Autonomous AI for independent agencies
Coverly deploys AI agents that monitor client portfolios, auto-renew policies, track claims, and reach out proactively — 24/7, without you touching it.
The Problem
Policy expirations are tracked in spreadsheets and sticky notes. Agents miss deadlines, clients lapse, commissions vanish.
Agencies only hear from clients when something goes wrong. No proactive touch-points, no engagement, no relationship depth.
Once a claim opens, status updates are sporadic. Agents can't track every claim manually — so clients feel abandoned.
A 5-person agency might manage 800+ policies. No one has the bandwidth to be proactive with all of them.
"We're a small agency. We know our clients by name. But I can't be on top of 400 renewals at once."
— Independent agency owner, LouisianaThe Agent
Coverly agents don't live in a dashboard. They work. They monitor. They act. They send emails, flag issues, draft reports, and surface the things that need your attention — not the things that don't.
Client portfolios, policy dates, claim statuses — 24/7.
What needs attention, what's on track, what's at risk.
Sends emails, updates records, flags you only when it matters.
What It Does
Tracks every policy expiration date. 60, 30, and 7 days out, the agent drafts and sends renewal outreach — personalized to each client, automatically. No lapses.
Monitors open claims and sends status updates to clients proactively. If a claim stalls, it flags the agent for review and escalation.
Runs quarterly check-ins across your entire book. Gathers updated info, identifies coverage gaps, surfaces upsell opportunities — without you lifting a finger.
A living dashboard of every client's health score — based on policy status, claims activity, renewal risk, and engagement. You see where to focus.
The Shift
"We used to lose 12-15 policies a year just from missing renewal dates. That's six figures in lapsed commissions. Coverly fixed that in the first month."
"Our clients now think we have a dedicated account manager calling them every quarter. We do — it's an AI. And clients love it."
"I finally have visibility into every open claim. Clients stopped calling me asking for updates because the updates come to them automatically."
Coverly is built for the independent agency that wants to operate at the level of a national broker — without the headcount. Your book deserves an agent working it around the clock.
No dashboard to open. No tasks to assign. Just a workforce running your book the way you'd run it if you had the time.