CoverWallet Review

Our score: 8.0 User satisfaction: 100%

What is CoverWallet?

CoverWallet is an online-based business insurance management platform that aims to simplify how businesses manage their insurance policies. The service is the product of tech entrepreneurs with software startup experience who want to create an insurance management service that is totally online, transparent, and easy. CoverWallet, simply put, takes all your insurance policies and place them into a centralized location for easy management and access.

CoverWallet caters to numerous insurance types. These include General Liability, Workers Compensation, Commercial Property, Business Owners Policy (BOP), Professional Liability, Errors & Omissions (E&O), Medical Malpractice, and more. The service is widely implemented across various industries, such as Rental, Real Estate, Construction, Finance, Education, and Retail to mention a few.

Overview of CoverWallet Benefits

Managing multiple insurance policies for your business can be an overwhelming task, especially if you have policies from various carriers. Traditional practices of managing your insurance mean having tons of documents filed and stored in cabinets, which can be a pain if you need to access them and find that they are not organized well. CoverWallet takes all of that away by changing the way you manage your policies – online.

With CoverWallet, you have an online hub where you can easily store and organize your policies and access them whenever you need to. No more rummaging file cabinets and flipping drawers and tables looking for insurance papers. CoverWallet simplifies all things insurance.

Partnerships with the leading insurance carriers mean you are in good hands. CoverWallet works in tandem with a number of the top insurance carriers in the United States, including Liberty Mutual, Berkshire Hathaway Guard, Starr, Atlas, Markel, and Hamilton among others. CoverWallet helps you find the best insurance policy for your business using an intelligent assessment system that identifies the perfect insurance based on your specifications and budget.

When you commit to CoverWallet, not only do you get a product that is built on experience and state-of-the-art online technologies, you also a highly skilled personal advisor who is dedicated to helping you with your business insurance management.

Overview of CoverWallet Features

  • Centralized Business Insurance Policies
  • Peer Comparison
  • Multiple Insurance Carrier Partnerships
  • Free Quotes
  • Dedicated Insurance Advisor

What Problems Will CoverWallet Solve?

1. Launching Your Business: There’s a number of risks that go alongside launching a new business, and it can be hard to determine exactly what scenarios you’ll face. CoverWallet’s Advice tool helps you to reduce your new company’s risks by providing expert coverage recommendations and average pricing. It’s simple to use and you get instantaneous results; all you have to do is provide some basic information about your business such as location, industry, and size.

2. Signing New Business: A lot of work goes into signing a new client or partner, and a common requirement of such contracts is to provide the external party proof of insurance coverage. This process can take a while with a traditional brick-and-mortar broker, but this digital platform lets you log in and request a COI with all the necessary information anytime, so you’ll get confirmation of coverage as soon as you need it.

3. Compliance: Similarly, when you’re working with third parties you may have insurance requirements for them. Through CoverWallet’s platform you can request proof of coverage online and set up your requirements, and it keep you up-to-date with a dashboard and notifications. You can see who has provided their certificate, whether it’s compliant, and if it requires any updates (important for longer term partnerships).

Awards & Quality Certificates

CoverWallet Position In Our Categories

Since companies have unique business-related needs, it is only logical that they steer clear of paying for a one-size-fits-all, “perfect” software product. However, it is nearly futile to stumble on such application even among sought-after software solutions. The right thing to undertake would be to write down the varied chief aspects that merit deliberation like important features, costing, technical skill competence of staff, organizational size, etc. Then, you must do the research through and through. Have a look at some CoverWallet analyses and explore each of the solutions in your list more closely. Such well-rounded product investigation guarantee you keep away from unfit applications and pay for the system which delivers all the function you require company requires.

Position of CoverWallet in our main categories:

TOP 500

CoverWallet is one of the top 500 Accounting Software products

If you are interested in CoverWallet it could also be beneficial to check out other subcategories of Accounting Software collected in our base of SaaS software reviews.

Companies have diverse wants and requirements and no software platform can be perfect in such a situation. It is useless to try to find a perfect out-of-the-box software system that meets all your business requirements. The intelligent thing to do would be to modify the application for your unique wants, staff member skill levels, finances, and other aspects. For these reasons, do not hurry and invest in well-publicized leading solutions. Though these may be widely used, they may not be the best fit for your specific wants. Do your homework, check out each short-listed application in detail, read a few CoverWallet Accounting Software reviews, speak to the vendor for clarifications, and finally settle for the app that offers what you need.

How Much Does CoverWallet Cost?

CoverWallet Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

CoverWallet’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 30
Negative Social Media Mentions 0

We realize that when you make a decision to buy Accounting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CoverWallet reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with CoverWallet. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are CoverWallet pricing details?

CoverWallet Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

CoverWallet’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

What integrations are available for CoverWallet?

No information available.


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Reviewed By Louie Andre
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