Platform/Assistant
Your daily-ops co-pilot.
Triage client requests, answer the tough questions, walk into meetings prepped with context from your systems and past conversations, turn messy census and SBC files into clear answers, and everything in between.
From raw files to real-time insight.
Drop in a large, messy dataset and Assistant parses it on the spot, rendering live visual analyses, grounded in your book, that you can act on and send.
Drop any file
Census, SBC, plan grid, carrier export. Assistant parses the format you actually get, not the one you wish you had.
Dynamic outputs on the fly
Visual analyses render inline as you ask, grounded in the file you dropped and the book Coverly already knows.
Send-ready in seconds
Turn the analysis into a branded one-pager you can forward to the client without leaving the conversation.
Always have the right answer at your fingertips.
Ask Coverly and we provide answers grounded in context from your client database, relevant industry regulation, and current market quoting information.
- Grounded in your client database
- Checked against relevant industry regulation
- Priced with current market quoting
My client is a small group with only 27 employees, they haven’t heard from their broker in weeks, and the meeting is in 10 minutes. Draft me a prep sheet for how I should address my client.
Client prep sheet
- 1Open by acknowledging the gap in contact and resetting the relationship.
- 2Their renewal is up 8%. Live quotes show roughly 6% savings on a re-market.
- 3At 27 lives, a level-funded option fits and helps cap cost.
Drop it in. Send it back smarter.
Forward a census, a renewal packet, or a client's question and the Assistant analyzes it, then drafts a clear, advisor-level reply you can send as-is, grounded in their plan, their numbers, and the guidance that builds trust.
Client’s worried about the rate hike. How should I respond?
To: Dana, Riverside Mfg
Re: Your 2026 renewal
Hi Dana, I hear you on the 9% increase. Two ways we can soften it: re-market to comparable carriers (early reads show ~7% savings), or move to a level-funded plan that caps cost and returns unused claims. Want to talk both through on a quick call this week?
Client requests, done in seconds.
Whether it's reaching out to carriers, clarifying policy information, or anything else in between, Coverly's Assistant triages inbound requests and automatically suggests responses, so your inbox goes from full to empty like that.
- Triages inbound client requests
- Drafts the carrier outreach for you
- Suggested replies, ready to send
Apex Manufacturing emailed me a list of issues with their current policy. Can you draft emails to the appropriate carriers to get this resolved?
3 drafts ready to send:
Medical carrier
Apex Mfg · claims discrepancy on 2026 policy
Dental carrier
Apex Mfg · network correction request
Vision carrier
Apex Mfg · missing ID cards