Audience

Insurance agents and brokers looking for a technology platform to access multiple carriers and lines of business

About CoverWallet for Agents

CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button.

Pricing

Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

CoverWallet
Founded: 2018
United States
agents.coverwallet.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

CoverWallet for Agents Frequently Asked Questions

Q: What kinds of users and organization types does CoverWallet for Agents work with?
Q: What languages does CoverWallet for Agents support in their product?
Q: What kind of support options does CoverWallet for Agents offer?
Q: What type of training does CoverWallet for Agents provide?
Q: Does CoverWallet for Agents offer a free trial?

CoverWallet for Agents Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Insurance Rating
Policy Management
Quote Management
Risk Assessment
Underwriting Management
Claims Management
Commission Management
Customer Portal
Document Management
Reinsurance Administration

Insurance Policy

Cancellation Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Renewal Management
Underwriting Management
Claims Tracking
Reinsurance Administration

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
For Casualty Insurance
Multi-State
Multiple Line Rating
Customer Portal
For Health / Medical Insurance
For Life Insurance
For Personal Insurance

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Insurance Rating
Policy Management
Quote Management
Underwriting Management
Claims Management
Commission Management
Customer Portal
Document Management
Marketing Automation
Reinsurance Administration