Export anytime.
Immutable Audit Logs
Every action logged and timestamped. Logs cannot be edited or deleted.
SOC 2 Path
SOC 2 Type II compliance is on our security roadmap. Contact us for our current security posture document.
We'd Love to
Show You CoverAgent
Book a demo and we'll walk you through the platform, answer your compliance questions, and help you figure out which plan is right for your agency.
Get in Touch
1900 Powell Street, Suite 700 Emeryville, CA 94608
Mon–Fri, 9 AM – 5 PM Pacific