Covio IQ

Covio IQ Renewal workflow software for Canadian insurance brokers. Prioritize upcoming renewals with transparent risk estimates and a 90-day pipeline.

Broker judgment stays in control. Learn more: covioiq.com

Your brokerage's best assist. 🏒🥅CovioIQ sets up every renewal, follow-up and client win — you just score.Clients. Polici...
10/09/2026

Your brokerage's best assist. 🏒🥅

CovioIQ sets up every renewal, follow-up and client win — you just score.

Clients. Policies. Renewals. Growth. All handled. All you do is take the shot. 🚀

👉 Book a free demo: covioiq.com

Brokers build a stronger Canada. 🇨🇦 Tag your linemate 👇

Home. Auto. Commercial. Life. Business. Renewals. 🏠🚗🏢Your whole brokerage — perfectly connected. CovioIQ brings clients,...
10/08/2026

Home. Auto. Commercial. Life. Business. Renewals. 🏠🚗🏢

Your whole brokerage — perfectly connected. CovioIQ brings clients, policies, renewals and growth into one intelligent CRM.

✅ Secure & compliant
🍁 Trusted by Canadian brokers
🇨🇦 Built for a stronger Canada

👉 Book a free demo: covioiq.com

Which line of business keeps YOU busiest? 👇

☀️ Sundays are for you. Alex can handle the weekend shift. 🤖🇨🇦Your brokerage should not depend on someone remembering ev...
10/08/2026

☀️ Sundays are for you. Alex can handle the weekend shift. 🤖🇨🇦

Your brokerage should not depend on someone remembering every follow up, renewal, task, and opportunity.

CovioIQ gives your team an AI powered CRM with Alex working alongside your brokerage to keep important work moving. 🚀

While you enjoy your weekend, Alex helps your brokerage stay organized. 💙💛

🔔 Keep important follow ups visible.
📅 Stay ahead of upcoming renewals.
📞 Know which clients need attention.
💡 Surface cross sell opportunities.
📋 Keep tasks and client activity organized.
📊 Maintain visibility across your book of business.
🤖 Reduce repetitive administrative work.
🌲 Spend more time away from the CRM.

Technology should give brokers time back. ⏰✨

📅 Book a Free Demo.
🌐 https://covioiq.com

🔎 Keywords. Insurance CRM, insurance broker CRM, insurance brokerage CRM, insurance agency CRM, AI insurance CRM, AI for insurance brokers, insurance AI assistant, insurance automation, insurance broker software, insurance brokerage software, broker management software, insurance agency management software, insurance workflow automation, insurance follow up automation, insurance renewal management, insurance renewal tracking, policy management software, insurance client management, insurance lead management, insurance sales CRM, insurance sales automation, insurance cross selling, book of business management, insurance productivity software, insurance task management, Canadian insurance CRM, Canadian insurance brokers, independent insurance brokers, P and C insurance software, commercial insurance CRM, personal lines insurance CRM.

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Grow your book. Not your paperwork. 📚➡️📈Automate the busy work so you can focus on what matters most — your clients:👥 Cl...
10/07/2026

Grow your book. Not your paperwork. 📚➡️📈

Automate the busy work so you can focus on what matters most — your clients:
👥 Client management
📄 Policy tracking
🔔 Renewal reminders
📈 Business growth

👉 Book a free demo: covioiq.com

What's one task you'd automate tomorrow if you could? 👇

💰 There’s gold in your book of business. ✨Your next growth opportunity may already be one of your existing clients.Covio...
10/07/2026

💰 There’s gold in your book of business. ✨

Your next growth opportunity may already be one of your existing clients.

CovioIQ helps insurance brokers uncover cross sell opportunities across their book of business, so valuable client relationships can turn into stronger retention and more revenue. 📈

Meet Alex 🤖, your AI assistant inside CovioIQ.

🔎 Identify cross sell opportunities.
🏠 Find clients who may need home coverage.
🚗 Spot auto insurance opportunities.
☂️ Discover additional coverage needs.
🏢 Find commercial insurance opportunities.
❤️ Strengthen existing client relationships.
🔔 Keep follow ups organized.
📈 Grow revenue from your existing book.
🤖 Let AI help surface the next opportunity.

Your book of business already has value. CovioIQ helps you find more of it. 💙💛

📅 Book a Free Demo.
🌐 https://covioiq.com

🔎 Keywords. Insurance CRM, insurance broker CRM, insurance brokerage CRM, insurance agency CRM, insurance cross selling, insurance cross sell software, insurance cross sell opportunities, insurance book of business, insurance book of business management, insurance broker software, brokerage management software, insurance agency management software, insurance sales CRM, insurance sales software, insurance sales automation, insurance client management, insurance customer retention, insurance revenue growth, insurance lead management, policy management software, renewal management software, insurance workflow automation, AI insurance CRM, AI for insurance brokers, insurance AI assistant, insurance automation, Canadian insurance CRM, Canadian insurance brokers, independent insurance brokers, P and C insurance software, commercial insurance CRM, personal lines insurance CRM.

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Every client. Every policy. One dashboard. 🖥️✨Get a complete view of your brokerage — simple, organized and powerful:👥 C...
10/06/2026

Every client. Every policy. One dashboard. 🖥️✨

Get a complete view of your brokerage — simple, organized and powerful:
👥 Client management — all your clients in one place
📄 Policy tracking — stay organized every day
🔔 Renewal reminders — never miss an opportunity
📈 Business growth — more clients, more revenue

👉 Book a free demo: covioiq.com

How long does it take you to see your whole book today? 👇

🔔 No client left on read.When your brokerage is busy, follow ups can slip through the cracks. CovioIQ helps make sure th...
10/06/2026

🔔 No client left on read.

