Covr Financial Technologies

Our solutions make life insurance simple for everyone

Covr Advisor

The Covr Advisor digital platform is the easy way for financial advisors to meet their clients’ life insurance needs. The co-branded dashboard allows the advisor to easily select the needed product, whether life, long-term care or disability coverage, compare products and premiums, and complete the process online in minutes. Accessible from the dashboard are innovations like the long-term care estimator, which allows advisors to see immediate, customized, side-by-side quote comparisons, and the integration with MoneyGuidePro, which helps advisors fit life insurance seamlessly into their clients’ holistic financial plans. The Covr Advisor digital insurance platform can cut weeks out of the insurance application process.

Covr Consumer

The Covr Consumer digital platform is the easy, white-label solution for banks and credit unions to sell life insurance online. Institutions simply approve which specific products they wish to sell, such as simplified issue term, fully underwritten term, or whole life insurance, and the platform integrates seamlessly into the existing website. The co-branded dashboard then allows the customer to choose the product they need and make the purchase online, directly from the financial institution they trust.

Covr Insights

Covr Insights is the easy way to manage, track and analyze your existing in-force life insurance policies. Advisors and institutions can grow their business and revenue by better addressing client needs and protecting them from unforeseen risk. Covr Insights helps prevent policy expirations and lapses, helps advisors and keep pace with clients’ life changes. Effectively manage and efficiently serve your current under-managed life insurance blocks with Covr Insights.

Would you like to know more?

Contact our team for a demo of our unique digital platforms.

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Privacy Policy and Terms of Use

Right To Deletion

Right to Deletion

Right to Deletion Disclosures

Right to Deletion Disclosure

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. If you submit a valid and verifiable request and we can confirm your identity and/or authority to make the request, we will determine if retaining the information is necessary for us or our service providers to:
°        Complete a transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform our contract with you
°        Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities;
°        Debug products to identify and repair errors that impair existing intended functionality.
°        Exercise free speech, ensure the right of another consumer to exercise their free speech rights, or exercise another right provided for by law;
°        Comply with the California Electronic Communications Privacy Act (Cal. Penal Code § 1546 et seq.);
°        Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when the information’s deletion may likely render impossible or seriously impair the research’s achievement, if you previously provided informed consent;
°        Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us;
°        Comply with a legal obligation; and/or
°        Make other internal and lawful uses of that information that are compatible with the context in which you provided it.
If none of the above retention conditions apply, we will delete your personal information from our records and direct our service providers to do the same. We explain how you may exercise this right below. Please note that deletion of your information may affect your experience accessing or using our Website or Services.

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