Frequently Asked Questions
Everything you need to know about Cova’s insurance CRM platform.
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General Questions
Cova is a comprehensive CRM platform built specifically for insurance marketing organizations (IMOs), MGAs, and insurance agencies. We automate the complex workflows unique to insurance—from agent hierarchy management to multi-level commission calculations—so you can focus on growth instead of administration.
- Insurance Marketing Organizations (IMOs)
- Managing General Agents (MGAs)
- Independent insurance agencies
- Broker-dealers with insurance divisions
- Any organization managing multiple insurance agents and complex commission structures
Unlike generic CRMs that require extensive customization, Cova is built from the ground up for insurance professionals. We understand uplines, downlines, overrides, carrier appointments, state licenses, and the unique compliance requirements of the insurance industry. Our platform handles these complexities out of the box.
Features & Capabilities
Absolutely. Cova automatically calculates commissions across unlimited hierarchy levels with support for different override percentages, vesting schedules, and contract types. You can import carrier reports and have everything calculated and reconciled automatically.
Yes. Cova connects with major insurance carriers for commission data, policy information, and licensing verification. We also integrate with NIPR and SureLC for automated license validation.
Yes. Our implementation team assists with migrating data from spreadsheets, legacy systems, or other CRMs. We ensure a smooth transition with zero data loss.
Yes. Cova is fully responsive and works seamlessly on desktop, tablet, and mobile devices. Your agents can access everything they need from anywhere.
Our Premium and Enterprise tiers include extensive customization options. We can adapt workflows, create custom reports, develop specialized integrations, and even white-label the platform for your brand.
Implementation & Support
For our Basic CRM, most agencies are up and running within 1-2 weeks. Premium and custom implementations typically take 4-8 weeks depending on complexity and integration requirements.
We provide comprehensive training including:
- Live training sessions for your team
- Video tutorials and documentation
- One-on-one coaching for administrators
- Ongoing support via phone, email, and chat
Yes. All Cova customers receive ongoing technical support. Premium and Enterprise customers get priority support with faster response times and dedicated account management.
Our support team is available via phone, email, and in-app chat. We also maintain a comprehensive knowledge base with tutorials, guides, and best practices.
Pricing & Plans
Pricing varies based on your agency size and feature requirements. We offer tiered pricing starting with our Basic CRM for growing agencies, Premium CRM for established organizations, and fully custom Enterprise solutions. Contact us for a personalized quote.
Yes! We offer a free trial so you can experience Cova's capabilities firsthand. No credit card required.
Absolutely. You can upgrade or downgrade your plan at any time. We'll work with you to ensure a smooth transition.
Setup fees vary by plan. Basic CRM has minimal setup costs, while Premium and Enterprise plans include comprehensive implementation services priced based on your specific needs.
Security & Compliance
Security is our top priority. Cova uses bank-level encryption, secure data centers, regular security audits, and strict access controls. We're compliant with industry security standards and regulations.
Yes. We perform automated daily backups of all customer data with the ability to restore at any point.
Yes. Cova includes built-in compliance features for record retention, audit trails, and regulatory reporting. Our system helps you stay compliant with SEC, FINRA, state insurance department, and carrier requirements.
You do. Your data belongs to you, always. You can export it at any time, and if you ever decide to leave Cova, we'll assist with data migration.
Getting Started
Simply schedule a demo call with our team. We'll discuss your specific needs, show you the platform in action, and create a customized implementation plan.
To get started, we'll need basic information about your agency structure, agent count, carrier relationships, and any specific integration requirements. Our implementation team will guide you through the entire process.
Absolutely! Schedule a personalized demo where we'll walk through the platform and show you exactly how Cova will transform your agency operations.
We're Here to Help
Can't find the answer you're looking for? Our team is ready to answer any questions you have about Cova.
Our mission is to eliminate the administrative burden that prevents insurance agencies from reaching their full potential.
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