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Coverly

Beacon Insurance Group

Command Center

Overview

Your whole book, watched all night. Everything below updates from carrier feeds automatically.

11:37 PM

Agency time · systems nominal

Book of business

$145,533

annual premium in force · 12 accounts · 3 carriers

91%

retention

+3 pts YoY

renewals this month

3 need attention

open claims

$74,500 reserved

Hours returned by Forge

87hrs this month · ↑ 12 months running

May ’25 → Apr ’26 · time your team did not spend chasing tasks

1,180

tasks automated

zero touched twice

$118,400

premium collected

via automated pay links

112

COIs auto-issued

avg. 4 seconds each

$17,580

cross-sell upside found

5 coverage gaps → view in Reporting

Policies in force by line

Auto ↑

412–486

policies in force

Home ↓

228–271

policies in force

Commercial ↑

156–203

policies in force

Recommendations

Tap to hand it to Coverly AI

Renewals ahead

8 policies renew this month — 3 need attention.

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Compare Kwan’s renewal quotes

Three markets quoted — Bluecrest is 2.9% under expiring.

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Claims need attention

2 open claims are waiting on documents.

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Renewal pipeline

Next 12 renewals in date order — every one auto-reminded · click to open the account

$145,533 premium in play

Apr 10

Bluewater Marina

$21,120 · Bluecrest

At risk

Apr 12

Marsh Residence

$3,140 · Granite

At risk

Apr 15

Kwan Holdings LLC

$18,961 · Bluecrest

Watch

Apr 15

Trent & Co.

$15,540 · Fairhaven

Healthy

Apr 18

Riverside Bakery

$12,240 · Fairhaven

Healthy

Apr 20

Delgado Family

$4,820 · Granite

Healthy

Apr 22

Summit Dental

$9,381 · Bluecrest

Watch

Apr 30

Halloran Estate

$5,291 · Granite

Healthy

May 2

Vertex Logistics

$24,720 · Fairhaven

Healthy

May 8

Okafor Family

$1,980 · Granite

Healthy

May 15

Cardinal Roofing Co.

$16,481 · Fairhaven

Healthy

May 20

Ashford Realty Group

$11,860 · Bluecrest

Watch

Upcoming renewals

Reminders scheduled automatically at 45 / 30 / 7 days

Bluewater Marina

Commercial · Marina & boatyard

Apr 10

auto-reminded›

Marsh Residence

Personal · Coastal home

Apr 12

auto-reminded›

Kwan Holdings LLC

Commercial · Real-estate holdings

Apr 15

auto-reminded›

Trent & Co.

Commercial · Consulting firm

Apr 15

auto-reminded›

Riverside Bakery

Commercial · Bakery & café

Apr 18

auto-reminded›

Delgado Family

Personal · Household · 2 vehicles

Apr 20

auto-reminded›

Working in the background

1,180

tasks automated

hours saved

Coverly handled these this month while your team focused on clients.

View all automations →