Covrabl
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.
Your CRM stores the tasks.
Covrabl tells you what to talk about this week.
AMS and CRM are systems of record. Covrabl is a system of engagement that sits on top of them — additive, not replacement.
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
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.