When your brokerage is busy, follow ups can slip through the cracks. CovioIQ helps make sure the next important conversation does not. 📞✨

Meet Alex 🤖, your AI assistant inside CovioIQ.

Alex helps brokers stay on top of the people who need attention, so your team can spend more time building relationships and less time figuring out who to contact next. 🚀

📞 Know who needs a call.
🔔 Stay on top of follow ups.
📅 Keep renewals from getting overlooked.
👥 Keep client activity organized.
💡 Spot sales and cross sell opportunities.
🤖 Use AI to reduce repetitive work.
📊 Give your team a clearer view of the pipeline.

Less chasing. More conversations. More opportunities. 💙💛

📅 Book a Free Demo.
🌐 https://covioiq.com

🔎 Keywords. Insurance CRM, insurance broker CRM, insurance brokerage CRM, insurance agency CRM, insurance broker software, insurance brokerage software, broker management software, insurance agency management software, insurance follow up software, insurance client follow up, insurance lead management, insurance lead tracking, insurance sales CRM, insurance sales automation, insurance workflow automation, insurance renewal management, renewal tracking software, policy management software, insurance client management, AI insurance CRM, AI for insurance brokers, insurance AI assistant, insurance automation, insurance cross selling, insurance retention software, Canadian insurance CRM, Canadian insurance brokers, independent insurance brokers, P and C insurance software.

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💸 Per seat pricing. Cancelled. ✂️Why should your CRM bill increase every time your brokerage grows. 👥📈CovioIQ keeps pric...
10/06/2026

💸 Per seat pricing. Cancelled. ✂️

Why should your CRM bill increase every time your brokerage grows. 👥📈

CovioIQ keeps pricing simple, with one flat price for your whole team. No per user pricing. No penalty for adding another team member. 💙💛

Your software should support growth, not charge you more for it. 🚀

👥 One flat price for your whole team.
✂️ No per seat pricing.
🤖 Alex AI included.
📋 Manage clients and policies.
🔔 Stay ahead of renewals and follow ups.
💡 Discover cross sell opportunities.
📊 Track brokerage performance.
📈 Grow your team without growing your CRM bill per seat.

More users. More collaboration. One straightforward price. 💰✨

📅 Book a Free Demo.
🌐 https://covioiq.com

🔎 Keywords. Insurance CRM, insurance broker CRM, insurance brokerage CRM, insurance agency CRM, flat rate insurance CRM, flat pricing CRM, no per user CRM, no per seat pricing, insurance CRM pricing, insurance broker software, insurance brokerage software, broker management software, insurance agency management software, insurance management system, insurance workflow automation, insurance client management, policy management software, insurance renewal management, insurance sales CRM, insurance sales automation, insurance cross selling, insurance book of business management, AI insurance CRM, AI for insurance brokers, insurance AI assistant, Canadian insurance CRM, Canadian insurance brokers, independent insurance brokers, P and C insurance software, commercial insurance CRM, personal lines insurance CRM, insurance technology, InsurTech.

FlatPricing NoPerUserFees NoPerSeatPricing BrokerManagement InsuranceTechnology InsurTech InsuranceAI AIForInsurance InsuranceAutomation InsuranceAgency InsuranceBrokerage CanadianInsurance CanadianBrokers InsuranceSales PolicyManagement BookOfBusiness CRMSoftware BrokerSoftware AlexAI 💸✂️🤖📈

Still running your brokerage on spreadsheets? 📊😬Ditch them. CovioIQ gives you everything you need to manage, track and g...
10/05/2026

Still running your brokerage on spreadsheets? 📊😬

Ditch them. CovioIQ gives you everything you need to manage, track and grow — in one place:
👥 Client management — all your clients in one place
📄 Policy tracking — stay organized every day
🔔 Renewal reminders — never miss an opportunity
📈 Business growth — more clients, more revenue

👉 Book a free demo: covioiq.com

Spreadsheet or CRM — what are you running on? 👇

10/05/2026

Meet your newest hire. Alex.

Never sick. Never late. Never sleeps.

Alex is the AI teammate inside CovioIQ, built to help insurance brokers stay on top of the work that drives their brokerage.

Ask Alex about clients, policies, upcoming renewals, follow ups, leads, tasks, and opportunities across your book of business.

CovioIQ combines Insurance Broker CRM, Insurance Renewal Management, Insurance Client Management, Insurance Lead Management, and Insurance Workflow Automation in one platform.

For brokerages looking for an AI Insurance CRM, CRM for Insurance Brokers, Insurance Brokerage Software, or a smarter way to manage renewals and client relationships, meet CovioIQ.

Your next hire might not need a desk.

Book a Free Demo.

Keywords, Insurance CRM, Insurance Broker CRM, CRM for Insurance Brokers, AI Insurance CRM, AI for Insurance Brokers, Insurance Brokerage Software, Insurance Agency CRM, Insurance Renewal Management, Insurance Renewal Software, Insurance Client Management Software, Insurance Lead Management, Insurance Sales Automation, Insurance Workflow Automation, Insurance Automation, Canadian Insurance CRM, Insurance Broker Software.

InsuranceSoftware InsuranceTechnology InsurTech CanadianInsurance InsuranceBrokerage CovioIQ

Address

6057 Crawford Drive Southwest
Edmonton, AB
T6W4L6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17803942451

Website

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