The AI Platform Built for
Independent Insurance Agents
Stop juggling 5 tools. CoverAgent gives you CRM, funnels, AI coaching, compliance, and automation in one platform — starting at $39/mo.
Solo Doesn't Have to Mean
Doing Everything Alone
Most independent agents are buried under admin, paying too much, and flying without a safety net.
Paying $460+/mo for tools that don’t talk to each other
CRM, email, scheduling, compliance checklist, coaching program — five subscriptions, five logins, zero integration.
No compliance safety net
Generic AI has no guardrails. One non-compliant email or social post could trigger an E&O claim you can’t afford.
More hours on admin than selling
Manual follow-up, spreadsheet pipelines, and copy-pasting between apps steal 10+ hours every week.
No one coaching you to improve
Solo means no manager, no mentor, no feedback loop. Your close rate plateaus because no one tells you what to fix.
One Platform. $39/mo.
Everything You Need to Sell.
CoverAgent replaces your CRM, email tool, funnel builder, compliance checklist, and coaching program with a single AI-powered platform built for how insurance agents actually work.
Built for Solo Agents.
Priced for Solo Agents.
Never Lose Another Lead
AI-scored pipeline with insurance-specific stages. Know who to call next without checking three apps.
Launch Lead Pages in 30 Minutes
Branded funnels with AI chat, quoting, and compliance disclaimers baked in. No developer required.
Get Expert Answers Instantly
Insurance-trained AI copilot with compliance scanning and source citations. Not a ChatGPT wrapper.
Stay Compliant Without Thinking About It
TCPA, HIPAA, GLBA enforced automatically. Disclaimers injected. Full audit trail on every output.
Close More With AI Coaching
Roleplay objections, get scored feedback, and track improvement across 15 modules. Like having a mentor 24/7.
Automate Your Follow-Up
AI-written, compliance-reviewed drip campaigns that run while you sleep. Every lead touched within 5 minutes.
“The IUL Explainer alone changed everything. I used to spend 45 minutes walking clients through illustrations. Now I upload the PDF, CoverAgent generates the visual summary, and I close in the first meeting.”
Results vary based on product mix, market conditions, licensing, and individual effort.
Start Small. Scale When Ready.
Unlimited funnels & AI, 10 coaching sessions/mo, SMS, automation, 90-day audit logs.
Start Free TrialQuestions Solo Agents Ask
Most solo agents are paying $460+/month across 5 separate tools (CRM, email platform, scheduling, compliance checklist, coaching). CoverAgent replaces all of them starting at $39/mo. Even the Pro plan at $99/mo is less than half what most agents spend on disconnected software.
Yes. We provide free migration support and accept imports from GoHighLevel, HubSpot, AgencyZoom, Salesforce, and CSV/Excel files. Most solo agents are fully migrated within a day.
Most agents are live within an hour. No developer needed. The platform walks you through an onboarding checklist that covers your licensed states, carriers, products, and first funnel. If you get stuck, our support team helps you get set up for free.
Every AI output, email, and funnel passes through our compliance engine before it reaches your clients. TCPA, HIPAA, and GLBA rules are enforced automatically. Disclaimers are injected based on your state and product. You get a full audit trail without doing anything manually.
Replace 5 Tools With One.
Start at $39/mo.
Join hundreds of independent agents who stopped overpaying for disconnected software and started closing more.
7-day free trial · No credit card required · Cancel any time