See every policy clearly and manage daily P&C insurance work in one agency management system built for execution.
P&C agencies manage policies across carriers, wholesalers, and MGAs. In many systems, policy information is scattered across screens, portals, and reports. Agents lose time searching for context instead of moving work forward. Daily tasks become reactive instead of controlled.
Common Issues
If policies are hard to see, work is hard to do.
In CoverBench, all policies live in one system regardless of where they were placed. Agents see a complete view of the book of business with consistent fields, status, and history. Policy visibility is built into how CoverBench works, not added through reports or exports.
CoverBench is designed around daily insurance work.
Agents can see:
Daily work is visible without searching or switching screens.
In CoverBench, policy context is always available.
Each policy includes:
Agents do not need to leave the policy view to understand what is happening.
Daily insurance work should move quickly.
CoverBench reduces friction by:
The system adapts to daily work instead of forcing work to adapt to the system.
Policy visibility in CoverBench spans:
Integrated and manual policies share the same experience. Visibility does not depend on how the policy entered the system.
Who need fast access to policy context while working accounts.
Managing endorsements, documents, and daily servicing tasks.
Seeking clear visibility into the book of business.
If daily insurance work feels scattered, it belongs in CoverBench.
No migration required. Add policies at your own pace.
$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 complete policy visibility and a single place to manage daily insurance work across carriers, wholesalers, and MGAs. Clear, consistent, and built for how agencies operate.