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PURPOSE-BUILT FOR LIFE INSURANCE

More possibility.
Less standing still.

Meet the workspace built for life insurance agents.
Leads, conversations, and an AI assistant that keeps you moving.

Start your free trial Watch Kayla work
7-day free trial · Card required · Call & SMS usage billed separately
MEET YOUR NEXT APPOINTMENT

While you’re closing,
Kayla keeps things moving.

One lead. One connected journey.
See how a conversation becomes your next opportunity.

K
KaylaYOUR AI CALLING ASSISTANT
ILLUSTRATIVE DEMO
01 / 04
ELENA MARQUEZ Mortgage protection
KAYLA IS CONNECTING THE DOTS

A good conversation
changes everything.

Kayla“Would tomorrow at 3 work for a quick conversation about your coverage?”

Elena“Yes, that works for me.”

A real conversation. A clear next step.Kayla connects with Elena and finds a time that works.

Sample workflow with fictional data. AI plan, connected calendar, eligible contacts, and notification/reminder setup required. No live calls or messages.

THE WORKSPACE BEHIND YOUR NEXT WIN

Every detail.
Working together.

From first lead to sold policy, this is your home base.

A DAY IN COVECRMFour moments. One connected workspace.
Workspace Leads Search your workspace
YOUR NEXT OPPORTUNITY

Good leads. Clear next steps.

Add lead
Mortgage protection 24Final expense 18All leads 86
NAMESTATUS
EMElena MarquezTexas · Mortgage protectionNew
AOAdrian OkaforArizona · Mortgage protectionContacted
RBRosa BennettTexas · Mortgage protectionNew
WKWalter KeeneArizona · Mortgage protectionAppointment
LEAD PREVIEW
EM

Elena Marquez

Mortgage protection

Source
Facebook Lead Ads
Folder
Mortgage protection
Status
New
Interactive product illustration Fictional people & sample data
A new opportunity. Already organized.Bring your leads into one workspace, with their source and details close at hand.
FITS THE WAY YOU ALREADY WORK
Meta Lead Ads+Google Calendar+Google Sheets+CSV imports
LESS SWITCHING. MORE SELLING.

Everything connected.
Nothing lost in the shuffle.

From the first conversation to the policy you write, keep the details—and your next move—in view.

A place for every opportunity.

Bring in leads from Facebook, Google Sheets, or a CSV. Organize them into folders and open the details without losing your place.

Meta Lead AdsGoogle SheetsCSV
Mortgage protectionYour leads. Ready to work.
Explore lead management

Keep the conversation going.

Calls, two-way texts, and drip campaigns keep your follow-up close to the lead.

Is there a good time to talk?Tomorrow afternoon works!
See conversations

A clearer day ahead.

Bring appointments into view and connect your Google Calendar.

24THU
Coverage review11:00 AM · Adrian Okafor
See the calendar

Know what your effort earns.

Mark a lead sold. Enter the annual premium.
See your daily, weekly, and monthly production on Home.

Explore AP tracking
ANNUAL PREMIUM Sample month$18,600Every recorded sale adds to the picture.
MEET KAYLA · AVAILABLE WITH AI

Your follow-up
has a helping hand.

Give your calling workflow an AI assistant. Kayla can call leads, handle conversations, and help book appointments while you focus on your next client.

  • AI voice calling through your Cove numbers
  • Transcripts and summaries for context
  • Appointment booking and live transfers
Compare Base and AI
A LITTLE SUPPORT. A LOT MORE FOCUS.
Connect Converse Book
Configured by you. Connected to your CRM.
A WORKSPACE THAT WORKS FOR YOU

Start with the essentials.
Add AI when you’re ready.

One connected CRM. Two straightforward plans.

CoveCRM Base

Your everyday insurance sales workspace.

$100/ month
Billed monthly · Plus tax & call/SMS usage
  • Lead management & smart folders
  • Power dialer & two-way SMS
  • Drip campaigns & appointments
  • AP tracking on your dashboard
  • Team management & 1 phone number

CoveCRM + AI

WITH KAYLA

Your CRM, with an AI calling assistant.

$150/ month
Billed monthly · Plus tax & call/SMS usage
  • Everything in Base
  • Kayla AI voice dialer
  • AI auto-calling for new leads
  • AI transcripts & summaries
  • Live transfers from Kayla to you

Both plans include a 7-day free trial. A card is required. Calls and SMS have separate usage charges; dialer calls are billed on connected talk time.

A FEW THINGS TO KNOW

Good questions.
Clear answers.

More about CoveCRM
Who is CoveCRM built for?

Life insurance agents and teams working final expense, mortgage protection, IUL, and other insurance leads. It brings lead management, communication, appointments, and production tracking into one workspace.

Can I bring my existing leads?

Yes. Import leads from a CSV, connect Google Sheets, or use Facebook Lead Ads workflows. Organize your leads into folders so you can work them your way.

Do I need the AI plan?

No. Base includes the CRM, power dialer, SMS, drip campaigns, calendar, and AP tracking. Choose AI if you also want Kayla’s voice calling, transcripts, summaries, and live transfers.

How does annual premium tracking work?

When you mark a lead sold, enter its annual premium. Home shows your recorded AP for today, the current week, and the current month. Sample figures on this page are illustrative.

What costs are separate from my plan?

Tax and call/SMS usage are additional to the subscription. The free trial requires a card for usage billing. Annual billing is charged upfront at the yearly amount shown above.

YOUR NEXT CHAPTER STARTS HERE

More clarity.
More room to grow.

Make your next workday a CoveCRM day.

Find your plan Built for insurance agents. Built around your day.