Smarter, AI-Powered Client & Policy Management for Insurance Agents

Simplify insurance management with automation, insights, and AI assistance. Focus on what matters most – building relationships and growing your business.

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✨ Free during beta • No credit card required

Why Choose Coverfolio?

Everything you need to manage your insurance business efficiently, all in one place

Automate Policy Data Entry

Upload policy PDFs and let AI extract and fill all details automatically. Save 3+ hours daily.

Never Miss Renewals

Smart calendar with automatic reminders for policy renewals and premium collections.

Boost Sales with Insights

Get AI-powered insights and recommendations to identify opportunities and grow revenue.

Connect with Clients

Engage clients through WhatsApp, SMS, and Email – all from a single platform.

Your Complete Insurance Management Platform

Coverfolio is an AI-powered CRM built specifically for insurance agents. We understand the unique challenges you face – from managing multiple policies and tracking renewals to staying connected with clients.

Our platform combines intelligent automation with powerful insights to help you work smarter, not harder. Spend less time on paperwork and more time building relationships that grow your business.

AI-powered data extraction from policy documents
Centralized client and policy management
Automated reminders and task management
Multi-channel client communication

Powerful Features at Your Fingertips

Discover the tools that make Coverfolio the smart choice for modern insurance agents

AI Data Extraction

Upload policy PDFs and watch as AI automatically extracts and organizes all key information.

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Smart Renewal Calendar

Never miss a renewal with automatic reminders and a beautiful monthly calendar view.

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Quotations & Tasks

Create professional quotes and manage tasks seamlessly from policy purchase to claims.

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AI Chat Assistant

Get instant answers to policy questions and client information with conversational AI.

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Marketing Tools

Send targeted campaigns and product promotions via WhatsApp, SMS, and Email.

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Client Insights

Understand your portfolio with powerful analytics and identify growth opportunities.

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Loved by Insurance Agents

See what early adopters are saying about Coverfolio

Rajesh Sharma

Insurance Agent, Mumbai

"Coverfolio saves me 3+ hours daily in policy data entry. The AI extraction is incredibly accurate!"

Priya Kumar

Senior Agent, Delhi

"The renewal reminders ensure I never miss a policy renewal. My client satisfaction has increased significantly."

Amit Mehta

Agency Owner, Bangalore

"The insights feature helps me identify upsell opportunities I would have otherwise missed. Fantastic tool!"

Join the Future of Insurance Management

Be among the first to experience AI-driven insurance management. Join our waitlist and get early access when we launch.

✨ Free during beta • Early adopters get lifetime perks