Coverholder offers a multi-platform insurance management software, which allows a complete management of the brokerage activities. Designed for brokers, insurers and agents who need to organize their daily work in a simple and dynamic way.
The insurance software allows you to manage accounting, administration, electronic archiving, management of negotiations and policies, digital signature and the customer portfolio in general.
free insurance management software.
A single platform to manage all aspects of your insurance business.
Manage customer and prospect master data. Manage reminders and quotes. Send quotes from the platform directly to your customers. All customer management activities in one easy and free software.
Policy portfolio management
Manage the entire process of creating and managing the policy directly online. From the evaluation questionnaire to the issue of the policy, your whole portfolio is just a click away. Coverholder allows you to manage the whole process of issuing policies.
Create users connected to your account for your sub-agents. Customize access with different levels of permissions. Coverholder facilitates the management of the sales force and the administrative management of commissions.
Access the platform anywhere, from any place and with any device. You can create customized evaluation questionnaires and issue policies simply by accessing the web. Access is always available.
Stores all documents, policies, quotes and claims directly on the Coverholder platform. Save space and time by avoiding physically printing and archiving documentation. Your time is precious. Do not waste it.
Administration and accounting
Keep your activity constantly monitored thanks to the automatic commission calculation system. Manage the accounting of your business in a simple and immediate way. Automatic payments and simplified management.
Check the renewals and send the reminder of the deadline directly to the contractor. The renewal of policies is completely automatic and allows you to directly receive the payment of the commissions on your account in real time. Fidelity and simplicity of management.
Customization of policies
Customize awards, commissions and accessories for your entire portfolio. Read all the features of immediate underwriting and automatic payment. The whole insurance process is completely customizable and flexible. Simplify your work and become autonomous in issuing policies!
Direct telephone assistance
Coverholder provides you with continuous and direct telephone assistance. Through a chat dedicated to each individual quote or policy issued, you can communicate in real time with our underwriters, who will be available to respond to each request. ta.
The features of insurance management software
With Coverholder you manage all your daily activities thanks to the innovative and complete features of the platform. Alongside the features of immediate underwriting, digital signature, subagent management and automatic payment of commissions, our internet cloud platform has all the features of an insurance management software.