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.
Who this is for: Agents, brokers, and lenders on a paid plan. Where: your Dashboard — clients live in the Clients section and deals in the pipeline (the old /clients link redirects here). Client management starts at the Individual tier; the Deals pipeline is a Professional-tier feature.
Clients (CRM)
Add a client
- Open your Dashboard and go to the Clients section.
- Click Add client. Fill the form — or paste a contact and let the AI parse it
into structured fields.
Manage a client
Open a client for the full detail view: profile, saved properties assigned to them, their deals, quote requests, current insurance, and a unified activity feed.
Record their current insurance (enables renewal alerts)
On a client, set Current insurance — carrier, premium, and renewal date. The renewal date powers renewal alerts. Clear it anytime.
Cross-client roll-up
The Activity Hub (clients overview) rolls up stats across all clients: every client, their saved properties, deals, quote requests, and a unified activity feed — a single place to see everything in motion.
Deals pipeline
Create and move deals
- Create a Deal (from the pipeline or a property/client).
- Move it through stages as it progresses.
- When a deal falls out, you must record a fallout reason — this feeds your
fallout stats.
Pipeline stats
Pipeline + fallout stats roll up on your dashboard and in analytics, and stalled deals surface in the dashboard's "Do next" triage.
How it ties together
A property you save → assign to a client → open a deal on → request a quote for → track the quote's status timeline → get alerts on carrier exits/renewals. The whole chain is visible per client and per property, and (for admins) in the unified activity history.
Troubleshooting
- Clients / Deals are locked → paid-tier features (Client management at Individual+,
the Deals pipeline at Professional+). See Billing & plans.
- A saved property isn't on the client → assign it to the client from the property or
the client detail view.
- Renewal alerts aren't firing → set the client's renewal date; see
Do this next
Add your first client, then record their current insurance with a renewal date so CoverGuard can start watching it for you.
- Alerts: carrier-exit & renewals — get warned before a policy or carrier lapses
- Requesting a binding quote — turn a deal into a live quote
- Analytics — see pipeline and fallout performance