Product · Connect · Data Plane

One clean, trusted record from your book.

Connect pulls from your AMS, dedupes your accounts and policies, and feeds one trusted record to the whole stack. It handles multiple systems when you have them.

Live across 8 integrations in production. On top of your AMS, not instead of it.

AMSPolicies & accounts
CRMContacts & pipeline
CarriersDownloads & feeds
Agent activityTasks & notes
Emails & callsConversations
COVUDATA PLANE
Golden record
Active
Deduped · validated · structured
One trusted record
COVU modules — always running
Ingest Dedup Validate Enrich Monitor

The problem

Your data doesn't agree with itself. And you can't trust it.

Your book lives across your AMS, carrier portals, and email — and they rarely agree. Everything downstream inherits the mess.

Out of sync with the carrier4 mismatches

Your AMS says one thing. The carrier says another.

The same policy in your AMS and in the carrier portal. Status, premium, and endorsements don't match — and your team is working off the AMS.

FieldYour AMSCarrier portal
StatusActiveCancelled — coverage lapsed
Premium$1,410$2,560 · +$1,150 higher
Last endorsementNone on fileFiled 03/18 — never hit the AMS
Effective date01/12/202602/12/2026 — off by a month
?Which record does your team quote, bill, and service on today?

Marks fields where the carrier and your AMS disagree. Multiply this by every policy in your book.

Counted more than onceDuplicates

One carrier, counted as four.

Four spellings of the same carrier, so your reports split its premium four ways and your true volume disappears.

HGThe Hartford$412K
HGHartford Fire Ins Co$204K
HGHartford P&C$118K
HGHARTFORD$72K
$806Kin real volume with one carrier, hidden across four mismatched names.
The knock-on effect

Nothing downstream can run.

AI AssistBlocked · dirty data
Smart RoutingBlocked · dirty data
ReportingBlocked · dirty data
This is the layer Connect resolves before anything else runs. See how Connect fixes it

Inside Connect

Everything the data plane does.

One layer that ingests every source, resolves every identity, settles every conflict, and keeps a clean, replayable record of your whole book.

Connect

Data Plane
6 features
Source ingestion
AMS Carrier Email Phone
Every source lands in one Connect record — 8 live integrations plus carrier, email and phone feeds.

Source Ingestion

8 live integrations, plus carrier feeds, email, and phone.

Identity resolution
Duplicates across systems collapse into one golden record per account and policy.

Identity Resolution

A golden record per account and policy, deduped and matched across systems.

Policy journal
09:04:12 11:22:47 14:58:03 now · locked
Every change appends a new line — an immutable, replayable record with actor and timestamp.

Policy Journal

An immutable, replayable record of every policy change.

Conflict resolution
AMS A $1,250 AMS B $1,200 RULE $1,250
When systems disagree, deterministic rules settle it — the same winner every time.

Conflict Resolution

Deterministic rules settle disagreements across AMSs.

Data services
clean
Clean-up, onboarding, book transfer and multi-AMS consolidation — handled for you.

Data Services

Clean-up, onboarding, book transfer, multi-AMS consolidation.

Multi-agency IVANS
Carrier Agency auto · no manual entry
A direct carrier-to-agency feed via IVANS — policies and endorsements flow in automatically.

Multi-agency IVANS Connection

Direct carrier-to-agency data feed via IVANS. Policies and endorsements flow in without manual entry.

Proof · Verified

Verified on real P&C books, across the nation.

Connect is not a concept. It runs live today on the systems agencies already use, at real scale.

Reconciled
0

Policies reconciled

Into one trusted book — 4.6M+ records including customers and contacts.

Deduped
0

Of raw records deduped into golden records

780,000 records resolved into 333,000 real customers — 2,800+ duplicates found and fixed in a typical small-to-mid agency.

Live
0

Live integrations

In production, syncing books in both directions.

Resolved
0

Of the time, systems disagreed on the carrier — settled

When the same policy lives in two systems, Connect resolves who the carrier really is — and flags every missing email and phone on the way.

Why it's different

A source of truth that stays true.

On top of every AMS

Consolidates across the systems you already run. Nothing to rip out or migrate.

One golden record

Duplicates matched and fields reconciled — one identity per account and policy.

Stays clean over time

Not a one-time cleanup that drifts back. Connect reconciles continuously as new data flows in.

You're on Connect · The Data Plane

Here's what runs on it.

Connect resolves your whole book into one trusted record. Every layer above runs on that clean data — use any part on its own, and add the rest as you grow.

Work
Layer 2 · Control Plane

COVU OS

Service work broken into tasks, routed by license, and costed end to end.

Explore COVU OS
Layer 3 · Execution

Service Capacity

Licensed people and AI do the work, on demand and under your brand.

Explore Service Capacity
Connect COVU OS Network
AI Across Every Layer

VERO

AI woven through the whole stack — not bolted onto one part. VERO makes every module smarter.

Meet VERO
The Surface

BEX

The COVU browser extension. Turn any email into a structured request without leaving your inbox.

See BEX
The whole stack

Explore the COVU Stack

See how Connect, COVU OS, Service Capacity, VERO & BEX fit together as one operating stack.

Explore COVU Stack

÷ FAQ

Questions operators ask.

How COVU fits with your AMS, your team, and your compliance, answered straight.

Still have questions?

Our team can walk you through how COVU runs on top of your stack, without data or workflow risk.

Book a demo

COVU Connect has 8 AMS integrations live, including Applied Epic, AMS360, NowCerts, Sagitta, QQCatalyst, EZLynx, and more.

Connect uses identity resolution, conflict resolution, and a policy journal to create one trusted record across systems.

Deterministic rules resolve disagreements, and the policy journal keeps a replayable record of changes.

Setup depends on the systems and book complexity. COVU starts by connecting the key data needed for the first workflow.

Book a Call

Experience the Future of
P&C Operations

Book a Call
Back to top