See CoverAgent
in Action
Book a personalized demo and we'll walk you through the platform, show you compliance in action, and help you find the right plan for your agency.
What You'll See
Book Your Demo
Choose how you'd like to get started. A live walkthrough runs about 25 minutes and we tailor it to your agency.
Explore by Module
Dive deep into any module. See real UI, outcomes, and how it works for insurance agents.
CRM & Leads
AI-scored pipeline with insurance-specific stages
Funnels & Lead Capture
Insurance landing pages with website chat and compliance disclaimers
Compliance Engine
Deterministic rule screening with audit trail
AI Coaching
Roleplay, per-turn feedback, and progress tracking
IUL Illustration Engine
Upload → AG 49-A attestation capture → client report
AI Copilot
Compliance-screened answers with citations
In the demo you'll watch the compliance engine flag an AI-drafted response and inject the right disclaimer automatically — the moment it's clear this platform was built for insurance, not adapted to it.
Demo Questions
Most demos run 25-30 minutes. We'll show you the platform features most relevant to your agency and leave time for questions.
Yes. Tell us about your agency when you book and we'll customize the demo to show the workflows that matter most to you — whether that's IUL illustration analysis, team coaching, compliance, or lead management.
Absolutely. We encourage it. Bring anyone who'll use the platform — agents, managers, compliance officers. We'll send a calendar invite with a video link that supports multiple attendees.
Yes. Start a 7-day trial with Pro-level access. A card is required at signup; you are not charged during the trial, and if you cancel before day 8 you pay nothing. Trial quotas apply.