Sell More Policies.
Work Smarter.
CoveCRM is an AI-powered sales system that calls leads, texts leads, follows up, books appointments, and coaches you — automatically.
Built specifically for high-volume life insurance agents.
7-day free trial · Card required for usage billing
Everything you need to dominate your market
Stay Organized
Manage leads, conversations, appointments, and follow-up from one clean system built for high-volume insurance sales.
- Smart lead management
- 2-way SMS inbox
- Calendar sync
- Organized pipeline view
Follow Up Faster
Automated SMS drips, AI nudges, and appointment reminders keep leads moving without letting opportunities slip away.
- Prebuilt drip campaigns
- Lead aging alerts
- Smart follow-up nudges
- No-show rescheduling
Close More Deals
AI Call Coach and the AI Dialer help you improve conversations, book more appointments, and sell more policies with less wasted effort.
- AI Call Coach
- AI Dial Sessions
- Power dialer
- Lead scoring
AI Call Coach –
Improve Every Call
After every call, your AI Coach analyzes the transcript and scores you across 6 categories — opening, rapport, discovery, presentation, objection handling, and closing. Get specific feedback on what went well and exactly what to improve.
- ✔Overall call score (1–10) with detailed breakdown per category
- ✔See every objection encountered and the ideal rebuttal you should have used
- ✔Track your coaching score trend over time to measure real improvement
- ✔Automatically generated after every call — no extra steps required
Call Report
8.2 / 10
Flagship Feature
AI Dialer – Your 24/7 Appointment Setter Join Waitlist
A fully autonomous calling agent that dials your leads, handles objections using proven insurance scripts, and books real appointments directly on your Google Calendar — all while you focus on closing.
- • Calls through your existing Cove numbers.
- • Uses your lead types to stay on-message for mortgage protection, final expense, and more.
- • Books appointments into your real Google Calendar in the correct time zone.
- • Runs quietly in the background while you work, travel, or take the day off.
Automated Calling Engine
Turn entire folders of leads into booked appointments without manually dialing a single number.
Flagship Feature
AI SMS Assistant – Always-On Follow-Up
Your built-in texting assistant that nurtures leads, chases no-shows, and reschedules missed appointments — all using tested, compliant scripts tailored for life insurance.
- • 2-way conversations in your existing SMS inbox.
- • Plays the long game with proven drips for every lead type.
- • Automatically follows up with no-shows and missed appointments.
- • Keeps everything documented inside Cove conversations.
Intelligent Follow-Up
Make sure every lead is contacted, followed up with, and rescheduled — without adding more to your daily to-do list.
Coming Soon
Facebook Lead Manager – Leads on Autopilot Coming Soon
Connect your Facebook lead forms directly to Cove. New leads are automatically imported, scored, organized into folders, and enrolled in drip campaigns — the moment they fill out your ad.
- • Real-time webhook delivery from Facebook Lead Ads — no Zapier needed.
- • Supports final expense, IUL, mortgage protection, veteran, and trucker campaigns.
- • Auto-creates folders per campaign for easy organization.
- • Duplicate detection prevents paying to work the same lead twice.
Lead Flow Automation
From Facebook ad to booked appointment with zero manual entry — every lead is automatically ready to work.
Coming Soon
Agent Recruiting – Build Your Team Inside Cove Coming Soon
Invite agents, track team performance with leaderboards, and manage your downline — all from your Cove dashboard. No separate platform needed.
- • Invite agents via email and manage team access centrally.
- • Real-time leaderboard: dials, contacts, and bookings by agent.
- • Built-in affiliate program to earn recurring commissions by referring other agents.
- • Visual pipeline board to see where every lead stands.
Team Performance
See who's dialing, who's booking, and where each agent is falling behind — all in one leaderboard.
Power Dialer
Call leads from any number with automatic logging and one-click controls.
2-Way SMS Inbox
Text back and forth with leads in real time. Every conversation tracked in one place.
Google Calendar Sync
Appointments sync instantly with your real calendar, two-way, so your schedule is always accurate.
Lead Import + Smart Folders
Upload from CSV or Google Sheets and automatically organize leads by type and source.
Voicemail Drop
Drop a pre-recorded voicemail with one click and move on to the next dial.
Prebuilt Drip Campaigns
Turn on proven text drips for every lead type plus client retention and referral collection.
No-Show Rescheduling
Automatically text no-shows and missed appointments to reschedule without lifting a finger.
Local Presence Dialing
Use local area codes so more leads pick up your calls.
See How CoveCRM Compares
Built specifically for high-volume outbound life insurance sales — not adapted from marketing-first systems.
Note: Many CRMs now offer AI-assisted features. CoveCRM's AI is purpose-built for life insurance outbound — built directly into calling, call coaching, and automated follow-up, not just a generic add-on.
The AI Engine Running Your Sales Pipeline
CoveCRM doesn’t just store leads — it remembers, decides, and takes action automatically so no opportunity slips through the cracks.
AI Lead Memory
Remembers conversations, objections, notes, and behavior so the system always knows the full story behind every lead.
AI Decision Engine
Determines the next best action for every lead — call, text, follow up, reschedule, or reactivate.
AI Automated Follow-Up
Sends the right message at the right time so leads don’t go cold while you’re busy closing deals.
AI Lead Reactivation
Finds old leads that are likely to respond and brings them back to life automatically.
AI Priority Score
Shows you exactly who to call first so your best opportunities get attention before anyone else.
AI Call Coach
Analyzes every call and tells you exactly how to improve your pitch, handle objections, and close more business.
Simple, transparent pricing
No per-seat fees, no surprise add-ons. One flat monthly rate — every AI feature included.
Cove CRM
$199.99/mo
+ tax & call/SMS usage
- ✔Unlimited users per account
- ✔Power dialer, SMS inbox, lead management
- ✔Google Calendar sync + booking forms
- ✔Prebuilt drip campaigns
- ✔AI Call Coach — score + feedback every call
- ✔AI Call Overview — auto-summarized after every call
- ✔AI SMS Assistant — automated lead follow-up
- ✔AI lead scoring + smart nudges
- ✔7-day free trial included
🤖 AI tools included. Standard Twilio usage charges apply for calls and SMS.
Compare to competitors charging $300–500/month for less features.
Ready to close more deals?
Join thousands of top life insurance agents using Cove CRM to sell smarter and grow their teams.
7-day free trial · Card required for usage billing