Introducing COVU OS Lite
The free AI-native CRM for insurance agencies.
Turn Gmail or Outlook service requests into tracked work. Let P&C-trained AI draft the response, keep it with your team, or hand it to the Service Network.
Sits beside your AMS. Set up in minutes. No credit card.
Running a larger operation? Talk to us about COVU OS →
Designed around the service work COVU has run, not a blank software brief.
Summaries and reply drafts begin with the language and judgment of insurance service.
Keep work with your team or send an approved task to COVU from the same visible queue.
Why it matters
Your AMS holds the record. Where does the work live?
Requests arrive through email, phone calls, and carrier portals, then live in inboxes and people's heads until they are done or forgotten. Your AMS knows the account; OS Lite makes the work visible.
Buried in inboxes
A COI request sits in one person's email. If they're out sick, nobody else knows it exists — until the customer calls upset.
Stuck in people's heads
Who's working on what? What's overdue? What did we promise the customer? Today the answers live in memory, not in a system.
Invisible until it's late
Nothing tells you a request is aging until the renewal slips or the customer leaves. There's no queue, no status, no warning.
Make every piece of service work visible first. Then handling it — or handing it off — gets easy.
How it works
Start simple: see it, handle it, hand it off.
The free base is deliberately simple — three steps, no setup project, no training week, no system to migrate to. It's the front door to everything else COVU can do.
Every request becomes a ticket
Connect your service inbox — Gmail or Outlook — and every incoming request turns into a tracked ticket automatically — who it's from, what they need, and how long it's been waiting.
Goes where you work: OS Lite Companion — our browser extension — and a phone app capture work from your AMS and carrier portals with one click.
AI drafts, your team decides
Open a ticket and Vero — COVU's proprietary, P&C-trained AI — has already read the thread, summarized the history, and drafted the reply. Your team reviews, edits, and sends — in a fraction of the time.
You stay in control: nothing goes out without a person approving it.
Send any task to COVU
Busy week? Hit "Send to COVU" and a licensed COVU pro does the work — you follow it through to completion and review the result before accepting it.
Pay per task, only when you use it. A clear price on every task, approved by you.
Where it goes next
Most tools stop at a tidy inbox.
COVU keeps going.
Seeing the work is the start, not the point. The point is to move it toward done — with AI and licensed hands when you want them, and you in control the whole way. The free inbox is the first step of a much bigger operating stack.
The operating stack
From visible, to controlled, to running with less hands-on.
You don't automate an agency in one leap. COVU earns it one workflow at a time — and every step forward is one you can see and steer.
Visible
Every request has a home, an owner, a status, and a next action. Nothing hides in an inbox or in someone's head.
Controlled
Routing, authority, and review are explicit. You see what's waiting, what's at risk, and who's on it — before it becomes a surprise.
Assisted
Vero drafts, summarizes, and prioritizes; licensed COVU capacity takes the work you choose to hand off. Your team decides anything that touches money or a license.
Progressively autonomous
As the evidence proves out, more of the routine runs inside your approved controls — and your best people spend their time where judgment actually matters.
Autonomy without abdication. Control isn't what you trade away for leverage — it's how you get it safely. You expand only when the results earn it.
One control plane, your choice of hands
Keep the work, or hand it off. You decide, every time.
The free base creates value even if COVU never touches a task. When capacity helps, the same queue can route qualified work to our licensed team — optional, scoped, and paid only for the work done.
Your team
Keep execution in-house and gain the visibility and manager controls you didn't have before. Your team stays a route — always.
Vero assistance
P&C-trained AI reads the thread, drafts the reply, and flags what needs a human — inside the workflow's guardrails, with a person approving anything that goes out.
Service Network
Hand qualified service work to COVU's licensed team. Work is qualified before it's promised — the systems, book, authority, and controls have to fit the lane first.
Pricing
Free to start. Pay only when you hand off work.
The base workspace is free. Beyond it, you pay for work done and turn on modules only as you need them — every price shown in the product and approved before the work starts. No subscription to begin.
Free for your agency
Everything you need to see and handle your own service work.
- Unlimited tickets and requests
- Invite your team into one shared queue
- Email intake — requests become tickets automatically
- AI summaries and reply drafts
- Works in your browser and on your phone
- Simple reporting on volume and response times
Pay per task
When you want a hand, COVU's licensed team does the work for you.
- One clear price shown before you hand off — locked in when you confirm
- Handled by licensed, experienced service professionals
- You review the finished work — send it back and we make it right or credit it
- No subscription, no minimums, no commitment
- Monthly usage and spend, visible in one place
Beyond the base: turn on modules — voice, deeper data, advanced reporting — only when you need them, priced when you do. Start free, expand only when it earns it.
After you sign up
Your first day, start to finish.
There's no implementation project hiding behind the sign-up button. This is the whole setup — most agencies see their first tracked ticket before lunch.
Create your workspace
Sign in with Google. No credit card, no contract, no sales call to start.
Connect your inbox
Link your service email — incoming requests start becoming tracked tickets automatically.
Invite your team
Everyone sees the same queue: who's on what, what's waiting, what's done.
Hand off your first task
First we book a short setup call to connect your AMS and carrier access safely. After that: send one ticket to COVU, watch it come back done, and decide if you want more.
You still own it. You still steer it. You stop driving every task.
OS Lite makes the next action explicit. Keep it with your team, use an AI draft, or send an approved task to COVU. Every route remains visible.
FAQ
Fair questions, straight answers.
What agency owners ask before they start — answered without the fine print.
Want a walkthrough instead?
Fifteen minutes with our team and you'll see your first request become a tracked ticket.
Book a walkthroughThe workspace is genuinely free — unlimited tickets, your whole team, AI drafts included. We make money only when you choose to send a task to COVU's team, at a clear per-task price you approve first. If you never send one, you never pay.
No. OS Lite sits beside your AMS, not in place of it. Your AMS stays the system of record; OS Lite is where the incoming work gets seen, tracked, and answered. There's no migration and nothing to rip out.
A licensed COVU service professional picks it up and does the work. You see the exact price before you hand it off, and it locks in the moment you confirm — it cannot change afterwards. You follow the status while it's in progress and review the finished work. If it isn't right, send it back and we make it right or credit it. Before your first hand-off we book a short setup call to securely collect your AMS and carrier portal access and agree how you like things done — after that, handing off is one click.
Yes. OS Lite Companion — our browser extension — moves with you through email, your AMS, and carrier portals. A phone app captures work away from your desk, so the same product follows the request across every surface.
Minutes, not weeks. Sign in, connect your service inbox, invite your team. Your first requests show up as tickets right away — there's no data migration and no implementation project.
Free for your agency
See your service work by this afternoon.
Create your free workspace, connect your inbox, and watch the first request become a tracked ticket. No credit card, no commitment. A short setup call only when you are ready to hand work to COVU.
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