Manage P&C policy documents and endorsements across carriers, wholesalers, and MGAs in one agency management system built for daily servicing work.
For many P&C agencies, policy documents and endorsements are spread across email inboxes, carrier portals, shared drives, and disconnected systems. Endorsement requests often move through email chains with limited visibility, making it difficult to know status, ownership, or next steps.
Common Issues
When documents are hard to find, servicing slows down
In CoverBench, documents are organized around policies and accounts. Policy documents, endorsements, and statements live with the policy they belong to. Agents do not need to search folders or inboxes to find what they need. Document access is consistent across carriers, wholesalers, and MGAs.
CoverBench provides a clear structure for endorsement work.
Agents can:
Endorsements stay connected to the policy and client, creating clear servicing visibility.
In CoverBench, endorsement work has clear status and ownership.
Agencies can see:
This reduces follow-ups, missed changes, and servicing delays.
P&C agencies service policies across many markets. CoverBench supports that reality. Integrated markets flow documents into CoverBench automatically. Non-integrated markets are supported through manual document uploads and endorsement tracking. All servicing work lives in one system regardless of market source.
By centralizing documents and endorsements in CoverBench, agencies reduce servicing risk.
CoverBench helps agencies:
Servicing becomes controlled instead of reactive.
Managing daily endorsements and policy changes.
Responsible for accurate documentation and follow-through.
Handling servicing across multiple carriers, wholesalers, and MGAs.
If documents and endorsements still live in email, they belong in CoverBench.
No migration required. Start with active policies.
$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 gives P&C agencies a single system to manage policy documents and endorsements across carriers, wholesalers, and MGAs. Clear visibility. Consistent servicing. Daily work in one place.