CovioIQ
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Insurance broker CRM for policies, renewals and follow ups
Artificial Intelligence
SaaS
Fintech
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.
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