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, with plans from $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.
Tools that can cost $460+/mo combined and 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 eat into selling time 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.
Stop Losing Leads to Slow Follow-Up
AI-scored pipeline with insurance-specific stages, plus speed-to-lead alerts: a new lead with no outbound contact within 10 minutes is flagged HOT and gets a follow-up task.
Launch Lead Pages From Templates
Branded funnels with website chat, quote estimators, and compliance disclaimers built in. No developer required.
Get Expert Answers Instantly
Insurance-focused AI copilot grounded in a curated knowledge library, with compliance screening and source citations.
Compliance Guardrails Without Thinking About It
TCPA-oriented consent controls, plus a send gate that checks opt-outs, consent, recipient-timezone quiet hours, and frequency caps. AI output is screened by deterministic rules, disclaimers are injected, and decisions go to a hash-chained audit ledger.
Sharpen Your Skills With AI Coaching
Roleplay objections, get per-turn scored feedback, and track progress across sessions.
Automate Your Follow-Up
AI-drafted, compliance-screened drip campaigns that run on schedule, with sends held back during quiet hours in the recipient's timezone.
Start Small. Scale When Ready.
CRM, 2 funnels, 300 AI credits/mo, 2,000 emails, 14-day audit logs.
Start Free TrialUnlimited funnels, 1,000 AI credits/mo, AI coaching, SMS, automation, 90-day audit logs.
Start Free TrialQuestions Solo Agents Ask
A typical stack of 5 separate tools (CRM, email platform, scheduling, compliance checklist, coaching) can cost $460+/month combined. CoverAgent plans start at $39/mo, and the Pro plan at $99/mo adds AI coaching, SMS, and automation.
Yes. Export your leads from your current CRM as a CSV file and bring them in with the built-in CSV lead importer, which maps your columns to CoverAgent fields. There is no direct importer for other CRMs.
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, contact support at support@coveragent.ai.
AI output and outbound messages are screened by deterministic compliance rules before delivery: blocking rules stop them, and warn or review outcomes are flagged for human review. Every email and SMS also passes a send gate that checks opt-outs, consent, quiet hours in the recipient's timezone, and frequency caps. Disclaimers are injected based on product and, for supported states, state; decisions are recorded in a hash-chained audit ledger. CoverAgent AI does not replace legal or compliance professionals.
Replace 5 Tools With One.
Plans From $39/mo.
Bring your CRM, funnels, coaching, compliance, and automation into one platform built for independent agents.
7-day free trial · Cancel before day 8 and pay nothing