Help Center

Find answers and learn how to get the most out of CovioIQ

Managing Contacts

Add, edit, and organize your client contacts

Policy Management

Track and manage insurance policies

Lead scoring

Rule-based 0–100 scores with the reasons shown

Task Management

Create and track follow-ups, renewals, and meetings

Renewals Dashboard

Track upcoming policy renewals and pipeline

Settings & Billing

Manage your team, subscription and preferences

Frequently Asked Questions

Quick answers to common questions about CovioIQ

FAQs

Answers to common questions about using CovioIQ

Product walkthrough

See the dashboard with sample data, or book a 30-minute walkthrough

Contact Support

Get help from our support team

Help Center

Managing Contacts

Policy Management

Lead scoring

Task Management

Renewals Dashboard

Settings & Billing

Frequently Asked Questions

How do I add a new contact?

How does AI lead scoring work?

How do I add and manage policies?

Can I import my existing contacts?

How do I set up email notifications?

What is churn prediction and how accurate is it?

How does email categorization work?

How do I set up automated workflows and reminders?

How do I create and manage tasks?

Can multiple brokers use the same account?

How do I track policy renewals?

What AI features are available?

What is the AI Assistant (Alex AI) and how do I use it?

How do cross-sell recommendations work?

How does CovioIQ track broker commissions?

How do I view analytics and reports?

How do I upload and manage documents?

Is my data secure and PIPEDA compliant?

What integrations are available?

How much does CovioIQ cost?

Can I try CovioIQ before purchasing?

How do I cancel my subscription?

Do you offer training or onboarding support?

Can I customize CovioIQ for my agency branding?

What happens if I exceed my contact limit?

Does CovioIQ work on mobile devices?

FAQs

Product walkthrough

Contact Support