Case Studies

Brokers close 34% more policies with Coverly.

Real results from real agencies running Coverly's autonomous AI agent.

See the case studies → For Brokers

Case studies

Partner wins, in their own numbers.

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.

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.

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Covr Insurance — embedded quote distribution for the downline

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.

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Coming soon

A mid-market regional partner — lead-to-bound, end-to-end

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 days

From lead to bound policy — fully automated.

Step 01
📥

Lead arrives

Prospect fills your form, clicks your Facebook ad, or submits through your carrier portal. Coverly captures it instantly — no manual intervention.

Step 02
🤖

AI qualifies & scores

Coverly's qualification agent scores every lead (hot/warm/cold) and enriches it with vehicle data, coverage needs, and urgency signals — in real time.

Step 03
📋

Multi-carrier quotes

Instantly generates quotes from your carrier panel. Live carrier APIs pull real rates; simulated quotes fill gaps — all in under 90 seconds.

Step 04
📧

Nurture sequence fires

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.

Step 05
🤝

Producer closes

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.

See it in action

Book a 30-minute demo or talk to the team about your agency.

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