CoverWallet (for Agents)

CoverWallet for Agents is a digital insurance platform that lets agencies quote and bind small commercial policies online. Its integrated underwriting guidelines speed approvals for business owners, professional liability, and general liability coverage. Agents can track each client’s coverage portfolio, add endorsements, and process renewals. The platform includes an eCommerce-like interface for small business owners to compare quotes. A built-in CRM logs interactions, enabling cross-sell suggestions. CoverWallet’s focus on small commercial lines helps agencies quickly serve startups and freelancers seeking digital-first insurance solutions.