Onboarding & troubleshooting guides
Step-by-step how-tos for every role and workflow, plus troubleshooting when something isn't working. New here? Start with Getting started.
Guides by role
Company Admin — onboarding guide
Your goal: manage your company's account — seats, members, branding, integrations, and billing — so your team can work under one subscription.
Read guideCoverGuard Admin (internal staff) — onboarding guide
For CoverGuard staff. The CoverGuard super-admin role is a strict superset of every other persona: you see everything, own the platform /admin surface, and can act-as…
Read guideHome Buyer — onboarding guide
Your goal: know whether a home is insurable — and what coverage will cost — before you make an offer, then request a quote from a carrier that's actually writing.
Read guideInsurance Broker — onboarding guide
Your goal: know which carriers are actively writing a risk, route quotes to the right markets (including E&S when admitted markets decline), and never miss a renewal or an…
Read guideLender / Loan Officer — onboarding guide
Your goal: surface property risk into your underwriting decision, confirm hazard and flood binders meet escrow/investor requirements, and watch collateral insurability across…
Read guideReal Estate Agent / Broker — onboarding guide
Your goal: advise clients on insurability before they bid, manage your pipeline and clients in one place, and hand over branded, client-ready reports.
Read guideHow-to guides
How-to: AI Advisor & bring-your-own-key (BYOK)
The AI Advisor is your always-on assistant for risk, carriers, and getting things done faster. BYOK lets you run CoverGuard's AI on your own provider key instead of the managed…
Read guideHow-to: Alerts — carrier-exit & renewals
Two proactive monitors that protect deals and policies: get warned when a carrier stops writing on a property you track, and when a client's policy renewal is coming up.
Read guideHow-to: Analytics
See your activity, risk distribution, and pipeline performance — and, for pros, deeper intelligence on individual properties and carriers.
Read guideHow-to: Branded reports & sharing
Turn a property report into a professional, branded deliverable — a PDF with your logo, or a secure link you can send a client, lender, or teammate.
Read guideHow-to: Clients & deals pipeline
Manage the people you serve and the transactions you're working — every client and deal tied to real properties and insurability data, so nothing slips.
Read guideHow-to: Developer / Partner API
Integrate CoverGuard into your own systems with API keys and webhooks — pull insurability data and push events straight into your stack.
Read guideHow-to: Digital agents (automations)
Your own AI workers that run jobs on a schedule — pre-bid checks, best-coverage scans, renewal sweeps — and send you a plain-language briefing, so routine monitoring happens on…
Read guideHow-to: Integrations (Integration Hub)
Sync CoverGuard both ways with your CRM, LOS, AMS, MLS, or a custom system — and let AI auto-map an external API onto CoverGuard's schema, so data flows without hand-keying.
Read guideHow-to: Mortgage calculator (insurance modeled per peril)
A PITI calculator where the insurance line — the one most calculators guess as a flat percentage — is modeled per peril by the same engine your property report uses.
Read guideHow-to: Platform admin & observability (internal staff)
Run the platform end to end: manage users, act as any account, watch live health and usage, and reach out to customers who need help — all from the internal staff surfaces.
Read guideHow-to: Property search
Look up any US property to see its risk, insurability, and which carriers are binding — before you make a move.
Read guideHow-to: Reading a property report
The property report is the heart of CoverGuard. It "leads with the answer" — you learn the risk, cost, carriers, and value impact before you scroll.
Read guideHow-to: Requesting a binding quote
Send a binding-quote request straight to an active carrier from the property report, then track it to close.
Read guideHow-to: Saving & comparing properties
Keep the properties you care about, and line up your finalists side by side to see which one wins.
Read guideHow-to: Shop by budget (affordability-first search)
Instead of looking up one address, state what you can afford and get back a list of homes that fit both a home-price budget and an insurance-premium budget.
Read guideHow-to: Teams, seats & billing
Run CoverGuard for a whole office under one subscription, and manage your plan — invite teammates, buy seats, and keep everyone on the right tier.
Read guideTroubleshooting
Troubleshooting
Common problems and fixes, grouped by area. If you don't find it here, ask the AI Advisor (chat panel, right side of any page), search the Help center, or email…
Read guideTroubleshooting: Account, login & onboarding
Fix the things that block you at the door — signup errors, the terms/onboarding redirect, password reset, Google sign-in, and a missing role or vanished saved data.
Read guideTroubleshooting: Admin & staff tools (internal)
Fix staff-only snags — /admin and Observability access, act-as sessions, role grants, thin activity/usage reports, and staff→user outreach.
Read guideTroubleshooting: AI Advisor & digital agents
Fix the AI Advisor not answering, a bring-your-own-key that stopped working, a digital agent that won't run, and alerts that aren't firing.
Read guideTroubleshooting: Billing, plans & paywalls
Sort out a locked feature, a free-tier cap, a seat or invite that didn't stick, and checkout or subscription state that looks wrong — including what self-heals vs. what needs…
Read guideTroubleshooting: Integrations & the API
Fix a locked Integration Hub, a failed OAuth callback, an auto-map that can't reach your API, a lost API key or signing secret, and webhooks that aren't arriving.
Read guideTroubleshooting: Search & reports
Fix a search that finds nothing, a report panel that's missing or looks stale, and understand what the "Modeled estimate" basis and big valuation swings actually mean.
Read guide