Coverzen

SaaS platform for insurance intermediaries to quote, issue, and manage policies in one place

Distribution & Sales Startup Seed

Overview

Coverzen is a distribution and sales SaaS platform designed for insurance intermediaries, including agents, brokers, and sub-agents, operating in Italy and the broader EMEA region. The platform centralizes quoting, policy issuance, document management, portfolio management, and post-sale client servicing into a single unified interface.

The platform connects intermediaries directly to more than 20 insurance carriers, enabling comparative quoting across multiple providers with minimal data entry. Once a client selects a policy, issuance is handled without manual re-entry. Supporting features include automated client reminders via email, SMS, and WhatsApp, digital document archiving, electronic signatures, and a full CRM for tracking client portfolios. Coverzen also offers back-office support for renewals and modifications with a 24-hour turnaround guarantee.

Founded in 2021 and headquartered in Milan, Coverzen raised EUR 3.3M in Seed funding from Vertis SGR and a syndicate of business angels. The company has grown to serve hundreds of registered insurance intermediaries across Italy and holds IVASS regulatory registration (RUI B000450117).

Products & Services

Quote & Issuance Module

A comparative quoting tool that queries multiple insurance carriers simultaneously from a single form submission. Selected policies can be issued directly through the platform, eliminating duplicate data entry.

Key Features

Multi-carrier quote comparison
Direct policy issuance from quote
Minimal data entry per request

Target Users: Insurance agents and brokers seeking faster quote-to-bind workflows

Insurance Management Software (Gestionale Assicurativo)

A combined CRM and portfolio management tool that tracks clients, their active policies, and renewal schedules. Automated reminders keep clients informed without manual outreach effort.

Key Features

Client and policy portfolio tracking
Automated reminders via email, SMS, and WhatsApp
One-click quote generation from client records

Target Users: Insurance intermediaries managing ongoing client relationships

Post-Sale Management Services

Back-office processing for policy modifications, renewals, and client requests submitted through the platform, with a guaranteed 24-hour handling turnaround.

Key Features

Centralized client request submission
Guaranteed 24-hour response time
Reduced administrative workload for intermediaries

Target Users: Intermediaries looking to offload back-office operations

Digital Document Archiving

Full digitization of insurance documentation, including electronic signature capabilities, replacing physical paper storage and manual filing.

Key Features

Digital document storage and retrieval
Electronic signature support
Elimination of physical paper workflows

Target Users: Intermediaries seeking compliant, paperless document management

At a Glance

Founded: 2021
Headquarters: Milan, Italy
Employees: 11-50
Funding: Seed

Category & Focus

Category: Distribution & Sales
Subcategories: Agency Management Quote-to-Bind Document Management
Insurance Verticals: P&C Personal P&C Commercial Life & Annuity Specialty/E&S
Target Customers: Agents/Agencies, Brokers