For scaling agencies

Professionalize your service operation as you grow.

Smart people running different versions of the same workflow, held together by tribal knowledge. COVU gives you visibility, standardized workflows, and capacity, so growth doesn't break service.

Built on 50,000+ P&C transactions across the nation.

Book a demo See how it works →
Smart routingMatched
Renewal review
AM teamCOVU OSVERO
Team at a scaling insurance agency
Scaling agency team
Renewal: standardized SOPEnforced
✓
Pull loss runs & re-shopAuto-assigned by skill and license
COVU OS
✓
Coverage review vs. checklistSame standard across producers
AM team
3
Client-ready renewal summaryIn progress with tracked cost
VERO assist
Queue healthToday
Backlog24
In progress18
Within SLA92%
The problem

Growth is straining how you run service.

The team is getting bigger, but the operating system is still living in people, habits, and inboxes.

Every person runs the workflow a little differently.

No visibility into who's doing what, or what it costs.

Your best people are buried in back-office work instead of selling.

The operating model

Turn growth into a repeatable service cadence.

COVU gives scaling agencies a visible, measured way to run service work before complexity hardens into chaos.

See the building blocks →
One service floorLive operating rhythm
01
Decompose the work

Break renewals, certificates, endorsements, and servicing into trackable tasks.

02
Route by skill and capacity

Send each task to the right licensed person, internal team, or COVU Service Network.

03
Measure the floor

See volume, cost, handle time, backlog, and capacity before they become management surprises.

04
Improve every cycle

Standardized work creates the foundation for automation and AI to compound later.

↓20% cost per task ↓16% handle time 50k+ operating proof points
How COVU helps

A standard way to run, with room to grow.

Start with the part of service that hurts most, then grow into the full operating stack.

Operational visibility and control
Control

Operational Visibility & Control

See every task and standardize how the work runs.

Explore control →
Free up your best people
Focus

Free Up Your Best People

Get producers and AMs back on selling and advising.

Explore focus →
Extra servicing capacity
Capacity

Extra Servicing Capacity

Absorb spikes without adding a hire to carry.

Explore capacity →
AI enablement for standardized insurance operations
Enablement

AI Enablement

Deploy AI on measured workflows so every improvement can compound.

Explore AI →
Built for scaling agencies

The capabilities that matter as your team grows.

Standardize the work before growth multiplies the exceptions, handoffs, and hidden service costs.

Standardized workflows SOP · applied everywhere AM 1 AM 2 AM 3 Give producers and AMs one consistent way to run renewals and repeatable work.
COVU OS

Standardized workflows

Give producers and AMs one consistent way to run renewals and repeatable service tasks.

Skill-aware routing task license skill Send each task to the right person, specialist, or COVU team automatically.
COVU OS

Skill-aware routing

Direct work to the right internal person, licensed specialist, or COVU service team.

Cost and capacity visibility cost / task throughput queue depth 128 Track backlog, handle time, and cost per task from one operating view.
COVU OS

Cost and capacity visibility

Track backlog, handle time, task cost, and available capacity from one operating view.

Task-level audit trails 09:14 09:22 approved Every action, handoff, approval, and escalation is traceable across the team.
COVU OS

Task-level audit trails

See every action, handoff, approval, exception, and escalation across the team.

AI-assisted renewal prep AI VERO drafts summaries and prep work from standardized agency data.
VERO

AI-assisted renewal prep

Create summaries and supporting work from standardized agency data and workflows.

Flexible service capacity your team + COVU capacity Absorb seasonal spikes without adding a permanent hire for every increase.
Service Network

Flexible service capacity

Absorb seasonal spikes and growth without adding a permanent hire for every increase.

See the whole stack See how Connect, COVU OS, VERO, and the Service Network work together.
Proof
17.9% → 60%+ EBITDA
Same book. Different operating model.

S&G Mitchell did not change their book or their clients. They changed the way service work ran. In 12 months, EBITDA moved from 17.9% to 60%+.

Flagship case study 60%+

EBITDA after one year on a new operating model.

Cost per task ↓20%

Measured across the agencies we operate.

Handle time ↓16%

Less drag in repeatable service workflows.

Stack readiness 8 AMS

Integrations live across common agency management systems.

Why it fits

Standardize now, scale without the chaos.

✓
One way to run

So scaling doesn't multiply the chaos.

✓
Visibility as you add producers

See cost and capacity in real time.

✓
A foundation for AI

Measured work is what makes AI work later.

Where to start

Standardize now, scale without the chaos.

Put one operating model under your team, then grow into the rest. Book a demo and we'll map it to your book.

Book a demo