CoverPilot runs client consultations, compares policies across carriers, and manages renewals autonomously. Your agency, on autopilot.
Agents spend 60% of their time on admin: manual policy comparisons, renewal tracking spreadsheets, and repetitive client conversations. Meanwhile, clients expect instant, personalized answers at 10pm on a Tuesday.
The best agents aren't the ones who know the most. They're the ones who have time to care.
Hours spent tabulating coverage options across carriers that could be done in seconds.
Clients churn when renewals fall through the cracks of spreadsheets and sticky notes.
Growing your book means hiring more people. What if it meant deploying more intelligence?
CoverPilot conducts full needs-analysis conversations with clients, asking the right questions, understanding their situation, and recommending specific coverage. Not templates. Real advisory.
Instantly compares policies across carriers on price, coverage depth, exclusions, and deductibles. What takes you an afternoon takes CoverPilot three seconds.
Monitors every policy in your book. Flags upcoming renewals, identifies better options, and drafts client-ready recommendations before you even think about it.
Detects life changes, coverage gaps, and market shifts. Reaches out to clients with relevant recommendations at the right moment, not when you remember to check.
Import your client data and policy portfolio. CoverPilot learns your agency's products, carriers, and client relationships.
Set your advisory style, preferred carriers, and compliance rules. CoverPilot adapts to how you work, not the other way around.
CoverPilot handles consultations, comparisons, and renewals autonomously. You focus on relationships and complex cases. It handles the rest.
CoverPilot handles the repetitive, time-consuming work so you can do what you became an advisor to do: help people make the right decisions about their financial security.