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CovioIQ

CovioIQ

Insurance broker CRM for policies, renewals and follow ups

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CovioIQ is a CRM for Canadian insurance brokers. Keep clients, policies, opportunities, documents and tasks together. Renewals appear 90 days before expiry, with a churn risk score and the reasons behind it. Ask Alex questions about your own records, then review the answer and take action yourself. English and French workflows support Canadian brokerages.

CovioIQ makers

Here are the founders, developers, designers and product people who worked on CovioIQ