Own the room.Not the busywork.
The agentic AI platform built for benefits brokers.
Coverly is your highest-value assistant.
Tackling the high-cost, low-value work so you can focus on the high-stakes client work that matters.
Apex Manufacturing · HR
Can you get us an ICHRA one-pager before Thursday’s board meeting?
Coverly
Done. One-pager built from your own files, every figure cited.
Research Library · p.12ICHRA Basics
ICHRA_Basics_OnePager.pdf
Ready to sendThree purpose-built modules to support your daily workflow.
Assistant
Your everyday co-pilot. Ask it anything and get instant, cited answers, inline charts, sendable one-pagers, and branded decks, all built from your own files.
Workspace
Wins you more business. It turns RFPs, renewals, and plan analysis into client-ready proposals in minutes, with real-time claims analytics for deeper insights.
Research & Compliance
Keeps your guidance grounded. It delivers cited, compliance-grade answers and tracks regulatory change across states, so figures are sourced, never guessed.
Coverly Research Library
The shared foundation beneath all three modules. Every answer is parsed and cited from the same library of regulatory, tax, and compliance-grade documentation. One grounded source of truth, always citable.
The broker owns the relationship. Coverly owns the busywork.
Advisor-led
You lead the relationship and the advice. Coverly preps the work behind it.
AI-native
Built on AI from day one, not layered onto legacy tools.
Human-backed
Every answer is cited and checkable, so you can stand behind it.
Delivering value across various roles.
Coverly drives value to the full team
Account Managers / Service team
Time spent on manual assembly of work such as proposal comparisons, RFP response, and renewal reviews is reduced from days or weeks into minutes.
Producers / Advisors
Producers are armed with key insights at their fingertips, enabling them to be stronger client advisors.
Analysts / Benefits Consultants
Enabling your experts to be true experts by providing them the capabilities to solve the most difficult issues facing your employer clients.
Illustrative value delivered to your agency
~15-25%
~500
1 day
Works where your book already lives.
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.
Advice you can put your name on.
Every number computed, not guessed.
Figures are calculated from the client's own documents, line by line. Never estimated.
Every answer cited to its source.
Each claim links back to the plan document, invoice, or filing it came from. Check the work in one click.
Enterprise data security.
Your book stays walled off in its own tenant. Never shared across firms, never used to train a model. Fully encrypted.
