Covr expertly guides and advises you and your customers throughout the buying process. No calls required. No hassles.
Your customers can purchase insurance in just minutes.
The Covr platform supports the customer life insurance cycle from needs analysis to policy delivery.
Market neutrality ensures choice and access to products you and your customers want.
Additional Ways for Your Business to Succeed
Even a digital solution needs the human touch at times. That’s why Covr’s digital life insurance platform is a full-service insurance-services and brokerage business. A knowledgeable team stands by to assist in:
- Sales support
- Dedicated customer support
- Case management
- Learning and training
Covr recognizes that a comprehensive financial plan must include protection planning. Through Covr’s financial planning solution, institutions can seamlessly integrate data and insights from a client plan with an insurance transaction. Covr’s partnership with market-leader MoneyGuidePro is one example of this integration–a digital solution that allows advisors and their clients execute on the plan’s insurance recommendation in just a few clicks.
Through Covr Policy Insights, we provide your financial institution a comprehensive view of your in-force policies, including key notifications that will allow you to actively identify sales opportunities or specific risks within your insurance book of business. Using sophisticated analytics, Policy Insights continuously monitors across your in-force book of business to identify upcoming policy events such as:
- End of level or conversion periods
- New premiums
- Changes in policy details or changes in beneficiaries
Digital Insurance Platform
Covr Advantages. Simple to See.
Marketing, products, customer support, processing transactions, and more, are fully automated in the Covr life insurance technology platform.
LIFE INSURANCE EXPERTISE
Covr technology captures and delivers industry knowledge and product information for the benefit of our financial partners and their customers.
Digital has revolutionized and simplified everything from music to shopping. And, now, through Covr, life insurance.