Laying out the streets…STEP 1 OF 3

CovioIQ · Office #49,196

Insurance broker CRM for policies, renewals and follow ups

In the Managing a sales pipeline neighborhood (Marketing and sales). In town since 23 Oct 2026.

Nobody has claimed this office yet. Tablif records every new product and gives it an office; when its owner claims it, the lights go on.

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What Tablif read on CovioIQ's site

CovioIQ describes itself as: “Insurance Broker CRM for Canadian Brokerages | CovioIQ”

What it is

Calls itself “CRM”.

  • Calls itself: CRM
“CovioIQ is a CRM for Canadian insurance brokers.”

Where it puts itself

Publishes a comparison page.

“The insurance broker CRM that flags renewals 90 days before expiry.”
“Compare CovioIQ -> https://www.covioiq.com/vs”

What it costs

Monthly subscription and yearly plan. No free plan. Trial: “14-day”. Has an enterprise plan. Sales on request. 6 prices listed on its pages, from $49 to $3,490.

  • Monthly: yes
  • Yearly: yes
  • Free plan: no
  • Price: 6 prices, from $49 to $3,490
  • Trial: 14-day
  • Enterprise plan: yes
  • Contact sales: yes
“Team, billed annually $1,490 per year — save $298”
“Team For growing brokerages $149 /mo CAD, applicable taxes extra”

Who it sells to

Sells to businesses. Built for small businesses, solo users and teams. Made for Admin, Broker and Owner. Sells into Insurance. Available in 2 languages.

  • Sells to: businesses
  • Company size: small businesses · solo / indie · teams
  • Made for: Admin · Broker · Owner
  • Sells into: Insurance
  • Languages: English · French
“CovioIQ suits a brokerage keeping its own book current and working renewals by hand today.”
“Growing brokerages Adding brokers and losing track of who owns what.”

How it runs

A web app. Hosted in the cloud. Offers an API. AI is the core of the product.

  • Kind: web
  • Runs where: cloud / hosted
  • API: yes
  • AI role: core to the product
“↓ In the browser, on any device”
“Hosted in Canada”

What it works with

Integrates with Anthropic, Gmail, Google Calendar and 1 more. Built on AWS and Anthropic. Names Alex and Applied Epic on its pages.

  • Integrates with: Anthropic · Gmail · Google Calendar · +1
  • Built on: AWS · Anthropic
  • Names: Alex · Applied Epic
“Your database runs in the AWS Canada (Central) region in Montréal”
“Ask Alex questions about your own records”

What it offers as proof

Live, no waitlist. Compliance: PIPEDA. Try it without signing up. Publishes docs, a blog and a careers page.

  • Compliance: PIPEDA
  • Instant signup: yes
  • Trial asks for: nothing
“Start Free Trial”
“14 days free. No credit card.”

Sources

Tablif read these pages, last on 23 Oct 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

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