For enterprise & acquisitive groups

Standardize every agency you acquire.

Consolidate the book across AMSs, standardize the operating model across entities, and compound AI across the portfolio. The operating stack that M&A integration has been missing.

8 live integrations. Operated 50+ agencies.

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Portfolio governanceEnforced
Renewal operating standard
Entity rules→Group standard
Enterprise and acquisitive insurance group supported by COVU
Enterprise group
Portfolio consolidationConnected
Applied Epic Entity A
AMS360 Entity B
HawkSoft Entity C
→
One COVU recordStandardized · governed
Acquisition rolloutCurrent integration
Data mapped100%
SOP coverage84%
Controls active96%
The problem

Every deal resets the operating model.

Portfolio value is hard to compound when every acquired entity keeps its own data, workflows, and controls.

Each acquisition means months of operational integration before the next can start.

Multiple operating models and AMSs across entities.

AI pilots stall across the portfolio because nothing underneath is standardized.

The portfolio model

Consolidate the book. Govern the work. Compound the stack.

COVU connects the records and operating workflows that let acquired agencies behave like one portfolio.

See the portfolio stack →
From entities to one portfolioAuditable by design
01
Connect the AMS landscape

Create one trusted record across the systems already in the portfolio.

02
Standardize service workflows

Enforce the same operating model across entities without erasing local context.

03
Route with portfolio controls

Apply license-aware routing, approvals, and an audit trail to every action.

04
Compound AI across the base

Deploy AI on measured processes and shared records instead of isolated pilots.

8 live integrations50+ agencies operated$200M+ premium managed
How COVU helps

Consolidate, standardize, compound.

A connected data plane, one operating model, and AI that can scale across the portfolio.

Operational visibility and control
Control

Operational Visibility & Control

Enforce one operating model and compare performance across every entity.

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Free up your best people
Focus

Free Up Your Best People

Keep portfolio leaders and licensed specialists focused on integration and growth.

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Extra servicing capacity
Capacity

Extra Servicing Capacity

Balance service demand across the portfolio without duplicating fixed headcount.

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AI enablement across an insurance portfolio
Portfolio

AI Enablement

AI that compounds across the portfolio on a measured foundation.

Explore AI →
Built for enterprise portfolios

The capabilities that make acquired agencies operate as one.

Connect fragmented systems, govern work across entities, and create a shared foundation for portfolio-wide AI.

Multi-AMS trusted records Applied Epic AMS360 HawkSoft One COVU record Consolidate customer, policy, and account data into one trusted record.
Connect

Multi-AMS trusted records

Consolidate customer, policy, and account data across the systems in your portfolio.

Entity-wide standardization SOP · applied everywhere Entity A Entity B Entity C Apply one operating model across acquired agencies, preserving entity context.
COVU OS

Entity-wide standardization

Apply one operating model across acquired agencies while preserving entity context.

Portfolio dashboards cost / task throughput queue depth 128 Roll up cost, capacity, and service performance across the whole group.
COVU OS

Portfolio dashboards

Roll up cost, capacity, backlog, and service performance across the whole group.

License-aware routing task license skill Route work across entities with the right state and product licenses.
Service Network

License-aware routing

Route work across entities and resources with the right state and product licenses.

Governance and auditability 09:14 09:22 approved Every human and AI action recorded with approvals and a clear audit trail.
COVU OS

Governance and auditability

Record every human and AI action with approvals, permissions, and a clear audit trail.

Portfolio AI foundation AI Reuse measured automations across the portfolio, not isolated pilots.
VERO

Portfolio AI foundation

Reuse measured automations across the portfolio instead of launching isolated pilots.

See the whole stack See how Connect, COVU OS, VERO, and the Service Network work together.
Proof
Operators, not outsiders.

We run this operating model on real books, at scale.

8live integrations
50+agencies operated
$200M+premium managed
17.9% → 60%+S&G Mitchell EBITDA
Why it fits

Built for portfolios.

✓
Multi-entity standardization

One operating model across acquired entities.

✓
Connect data plane

Consolidate books across AMSs into one record.

✓
Governed across the portfolio

Audit trail and license-aware routing everywhere.

Where to start

Consolidate the book, standardize the portfolio.

Start with the data plane across your AMSs, then compound AI on top. Talk to us and we'll map your integration.

Book a demo