Financial Services
Offer your customers the right insurance protection for navigating life's pivotal moments like marriage, the arrival of a newborn, or purchasing a home.
At Covered, we partner with you to enhance customer satisfaction via our integrated insurance solutions that promote financial peace of mind. Designed to evolve with your business while also providing ongoing protection to your customers, our insurance solutions empower your customers to make informed decisions about protecting what matters most.
Seamlessly integrating into your fintech, credit union, or bank’s platform, our digital insurance marketplace makes it easy for your customers to explore and compare insurance options.
Choose
Financial Services Expertise
- Access extensive experience in banking, mortgage, home services, financial services, and insurance thought leadership.
- Expand your financial resource library with Covered’s educational content to satisfy certain OCC-CRA requirements.
- Confirm appropriate coverage limits are in place with Covered’s proactive monitoring services.
Focused on Compliance
- Maintain confidence in our services, which were developed with compliance in mind to address state and federal regulations such as GLBA and RESPA.
- Experience peace of mind knowing that Covered’s internal controls and policies are SOC 2 Type II certified.
- Align with CFPB guidance as it relates to settlement service providers and financial service marketplaces.
Embedded Automated Insurance Solution Process
- Access 28 insurance products across 45+ top-rated national and regional carriers like Progressive. Nationwide, Safeco and more.
- Allow customers to shop for insurance without leaving your workflow or ecosystem.
- Implement solutions for your product and customer-facing teams with multiple, turnkey integration options.
- Seamlessly incorporate insurance quotes and potential savings notifications into budgeting and financial wellness tools.
Generate Additional Revenue
- Discover opportunities for revenue growth across your entire customer portfolio.
- Streamline loan closing time and reduce administrative costs with automated evidence of insurance retrieval.
- Provide a simple, seamless insurance shopping experience to delight your customers.
- Optimize your call centers to provide your customers a smooth homeowner insurance shopping experience.
Customer Experience (CX)
- Resolve customer pain points using Covered’s white glove concierge service.
- Present competitive pricing with transparent comparisons across multiple quotes.
- Offer flexible options to shop online or over the phone, without any additional fees or obligations.
- Increase retention and stickiness through complimentary insurance checkups by Covered’s unbiased advisors.
Our Solutions
Consumer Insurance Lifecycle
Partner with
Get a DemoQuality insurance coming from trusted brands
We only offer the same insurance we’d want for ourselves.
CX Expertise
Our history of resolving insurance customer pain points began with our own customer experiences and we continue to rebel against the norm to revolutionize the industry.
Financial Expertise
We have extensive experience and are well-steeped in insurance, banking, mortgage and auto lending / servicing, and financial services thought-leadership.
Regulatory Expertise
We are compliance-minded in our approach to applicable federal and state requirements.