Launching today

CovioIQ
Insurance broker CRM for policies, renewals and follow ups
1 follower
Insurance broker CRM for policies, renewals and follow ups
1 follower
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.
