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Retirement
"John pushed out his retirement date and is now clouded with worries about his agency’s future, and if it’s truly the right choice to hang up his boots."
Burnout
"After 20 years of operations, Sara feels the weight of burnout added with the challenge of tech & market evolution. She no longer wants to be on the steering wheel."
No Free Time
"Mike's dream of more time with his family and aspirations clashes with his concerns over maintaining the agency’s client relationships and his team’s well-being."
Are These Your Pain-Points?
Equipped to support your business transition—whether its selling, passing to the next generation or offloading your operational burden
Retirement
"John pushed out his retirement date and is now clouded with worries about his agency’s future, and if it’s truly the right choice to hang up his boots."
Burnout
"After 20 years of operations, Sara feels the weight of burnout added with the challenge of tech & market evolution. She no longer wants to be on the steering wheel."
No Free Time
"Mike's dream of more time with his family and aspirations clashes with his concerns over maintaining the agency’s client relationships and his team’s well-being."
Retirement
"John pushed out his retirement date and is now clouded with worries about his agency’s future, and if it’s truly the right choice to hang up his boots."
Burnout
"After 20 years of operations, Sara feels the weight of burnout added with the challenge of tech & market evolution. She no longer wants to be on the steering wheel."
No Free Time
"Mike's dream of more time with his family and aspirations clashes with his concerns over maintaining the agency’s client relationships and his team’s well-being."
Succession Strategy
Whether its an acquisition or creafting an alternative succession plan, our experts ensure it perfectly aligns with your agency's vision and goals.
Growth and Stability
We leverage strategic partnerships and cross-selling / marketing tools to expand your agency’s reach and revenue.
End-to-end Operations Integration
Expansion of your current team with more licensed professionals and a fully integrated tech-stack within your AMS, freeing you from daily operational concerns.
Transparent Insights
Access real-time business reports & analytics to keep you informed about business operations.
COVU's EXPERTISE
Tailored for Legacy Planning
Equipped to support your business transition—whether its selling, passing to the next generation or offloading your operational burden
Employee - well being
Financial Freedom
More Personal Time
Peace of Mind
Maintain Ownership
VALUE FOR YOU AND YOUR TEAM
Preserve Your Values, Empower Your People.
We focus on more than just operations; we're dedicated to nurturing your legacy while ensuring your team’s future prospects and well-being.
More Personal Time
Peace of Mind
Employee-well being
Financial Freedom
Maintain Ownership
More Coverage
Options
Better Risk
Recommendations
Faster Case
Resolution
VALUE FOR YOUR CUSTOMERS
Outstanding Customer Experience with COVU
COVU ensures your clients continue to feel valued with real-time service and omni-channel customer portal.
Faster Case
Resolution
Better Risk Recommendations
More Coverage
Options
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EMBARK ON YOUR JOURNEY WTIH COVU
Committed Partnership from Start to Finish
1
Discovery
Understanding our unique concerns and aspirations, ensuring every step we take together aligns with your agency’s legacy goals.
2
Plan
Collaborating closely with you to craft a bespoke succession strategy that perfectly aligns with your agency’s vision.
3
Execute
Executing your plan to life, integrating our ecosystem to ensure seamless transitions and providing you with key business insights every step of the way.
4
Enjoy
Relax and observe your agency flourish. With COVU, enjoy complete peace of mind, confident in the knowledge that your legacy is secured and prospering.
1
Discovery
Understanding our unique concerns and aspirations, ensuring every step we take together aligns with your agency’s legacy goals.
2
Plan
Working with you to devise a tailored succession plan that feels right for you and your agency.
3
Execute
Executing your plan to life, integrating our ecosystem to ensure seamless transitions and providing you with key business insights every step of the way.
4
Enjoy
Sit back and watch your agency grow. With COVU, you have a complete peace of mind, knowing your legacy is thriving.
OUR LEADERSHIP
Industry Veterans Guiding Your Succession
Ali Safavi
Chief Executive Officer
Ali transformed the Insurtech landscape as the global head at Plug and Play Ventures, creating its top-tier innovation platform. His strategic foresight fueled over 90 insurance partnerships and propelled investments in 70+ firms.
