Today —3 overdue · 1 priority renewal

Insurance agency management, simplified.

BriteCover helps insurance agents streamline their pipeline, generate quotes, track renewals, and close more deals — all in one platform.

The lifecycle

BriteCover follows
the customer's journey.

Not the other way around.

Lead arrives

A new lead lands in the inbox.

AI scores her in 2.3 seconds and surfaces the five products from your catalog that match her profile most closely.

Lead Scoring · RAG Product Match

AI Lead Score

Maria Rodriguez

National Life Group · Life

87
QualifiedSource: web form

Top matches · scored in 2.3s

  • SummitLife94%
  • FlexLife91%
  • RapidProtect88%
  • + 2 more products

Quote ready

The agent picks one.
The quote goes out.

Carrier, premium, and customer pre-fill. The presentation lives at a public URL — shareable in one click, with illustrations attached for the client to read on their own time.

Quote · LSW Term · 20-year

National Life Group

draft
Premium
$2,400 / year
Coverage
$500,000
Term
20 years
Maria — IUL Illustration.pdf1.2 MB
britecover.com/quotes/view/k3p9f2…
Generate Quote

Quote Builder · Public Presentations · Document Library

She becomes a customer

Notes, history, tasks travel with her.
Nothing rebuilt. Nothing lost.

Cross-sell opportunity

SummitLife

National Life Group · IUL

high priority
Est. premium$4,800 / year

Why this fits

  • Bundles with her active FlexLife policy
  • Same carrier — single underwriting flow
  • Adds cash value accumulation
Generate Quote

Cross-sell surfaces

The agent forgot. The AI didn't.

SummitLife pairs naturally with her FlexLife — a new opportunity ready in one click, not a meeting later.

Cross-Sell · Generate Quote

Renewal approaches

Twenty-three days out.
Never miss a renewal.

Daily renewal checks — flagging 90, 60, and 30 days out. AI flags churn risk before it happens — and queues retention plays the agent can fire in seconds.

Renewing

Maria's FlexLife policy

Active since 4/25/2026

23 days
Churn risk
low
Last contact
8 days ago
Premium history
3 / 3 paid

AI prepared retention plan

  • Send appreciation note · this week
  • Review Q4 cross-sell options · before call
  • Schedule renewal call · 14 days out

Renewal Alerts · AI Churn Analysis · Automation Triggers

Everything your agency needs.

From lead capture to renewal, BriteCover covers every step of the insurance agent workflow. Every action tracked, every outcome accountable.

New
12
Contacted
8
Qualified
5
Proposal
3

Visual Lead Pipeline

Track every opportunity from first contact to close with a visual pipeline that keeps nothing hidden.

Allstate
95% match$1,240
Liberty
88% match$1,385
Travelers
76% match$1,510

Side-by-Side Quote Comparison

Compare carrier quotes instantly, highlight the best match, and present professionally.

12
J. MartinezAuto Policy
12d left
28
S. PatelHome Policy
28d left
45
R. KimLife Policy
45d left

Renewal Alerts & Tracking

Stay ahead of expirations with automated 90, 60, and 30 day reminders. Never miss a renewal.

SJ
Sarah Johnson3 policies
$4,200
MC
Mike Chen2 policies
$2,850
AR
Ana Rivera1 policy
$1,400

Customer Management

Keep every client profile, policy, and interaction in one place. Full visibility at a glance.

Follow up with J. Martinez
Today
Send quote to S. Patel
Tomorrow
Review renewal for R. Kim
Mar 28

Tasks & Follow-ups

Never drop the ball. Track every follow-up, deadline, and to-do across your book of business.

LC
Luis C.
Owner
NL
Nick L.
Admin
MG
Maria G.
Agent

Team Collaboration

Invite your team with role-based access. Owners, admins, and agents — everyone stays in sync.

AI-Powered

Your smartest team member.

BriteCover uses AI to analyze your data and surface insights that help you close more deals, faster.

Daily Briefing

A summary of your pipeline, tasks, and key metrics every morning.

Lead Scoring

Automatically prioritize your hottest leads based on engagement and fit.

Product Matching

Find the best carrier and product for each client instantly.

Cross-Sell Suggestions

Uncover revenue opportunities you might be missing in your book.

Renewal Risk Analysis

Predict which policies are at risk of not renewing.

AI Assistant

Chat with your data using natural language. Ask anything about your book.

BriteCover AI

Which leads should I focus on today?

Based on your pipeline, I recommend 3 high-priority leads: 1. Sarah J. — Auto quote requested, 95% match 2. Mike C. — Home renewal in 12 days 3. Ana R. — Cross-sell opportunity for life

Ask about your pipeline, leads, renewals...

How it works

Up and running in minutes

01

Sign up your agency

Create your account and invite your team in minutes. No credit card required.

02

Add your book of business

Import your leads, customers, and policies into your pipeline. Everything in one place.

03

Let AI do the rest

Get daily briefings, lead scores, renewal alerts, and cross-sell suggestions automatically.

Simple, transparent pricing

Plans that grow with your agency. No hidden fees.

Most Popular

Pro

$29/ seat / month

Everything you need to run your agency.

  • Lead & customer management
  • Quote comparison & presentations
  • Renewal tracking & automated alerts
  • AI-powered insights & lead scoring
  • AI Assistant with natural language
  • Tasks & automation management
  • Team management with roles
  • Referral tracking
  • Email notifications
Start Free Trial

No credit card required

Enterprise

Custom

For growing agencies that need more.

  • Everything in Pro
  • Custom integrations & API access
  • Advanced analytics & custom reports
  • Priority support & dedicated account manager
  • SSO & advanced security
  • Custom onboarding & data migration
Contact Us

Talk to us about your needs

Why BriteCover

Built for independent agents, not enterprise bureaucracy.

Most agency software is designed for carriers and large brokerages. BriteCover is built specifically for how independent agents work.

Enterprise CRMs

12-week implementation
$50k+ onboarding fees
Features you'll never use

BriteCover

Sign up, import, go — today
$29/seat · no hidden fees
Every feature built for agents

Frequently asked

Common questions about BriteCover and how it helps insurance agencies.

Ready to modernize your agency?

Join insurance agents who are closing more deals with BriteCover. Start your free trial today.

14-day free trialNo credit card requiredCancel anytime