Covrabl
Covrabl
COVRABL
For insurance agencies

Insurance relationships shouldn't disappear between renewals.

Covrabl uses AI to help clients understand their coverage and agents spot what's worth their time — between every renewal.

Sits on top of your AMS and CRM. Doesn't replace them.

$59/mo per agent · founding partner pricing · locks for 12 months
Invited by your agent? See how it works →
This Week
4 clients to reach out to
Mon, May 11
⏰
Sarah Westlake
Auto renewal · Allstate · 21 days out · premium up 12%
Open
📄
Robert Thompson
Uploaded new umbrella declarations — needs review
Open
👁
Elena Rodriguez
Viewed her shared renewal review · ready to discuss
Open
💬
Marcus Williams
No interaction in 127 days · still active book
Open
What to talk to your book about this week — generated from real activity, not guesswork.
What Covrabl does

Two things, done well.

Identify the conversation worth having. Make that conversation beautiful.

Pillar 1

Identify the conversation worth having

The right client. The right reason. The right week.

  • —This Week feed surfaces renewals coming up, documents your clients just uploaded, share-link views, and clients who've gone quiet
  • —No scoring, no judgment — every row is a signal; you decide what to do with it
  • —Built from real activity in your book — not predictions, not models
Pillar 2

Have the conversation well

Show your work. Make it shareable. Make it land.

  • —Coverage Reviews — side-by-side year-over-year comparisons for renewal conversations
  • —Quote Comparisons — incumbent-vs-quote layouts with structured differences
  • —Shareable summaries — your client opens a clean read-only page; no login, no app to download
How it fits with your stack
Your AMS stores the policies.
Your CRM stores the tasks.
Covrabl tells you what to talk about this week.
AMS
CRM
Covrabl
Stores policies
✓
reads, not stores
Tracks tasks & pipelines
✓
Surfaces policy changes year-over-year
✓
Tells you which client to call this week
✓
Lets clients see their own coverage
✓
Generates shareable renewal reviews
✓

AMS and CRM are systems of record. Covrabl is a system of engagement that sits on top of them — additive, not replacement.

What we won't build.

No carrier marketplace. No selling your data. No marketing to your clients. No becoming an AMS.

These are written commitments, dated and signed.

Read the full version →
The same page — literally

Coverage Reviews are a workspace, not a PDF.

You prep it in Covrabl. Your client opens it from the share link. Both of you are looking at the same view — with your notes, the year-over-year changes, and context Covrabl adds quietly underneath.

Coverage Review · 2026 renewal
Sarah Westlake · Auto · Allstate
Shared with Sarah
Last year
Renewal
Bodily injury liability
$300K
$500K ↑
Deductible
$500
$1,000 ↑
Annual premium
$1,840
$2,065 ↑
MJ
Mike Johnson · your agent
Premium is up but you're getting a real bump in liability — worth discussing on our Tuesday call. I've put a 30-min hold on your calendar.
✨
Context from Covrabl
Liability now exceeds the recommended minimum for your household. Deductible doubled — out-of-pocket on a claim has changed. Worth confirming with Mike.
Sarah viewed this 2x · last opened 14 minutes agoAppears in This Week →

Your client sees what you wrote. You see when they engaged. Covrabl adds context, never advice — the agent stays the authority.

For your book

This is what your book sees.

A clean, branded view of every policy you've shared with them. No ads. No quote spam. No “we noticed you might also be interested in life insurance.” Just their coverage — organized, current, theirs to reference any time.

  • ✓Branded as your agency, not Covrabl
  • ✓No data sold, no marketing emails — not now, not ever
  • ✓Renewal reviews and quote comparisons land here too — they see the conversation prep before the call
Your Coverage
3 policies on file
Branded: Westlake Insurance Agency
Allstate Auto
Renews Oct 3, 2026
$1,980/yr
Allstate Home
Renews Oct 3, 2026
$2,900/yr
Allstate Umbrella
Renews Oct 3, 2026
$480/yr
Agency trust infrastructure

Built for the trust your book has in you.

When you invite your clients into Covrabl, you're extending your agency's reputation. We treat that as the responsibility it is.

No data sold. Ever.
We make money from agencies, not advertisers or lead aggregators.
No carrier marketplace.
Covrabl will never quote against your business or resell client data to lead networks.
Encrypted, audited access.
AES-256 at rest. Audit log on every account. Data export on demand.

See our Privacy and Subprocessors pages for specifics.

Pricing

Founding partner pricing — locked for 12 months.

No platform fee. No per-client charges.

Founding partner
$59/mo per agent
Locks for 12 months
  • ✓Every feature — unlimited clients
  • ✓Coverage Reviews (renewal + quote)
  • ✓This Week outreach feed
  • ✓Branded client portal
  • ✓Audit log + data export
  • ✓Email support
Add-ons
White-label
+$500 one-time setup
Your logo, your colors, your domain on the client-facing portal. Your clients never see a Covrabl brand.
More than 5 agents?
Larger agencies get tiered pricing and dedicated onboarding. Let's talk.

Frequently asked questions

Stop guessing which client to call.
Start knowing.

Book a 15-minute demo and we'll walk you through a real book in Covrabl. Founding partner pricing locks for 12 months.

No data sold. Ever. Your clients see only their coverage.