Coverflow is the only AI platform your insurance agency will ever need. It was purpose built to automate the entire client servicing lifecycle, from proposals and policy checks to COIs, loss runs, SOVs, ACORD apps, AMS data entry, and more.

The end result: your team spends less time worrying about E&O and more time actually talking to customers.

What makes Coverflow different:

Integrates with Epic and Vertafore. No rip-and-replace. No months-long implementation. Your data flows where it already flows.

White-glove output customization. Every agency, big or small, gets their own branded output format that our team hand-builds for you. This isn't a template you fill in yourself.

Rapid onboarding. No months-long tech integrations. We can get your team up and running in 30 minutes, and your custom branding live in the tool within a week.

Audited and data-secure. SOC2 compliant. All data is housed in the US. We never train on your data.

Technical founding team. Our founders come from Princeton, Yale, Amazon, LinkedIn, Microsoft, and PayPal. We're not former consultants trying to figure out how to build tech. We're veteran AI engineers putting decades of experience to work making your job easier.

Intake & Submission

Your team is retyping data that already exists in emails and documents. Coverflow extracts, populates, and formats submission-ready ACORD apps, SOVs, and loss run summaries in minutes, all in your agency's branded format.

New Business & Quoting

Comparing quotes means toggling between PDFs, copying limits into spreadsheets, and hoping nothing gets missed. Coverflow runs quote-vs-quote comparisons, flags coverage gaps against your agency's own checklists, and generates client-ready proposals with tailored recommendations built in.

Renewal & Remarketing

Renewals are the highest-volume, lowest-margin work in your agency. Coverflow automates expiring-vs-renewal comparisons, evaluates remarketed options, identifies coverage changes, and produces branded renewal proposals. A multi-hour process, done in minutes.

Policy Checking & Compliance

Policy checking is where E&O lives. Coverflow runs detailed policy-to-binder and policy-to-proposal checks, flags discrepancies, compares contract insurance requirements against active policies, and surfaces compliance gaps before they become claims.

Ongoing Servicing

COI requests, coverage questions, limit lookups. The work that interrupts your team hundreds of times each week. Coverflow generates COIs, answers coverage questions directly from policy language, and drafts client-facing emails on the spot.

Coverflow Assistant

Not every task fits a clean workflow. Pulling limits before a call. Checking an exclusion before a meeting. Summarizing a file for a producer walking into a renewal. Coverflow Assistant can read your client and policy data and handle the unstructured work that fills the gaps between everything else. Ask a question, get an answer grounded in your actual documents. Need a deliverable? It generates multi-file outputs ready to send.

Book a demo | coverflow.com