Always the same questions
Deductibles, deadlines, cover. Legitimate requests, but the answer is already in the documents the client holds.
Broker portal
Your time goes back to the conversations that matter
Deductibles, deadlines, what is covered and what is not: legitimate questions whose answer is already in the client’s documents. Coverly answers those, citing the source, and leaves the real advice to you.
- CHF 2 per year per managed client
- No flat fee
- Access only by client delegation
Portfolio · today
184clients
412policies
7due in 90 days
- M. Bianchi’s motor liability expires in 23 days
- Delegation accepted: Rossi family, 3 policies
- Open claim awaiting documents: L. Keller
The situation
Serving a small client costs almost as much as a large one
The revenue, however, is a fraction. That is why portfolios concentrate on the bigger clients, even when the rest, added up, is worth more.
Documents never in sync
Your version and the client’s drift apart over time. Reconstructing the real situation takes phone calls and attachments.
The mandate has to be visible
A client who does not see the work done for them struggles to perceive its value. At that point they only look at the price.
The small client does not pay off
With traditional methods the numbers do not add up. Reducing the operational load on that segment is the only way to keep it, and keep it well.
The maths
What it costs, concretely
You pay per managed client, meaning per client with an active delegation. No entry fee, no minimum, no cost for the client.
| Managed clients | Per year | Per month, roughly |
|---|---|---|
| 50 clients | CHF 100 | less than CHF 9 |
| 200 clients | CHF 400 | about CHF 33 |
| 500 clients | CHF 1,000 | about CHF 83 |
CHF 2.– per year per client with an active delegation, billed annually in Swiss francs. The client who delegates to you pays nothing.
How a client is activated
Delegation, with the client’s consent
A broker’s access is not an administrative setting: it is an authorisation the client grants and can withdraw.
You invite the client
They receive an invitation with a single-use, time-limited link tied to that specific broker-client pair. The email contains no policy data.
The client accepts
They sign in and choose what to delegate to you: a single policy or all of them, present and future. Acceptance completes the consent.
You work within the granted scope
You see the delegated policies and, if the delegation is broad, upload documents on the client’s behalf. Every operation stays attributed to whoever performed it.
The client can revoke at any time. After revocation you keep the documents received while the delegation was active, as already happens in practice today, but you do not see policies added afterwards.
In the portal
What you see
An overview of your portfolio, strictly limited to active delegations.
The portfolio at a glance
Managed clients, policies by risk category, upcoming deadlines, open claims. From every number you drill down to the detail, always within the scope of the delegation.
Who needs you, and who does not
Clients separate themselves into those who manage on their own and those who need you to step in. Your time goes where it is needed.
Alerts that get ahead
Deadlines within ninety days, renewals without a response, open cases. They arrive before they become a problem.
Uploading on the client’s behalf
With a broad delegation you can upload documents yourself. It stays on record that you did it, for that client, at that moment.
What Coverly does not do, and will not do
The boundary applies to you as well: it is the reason Coverly can sit alongside your work without stepping into it.
- It does not broker contracts and does not collect premiums.
- It does not compare market products and does not pitch offers to your clients.
- It does not advise your client: it shows what their documents say.
- It does not contact your clients on its own initiative.
- It does not show you clients or policies without an active delegation.
Access
How to get a broker profile
The broker profile does not switch itself on: we enable it, because it opens the ability to invite clients and receive delegations.
Email us
A message with the name of your firm and your professional address.
We check together
We get back to you to understand your portfolio and agree on the activation.
You enter the portal
You receive access and start inviting your clients.
No form to fill in: one email is enough, and we immediately know who you are.
Want to see the broker portal?
Send us two lines about your firm: we will reply with a trial access.