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CoverWallet for Agents Overview

CoverWallet for Agents is an insurance rating software designed to help insurance agents provide accurate and competitive quotes to clients. This platform streamlines the quoting process by offering real-time access to various insurance carriers and their rate options, making it easier for agents to find suitable policies for clients. CoverWallet for Agents provides features for managing client profiles, tracking policy renewals, and organizing documents, helping agents stay organized and responsive. The software includes tools for calculating premiums based on client needs and risk factors, ensuring accurate pricing. Integration with CRM systems allows agents to maintain detailed client records, promoting personalized service. With CoverWallet for Agents, insurance professionals can improve efficiency, enhance client satisfaction, and stay competitive by providing fast, accurate quotes and simplifying policy management.

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CoverWallet for Agents Screenshot & Video

Contact Details

  • Vendor Name CoverWallet
  • Founded 2018
  • Location United States

Support

  • Email Email
  • Phone Phone
  • FAQs/Forum FAQs/Forum

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Financial Services, Insurance

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CoverWallet for Agents Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Portal
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Underwriting Management
  • Arrow Icon Document Management
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon For Personal Insurance
  • Arrow Icon Multiple Line Rating
  • Arrow Icon Claims Management
  • Arrow Icon MGA Administration
  • Arrow Icon Commercial Lines
  • Arrow Icon Comparative Insurance Rating
  • Arrow Icon Customizable Reports
  • Arrow Icon Carrier Upload
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Multi-State
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics

CoverWallet for Agents Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • One-Time Payment One-Time Payment

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CoverWallet for Agents FAQs

CoverWallet for Agents is an insurance rating software designed to help insurance agents provide accurate and competitive quotes to clients. This platform streamlines the quoting process by offering real-time access to various insurance carriers and their rate options, making it easier for agents to find suitable policies for clients. CoverWallet for Agents provides features for managing client profiles, tracking policy renewals, and organizing documents, helping agents stay organized and responsive. The software includes tools for calculating premiums based on client needs and risk factors, ensuring accurate pricing. Integration with CRM systems allows agents to maintain detailed client records, promoting personalized service. With CoverWallet for Agents, insurance professionals can improve efficiency, enhance client satisfaction, and stay competitive by providing fast, accurate quotes and simplifying policy management.

  • Yes, CoverWallet for Agents offers a free version.

  • Yes, CoverWallet for Agents offers a free trial.

  • No, Credit Card details are not required for the CoverWallet for Agents trial.

  • CoverWallet for Agents supports the following payment frequencies:

    • One-Time Payment

  • No, CoverWallet for Agents does not offer an API.

  • CoverWallet for Agents offers support with the following options:
    • Email , Phone , FAQs/Forum

  • CoverWallet for Agents supports the following languages:
    • English

  • Following are the typical users of the CoverWallet for Agents:
    • Self-Employed , Small-Business , Midsize-Business

  • CoverWallet for Agents supports the following deployment:
    • Cloud Hosted

  • CoverWallet for Agents supports the following devices and operating systems:
    • Web-Based