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A Revolutionary Partnership
for Growth-Minded

Insurance Agency Owners

Licensed Team. Acquisitions Support. Market Access. Cross-selling Capabilities. Tech and Automation Tools.

MORE MONEY, TIME & SCALABILITY

Scale Your Revenue, Without Scaling Costs

More Scalability!

Scale your agency operations—you will get more resources, a solid foundation, and predictable profits as you grow. Our fee is a fixed percentage of your revenue.

More Time
90% of your Time Saved

Automate your workflows and shift your time from routines to higher-value tasks—boosting sales or pursuing passions.

More Profits
Double your Profits by 90%

Creating efficiency in your operations, and additional cross-selling capabilities to enhance your profits.

More Retention
30% Increase in Customer Retention 

Enhance customer retention with superior experience tools and expanded market access.

COVU's CAPABILITIES

Streamlined for Growth & Scalability

Technology Powered by AI

Your agency’s operations fueled by our technology- from CMS+AMS, customer portal, advisor portal all integrated into a single seamless system with your agency’s ecosystem.

Licensed Staff Support

An expert team of licensed staff ready to support your for high-value deals or manage sales from start to finish.

Market Access

Expand your agency's reach with strategic partnerships and market access for portfolio diversification and revenue growth.

Growth Consultation

With our industry veterans and AI-enabled Business Intelligence, get an assessment of your current business to discover potential growth opportunities with high-returns.

Upsell, Cross-Sell &
New Business Opportunities

Leverage our advanced cross-selling processes, team of experts, tools & markets to access new revenue channels and increase your client lifetime value.

Your dedicated acquisition partner to find opportunities, support ongoing & post-purchase needs so you can scale sustainably.

Acquisition & Exit Support

A Revolutionary Partnership 
for Ambitious
Insurance Agency Owners

Licensed Team. Acquisitions Support. Market Access. Cross-selling Capabilities. Tech and Automation Tools.

COVU's CAPABILITIES

Comprehensive Solutions Tailored for Every Agency. Unique, Just Like You

Licensed Staff Support

Extend your team with our licensed agents enhancing your capabilities.

Market Access

From Commercial to Personal, Health, Life, to Ancillary products - tailored access to meet your agency's needs.

Technology Powered by AI

Access our AI & proprietary tech: CRM+AMS, customer, and advisor portals integrated into your agency management system.

Growth Consultation

Unlock growth with advanced analytics, BI tools, and expert consultation.

Acquisition & Exit Support

Whether you want to buy agencies for growth, or sell your agency, you’ll have our end-to-end support.

Upsell, Cross-Sell & New Business Opportunities

Boost revenue and client value with our cross-selling processes, expert team, and tools.

CAPABILITIES

Optimized for Growth & Scalabilty

Licensed Staff Support

Extend your team with our licensed agents enhancing your capabilities.

Market Access

From Commercial to Personal, Health, Life, to Ancillary products - tailored access to meet your agency's needs.

Technology Powered by AI

Access our AI & proprietary tech: CRM+AMS, customer, and advisor portals integrated into your agency management system.

Growth Consultation

Unlock growth with advanced analytics, BI tools, and expert consultation.

Acquisition & Exit Support

Whether you want to buy agencies for growth, or sell your agency, you’ll have our end-to-end support.

Upsell, Cross-Sell & New Business Opportunities

Boost revenue and client value with our cross-selling processes, expert team, and tools.

A NEW TYPE OF MODEL

COVU: A Cut Above
the Rest

Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden

While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control.

COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.

Existing Software & Tools Provides

Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.

Outsourcing & Staffing Solutions

Provide unlicensed, inexperienced offshore staff with limited technological support, potentially compromising service quality.

Agency Starters

Aimed at initiating new agencies, without addressing the scalability needed for established agencies.

Brokerages

Primarily target the acquisition of medium to large insurance markets, sometimes overlooking the unique needs of smaller agencies

Insurance Aggregators

Consolidate agencies, which can dilute the distinctive identity and autonomy of individual members.

Hover over the dots for more info

A NEW TYPE OF MODEL

COVU: A Cut Above the Rest

While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control. COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.

Interested on how we are different?

Brokerages

Primarily target the acquisition of medium to large insurance markets, sometimes overlooking the unique needs of smaller agencies

COVU

Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.

Agency Starters

Aimed at initiating new agencies, without addressing the scalability needed for established agencies.

Outsourcing & Staffing Solutions

Provide unlicensed, inexperienced offshore staff with limited technological support, potentially compromising service quality.

Existing Software & Tools Provides

Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.

COVU'S CAPABILITIES

Industry Veterans Guiding Your Growth

Licensed Staff Support

Extend your team with our licensed agents enhancing your capabilities.

Growth Consultation

Advanced data analytics and BI tools complemented by consultation from world class experts to unlock strategic growth.

Technology Powered by AI

Access our AI & proprietary tech: CRM+AMS, customer, and advisor portals integrated into your agency management system.

Market Access

From Commercial to Personal, Health, Life, to Ancillary products - tailored access to meet your agency's needs.

Acquisition Strategy &

Support

Whether you want to buy agencies, or sell your agency for a succession plan, you’ll have our end-to-end support.

Upsell, Cross-Sell &

New Business Opportunities

Boost revenue and client value with our cross-selling processes, expert team, and tools.

