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What happens next

Next steps and what to expect

You’re all set. Here’s exactly how things move from here.

1

Confirmation

Check your inbox for the confirmation email — it has all the details, and if you booked a call, the calendar invite is right there to add.

2

Explore

While you wait, dive into our guides, case studies, and helpful tips to see how agencies like yours run on COVU.

3

Meeting day

Nothing to prepare. We’ll simply chat about your agency and walk you through a live demo of COVU.

While you wait

Some useful materials

A measured result and a few guides on how COVU runs agency work.

Task-native insurance operations
Blog

Task-native insurance operations

How agencies turn messy service work into measurable, routable tasks — the foundation everything else runs on.

Read the article
How S&G Mitchell rebuilt its margins on COVU
Case Study

How S&G Mitchell rebuilt its margins

A family-owned agency moved its back-office onto COVU and turned a thin-margin book into a high-performing one in a year.

Read the case study
Insurance agency growth strategies
Free Tool

Insurance agency growth strategies

Practical plays to grow premium, lift retention, and cross-sell — plus a quick way to see where you stand today.

Explore the tool
The COVU Blog

Guides, playbooks, and field notes for modern agencies.

Fresh thinking on operations, AI, and growth — new pieces on how the best P&C agencies run, published every week.

Explore the blog
The Big Picture

How COVU changes the economics of running an agency

A measured look at the new operating layer for insurance distribution — task optimization and AI, working together.

Watch: how COVU changes the economics of running an agency
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 →
Does COVU replace my AMS?+
No. COVU runs on top, with two-way integration. Your AMS stays the system of record, and COVU makes the work in it usable, routable, and measurable.
Does my team get replaced?+
No. COVU takes the low-value, repeatable work off your best people so they can spend time selling and advising. Your team keeps the client relationships.
Is everything auditable?+
Yes. Every task carries a full audit trail, so you can see who did what, when, at what cost, and against which SLA.
Who actually does the work?+
A mix of U.S.-based licensed agents, vetted servicing capacity, and AI, routed by license and skill. You pay per task, only when it is complete.
You’re all set

We can’t wait to
meet you.

Keep an eye on your inbox for the details. Have a question before then? Just reply to your confirmation email and our team will jump in.

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