For insurance brokers

Upload. Extract. Quote.

Turn any client's existing schedule into structured cover and shop it to your panel of insurance carriers — in minutes, not days. OCR + AI does the typing for you.

No card required Browser-based, secure Ready in minutes
schedule-2025.pdf
1.2 MB · uploaded · analysing…
Buildings sum insuredR 25,000,000
ContentsR 3,700,000
Employer's liabilityR 200,000,000
Public liabilityR 100,000,000
Santam
Old Mutual
Discovery

Sending to 3 carriers · quotes back within hours

How it works

Four steps from a PDF on your desk to live quotes in your inbox.

1. Upload

Drop in a PDF or photo of your client's existing schedule or quote.

2. Extract

OCR + AI structures every section of cover, sums insured, and premiums.

3. Send

Pick the carriers from your panel and request quotes in one click.

4. Compare

Quotes return into a side-by-side comparison so you can advise clearly.

Why brokers choose coverpilot

Built specifically for the way intermediaries actually work — fast, accurate and accountable.

Save 80% of re-keying time

Stop typing schedules into carrier portals. Extract once, reuse everywhere.

Private by default

Documents are processed in your browser. Nothing leaves without your action.

Configurable delivery

Send quote requests by email or directly into carrier APIs — your choice.

Built for client conversations

Clear comparisons make it easy to recommend the right cover, not just the cheapest.

Auditable history

Every extraction attempt is logged so you can revisit and justify decisions.

Always learning

Our AI improves with every schedule it sees, across more carriers and product lines.

Ready to start?

Try the live demo right now, or leave your details and one of the team will walk you through coverpilot and help you wire it into your carrier panel.

  • Personalised onboarding for your team
  • Help connecting your carrier panel by email or API
  • Pricing tailored to your book of business

Contact us

Tell us about your brokerage and we'll be in touch.

We'll only use these details to contact you about coverpilot.