Practical, in-depth guidance for P&C agencies managing policies, renewals, and multi-market work across carriers, wholesalers, and MGAs.
CoverBench guides are built around how P&C agencies actually operate. Each guide focuses on a specific area of daily insurance work and explains how to manage it clearly inside CoverBench.
These guides are designed to be:
They are updated as CoverBench evolves.
A complete guide to moving renewal tracking out of spreadsheets and into a system designed for daily work.
Read guideHow P&C agencies manage policies across multiple MGAs, wholesalers, and carriers without losing visibility.
Why policy visibility breaks down as agencies grow and how to maintain clarity in one system.
What changes when agencies grow and how to design systems that support daily execution.
A practical framework for evaluating agency management systems based on daily work, not feature lists.
These guides are not meant to be read all at once.
Agencies can:
There is no required sequence.
Many guides reference workflows and concepts used directly in CoverBench. They are designed to help teams improve daily execution and get more value from the system.
Agencies evaluating a new agency management system can use these guides to understand how CoverBench fits real operating models. The goal is informed decisions and realistic expectations.
Future guides will focus on:
Guides are added deliberately, not frequently.
The best way to use these guides is alongside real work. CoverBench offers a full-featured 90-day free trial so agencies can apply what they learn directly inside the system.
$99 per user per month
First 90 days free
CoverBench is priced per user with full access to core functionality. No long-term contracts. No hidden fees.
Carriers, wholesalers, and MGAs are never charged.
Includes:
CoverBench guides help P&C agencies improve how daily insurance work is handled across carriers, wholesalers, and MGAs. Clear, practical, and designed to be used.