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PRODUCT DETAILS

CovioIQ

Insurance broker CRM for policies, renewals and follow ups

Launch date · UTC
2026-10-23
Domain
covioiq.com
Domain ending
.com
Category
Business services

About this product

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.

Keywords

CRMinsurance brokerrenewal management