SMA Insurance — Joshua Borders' producer-led model
22 additional bound policies/month, +$8,800 in new monthly commission, time-to-first-quote cut from over two hours to under 90 seconds.
Read the case study →Real results from real agencies running Coverly's autonomous AI agent.
Case studies
Selected agencies running Coverly in production. Each card links to the full story — the embed widget, the carriers, the lift, and what changed for the producer team.
22 additional bound policies/month, +$8,800 in new monthly commission, time-to-first-quote cut from over two hours to under 90 seconds.
Read the case study →22 downline producers onboarded, time-to-first-quote cut from over two hours to under 90 seconds, and 28% MGA-override attribution lift across the partner panel over a six-month pilot.
Read the case study →14 lead sources unified under one intake, admin headcount reallocated to producer support, and source-level attribution driving the next quarter's spend.
Details publishing in 60 daysHow it works
Prospect fills your form, clicks your Facebook ad, or submits through your carrier portal. Coverly captures it instantly — no manual intervention.
Coverly's qualification agent scores every lead (hot/warm/cold) and enriches it with vehicle data, coverage needs, and urgency signals — in real time.
Instantly generates quotes from your carrier panel. Live carrier APIs pull real rates; simulated quotes fill gaps — all in under 90 seconds.
Each lead enters a personalized email/text nurture track based on their tier. Hot leads get rapid follow-up; cold leads get monthly check-ins.
Warm leads land in your producer's inbox with full context — quote history, AI summary, and email thread started. Your team closes. Coverly does the rest.
Book a 30-minute demo or talk to the team about your agency.