Built for how you work today.
For new business, renewals, COIs, and everything else,
Coverflow fully automates insurance workflows end to
end. Connected to the AMS and systems you use,
running the way your teams work.
Move faster and more intelligently for more wins.
Polished outputs and submissions to close business quickly and confidently without last-minute scrambles.
Coverage Gap Analysis
Review policies against industry standards and internal requirements. Coverflow flags policy issues before they become problems, so you remain a trusted advisor.
Client Proposals
Identify cross-sell opportunities, clarify contract requirements, and generate producer pitch materials.
Submission Intake
Process and structure documents and intake forms into filled ACORDs, entered AMS data, and SOVs. Turnaround client intake and submit to carriers seamlessly.
“We really like the coverage gap analysis. It spits out five or six things every single time where I'm checking in. I'm finding things that can be added or exclusions that need to be looked into, different coverages to offer.”
Mitch DeFrain, Commercial Insurance Account Manager · Tropolis
Maintain your current book effortlessly.
Our AMS automations run on every account at all times, so Account Managers never do a renewal by hand again. They simply review.
Policy Check
Check policies against binders, AMS data, expiring, and quotes as documents enter your system. After policies download, Coverflow immediately flags discrepancies to avoid costly mistakes.
Loss Runs
Upload loss runs from any carrier, Coverflow structures information, enriches claims data with policy data from your AMS, and creates presentation-ready reports in your attachments folder.
"One thing CoverFlow has done to help me is help get my renewals done faster and help identify mistakes that would otherwise get overlooked if not for Coverflow and comparing the endorsement forms. It has saved me so much time and has made the work more efficient!”
Zoe Marshall · Client Advocate
Your daily volume, handled by Coverflow.
Get your team out of the daily rush and back to high-value client work.
COI Issuance
Verify COIs should be issued, then issue, track and manage them in a few minutes. End compliance and template management headaches.
Contract Analysis
Check contract requirements against client policies. Coverflow flags discrepancies, so you know when policies are in violation of requirements.
Working inside what you already use.
Coverflow connects to AMS, email, carrier portals, and document management systems, without long, complex implementation.
