WHY DO AGENCIES TRUST COVU?
Everything You Need—Strategy, Tools & Resources—to Grow Your Book Faster and More Efficiently.
Increased Profit Margins
Lock in your expenses as you grow and scale with better profit margins.
Higher Client Retention
Attain an increase in retention with proactive servicing.
Scale Up Your Operations
Technology, Talented Staff, Book management and more to help you scale.
Tech-Driven Results
AI workflows, data cleanup, and analytics that directly power growth.
Get Your Time Back
We take over the administrative and day to day tasks so you can focus on revenue generating activities.
WHY DO AGENCIES TRUST COVU?
We Modernize Outsourcing for our Agency Partners- That’s Why.
Cut Operational Costs
Agencies often see expenses drop from ~50% to as low as ~30%.
Get Your Time Back
Hours spent on servicing can shrink to minutes a day, freeing you for higher-level strategy.
Boost Customer Satisfaction
Raise CSAT and NPS with prompt, knowledgeable support.
No Staffing Headaches
We maintain a talent pool of licensed P&C agents & trained Insurance VAs under our management to service your book as per need.
Competitive Advantage
Access advanced AI, data analysis, and engagement tools that keep you ahead of industry shifts.
OUR SOLUTIONS
BOOK MANAGEMENT & SERVICING
More Time for Sales, Less on Operations
Rely on COVU’s dedicated team of U.S. based licensed agents to service your operations and free up your bandwidth for selling, not chasing paperwork.
We handle policy renewals, endorsements, billing inquiries, document requests, and more—ensuring your current clients get fast, accurate service.
Policy renewals and non-premium-bearing changes (endorsements, amendments)
Billing inquiries, payment processing, and carrier communications
COIs & Policy Document ProcessingCancellation notices
Our team proactively reviews existing policies to uncover gaps, deliver timely quotes, and boost revenue per account.
Cross-sell and upsell campaigns (auto, home, commercial, etc.)
Reshop/remarket at renewal for optimal pricing
AOR/BOR assistance and policy rewrites
Full operational support needed for your new business activities
End-to-end quoting, binding, and onboarding new business
Policyholder services and retention campaigns post-sale
Full integration into your AMS, telephony, and CRM
OUR SOLUTIONS
REVENUE GROWTH
Amplify Revenue from Your Current Clients
Leverage COVU’s tailored strategies, technology and expertise to unlock more revenue streams from your current customers.
We identify better coverage or carrier options for clients, lowering premium churn and raising client loyalty.
Automated, data-driven outreach to current clients significantly lifts per-customer revenue.
Transparent analytics let you see the direct impact of each revenue initiative.
AI
Automate Ops with AI, Focus on High-Value Deals
Case Summary Through AI
Our AI technology simplifies managing omnichannel interactions—phone, SMS, and email—by quickly summarizing key details.
Case Distribution Through AI
Our AI technology manages case assignments across channels by summarizing and routing each case based on urgency and complexity.
AI Handling Customer Calls
Our AI is there 24/7 for your customer queries so they get assigned to the right person for timely delivery.
OUR SOLUTIONS
OUR SOLUTIONS
GROWTH ADVISORY & ACCQUISITIONS
Grow and Acquire with Expert Guidance
Partner with COVU’s seasoned experts to expand your agency's footprint smartly.
Detailed action plans for boosting valuation, addressing compliance, and preparing staff for transition.
Get an honest assessment of your agency’s worth—plus connections to funding resources if you plan to expand before you sell.
Smooth transitions for staff, data, and clients post-acquisition.
TESTIMONIALS
Some Agency Partners Seeing Real Growth
Alex M.
Agency Owner
"COVU's unique capabilities have enabled us to not just navigate, but flourish, in the fluctuating landscape of the insurance industry. Unlike any other platform, it brings to light uncharted avenues of opportunities and automates outcomes, fulfilling promises that were merely stipulated by our previous tech investments. We are not merely a part of a network; we are engaged in a revolutionary partnership that all agencies striving for unparalleled opportunities should consider."
COVU'S RESOURCES
Resources to Start Transforming Your Agency
OUR SOLUTIONS
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WEBINAR
How To Not Let Your Agency Run You
Tasos Chatzimichailidis and William Malone discuss about maintaining the human touch in a digital world, how can small... [Watch Video]
PODCAST
COVU's CEO Ali Safavi, interviews Tasos Chatzimichailidis COVU's CIE. They had a great talk about risk... [Watch Video]