Upload your clients’ policies
Register with CoverGo and upload your client’s current policies through the Advisor Portal
Connect with your clients
Tell your clients to download the CoverGo app and input your personal code
Manage your clients
Your clients will see all policies uploaded by you and you will exclusively manage them in one place
We automate your processes
- Digital customer management through the unique Advisor CRM
- Upload and manage all your clients’ policies, across all insurance companies
- Automated analysis of your clients’ portfolio and financial needs helps you sell products people need
- Print personal portfolio summaries for your clients
- Download reports and take control of all your client data
Exclusive mobile app for your clients
- Your clients can download the app and you will become their exclusive personal advisor
- Your clients can access all policies and contact you anytime through the app
- Send updates, offers and automated renewal notifications to your clients through the app
- Bind your clients and allow easy and direct contact with just one click
CoverGo CRM solution is great for teams too
Are you looking for the best digital tools for your whole company to manage your clients’ policies and improve customer engagement and experience?
Safe and Secure
Protecting your data and privacy is the top priority for us. All data transmission is secured with industry standard encryption. Your data is transferred to us using the SSL technology to prevent access by unauthorised third parties.
We use OAuth for token-based authentication and authorisation. This eliminates the need for us to ever store your login credentials. Furthermore, we keep all your personal information strictly confidential and do not share your data with third parties without your consent. We comply with the Malaysia's Personal Data Protection Act.
We do not sell insurance. We are not an insurance company. We are always on your side. We are an independent tech platform making insurance simple for everybody. CoverGo is redesigning the experience of insurance to make it easier, more transparent and clearer than ever before. CoverGo automates manual processes to help you get rid of the insurance paperwork. We provide the best tools to manage your current policies and find the most suitable protection without any bias.