Features & Quick Stats
Key Features
Concretely, our AI agents handle:
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Document collection
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Navigate carrier portals
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Compare quotes
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Generate proposals and sync everything back to the AMS with a human validating before anything goes out
Core Business
How Covera Helps Independent Agents & Brokers
Covera helps P&C brokers automate manual work, especially around intake and quoting, so your team moves faster, responds to clients first, and wins more business while improving margin per headcount.
Its AI agents handle document collection, navigate carrier portals, compare quotes, generate proposals and sync everything back to the AMS, with a human validating before anything goes out. Your producers and CSRs stay in control and spend their time on clients instead of paperwork.
AI Capabilities
Covera uses AI to take the manual work off a broker's plate. Its agents read incoming documents, build a complete risk profile, fill out carrier portals, compare quotes and draft proposals and client emails, so your team spends its time advising clients instead of on data entry. Every field is traceable to the source document it came from, so the AI never invents policy data, and no action is autonomous: a human validates and sends every output.
On the technical side, our agents run on Anthropic's Claude models through their enterprise API, under commercial terms where your data is never used to train any AI model. All customer data is hosted in the United States (U.S. East, on AWS and Google Cloud infrastructure), with TLS 1.2+ in transit and AES-256 at rest, per-tenant data isolation, MFA and role-based access. This is backed by an executed Data Processing Addendum, an Information Security Addendum and a published sub-processor list, aligned with CCPA, GLBA and the NAIC insurance data-security standard.
Certifications & Awards
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Important company certifications: In process for SOC 2
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Relevant industry awards or distinctions: Joining Y Combinator (YC F26)