Pricing

Three situations, three prices, all stated

In Swiss francs, billed annually. No hidden costs and no security feature reserved for higher plans.

With your broker

If your broker offers you Coverly

CHF0for you

The cost is borne by the broker

You receive the invitation from your broker and use Coverly as part of the service they already provide.

  • All client features
  • Unlimited policies and insurers
  • Assistant with clause citations
  • Expiry alerts
  • You decide what to delegate, and can revoke
Ask your broker

Broker

If you offer Coverly to your clients

CHF2per client, per year

One client is counted per active delegation

No flat fee and no minimum. Cost grows only with the clients you actually manage.

  • Broker portal with portfolio view
  • Client invitations and delegation management
  • Uploading on the client’s behalf, with broad delegation
  • Alerts on deadlines and open cases
  • Your clients pay nothing
Contact the broker team

In every plan

The guarantees are the same for everyone: there are no paid security features.

  • Data and documents hosted in Switzerland
  • Answers generated only from your documents, with clause citation
  • Data separation verified on the server, policy by policy
  • Log of access and operations
  • Interface in English, German, French and Italian
  • Upload from photo, scan or PDF

Commercial terms

  • All prices are in Swiss francs (CHF).
  • Billing is annual, for direct clients and brokers alike.
  • For brokers, one client is counted per active delegation, according to the delegations actually in place.
  • A client served through a broker has no payment relationship with Coverly.
  • Swiss VAT is applied where due.
  • No activation fee, no minimum, cancellation at the end of the period.

Questions about pricing

If I come through a broker, do I pay anything?

No. Your broker bears the cost and you use Coverly with no payment relationship with us.

What happens if my broker stops using Coverly?

Your documents remain yours. You can continue as a direct client or connect another broker: nothing is deleted without your decision.

How is a managed client counted?

A client counts if they have at least one active delegation to you. If they revoke it, they are no longer counted from the following period.

Are there activation fees or minimum amounts?

No. Neither for direct clients nor for brokers.

Ready to start?

One policy is enough to find out whether Coverly is useful to you.