Ask Your CRM Anything
"Which renewals are high-risk?" "What's my annual premium by carrier?" "List overdue tasks by client." Alex answers in plain English from your own CovioIQ records, with no reports to configure.
CRMs Are Hard to Query
Want to know which clients are at risk? You dig through filters, exports and pivot tables. Want premium by carrier? Build a report.
Filters, exports and a spreadsheet to answer a simple question about your book
Type the question and read a short written answer
What You Can Ask Alex
Which policies expire in the next 30 days?
What's my annual premium from commercial policies?
List all high-churn-risk renewals and why
Which carrier has the highest average premium?
Show overdue tasks by client
Which renewals are overdue?
Which clients have Auto but no Home policy?
Which leads have the highest scores?
What's my weighted pipeline forecast?
Which opportunities are expected to close this month?
How Alex Works
1. Understands Your Question
Type a question in plain English, from the chat button on any page or the Alex page.
2. Reads Your Book
CovioIQ loads your agency's contacts, policies, open renewals, opportunities and tasks server-side, with row-level security, and sends them with your question to Anthropic's model.
3. Writes an Answer
You get a short written answer using the totals CovioIQ calculated. Check anything you act on; answers can be wrong.
AI Transparency & Safety
Processed by Anthropic in the United States
Each question is sent with your agency's client names and policy, renewal, opportunity and task details. Email addresses, phone numbers, street addresses, dates of birth, notes and documents are not sent.
Read-only, scoped to your agency
Alex reads only your agency's records. It cannot send emails, change records, contact clients or see other brokers' books.
What Alex Can Do
Plain-Language Questions
No report builder. Type your question the way you would ask a colleague.
Multi-Step Follow-Ups
Ask "Show high-churn renewals" then "Which of those are auto policies?" Alex remembers the recent messages in the conversation.
Advisory Only
Alex does not send emails, change records or give coverage advice. Churn-risk figures are estimates; broker judgment required.
Suggested Prompts
Not sure what to ask? Alex shows common prompts like "Show overdue renewals" to get you started.
Alex AI Assistant FAQs
What can Alex, CovioIQ's AI assistant, do?
Alex answers plain-language questions about your book of business: which renewals are overdue or high-risk, premium by carrier or policy type, open opportunities and open tasks. It only answers; it does not send emails, create tasks or change records.
Which plans include Alex?
Alex is available on the Team and Agency plans.
How does Alex handle my client data?
Your records stay in CovioIQ's Canadian database. To answer a question, CovioIQ sends your agency's client names and policy, renewal, opportunity and task details to Anthropic, which processes them in the United States. Email addresses, phone numbers, street addresses, dates of birth, notes and documents are not sent. See the AI transparency page for the full list.
Does Alex replace a broker's judgment?
No. Alex gives written answers that can be wrong, churn-risk scores are estimates that need broker judgment, and Alex never gives coverage advice. You decide what to do.
Available from Team, at $149/month
Alex AI Assistant is included in the Team and Agency plans. Start with a 14-day free trial — no credit card required.
14-day trial · No credit card required · Cancel anytime