Ali brings visionary strategy and deep Insurtech insights to help you align your agency’s legacy goals with forward-thinking solutions.
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Tasos Chatzimichailidis
Chief Insurance Officer
Leading WeFox as the CEO and Revolut as the CIO, Tasos drove these startups to over $1 billion in sales, mastering the art of scaling businesses across global markets in North America, Europe and Asia Pacific.
Tasos delivers strategic counsel on insurance and growth, steering your agency toward successful scaling and market adaptation.
Don Loonam
Chief Operating Officer
As CEO of HealthCare.com, Don spearheaded significant growth, navigating strategic acquisitions and a $200 million Series C funding. His leadership as the COO at Assurance IQ catalyzed its unicorn journey and historic insurance tech exit.
Don ensures your operational integration is smooth and strategic, focusing on swift profitability and operational excellence.
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Brian Bell
Chief Carrier Relations Officer
Brian's 16-year tenure spans the full spectrum of the insurance industry, building unmatched carrier relationships in the P&C marketplace and maximizing agency operations.
Brian opens doors to new markets and streamlines your operations, driving growth and operational efficiency in your agency.
Don Loonam
Chief Operating Officer
As CEO of HealthCare.com, Don spearheaded significant growth, navigating strategic acquisitions and a $200 million Series C funding. His leadership as the COO at Assurance IQ catalyzed its unicorn journey and historic insurance tech exit.
Don ensures your operational integration is smooth and strategic, focusing on swift profitability and operational excellence.
Tasos Chatzimichailidis
Chief Insurance Officer
eading WeFox as the CEO and Revolut as the CIO, Tasos drove these startups to over $1 billion in sales, mastering the art of scaling businesses across global markets in North America, Europe and Asia Pacific.
Tasos delivers strategic counsel on insurance and growth, steering your agency toward successful scaling and market adaptation.
Ali Safavi
Chief Executive Officer
Ali transformed the Insurtech landscape as the global head at Plug and Play Ventures, creating its top-tier innovation platform. His strategic foresight fueled over 90 insurance partnerships and propelled investments in 70+ firms.
Ali brings visionary strategy and deep Insurtech insights to help you align your agency’s legacy goals with forward-thinking solutions.
Brian Bell
Chief Carrier Relations Officer
Brian's 16-year tenure spans the full spectrum of the insurance industry, building unmatched carrier relationships in the P&C marketplace and maximizing agency operations.
Brian opens doors to new markets and streamlines your operations, driving growth and operational efficiency in your agency.
TESTIMONIALS
What Our Agency Partners Say About Us
"There is simply no parallel to COVU in the industry when it comes to holistically managing all facets of my agency while maintaining full ownership. The platform doesn’t merely assist; it navigates the path of sales and service, achieving previously elusive automation outcomes, liberating me to explore both personal and professional dimensions beyond my agency without ever compromising on ownership and operational excellence."
Jason M.
Agency Owner
While I know that the human element of the service industry can never be completely replaced, most of the mundane tasks we do every day, can. I’m excited for all the things COVU is developing! The agency tool they are creating will make running an agency so much simpler and easier for agents everywhere, making a one-person operation look as powerful and reliable as the biggest conglomerates in the industry!
James S.
Agency Owner
"COVU's unique capabilities have enabled us to not just navigate, but flourish, in the fluctuating landscape of the insurance industry. Unlike any other platform, it brings to light uncharted avenues of opportunities and automates outcomes, fulfilling promises that were merely stipulated by our previous tech investments. We are not merely a part of a network; we are engaged in a revolutionary partnership that all agencies striving for unparalleled opportunities should consider."
Alex M.
Agency Owner
"In an era where agency owners relentlessly pursue expansion, COVU is the only technology enabling them to substantially decrease distractions by 75%, concentrating on seamless growth, client retention, and effectual cross-selling. COVU isn’t merely a tool; it’s a distinctive enabler, ensuring that the automation and expansion desired are not mere projections, but tangible realities that actively shape a more prosperous future."
