Covr AI

AI-Powered Tools for Insurance Professionals
✦ Beta — More tools coming soon

Work smarter.
Close faster.

The AI-powered platform built exclusively for insurance professionals. Every tool you need — in one place.

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AI Proposal Builder Upload a quote, generate a client-ready proposal in seconds
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Carrier Appetite Intelligence Know which carriers want your risk before you call
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Account Renewal Manager Track renewals, flag coverage gaps, prep renewal summaries
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Document & Certificate Generator COIs, invoices, endorsements — generated in one click
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Client Communication Tools AI-drafted emails, coverage summaries, and follow-ups
Covr AI
AI-Powered Tools for Insurance Professionals
Getting Started
Set up your profile
Your details will appear across all Covr AI tools — proposals, documents, and more. You only need to do this once.
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Agency Branding Optional
Add your logo and brand colors to every proposal
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Agency Logo
Upload Logo
PNG, JPG, SVG — transparent background recommended
Brand Colors (from template)
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Upload a PDF or letterhead
We'll extract your brand colors automatically
Your information is stored locally in your browser.
Nothing is shared or sent to any server.
Proposal Builder Active Tool
More tools coming soon — renewals, COIs, client comms, and more
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Drop your quote here
Drag & drop or click to upload
PDF, PNG, JPG supported · Claude reads it automatically
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✅ Fields populated from quote — review and adjust as needed
or fill in manually
Client Information
Carrier & Policy
Property Coverage
General Liability
Premium Comparison
Notable Coverage Indicators
Habitability
Assault & Battery
Hired & Non-Owned Auto
Your Profile
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Service Team
Marketing Efforts
List the carriers you approached for this account. Select Quoted or Declined and add a note for each.
Additional Notes (optional)
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Your proposal will appear here

Fill in the quote details on the left and click Generate Proposal to create a professional, client-ready proposal in seconds.

Building your proposal…