B2B Platform — Solo Licensed Producers

Every lead you touch, worked 24/7 by an AI agent while you sleep.

Run your entire book — quotes, follow-ups, applications — from one embed on your own site. The AI agent qualifies, scores, and nurtures every lead. You show up to close.

Start free trial → See it live

Why agents choose Coverly

Your book, your commissions,
your career — amplified, not replaced.

🏠

Own your leads

Every lead from your widget, your site, your form — captured into your Coverly dashboard. Not a shared marketplace, not an IMO pool. Yours, exportable, port-ready if you ever move.

💯

Keep 100% of commission

Coverly never touches your commission split. You keep every dollar the carrier pays you, whether it's term, whole life, IUL, or health. We charge a flat platform fee — that's it.

🤝

Works with your existing carrier appointments

Your AIG, Lincoln, Northwestern, Pacific Life, Blue Cross, and UnitedHealth appointments stay yours. Coverly routes leads into the same product lines you're already appointed to write.

🚀

Portable across your career

Move agencies, leave an IMO, go fully independent — your Coverly instance, contacts, and follow-up history move with you. No lock-in to an agency CRM, no hostage data.

How it works

Three steps. One embed. Your book on autopilot.

📋
Step 01

Paste the widget on your site

One line of HTML. The Coverly widget lives on your personal marketing site, blog, or landing page. No engineering required. It matches your site's look automatically.

🧠
Step 02

Leads flow into your dashboard

AI qualification, scoring, and product recommendation — all surfaced in your solo Coverly dashboard within seconds. Hot leads flagged, warm ones queued, cold ones nurtured.

🤝
Step 03

You close. We drip.

Coverly runs the follow-up email cadence, application autopilot, and reminder loops. You pick up the phone when a hot lead is ready. The rest is handled.

See it in 90 seconds

From your site's widget to a bound policy — without you lifting a finger.

yourname.com/get-a-quote
yourname.com — Get a quote
Vehicle year, make, model Auto
Coverage type Term · 20yr
ZIP code 94110
Driver date of birth 1987-04-12
→ 5 carriers, 60 seconds
Your dashboard · today 14 leads
M. Rivera · Term 20yr HOT $48
J. Park · Whole life HOT $212
D. Owusu · IUL WARM $165
L. Tan · Term 30yr WARM $72
R. Cohen · Term 10yr COLD $31
D 0
M. Rivera — quote generated
Hot lead pinged to your phone · 90s
 ✓
D 1
Nurture email — "Why your term rate locked"
Hot tier · personalized to quote
 ✓
D 3
Application link sent · autopopulated
3 of 4 carriers pre-filled
 ✓
D 7
Reminder loop start · "still interested?"
Daily until reply / click
 …
Runs 24/7 · no manual touch after first call

Pricing

One plan. Built for the solo producer.

Solo Agent
$99 /mo
For independent 1099 producers working their own lead flow. Includes the AI agent, widget, dashboard, and full nurture sequence.
Up to 100 leads / mo through widget + intake
Full quote engine — all 4 carriers
AI lead qualification & tier scoring
Hot / warm / cold email nurture sequences
Solo dashboard — your leads, your commissions
Embed widget for your personal site
100% commission retention
Standard support (email)
Start free trial →
Need more volume? See the full pricing page.

FAQ

Solo producer — common questions.

Yes. Your appointments are tied to you, not to Coverly or your IMO. Coverly captures leads and routes them against the products you're appointed to write. If you move agencies, your Coverly instance, contacts, and follow-up history move with you. The only thing that changes is the agency name on your commission statements.
Coverly doesn't pay your commission — your carrier does, via your normal agency appointment. We charge a flat $99 / mo platform fee. There is no revenue share, no per-policy fee, no override on your commission. You see every lead and policy in your solo dashboard and report on your own terms to your carrier or agency.
No conflict if your IMO contract allows personal-lead marketing (most do, but check yours). Coverly is your lead-engagement tool, not an IMO replacement. You continue to place business through whichever contracting hierarchy you're under. Solo Agent is most popular with 1099 producers who own their own book and want a personal AI producer on their site.
You do. Every contact, every quote, every event lives in your solo Coverly account and is exportable as CSV at any time. Coverly uses aggregate, de-identified data for AI model improvement — never your individual contact data. If you cancel, you take everything with you.
Yes. Solo Agent is month-to-month — no contract, no setup fee. Cancel from your dashboard at any time and your account shuts off at the end of your current billing period. We don't lock you in because we believe once you've used it for 30 days, you won't want to.
The same way it does today. Coverly surfaces qualified leads + recommended product + carrier availability. You (or your agency) place the policy through your existing carrier appointment. The carrier pays commission to you (or your agency) on the same schedule as any other policy you write. Coverly has zero financial interest in your commission — our fee is the $99 / mo.

Get started

See it running on your site this week.

Drop the widget, watch your dashboard light up, and book your first self-generated policy in days — not months. Solo Agent is $99/mo with no contract.

See it live Book a 15-min setup call