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coverbound AI

AI that does the broking admin. You do the broking.

coverbound's AI reads forms, loss runs, contracts, prospects' websites and client meetings. It talks to clients, fills PDFs and gives you a first draft. The advice stays yours. It never makes up a figure and never sends anything to a client without your say-so.

Start free trialSee how it works
A client answers insurance questions in a chat on their phone, asks what a subcontractor is and gets a plain answer.
What was your turnover last financial year?About the same as the year beforeNo problem. Roughly what figure should I put down for last year?

Not saved yet

No figure in their reply, so it asked again

For your clients

  • Chat in forms: clients answer proposal questions in a conversation. It clarifies, explains terms and saves checked answers as it goes.
  • If a reply has no figure in it, the AI asks again instead of guessing
  • Answers go through the same checks as the form. The AI proposes, the rules decide.

Build a form

Pasted from your email

42 found
1. Do you use subcontractors?
2. If yes, what % of turnover?
3. Any claims in the last 5 years?
Do you use subcontractors?Yes / No
Share of turnoverOnly if yes
Claims in the last 5 yearsTable

For forms

  • PDF to questionnaire: the AI works out the insurer, the product and every question. It flags anything it's unsure of.
  • Paste a list of questions from an email and it builds the form
  • Fill the insurer's PDF: it suggests where each answer goes, even on scanned forms. Map once and it fills every time.

Renewal overview

First draft for Sam to edit

Needs your edit

Your renewal premium is [Renewal.Total], a change of [Renewal.ChangePct] on last year. We approached [Markets.Approached] insurers on your behalf.

Your recommendation, in your words

Figures come from the placement. Nothing goes out until you approve it.

The paperwork around your advice

The advice is yours. coverbound does the typing around it: a first draft you rewrite in your own words, check and approve. Nothing reaches a client until you do.

  • A first draft of summaries, renewal overviews and cover letters, for you to shape
  • Figures come straight from the placement. The AI never types one.
  • Claim emails set up from the claim's records, ready for you to edit and send
  • Coverage check reads the policy against a claim. Guidance for you, not a decision.
  • Quote comparison lines up every insurer's offer with the page it came from. The recommendation is yours.
  • Contract review finds a client's insurance clauses and holds them against their cover. The advice in the letter is yours.

Done for you this morning

Brightco Pty Ltd · 4 jobs

AI
Email filed from your noteBrightco renewal 2026Filed
Certificate of currency readExpires 1 Oct · task setRead
What's the property excess?$2,500 · Schedule p.4Cited
Chase insurers after 10 days3 steps drawnDraft

Nothing sent to a client Undo any

For your day

  • Risk briefs: give it a prospect's website and get the risks to discuss and the questions to ask, each linked to its source
  • Meeting notes: upload a recording or transcript and get the tasks, disclosures, form answers and recap email
  • Asset schedules: a fleet list or plant register read into one checked table, every value linked to its cell
  • Email filing: understands a note like "file under the Brightco renewal" typed above a forward
  • File reading: works out what every document is, who it's for and when it expires
  • Ask your files: type a question and get an answer with a link to the page it came from
  • Automations from a sentence: describe the rule and it draws it

Step by step

Where the AI shows up.

Upload an insurer's PDF. Every question, table and condition is read, with anything uncertain flagged.

PDF to questionnaireLow confidence flags

Write with AI gives you a first draft around live merge fields. You make it yours, approve and send.

First draftsNo typed figures

Loss runs are read claim by claim. The presentation of the risk is drafted around merge fields. You accept each section.

Loss runs readBroker to confirm

A client's asset schedule is read from Excel, Word or a scan. Duplicates, missing values and stray currencies are flagged with the cell they came from.

Every value sourcedYou approve it

A client's contract is read for its insurance clauses. Each requirement is held against their policies, with the passage highlighted.

Every quote provenNever says not covered

Quotes and wordings are read and lined up. You review each row, add notes for the client and approve.

Quoted evidenceNever picks an insurer

When an insurer misses a timeframe, the chase is drafted from the claim. You read it and send.

Drafted chasersCode timeframes

A prospect's website, register entry and files are read. The risks to discuss and the questions to ask come back, each linked to its source.

Every fact sourcedYou confirm it

A client meeting's recording or transcript is read. Tasks, disclosures, form answers and a recap email are suggested, each quoted from the meeting.

Quoted from the meetingYou apply it

Forward an email with a one-line note. It's read, filed and summarised on the right client.

Reads your noteUndo
An insurer proposal form PDF is uploaded and coverbound turns it into a questionnaire, flagging one question to check.

Guardrails, built in

  • Drafts first. Anything client-facing waits for you, unless you choose to let it send.
  • No made-up numbers. The AI never types a premium, a date or a limit. Drafts with stray numbers are rejected.
  • Suggestions show their working. It quotes the exact words it relied on. Nothing changes until you click.
  • No advice to your clients. The chat never tells a client what to buy or declare. Comparisons never pick an insurer.
  • Quotes are checked word for word. Anything it can't prove is marked Could not verify.
  • A missing fact is left as [Broker to confirm], never guessed.
  • Commission and fees are never shown to the AI.
  • Test run. See exactly what an automation would do before it does anything.

Also in coverbound AI

More of the admin, handled.

Search in plain English

Type "Acme's certificates expiring" and it becomes the right filters.

Ask your files

Answers across a client's files, each with a link to the file and page it came from.

Insurer emails read

Claim numbers, reserves, decisions and offers are suggested as updates, quoted word for word.

Form builder chat

Describe the form you need or paste a list. It asks you to confirm anything it had to guess.

A help assistant

Ask how to do something in coverbound. It answers from the help centre and says when it doesn't know.

Logged and capped

Every AI request is logged. Daily limits keep drafting in check.

Before you ask

Questions about the AI.

Will the AI give my clients advice?
No. It asks the questions, explains terms and checks answers. It never tells a client what to buy or what to declare.
Can it make up a premium or a limit?
No. Drafts with typed figures are rejected. Every amount is a live field from the placement.
Does anything go to a client without me?
Client-facing drafts wait for you. Documents are never sent automatically.
What if it reads a form wrong?
Questions it's unsure of are flagged as low confidence with the page they came from, so you can check them before sending.

Keep exploring

New business

Quote faster and win more of it

Submissions and loss runs

Loss runs read, submissions drafted

Asset schedules

Fleet and plant lists, read and checked

Try it with your own book.

Send a client the chat, compare a real renewal, build a proposal. 14 days free, no card needed.

Start free trial