Covered partners with Insellerate to embed homeowners insurance across the borrower lifecycle

Denver, CO — June 1, 2026 — New integration brings Covered's digital insurance marketplace, purpose–built for mortgage, directly into Insellerate's CRM and marketing automation platform, giving lenders a single, automated way to engage borrowers with homeowners' insurance needs from purchase through renewal.
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Covered Insurance, the leading digital insurance platform purpose-built for the mortgage industry, announced today its partnership with Insellerate, a CRM + AI solution that adds lead scoring, coaching, and performance intelligence, designed to improve marketing efficiency to embed homeowners' insurance campaigns across the full borrower lifecycle. The integration arrives at a critical moment for lenders, with homeowners' insurance premiums up 30 to 50 percent or more nationally since 2019, major carriers exiting entire states, and millions of non-renewal notices issued over the past two years. The result is a tighter, more expensive insurance market in which missing or delayed coverage is one of the most common reasons a loan falls out of closing.
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Through Insellerate's CRM & Aithena platform, lenders can deliver personalized click-to-quote insurance links to borrowers at every stage of the loan journey: at purchase, to accelerate closings and clear insurance requirements faster; at refinance, to surface additional monthly savings and reinforce lender value beyond rate and term; and post-closing, to deflect escrow shock, support borrowers through coverage changes, and strengthen the lender relationship year over year.
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Borrower data flows from the loan application into Covered's marketplace, generating personalized quote URLs that lenders deploy through their existing campaigns, segmented by loan purpose, property type, loan status, and close date. When a borrower purchases a policy, Covered sends structured policy data back into Insellerate through custom fields, giving lenders real-time visibility into coverage status without the manual work of chasing down declaration pages or EOIs.
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"Covered is built to function as insurance infrastructure that mortgage teams can easily operationalize," said Ross Diedrich, CEO at Covered. "With Insellerate, lenders can engage borrowers with the right insurance message at the right moment, from the first day of an application to the renewal cycle years later. In a market where coverage is harder to find and more expensive than ever, that kind of lifecycle-aware insurance experience is no longer a nice-to-have. It is what helps lenders close loans, retain customers, and protect their book of business."
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"Our customers have consistently told us they want a more connected way to deliver value across the borrower lifecycle without adding complexity for their teams," said Josh Friend, Founder & CEO at Insellerate. "Embedding Covered's insurance marketplace directly into the Insellerate platform lets lenders run automated, lifecycle-aware insurance campaigns from inside the system they already use. That translates to a stronger borrower experience, less manual follow-up for the team, and new revenue and retention opportunities through a single, repeatable, scalable workflow."
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About Covered: Covered is the leading digital insurance platform purpose-built for the mortgage industry. Trusted by hundreds of mortgage lenders, servicers, and banks, including multiple top-10 U.S. banks and several of the country's largest mortgage servicers, Covered connects borrowers to a curated panel of 65+ top-rated carriers across all 50 states. Borrowers who shop with Covered save an average of $1,240 per year on their homeowners policy. By embedding insurance into both origination and servicing workflows and pairing technology with licensed agent expertise, Covered helps lenders shorten cycle times, reduce closing friction, and support borrowers across the life of the loan. Coverage, availability, and terms vary by carrier, product, and state. Learn more at itscovered.com.
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About Insellerate: Insellerate is a CRM, marketing automation, borrower engagement, and workflow platform built for the mortgage industry. The company helps lenders improve lead management, streamline sales and retention workflows, and deliver more personalized communication across the loan lifecycle. Insellerate's Aithena AI solution adds lead scoring, coaching, performance intelligence, and quality monitoring designed to improve efficiency, borrower experience, and execution. Learn more at insellerate.com.
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Media Contact: Greg Kassardjian, Head of Marketing | gkassardjian@itscovered.com

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