A NEW TYPE OF MODEL

COVU: Superior to the Competition

Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden

While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control.

COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.

Existing Software & Tools Provides

Offer partial solutions, focusing on specific productivity gains, often missing foundational issues like accessing all customer data.

Outsourcing & Staffing Solutions

Provide unlicensed, inexperienced offshore staff with limited technological support, potentially compromising service quality.

Agency Starters

Aimed at initiating new agencies, without addressing the scalability needed for established agencies.

Brokerages

Primarily target the acquisition of medium to large insurance markets, sometimes overlooking the unique needs of smaller agencies

Insurance Aggregators

Consolidate agencies, which can dilute the distinctive identity and autonomy of individual members.

*Hover over the dots for more info

More Scalability!

Scale your agency operations—you will get more resources, a solid foundation, and predictable profits as you grow. Our fee is a fixed percentage of your revenue.

More Retention

30% Increase in Customer Retention

Enhance customer retention with advanced experience tools and expanded market access.

More Time

90% of your Time Saved

Automate your workflows and shift your time from routines to higher-value tasks—boosting sales or pursuing passions.

More Profits

2x your Profits 

Creating efficiency in your operations, and additional cross-selling capabilities to maximize your profits.

MORE MONEY, TIME & SCALABILITY

Scale Your Revenue, Without Scaling Costs

Coverager

COVU Secures Funding for AI-Enabled Insurance Platform Innovation

Insurtech Digital

US insurers must adopt AI, says insurtech COVU's co-founder

Businesswire

Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations...

LATEST PRESS HIGHLIGHTS

COVU in the News

BENEFITS

Proven Impact, Measurable Results

The Best-in-class Customer Experience

COVU takes the load off your operations, working alongside you to boost efficiency in your activities. We aim to increase your agency's revenue and cut down on your costs.

50% Increase in Policy Per Customer & Retention

Enhance customer loyalty and policies per customer through streamlined operations, strategic cross-selling, and broader market access.

Reclaim Up to 90% of Your Time

Shift your focus from routine service tasks to higher-value activities, boosting sales, or pursuing passions you love.

Double Your Profit (2x)

COVU takes the load off your operations, working alongside you to boost efficiency in your activities. We aim to increase your agency's revenue and cut down on your costs.

COVU'S CAPABILITIES

COVU: A Cut Above
the Rest

While many solutions in the market cater to insurance agencies' varied ambitions, they often fall short in scalability or offer limited improvements. Some even affect the agency's ownership and control.

COVU stands apart by offering comprehensive solutions that enhance operations without compromising the agency's ownership or autonomy.

Coverager

COVU Secures Funding for AI-Enabled Insurance Platform Innovation

Insurtech Digital

US insurers must adopt AI,
says insurtech COVU's
co-founder

Businesswire

Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations...

LATEST PRESS HIGHLIGHTS

COVU in the News

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."

Alfonso A.

Agency Owner

Supercharge Your Agency,
All in one place.

Are you Ready to Grow Your Agency?

Talk to our experts today!

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.

OUR LEADERSHIP

Industry Veterans Guiding Your Growth

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.

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.

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.

COVU's CAPABILITIES

Streamlined for Growth & Scalability

Equipped to support your business transition—whether its selling, passing to the next generation, or offloading your operational burden

End-to-end Operational

Integration

Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.

Elite Sales Enablement
& Service Support

An expert team of licensed staff ready to support your for high-value deals or manage sales from start to finish.

Access to Wider Markets & Partnerships

Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.

Strategy Consultation & Growth Planning

With our industry veterans and AI-enabled Business Intelligence, get an assessment of your current business to discover potential growth opportunities with high-returns.

Upsell, Cross-Sell & New Business Opportunities

Leverage our advanced cross-selling processes, team of experts, tools & markets to access new revenue channels and increase your client lifetime value.

Your dedicated acquisition partner to find opportunities, support ongoing & post-purchase needs so you can scale sustainably.

Acquisition Strategy &

Support

Coverager

COVU Secures Funding for AI-Enabled Insurance Platform Innovation

Insurtech Digital

US insurers must adopt AI, says insurtech COVU's co-founder

Businesswire

Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations

LATEST PRESS HIGHLIGHTS

COVU in the News

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."

Alfonso A.

Agency Owner

COVU IN THE NEWS

COVU in the News

Businesswire

Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations...

Insurtech Digital

US insurers must adopt AI, says insurtech COVU's co-founder

Coverager

Insurtech COVU Leverages OpenAI to Streamline Insurance Agency Operations

COVU's CAPABILITIES

Streamlined for Growth & Scalability

End-to-end Operational

Integration

Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.

Elite Sales Enablement
& Service Support

An expert team of licensed staff ready to support your for high-value deals or manage sales from start to finish.

Access to Wider Markets & Partnerships

Expert licensed staff and advanced tech, seamlessly integrating into your existing operations for enhanced efficiency.

Strategy Consultation & Growth Planning

With our industry veterans and AI-enabled Business Intelligence, get an assessment of your current business to discover potential growth opportunities with high-returns.

Upsell, Cross-Sell &
New Business Opportunities

Leverage our advanced cross-selling processes, team of experts, tools & markets to access new revenue channels and increase your client lifetime value.

Your dedicated acquisition partner to find opportunities, support ongoing & post-purchase needs so you can scale sustainably.

Acquisition Strategy &

Support

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