CoverageView

Renewal‑First Intelligence for Commercial P&C Agencies

CoverageView

Renewal‑First Intelligence for Commercial P&C Agencies

The only platform built specifically for commercial P&C account managers who are drowning in PDFs, carrier portals, endorsements, certificates, and renewal chaos. CoverageView turns your entire book into a single, unified command center—so nothing slips through the cracks.

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The Problem Every Commercial P&C Agency Knows Too Well

Commercial account managers live inside a jungle of PDFs, carrier portals, ACORD forms, endorsements, loss runs, and certificates. Every renewal requires hunting through documents, comparing versions, tracking deadlines, and hoping nothing gets missed.

  • Renewals scattered across spreadsheets, inboxes, and carrier sites
  • Endorsements buried in PDFs with no visibility into what changed
  • Certificates expiring without warning
  • Account managers forced to manually track every deadline
  • No unified view of GL, Property, Auto, WC, Umbrella, Cyber, and more
  • High renewal risk because information is fragmented and reactive

CoverageView fixes all of this by giving account managers a single place to see everything—renewals, endorsements, certificates, tasks, and coverage changes—without digging through a single PDF.

What CoverageView Does

AI‑Powered Document Extraction

Upload any commercial P&C document—dec pages, ACORDs, endorsements, loss runs—and CoverageView extracts limits, deductibles, premiums, carrier names, and coverage changes automatically.

Renewal Command Center

A single dashboard showing renewals by urgency, endorsements added, accounts needing prep, and expiring certificates. Every card supports one‑click actions.

Endorsement Diff Engine

Automatically detects coverage changes—limit decreases, exclusions, modifications—and generates advisor‑ready talking points.

Review Prep Workflow

Generates a structured renewal prep packet with readiness score, coverage changes, talking points, documents, certificates, and follow‑up tasks.

Coverage Intelligence

Surfaces coverage gaps, concentration risk, expiring windows, and cross‑sell opportunities across your entire book.

Simple, Fair Pricing for Agencies of All Sizes

No onboarding fees. No long-term contracts. Cancel anytime.

Starter

For small agencies or single account managers

$79 / user / month

  • Unlimited document uploads
  • Renewal Command Center
  • Endorsement Diff Engine
  • Review Prep Workflow

Professional

For growing commercial teams

$129 / user / month

  • Everything in Starter
  • Coverage Intelligence
  • Renewals Pipeline
  • Task Management
  • Webhook Integrations

Ready to See CoverageView in Action?

Book a live walkthrough or start a risk‑free trial. No credit card required.

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