B2B Platform — Independent Agencies & MGAs

Your producers close.
Coverly does everything else.

The only autonomous agent that runs lead → qualification → quote → bound policy end-to-end. Not a chatbot. Not a CRM plugin. A full sales machine under your brand.

Start free trial → Talk to sales See how it works
See your partner dashboard →

Plus health insurance — same agent, same funnel. See the marketplace flow →

Unlike SuperAgent AI, Pathwork, or Zowie — Coverly handles the full sales cycle, not just one slice.

Comparing Coverly to your current process? See why spreadsheets lose leads.

Still running quotes through an agency portal? See why legacy portals miss the close.

You're losing 60%+ of inbound leads
before a producer ever says hello.

60%+
of inbound leads go cold within 5 minutes of form submission if they don't get an immediate response
2.1 hrs
average time for a human producer to respond to a fresh inbound lead at a mid-size agency
47%
of buyers choose the vendor that responds first — not the one with the best price

The math on a 200-lead/month agency: You're generating 200 leads, but only about 80 are getting contacted quickly enough to convert. At a $420 avg annual commission, that's $50,400 in revenue you're leaving on the table every month — just from slow follow-up. Coverly closes that gap on day one.

How it works

Three steps. Zero producer time until it counts.

Step 01
🔌

Connect your lead source

Point your website form, Facebook Lead Ads, or carrier portal to Coverly's intake URL. Setup takes under an hour. No engineering required.

Step 02
🤖

Coverly qualifies, quotes & nurtures

Every lead is instantly AI-scored (hot/warm/cold), matched to your carrier panel for real quotes, and entered into a tiered nurture sequence — all within 60 seconds of submission.

Step 03
🤝

Producer steps in to bind

Your team gets a warm handoff: contact details, AI insight summary, quote history, and email thread already started. They close. Coverly does the rest.

Deploy under your brand.
Your carriers. Your commission structure.

🏷️

Full white-label deployment

Coverly runs at your domain with your logo, colors, and agency name. Clients never see "Coverly" unless you want them to.

🔗

API-first architecture

Integrate Coverly's quote engine directly into your existing quoting portal or agency management system via REST API.

🏢

Your carrier panel

Bring your own carrier appointments. Coverly routes quotes through your existing contracts — your commissions flow to you, unchanged.

⚙️

Custom commission logic

Configure split rules, producer assignments, and tier-based routing. The system follows your compensation structure, not ours.

Ready to see it with your branding?

The trial deploys under your agency name with full white-label on a custom subdomain. No engineering from your side.

Start free trial →
Or talk to our team → · Try the instant embed widget →

From a website visit to a bound policy — your producer steps in only to close.

coverly-8.polsia.app/embed
Coverly Quote
ZIP94110
Vehicle2019 Toyota Camry
CoverageFull + rideshare
Started● ● ●
Auto-quoting in 60 seconds
Submitted
200
Hot tier
110
Quoted
96
Bound
50
Producer opens one — closes one.
HOT 87 / 100
Budget  $1,200/yr · willing to bundle
Risk  Clean DMV · no violations
Best opener  “Saw you're bundling — same-day quote ready.”

ROI Calculator

What could Coverly do for your revenue?

Coverly could add ~$4,000/mo and free ~50 hours/mo for your team.
Adjust the inputs to match your agency
200
8%
$900

+$0/mo
Projected revenue uplift
0h/mo
Hours saved
0× per year
Estimated ROI vs. $299/mo
Email me this ROI breakdown
✓ Sent! Check your inbox for the full breakdown.

Book a pilot

30-day pilot. Your brand. Zero risk.

We set up Coverly under your agency name, connect to your carrier panel, and run for 30 days. You keep the policies.

Book a 30-day pilot

Fill this in and Brandon will reach out within 24 hours to kick things off.

No spam. No sales calls unless you ask for one. Brandon will email you directly.

Built by people who've done this before

🏢 Pathwork alums
🤖 Insummary AI alums
📊 InsurTech veterans
⚡ Ex-carrier innovation