Skip to content
Coberturia
Menu

For insurance agents and brokers

Your insurance book, without typing

Coberturia reads your policies with AI, summarizes your meetings and voice notes, and every morning tells you which client to call. You review and confirm; the AI does the heavy lifting.

Start on the free plan, no credit card required.

Vehicle policy

Ready to review
Policyholder
María Fernanda López
Insurer
Aseguradora del Pacífico
Policy no.
VH-2026-004812
Term
Mar 01 2026 – Mar 01 2027
Annual premium
USD 684.00
High confidence
From a photo to a loaded client Upload the policy as it comes. The AI fills in the fields and flags what is worth a second look.

All your work in one place

Built for how agents actually sell: with documents, audio and WhatsApp.

  • AI policy reading

    Upload a photo or PDF of any policy or form, from any insurer. The AI extracts the policyholder, term, premium and coverages, and you only review them side by side before saving.

  • Meetings and voice notes

    Record the meeting or upload the voice note you got on WhatsApp. You get the transcript, a summary, next steps and suggested tasks you accept with one tap.

  • Pipeline and "what to do today"

    Move your opportunities through stages and start every day with a clear list: renewals coming due, pending tasks and prospects ready to buy.

  • WhatsApp in one tap

    Open WhatsApp with a message already drafted by the AI for each client. The conversation is logged in their history, without automating your account.

For the agent and for the broker

Independent agent

Your whole book on your phone, without spreadsheets.

  • Load your policies from photos, PDFs or your spreadsheet
  • Renewal and birthday reminders
  • Start free and change plans as you grow

Broker with a team

Your people sell; you see the whole book.

  • Invite agents and choose which insurers each one works with
  • Clients belong to the broker: if an agent leaves, the book stays
  • Pay per active agent, with unlimited users

How it works

  1. Upload

    Photos, PDFs, voice notes or your client spreadsheet. From your phone or your computer.

  2. Review

    The AI proposes the data and you confirm or correct it. Nothing is saved without your approval.

  3. Sell

    Reminders, pipeline and messages ready to send from your own WhatsApp.

Start free

Create your account without a card. When you need more policies, more AI or want to add your team, change plans.

See plans and pricing

Stop typing policies by hand

Create your account in minutes and load your first policies today.

Create a free account