Service · Tickets
Tickets
Connect Gmail or Outlook. Real requests become tickets, the rest never reaches your team.
Northstar Health: need a COI for tomorrowops@northstarhealth.com · 9:04 AM
Automatic reply: out of officeCarrier notification · 9:05 AM
Your monthly statement is readyBilling no-reply · 9:07 AM
Re: Re: Re: policy documents (duplicate)Carrier notification · 9:11 AM
3 messages closed as noise, no action needed
Filed automatically
COI request
VERO classified
CustomerNorthstar Health
CategoryCertificate of insurance
PriorityHigh, 24h target
Routed toLicensed staff
ReasonLicense required for this category
The source email thread stays attached to the ticket, so nothing has to be
re-explained. Every action is logged with actor, timestamp, and reason.
Intake sources
Gmail, connected
Outlook, connected
Website form
Text message
Phone call
Service · Tickets · COI request
Northstar Health: COI request
You decide who does the work. Your own staff stays the default.
Assign to your team
Send to COVU
COVU Service Network
In progress
Sent
Claimed
In progress
Completed
Licensed in all 50 states
U.S. based
8+ years, commercial and personal lines
4.7 / 5 CSAT
YouStill own the ticket
Per taskPrice shown before you send
LoggedActor, time, and reason
Assigning to your own team is free. Sending a task to COVU is the only thing that costs
money, and you see the price before you send it.
Grow · Pipeline
Opportunity pipeline
New business and cross-sell on your own book, from first contact through close.
34Open opportunities
$412KEstimated premium
29%Bind ratio
11 dAvg completion time
New 3
Vertex IndustriesCommercial auto · $18K
M. OkaforHome + auto · $4.2K
Pinnacle SystemsGeneral liability
Contacted 2
Acme TruckingFleet · $61K
R. DelgadoUmbrella · $1.1K
Quoted 1
Globex RetailBOP · $27K
Policy ready 2
Lakeside DentalWorkers comp · $22K
J. WhitfieldCondo · $2.8K
Cross-sell opportunities are found on the book you already have. A quote request opens a
ticket, so selling and servicing sit in one system instead of two.
Advise · Renewals
Renewals
Expiration dates, in one list, with the reason anything is flagged printed next to it.
47Renew in 60 days
6Matched your rules
0Ranked by AI
Acme Trucking · Commercial autoRenewal date 12 Sep, 21 days out
Your rule: no contact in 90 days
Northstar Health · Workers compRenewal date 28 Sep, 37 days out
Your rule: premium up over 15%
M. Okafor · HomeownersRenewal date 04 Oct, 43 days out
No rule matched
Pinnacle Systems · General liabilityRenewal date 19 Oct, 58 days out
No rule matched
Start review on 6 renewals
Send the review work to COVU
Nothing is flagged unless a rule you wrote fired, and the rule is printed on the row.
You decide what matters. The system only reports the facts.