coverbound AI
AI that does the broking admin. You do the broking.
coverbound's AI reads forms, talks to clients, fills PDFs and drafts the words. It never makes up a figure and never sends anything to a client without your say-so.
Not saved yet
No figure in their reply, so it asked again
For your clients
- Chat in forms: clients answer proposal questions in a conversation. It clarifies, explains terms and saves checked answers as it goes.
- If a reply has no figure in it, the AI asks again instead of guessing
- Answers go through the same checks as the form. The AI proposes, the rules decide.
Build a form
Pasted from your email
2. If yes, what % of turnover?
3. Any claims in the last 5 years?
For forms
- PDF to questionnaire: the AI works out the insurer, the product and every question. It flags anything it's unsure of.
- Paste a list of questions from an email and it builds the form
- Fill the insurer's PDF: it suggests where each answer goes, even on scanned forms. Map once and it fills every time.
Write with AI
Renewal overview
Your renewal premium is [Renewal.Total], a change of [Renewal.ChangePct] on last year. We approached [Markets.Approached] insurers and recommend staying with [Program.LeadInsurer].
Every figure is a live field. The AI never types a number.
For writing
- Write with AI: executive summaries, renewal overviews and cover letters. Every number is a live field, never typed by the AI.
- Claim emails: lodgement, chasers, client updates and decline challenges drafted from the claim
- Coverage check: reads the policy against a claim for period, limit, excess, extensions and exclusions. Guidance for you, not a decision.
Done for you this morning
Brightco Pty Ltd · 4 jobs
Nothing sent to a client Undo any
For your day
- Email filing: understands a note like "file under the Brightco renewal" typed above a forward
- File reading: works out what every document is, who it's for and when it expires
- Ask your files: type a question and get an answer with a link to the page it came from
- Automations from a sentence: describe the rule and it draws it
Step by step
Where the AI shows up.
Upload an insurer's PDF. Every question, table and condition is read, with anything uncertain flagged.
Write with AI drafts the words around live merge fields. You edit, approve and send.
When an insurer misses a timeframe, the chase is drafted from the claim. You read it and send.
Forward an email with a one-line note. It's read, filed and summarised on the right client.
Guardrails, built in
- Drafts first. Anything client-facing waits for you, unless you choose to let it send.
- No made-up numbers. The AI never types a premium, a date or a limit. Drafts with stray numbers are rejected.
- Suggestions show their working. It quotes the exact words it relied on. Nothing changes until you click.
- No advice to your clients. The chat explains terms. It never tells a client what to buy or declare.
- Commission and fees are never shown to the AI.
- Test run. See exactly what an automation would do before it does anything.
Also in coverbound AI
More of the admin, handled.
Search in plain English
Type "Acme's certificates expiring" and it becomes the right filters.
Ask your files
Answers across a client's files, each with a link to the file and page it came from.
Insurer emails read
Claim numbers, reserves, decisions and offers are suggested as updates, quoted word for word.
Form builder chat
Describe the form you need or paste a list. It asks you to confirm anything it had to guess.
A help assistant
Ask how to do something in coverbound. It answers from the help centre and says when it doesn't know.
Logged and capped
Every AI request is logged. Daily limits keep drafting in check.
Before you ask
Questions about the AI.
- Will the AI give my clients advice?
- No. It asks the questions, explains terms and checks answers. It never tells a client what to buy or what to declare.
- Can it make up a premium or a limit?
- No. Drafts with typed figures are rejected. Every amount is a live field from the placement.
- Does anything go to a client without me?
- Client-facing drafts wait for you. Documents are never sent automatically.
- What if it reads a form wrong?
- Questions it's unsure of are flagged as low confidence with the page they came from, so you can check them before sending.
See it with your own insurer forms.
Book a demo and bring a proposal form. We'll turn it into a questionnaire while you watch.
Book a demo