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Getting Started

Set up your Coverly integration

Complete these 5 steps to start capturing and working leads.

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You're all set!

All 5 steps complete. Your Coverly integration is fully configured — leads are flowing and your team is ready to work them.

1
Copy your embed snippet
Paste the widget into your site to start capturing leads from your existing traffic.
Go to Embed Generator
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2
Generate an API key
Create a ck_live_ key to authenticate your server integrations.
Go to API Keys
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3
Read the v1 API reference
Skim the /api/v1 reference — request/response shapes, rate limits, error codes. Most brokers ship their first integration the same afternoon.
Open API Reference
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4
Assign your first lead
Open your leads table and assign a lead to a producer to kick off your workflow.
Go to Leads
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5
View your dashboard
See live funnel metrics and lead analytics to measure your conversion performance.
Go to Dashboard
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