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 guideHome Seller — onboarding guide
Your goal: see your home the way a buyer will — its flood, fire, wind and crime risk, its risk-adjusted value, and which carriers actually write it — before you list, so…
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 guideMortgage (Broker / Loan Officer / Lender) — 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
Connecting an outside system and syncing data
Connect a CRM, MLS, loan-origination, or agency-management system to CoverGuard, choose exactly which fields flow, and keep the two in sync — so the records you already…
Read guideConnecting with your agent or client
Link your CoverGuard account with the person you're working with — a buyer or seller with their agent, lender, or insurance pro — so you can share the homes you're researching…
Read guideHow-to: Adding notes to a property
Keep private, categorized observations on any property so your thinking stays organized and nothing slips through the cracks.
Read guideHow-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: Managing your book of business
See your active policies, carrier concentration, and upcoming renewals in one place — so you can manage your book proactively instead of reacting when something lapses.
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: Saving a search and getting alerts
Save your search criteria once, and CoverGuard watches for new matching properties so you never miss one.
Read guideHow-to: Sharing a pre-listing disclosure
Give a buyer's agent (or anyone) a signed, time-limited link to your property's risk and insurability disclosure — no CoverGuard account required to view it.
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 guideHow-to: Tracking flood insurance compliance
Stay ahead of federal flood insurance requirements across your loan pipeline — track flood zone determinations, verify binder coverage, and catch non-compliant properties…
Read guideInviting users (invite-only signup)
Bring the right people onto CoverGuard — and keep everyone else out. When invite-only signup is on, an account can only be created for an email you've invited, so the platform…
Read guideKeeping up with what's new
A weekly roundup of everything CoverGuard has shipped for you — new features, sharper workflows, and the fixes that matter most — in one place, without leaving the app.
Read guideManaging email templates
Change the wording, branding, and timing of any email CoverGuard sends — and create brand-new emails that fire automatically on a platform event — all from the admin console,…
Read guideNotifications & emails
Stay on top of what matters — carrier exits, renewals, quote updates, agent briefings and team messages — and control exactly which of them reach your inbox.
Read guideSetting up a company's AI account and billing sync
Put a whole customer company on its own AI provider account, and keep its billing state in step with Dynamics 365 — so their AI runs on their bill, and yours invoices on real…
Read guideSetting up a customer company (white-glove)
Stand up a customer's whole workspace for them — company, seats, and every user invite — in one step, so Customer Success can onboard a paying account without sending them…
Read guideTrack your home's policies
Keep every policy on a home you're monitoring — homeowners, umbrella, flood, wind, and more — in one place, each with its own carrier, premium, coverage, and documents, so you…
Read guideUnderstanding your California FAIR Plan options
If you're looking at a high-wildfire California home, this shows whether you'll likely end up on the state's insurer of last resort, roughly what it costs, what it does — and…
Read guideUsing the CoverGuard mobile app
Install CoverGuard on your phone and get a focused, three-tab app — Search, Property, and Settings — so you can check a home's insurability from anywhere in a couple of taps.
Read guideUsing the Toolkit
Describe a task in plain English and the Toolkit either opens the right calculator or hands it to the AI Advisor to work it out — mortgage, affordability, closing costs,…
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