Covr launches Advisor 3.0

Quoting platform for financial institutions and advisors Covr Financial Technologies has launched Advisor 3.0, the latest version of its insurance platform.

The software allows financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care, and more. The platform integrates with popular CRM systems, automates form completion, compliance reviews, and provides smart management of client interactions—including case design, new business tracking, and in-force management.

“We’re committed to driving innovation in life insurance. With Advisor 3.0, we’ve taken digital transformation to the next level, providing financial professionals with powerful tools to deliver a faster, more efficient client experience, customized solutions for their clients, and streamlined customer service and compliance.” – Mike Kalen, CEO at Covr.

Clients have experienced up to a 60% increase in insurance adoption as part of financial planning. “The intuitive design of the platform and our market-leading 65 Net Promoter Score (NPS) have made it much easier for financial advisors to offer life insurance by removing many of the previous barriers to selling insurance to their customers. It’s exciting to be part of the team bringing this powerful tool to market.” – Scott Cuyler, VP, Head of Product Development at Covr.