Book a demo

What the 30 minutes covers

Your renewal list, built the way CovioIQ builds it

Bring a month of upcoming renewals. We walk them through the renewal stages, from due through to bound, and you can see whether the sequence matches how your brokerage actually works.

What moving your book would involve

Most brokerages arrive with a spreadsheet or a CSV export from an existing system. We look at the columns you have and what a policy import would take, rather than promising it is one click.

The scores, and what they are not

Churn risk and lead scores are rule-based calculations over fields your brokerage already holds, such as premium change at renewal, client tenure, policy count and time since last logged contact. They are decision support, not a validated prediction model and never a coverage recommendation. We show you the inputs so you can judge whether they would hold up on your own book.

Whatever you want to push on

Pricing, where your data is stored and processed, French-language support, or which parts of the product are not built yet. You get a straight answer, including when the answer is that something does not exist.

Who books these

Canadian insurance brokerages: independent brokers running their book out of spreadsheets, and small to mid-size agencies weighing a move off a legacy agency management system. If you are outside Canada, CovioIQ is built around Canadian brokerage workflows, so a call is likely to be a poor use of your time.

What you do not need

No credit card, no procurement process, and no data prepared in advance. If you would rather look before you talk to anyone, the live demo runs on a sample book with no sign-up, and pricing is published in full.