CRM for independent insurance agents
Coverly
The book of business, in one place. It reads the emails you forward.
Coverly is the CRM for independent insurance agents in the UAE and India: leads, quotes from every insurer and broker, policies, endorsements, claims, renewals, premium collection and the commission earned. Forward an email and Coverly reads it onto the right client. On the web, Android and iPhone.
Screen captured from insurancecrm.cortix.world; Coverly on the phone.
What it does
Built for the work, not adapted to it.
Capture reads your mail
Forward quotes, policies and endorsements; Coverly reads them and files them to the client.
Renewals never slip
Every expiry on a calendar with the work already lined up.
Commission reconciled
What you earned against what you were paid, per insurer.
The whole book
Leads, quotes, policies, endorsements, claims and collections in one place.
Inside Coverly
Real screens.
One System
Coverly is one system.
Every customer, employee, message, document, approval and dirham lives in one system of record. One system, finance first, sized exactly to the business.
One System. No Touch. →How Coverly is No Touch
Forward an email and Coverly builds the customer, the quote and the policy. The agent checks and decides; nobody types it in.
End-to-End Workflows
Fewer steps, end to end
SPN-03Document AI
Read, checked against the page, filed
SPN-04Communication — Email, WhatsApp, Instagram
The conversation lands on the record
SPN-05Mobile Apps
iPhone, Android and the portal on the phone
SPN-06Automation
The system runs the work; people decide
More systems
Related systems.
Cortix Insurance broker ERP
The whole brokerage — policies, claims and finance — on one ledger.
- No Touch
- Finance & Accounting
- End-to-End Workflows
- Document AI
Cortix Re Reinsurance broking platform
Reinsurance broking on one regulated core. Running live in the UAE.
- No Touch
- Finance & Accounting
- End-to-End Workflows
- Infra & Cloud
- Lists
- UN Consolidated · UAE EOCN
- Match logic
- Arabic-aware · fuzzy + exact
- Freeze clock
- Armed · 24h
- Filing clock
- Armed · 5 days
- Report
- goAML · ready
- Audit trail
- Hash-chained ✓
- Hosting
- Azure UAE North
Cortix AML Financial-crime compliance
Sanctions, KYC and financial-crime compliance for UAE-regulated insurers and brokers.
- No Touch
- End-to-End Workflows
- Automation
- Custom AI Agents
Talk to us
Talk to us about Coverly.
Tell us what you run and what needs to change. We reply on WhatsApp or email.