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What is COVU?

Your clients will greatly value the all-encompassing experience created by our advanced technology and committed team, specifically designed to enhance insurance management for your agency's advantage. This integration is an essential enhancement to your workflows, merging personnel and technology into a cohesive, efficient platform. We are dedicated to revolutionizing customer journeys by facilitating smooth collaboration between service representatives and advisors, thus making the insurance process simpler for both your agency and its customers. Our real-time self-service application empowers customers to oversee their insurance policies while still having the option to reach out to service agents for assistance whenever needed. The renewal of policies and the acquisition of new coverage are significantly improved through a combination of artificial intelligence and sales support, ensuring that your clients receive the best possible options. Moreover, you will gain valuable insights into your agency's performance with our real-time management and monitoring tools, which feature business intelligence and approval request functionalities. By utilizing our state-of-the-art platforms designed for both customers and agencies, we facilitate a more efficient and profitable approach to satisfying your clients' insurance needs, ultimately raising your agency's service standards and enhancing profitability. Adopt this innovative approach within the insurance industry and experience the transformative effects it can have on your client interactions. This shift not only streamlines processes but also fosters stronger relationships with your clientele, driving long-term success.

What is COREFIN Insurance Software?

COREFIN Insurance & Broker provides a customized management solution based on Microsoft Dynamics 365, which enables insurance firms and brokers to manage their full range of operations while gaining an in-depth understanding of their clientele. This cutting-edge platform combines both flexibility and scalability with an easy-to-use interface, allowing insurance businesses to efficiently streamline their operations and assess their performance indicators. Designed for optimal control, it empowers users to independently establish new products and services without the need for IT assistance. Furthermore, it facilitates the real-time definition of business processes and procedures, ensuring compliance with set standards throughout all operations. Automated workflows enhance every aspect of the process, ensuring that employees consistently follow company protocols. In addition, all actions and data are consolidated in a singular repository, making it straightforward to retrieve and analyze information within the CoreFin Insurance Core System. This approach significantly boosts users' capacity for informed decision-making and enhances overall operational efficiency. The system’s robust analytics capabilities also provide insights that can drive strategic initiatives within the organization.

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

COVU

Company Location

United States

Company Website

covu.com

Company Facts

Organization Name

Corefin

Date Founded

2008

Company Location

United Kingdom

Company Website

www.core-fin.com/crm-insurance-software.html

Categories and Features

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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