Coverzen
SaaS platform for insurance intermediaries to quote, issue, and manage policies in one place
Overview
Coverzen is a distribution and sales SaaS platform designed for insurance intermediaries, including agents, brokers, and sub-agents, operating in Italy and the broader EMEA region. The platform centralizes quoting, policy issuance, document management, portfolio management, and post-sale client servicing into a single unified interface.
The platform connects intermediaries directly to more than 20 insurance carriers, enabling comparative quoting across multiple providers with minimal data entry. Once a client selects a policy, issuance is handled without manual re-entry. Supporting features include automated client reminders via email, SMS, and WhatsApp, digital document archiving, electronic signatures, and a full CRM for tracking client portfolios. Coverzen also offers back-office support for renewals and modifications with a 24-hour turnaround guarantee.
Founded in 2021 and headquartered in Milan, Coverzen raised EUR 3.3M in Seed funding from Vertis SGR and a syndicate of business angels. The company has grown to serve hundreds of registered insurance intermediaries across Italy and holds IVASS regulatory registration (RUI B000450117).
Products & Services
Quote & Issuance Module
A comparative quoting tool that queries multiple insurance carriers simultaneously from a single form submission. Selected policies can be issued directly through the platform, eliminating duplicate data entry.
Key Features
- Multi-carrier quote comparison
- Direct policy issuance from quote
- Minimal data entry per request
Target Users: Insurance agents and brokers seeking faster quote-to-bind workflows
Insurance Management Software (Gestionale Assicurativo)
A combined CRM and portfolio management tool that tracks clients, their active policies, and renewal schedules. Automated reminders keep clients informed without manual outreach effort.
Key Features
- Client and policy portfolio tracking
- Automated reminders via email, SMS, and WhatsApp
- One-click quote generation from client records
Target Users: Insurance intermediaries managing ongoing client relationships
Post-Sale Management Services
Back-office processing for policy modifications, renewals, and client requests submitted through the platform, with a guaranteed 24-hour handling turnaround.
Key Features
- Centralized client request submission
- Guaranteed 24-hour response time
- Reduced administrative workload for intermediaries
Target Users: Intermediaries looking to offload back-office operations
Digital Document Archiving
Full digitization of insurance documentation, including electronic signature capabilities, replacing physical paper storage and manual filing.
Key Features
- Digital document storage and retrieval
- Electronic signature support
- Elimination of physical paper workflows
Target Users: Intermediaries seeking compliant, paperless document management
At a Glance
- Founded
- 2021
- Headquarters
- Milan, Italy
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Quote-to-Bind Document Management
- Insurance Verticals
- P&C Personal P&C Commercial Life & Annuity Specialty/E&S
- Target Customers
- Agents/Agencies, Brokers
Links
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Last updated: 2026-05-17