Trackeverylead.Closeeverypolicy.
Covra is a clean, fast lead tracker built specifically for life insurance agents. Import your boss list, work your pipeline, and always know exactly where every lead stands.
7-day trial — no credit card needed
How it works
From boss list to bound policy.
Three deliberate steps. Built for the way agents actually work the phones.
Import your leads
Upload boss list CSV or add manually, fields map automatically.
Work your pipeline
Move leads New → Contacted → Qualified → Proposal → Closed with one click.
Schedule and follow up
Set reminders, add call notes, never let a warm lead go cold.
Features
Everything an agent needs. Nothing they don't.
Visual Pipeline
Drag-and-drop Kanban across 5 stages, optimized for speed.
Boss List Import
Upload CSV files in seconds. Fields map automatically.
Follow-up Scheduling
Calendar reminders so warm leads never go cold.
Call Scripts
Built-in scripts and objection handling at your fingertips.
Lead Profiles
Full history, notes, and contact details in one view.
Live Stats
Pipeline health, close rate, and ready leads, updated in real time.
Ready / Considering / Unresponsive Scoring
Prioritize the leads most likely to close today.
Lead Detail Profiles
Full notes, call history, scheduled events, and contact info all in one click.
Priority Support
Real humans, fast answers, whenever you need them.
See it in action
Your entire pipeline, at a glance.
- See every lead across all 5 pipeline stages
- Filter by score
- Move a lead in one click
- Open any lead for full details
Pricing
One plan. Everything included.
No tiers. No upsells. Just the tool you need to close more policies.
7-day free trial. Cancel anytime.
- Unlimited leads
- Full 5-stage pipeline
- CSV boss list imports
- Full lead profiles with notes
- Ready/Considering/Unresponsive scoring
- Call scripts
- Schedule & follow-up calendar
- Live pipeline stats
- Priority support
7-day free trial · No credit card required · Cancel anytime
Start tracking your leads today.
Built for the agents who actually pick up the phone. Try Covra free for 7 days — no credit card required.
