Product · OS · Control plane

Decompose, route, and measure every piece of service work.

OS turns every request into structured tasks, routes them by license and skill, enforces your SOPs, and measures what each one costs.

On top of your AMS. Audit trail on every action.

The problem

Service is the last part of your agency you can't measure.

You know your revenue, your pipeline, your loss ratios. But the work that eats most of your team's day runs on gut — no cost per task, no enforced standard, no way to see or shape it.

Your agency, at a glance

Measured
What you can see
Revenue$4.2M
New-business pipeline$840K
Loss ratio61%
Retention91%
Service — where the hours go
Cost per service taskno data ?
Cost to produce a COIunknown ?
SOP adherenceuntracked ?
Who's at capacity right nowunknown ?
Every line but one has a number. Service — most of your team's day — is the black box.

No price on the work

You know total payroll — not what a COI or a renewal actually costs. So you can't find the expensive workflows or price service to profit.

Work goes to whoever, not whoever's right

Requests land on the account owner regardless of skill or license. Your best people do $12 tasks; licensed work lands on unlicensed desks.

The standard lives in people's heads

SOPs are a doc nobody follows. Every rep works their own way, quality drifts, and rolling out a change takes quarters.

You can't improve what you can't measure

With no cost, time, or quality per task, you can't tell if a change helped, spot the bottleneck, or A/B a workflow.

The knock-on So every bit of growth means more headcount, not more margin.

Inside OS

Everything the control plane does.

One system that captures every request, breaks it into tasks, routes each by license and skill, enforces your SOPs, and measures what it costs.

OS

Control Plane
12 features
Inbound capture
Every request and call lands as structured, workable tasks — nothing lives in an inbox.

Inbound Capture

Every request and call captured as structured work.

AI triage
AI Playbook A Playbook B noise
Classifies every inbound item, routes it to the right playbook, and filters out the noise.

AI Triage

Classifies inbound, routes to the right playbook, filters noise.

Work decomposition
request1 COI 1Verify submission 2Check coverage 3Confirm limits 4Draft certificate 5Review & approve 6Issue & send
Breaks each request into ordered tasks — a single COI quietly runs as six.

Work Decomposition

Breaks each request into ordered tasks. A COI runs as 6.

Smart assignment
task license skill
Routes each task to the right person by license, skill, eligibility, capacity and cost.

Smart Assignment

Routes each task by license, skill, eligibility, capacity, and cost.

Playbooks & SOP enforcement
SOP · applied everywhere Entity AEntity BEntity C
Standardize workflows once and enforce them across every entity — same steps, every time.

Playbooks & SOP Enforcement

Standardize workflows and enforce them across entities.

A/B workflow testing
SOP A SOP B
Run two versions of an SOP side by side, measure both, and keep the winner.

A/B Workflow Testing Soon

Run two versions of an SOP side by side. Keep the winner.

Operations simulator
historicforecast
Replays any date from historic data, then projects forward to plan resourcing and forecast.

Operations Simulator Soon

Simulate any date from historic data. Plan resourcing and forecast.

COI generator
Generate CERTIFICATE
Generate certificates of insurance in a few clicks — accurate, on-brand, instant.

COI Generator

Generate certificates of insurance in a few clicks.

Live ops & dashboards
cost / task throughput queue depth 128
A manager view of cost-per-task, throughput and queue depth — updated live.

Live Ops & Dashboards

Manager view, cost-per-task, throughput, queue depth.

Live visibility & monitor
working working stalled
Real-time view of who's working what, where queues build, and where work stalls.

Live Visibility & Monitor

Real-time view of who’s working what, where queues build, and where work stalls.

Bulk actions & routing
reroute
Reassign, reprioritize, or reroute many tasks at once — no one-by-one triage.

Bulk Actions & Routing

Reassign, reprioritize, or reroute multiple tasks at once, without one-by-one triage.

Unified communications
Phone Email Web One task list
Phone, email and web all captured and surfaced as workable tasks in one place.

Unified Communications

Phone, email, and web captured and surfaced as workable tasks, all in one place.

Proof

The numbers move the same direction.

Across the agencies we operate, the same book and the same team produce measurably better results.

Verified customer result

Margin transformed in a year.

S&G Mitchell. Same book, same team, 12 months on COVU.

17.9% 60%+ EBITDA
Before, 17.9%After, 60%+
20%

Cost per task

About $4.80, down from ~$6.00.

16%

Handle time

Median 3.8 minutes.

20%

Escalations

Falling every week.

98%

Triage success

Classified in under 10 seconds.

Operating metrics measured across agencies running on COVU OS. Directional where noted.

Why it's different

Easy to start. Easy to use.

Works on top of your AMS

Runs over AMS360, Applied Epic, and 6 more. No rip-and-replace — your AMS stays the system of record.

Start small

Begin with a small piece of your operation, prove it out, then scale up as you go. No big rollout, no long commitment.

Fast onboarding

Connect your AMS and you're live quickly. We handle the heavy lifting, so it's almost no work for your team.

Intuitive experience

Clean, familiar, and easy to pick up. Your team is productive from day one — no extra training required.

÷ 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

The AMS stores the record. COVU OS runs the work: it decomposes requests into tasks, routes them, enforces SOPs, and measures cost. It also gives teams one place to communicate with customers and external stakeholders while handling day-to-day service tasks.

COVU OS turns requests into ordered steps using agency instructions, best practices, and patterns from insurance transactions. A COI often runs as 6 standardized tasks, but depending on the agency and its SOPs, it may run as 7 or 8.

Tasks are routed by license, skill, eligibility, and capacity.

COVU OS tracks live ops, dashboards, reports, throughput, queue depth, cost per task, handle time, and audit history.

Book a call

Experience the Future of P&C Operations

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