Days of broker work,done in minutes.
Coverly turns dense, fragmented benefits data into clear guidance your clients can act on. Less time in the analysis, more time being their most trusted advisor.
Streamline and automate agency-specific workflows.
One platform that handles everything from your day-to-day tasks to your most complex client deliverables.
The Coverly Research Database
Healthcare rules are complex. We make it simple.
Every answer is grounded in the Coverly Research Database and checked against the latest health-insurance regulations, IRS code, and state rules. The guidance you put in front of clients is accurate, current, and defensible, and you stay on top of every compliance change before it reaches your book.
Did the ACA affordability percentage change for 2026, and what’s the source?
Running Coverly Research Agent
Searching federal regulations & IRS guidance
Federal Register26 CFR §1.36BReading the 2026 indexing adjustment
Rev. Proc. 2025-27Flagging affected clients & classes
Yes. For 2026 the affordability threshold rises to 9.96% of household income (from 9.02% in 2025), set by IRS Rev. Proc. 2025-27.
Workflows
What used to take days now takes minutes.
Coverly compresses the operational work that used to fill broker spreadsheets and employer HR systems into AI-driven flows. Days of work per case compressed to minutes. The time goes back to the human conversations that matter.
- 0min
Was 5 days
RFP response
From the RFP and census to a branded, client-ready pitchbook, modeled, compared, and written.
- 0min
Was 10 hours
Renewal analysis
Cross-carrier modeling, funding comparisons, affordability checks. Every renewal gets the A-effort.
- 0min
Was 12 hours
Market shop
Plans pulled and priced across carriers with real-time marketplace quoting. Every viable option on the table at once.
- 0min
Was 4 days
Cross-carrier plan comparison
Plans lined up side by side across every carrier, with benefits and pricing normalized so the best fit is obvious at a glance.
Integrations
Plugs into the stack you already run.
No rip-and-replace. Coverly connects to the systems you already run and deploys at enterprise scale, from a single office to a national brokerage with thousands of producers.
Enterprise-grade controls, permission-aware by design, with security built in throughout the platform.
