For owner-led agencies

Run your agency without doing every service task.

Send routine service work from your AMS to COVU. Licensed work is completed, tracked, and returned, so you get time back without adding another hire.

Start with one workflow. Pay as you go.

Book a demo See how it works →
One-click intakeAssigned
Certificate request
Your AMS→COVU service
Owner-led insurance agency supported by COVU
Owner-led agency
Send one service taskPay as you go
✓
Issue certificate of insuranceReceived from your AMS
COVU
✓
Licensed review completedTracked from request to delivery
3.8 min
Owner workloadThis week
Inbox tasks14
Sent to COVU11
Owner time returned7.5h
The problem

The agency runs on what you remember.

You should not have to be the workflow, the escalation path, and the extra pair of hands.

Service lives in your head, your inbox, and a renewals spreadsheet.

You're the backstop for every task that slips.

Hiring is slow and expensive. You can't add a seat for every spike.

A simple start

Pick one workflow. Put it on a system.

COVU gives you a clear way to send, track, and complete service work without adding another full-time seat.

See your options →
From request to doneNo long commitment
01
Choose the work

Start with COIs, endorsements, renewals, or the task creating the most drag.

02
Send it through your AMS

Your current system stays in place. COVU works on top of it.

03
Track every step

See who owns it, where it stands, and what it costs.

04
Keep what works

Add more workflows only when the first one proves its value.

↓20% cost per task↓16% handle time1 workflow to start
How COVU helps

Four ways to take service work off your plate.

Gain control of every task, free up your best people, add capacity, and bring in AI when the foundation is ready.

Extra servicing capacity
Capacity

Extra Servicing Capacity

Send a piece of work and we take care of it. Pay as you go, no hiring.

Explore capacity →
Operational visibility and control
Control

Operational Visibility & Control

See every task and standardize how it gets done, so it isn't all in your head.

Explore control →
Free up your best people
Focus

Free Up Your Best People

Keep the owner and strongest licensed people focused on clients, advice, and growth.

Explore focus →
AI enablement for owner-led agencies
Enablement

AI Enablement

Build on standardized work so automation can assist without losing control.

Explore AI →
Built for owner-led agencies

The capabilities that get service out of your head.

Start with the work creating the most pressure. Keep your AMS, your staff, and control of every task.

Simple task intake Send COIs, endorsements, and renewals through one clear queue — nothing lives in an inbox.
COVU OS

Simple task intake

Send COIs, endorsements, renewals, and other service work through one clear queue.

Pay-per-task capacity your team + COVU capacity Add licensed servicing help on demand and pay only for the work you send.
Service Network

Pay-per-task capacity

Add licensed servicing help when you need it, without carrying another permanent seat.

License-aware routing task license skill Each request goes to a specialist with the right license and service skill.
Service Network

License-aware routing

Route each request to a specialist with the right license and service skill.

Clear task tracking in progress done owner See who owns each task, where it stands, and when it's done — live.
COVU OS

Clear task tracking

See who owns the work, where it stands, and when it is completed.

Repeatable checklists SOP · applied everywhere Team A Team B Team C Turn how you want work handled into a consistent workflow your team follows every time.
COVU OS

Repeatable checklists

Turn the way you want work handled into a consistent workflow your team can follow.

Escalation and QA ! flagged QA Exceptions are caught early and logged with an audit trail when a task needs you.
COVU OS

Escalation and QA

Catch exceptions early and keep an audit trail when a task needs your attention.

See the whole stack See how Connect, COVU OS, VERO, and the Service Network work together.
Proof

Across the agencies we operate:

↓20%

Lower cost per task

About $4.80, from ~$6.00.

↓16%

Faster handle time

Median 3.8 min.

8

Live integrations

Works in your system.

Licensed in all 50 states
Why it fits

Simple to start. Yours to keep.

✓
Start small

Begin with one workflow like COIs.

✓
Pay for work, not a seat

No long commitment.

✓
Your staff stays the default

COVU is extra capacity and a system underneath.

Where to start

Pick a workflow, keep the whole system.

Start with one thing that's slipping, or take the whole stack. Book a demo and we'll map it to your book.

Book a demo