Operational Visibility & Control

See every task, what it costs, and who's carrying the floor.

COVU turns every request into a measured task, so you can finally see your service operation and standardize how it runs.

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

Operating Record

Years of experience running P&C books at scale.

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Agencies operated
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Premium managed
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AMS integrations live
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Customer transactions

The problem

You’re running service blind.

No unified reporting

Your AMS reports on the book, your CRM on activity, and staff costs sit in your P&L as one lump sum, but nothing connects them. So a basic question, like what a single COI actually costs to produce, has no answer.

SOPs you can’t enforce

Everyone works their own way. Standardizing means writing an SOP, then training everyone, and full adoption can take quarters, if it ever fully lands.

Managers with no levers

Ops managers get little visibility and even less control, no real way to enforce how the work runs day to day.

How It Works

Make the work visible, then make it consistent

Six moves take your service operation from blind to in control.

The Loop
Every request, one loop
Hover any stage to see what it does — and a real example from the floor.
1

Capture

2

Decompose

3

Measure

4

See

5

Experiment

6

Standardize

SOP Control & Testing

SOPs you can actually
enforce, and test.

Every workflow becomes a playbook: the exact steps, in order. Work runs down the playbook, so the standard is followed by default, and you see where it isn't.

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Playbook · Certificate of Insurance
6 tasks

SOP enforced, top to bottom

Verify requesting party0:32
Pull policy & coverage0:41
Confirm holder requirements0:48
Generate certificate0:36
Compliance review0:52
Issue & log to AMS0:29
New-customer onboardingup to 16 tasks

Turn SOPs into playbooks

Every workflow becomes a playbook: the exact steps, in order. A COI runs as 6 tasks. New-customer onboarding runs up to 16.

Enforce and verify

Work runs down the playbook, so the standard is followed by default, and you see where it isn't.

Test what works

Run two versions of an SOP side by side. Keep the one that wins on cost, speed, and quality.

Proof

What changes across your operation

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Lower cost per task

About $4.80 per task, down from roughly $6.00.

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Faster handle time

Median 3.8 min per task, down from 4.5.

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Fewer stuck tasks

Escalations falling every week since launch.

Why it's low-risk

Easy to start. Easy to trust.

No rip-and-replace

Runs on top of your AMS, which stays the system of record. Nothing to migrate.

Start with one workflow

Turn it on for a single service type, prove it out, then expand across the operation.

Audit trail on everything

Every action logged, human or AI, with actor, timestamp, and reason.

E&O protection, built in

A defensible, checkable record for quality and compliance if a question ever comes up.

What powers it

See every task, and control every workflow.

The pieces agencies lean on most for visibility and control — pulled from across the stack, not just one module.

OS

Cost & Performance Dashboards

See cost per task, throughput, and live queue depth across the whole book.

$0.42 1.8s

Cost and speed per task, in plain view.

OS

Live Visibility & Monitor

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

LIVE 64% 81% 94%

Queues, capacity, and stalls — live.

Connect

Identity Resolution

A golden record per account and policy, deduped and matched across systems — so the numbers are trustworthy.

Many records in, one golden record out.

Service Network

License-aware Routing + QA

The right work to the right resource, with an audit trail on every handoff.

Right work, right resource, audit-logged.

Vero

Data Triage & Cleanup

Triages and cleans data as it flows in, so every record behind your dashboards stays usable.

Sorted and cleaned before it hits your numbers.

BEX

Workflow Analytics

Captures staff behavior and workflow efficiency as agents work in the browser.

Staff behavior and efficiency, captured in-browser.

See the full feature list 40+ features across 5 modules of the 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.

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What can leaders see in COVU that they cannot see in the AMS?+
COVU shows each service task, who owns it, what it costs, how fast it moves, and where work is at risk. Some AMSs track activities, but they often do not provide the granular, useful operational visibility leaders need.
How are tasks, costs, SLA status, and ownership tracked?+
COVU OS turns requests into structured tasks, then tracks cost, speed, quality, compliance, ownership, and queue depth.
Can managers drill into offices, teams, carriers, and work types?+
Yes. COVU OS provides deep visibility into operations and agent activity across every office, every agent, and every hour of the day.
How does visibility turn into action, not just dashboards?+
COVU turns SOPs into playbooks, enforces the steps, and lets teams test workflow changes against cost, speed, and quality. You can also A/B test different SOPs and processes to see which version is clearer, faster, and more cost efficient.
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P&C Operations

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