CoverWallet for Agents 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

CoverWallet for Agents

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Pricing

Pricing available upon request

About CoverWallet for Agents

CoverWallet for Agents is an insurance policy software designed to help businesses receive quotes from various commercial carriers and purchase policies. The platform enables administrators to manage billing operations and generate certificates of insurance in real-time.

Managers can add information such as general and professional liabilities, annual revenue and balance of payments (BOP) to fill custom applications. CoverWallet for Agents allows teams to compare and recalculate quotes from various carriers and adjust coverages on a unified interface. Additionally, supervisors can process payments via credit cards and automated clearing houses (ACH).

CoverWallet for Agents lets stakeholders update endorsements and add digital signatures across documents using mobile devices. Pricing is available on request and support is extended via email, FAQ and phone.

CoverWallet for Agents Screenshots

CoverWallet for Agents Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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CoverWallet for Agents Features

Popular features found in Insurance Rating
Broker/Agent Portal
Carrier Upload
Claims Management
Commercial Lines
Comparative Insurance Rating
Customizable Reports
MGA Administration
Multiple Line Rating
Multi-State
More features of CoverWallet for Agents
Billing & Invoicing
Cancellation Tracking
Commercial
Digital Signature
Document Management
For Casualty Insurance
For Professional Liability
Insurance Policy Processing
Insurance Rating
Policy Issuance
Policy Management
Quotes/Estimates
Rating Engine
Reinstatement Tracking
Renewal Management
Risk Assessment
Self Service Portal
Underwriting Management