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CovioIQ

Insurance broker CRM for policies, renewals and follow ups

发布日期 · UTC
2026-10-23
产品域名
covioiq.com
域名后缀
.com
产品方向
商业服务

关于产品

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.

关键词

客户关系管理insurance brokerrenewal management