CovioIQ live demo: an insurance broker CRM running on a sample book

This is the CovioIQ dashboard a Canadian insurance broker sees after logging in, loaded with a sample brokerage's book of business. No sign-up, no credit card and no sales call. The clients, policies and premium figures below are synthetic — the screen itself is the product.

What this demo shows

• Book premium, active policies and renewals due in the next 30 days, calculated the same way the live app calculates them for a real book.
• A daily briefing that puts what needs attention today on the first screen, instead of leaving a broker to go looking for it.
• Renewal and churn-risk flags. These are rule-based scores computed from fields the brokerage already has — premium change at renewal, client tenure, policy count, time since last logged contact. They are decision support for a broker, not a validated prediction model and never a coverage recommendation.

Contacts, policies, opportunities, tasks, documents and email open on your own book during the free trial. See plans and pricing, the full feature list, or how CovioIQ compares with the other insurance CRMs a Canadian broker can actually buy. Prefer a walkthrough? Book a demo or read the broker blog.