Guides
Onboarding & troubleshooting guides
Step-by-step how-tos for every role and workflow, plus troubleshooting when something isn't working. Last updated Nov 6, 2026.
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 guide UpdatedCoverGuard 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 guide UpdatedHome 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 guide UpdatedHome 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 guide UpdatedInsurance Broker — onboarding guide
Your goal: know which carriers are likely writing a risk, send quote requests toward the right markets (including E&S when admitted markets decline), and never miss a renewal…
Read guide UpdatedMortgage (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 guide UpdatedReal 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 guide UpdatedHow-to guides
Buying a single Record
See the full risk, cost-to-insure, carrier, and valuation picture for one property — without a subscription. Pay once, unlock that Record, and get a free year of the Buyer plan…
Read guide UpdatedConnect Encompass
Order a CoverGuard insurability check from inside an Encompass loan and get the answer back on the loan — the findings on the order, and the full report attached as a PDF.…
Read guide UpdatedConnect HubSpot or Salesforce
Bring your CRM contacts into CoverGuard so every new lead gets a property check without anyone re-typing an address. You add your credentials once, CoverGuard checks them…
Read guide UpdatedConnect nCino
Bring every loan's collateral into CoverGuard so each property gets an insurability check without anyone re-typing an address. You connect the Salesforce org your nCino runs in…
Read guide UpdatedConnecting 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 guide UpdatedConnecting CoverGuard to Zapier
Put CoverGuard to work inside the tools you already use — get a Slack message the moment a carrier stops writing on a home in your book, log every quote to a spreadsheet, or…
Read guide UpdatedConnecting 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 guide UpdatedDownload a copy of your data
Get your personal information from CoverGuard in one file, whenever you want it — no request form, no email, no waiting period. It takes one click, and the file tells you…
Read guide UpdatedHow CoverGuard learns the way you place business
See exactly what CoverGuard has picked up from your own placement history, check the evidence behind it, and switch off anything that doesn't match how you actually work.
Read guide UpdatedHow-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 guide UpdatedHow-to: Alerts — carrier-exit, renewals & rate locks
Proactive monitors that protect deals and policies: get warned when a carrier stops writing on a property you track, when a client's policy renewal is coming up, when a policy…
Read guide UpdatedHow-to: Analytics
See your activity, risk distribution, and pipeline performance — and, for pros, deeper intelligence on individual properties and carriers.
Read guide UpdatedHow-to: Branded reports & sharing
Turn a Record into something you can hand over — a PDF with your logo, a secure link for one client, or a live card embedded on a listing page.
Read guide UpdatedHow-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 guide UpdatedHow-to: CoverGuard Advisor & bring-your-own-key (BYOK)
The Advisor is your always-on assistant for risk, carriers, and getting things done faster — ask it about any property in plain English, like "Is this home a flood risk?"…
Read guide UpdatedHow-to: CoverGuard 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 guide UpdatedHow-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 guide UpdatedHow-to: Getting help, or telling us what you think
Send a question, a bug report or an idea straight from the app, and know it was recorded — not just sent into a mailbox.
Read guide UpdatedHow-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 guide UpdatedHow-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 guide UpdatedHow-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 Record uses.
Read guide UpdatedHow-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 guide UpdatedHow-to: Property search
Look up any US property to see its risk, insurability, and which carriers are binding — before you make a move.
Read guide UpdatedHow-to: Reading a CoverGuard Record
The Record is the heart of CoverGuard. It "leads with the answer" — you learn the risk, cost, carriers, and value impact before you scroll.
Read guide UpdatedHow-to: Reading a home's risk-adjusted value
See how flood, fire, wind and the cost of insurance move what a home is worth, so you can price, offer or lend with the number a buyer's lender will weigh.
Read guide UpdatedHow-to: Requesting a quote
Send a quote request from the Record to the CoverGuard brokerage team, then track it to close.
Read guide UpdatedHow-to: Saving & comparing properties
Keep the properties you care about, and line up your finalists side by side to see which one wins.
Read guide UpdatedHow-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 guide UpdatedHow-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 guide UpdatedHow-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 guide UpdatedHow-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 guide UpdatedHow-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 guide UpdatedInviting 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 guide UpdatedKeeping 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 guide UpdatedMaking a privacy request
Ask CoverGuard to show you, delete or correct the personal information we hold about you — and know exactly when you will hear back.
Read guide UpdatedManaging 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 guide UpdatedNotifications & 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 guide UpdatedOpening a home a professional shared with you
Add the home your agent, lender or insurance professional sent you to your own CoverGuard account in a couple of taps, and come back to it whenever you like.
Read guide UpdatedReading a property's coverage history
See what has actually happened to a property's insurance — claims paid, non-renewals, carrier changes and premium moves — so you're weighing a record of events, not only a…
Read guide UpdatedScreening a whole portfolio at once
Upload a list of thousands of properties and get back a risk-and-insurability read on every one of them — without checking them one at a time.
Read guide UpdatedSetting 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 guide UpdatedSetting 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 guide UpdatedSetting up two-factor authentication
Add a 6-digit code from an authenticator app to your sign-in, so a stolen password alone can't get into your account — and, for CoverGuard staff, unlock admin access.
Read guide UpdatedSharing a Record with a client
Send a Record to one client so they can add it to their own CoverGuard account and come back to it any time, instead of passing around a link.
Read guide UpdatedSharing a Record with someone who doesn't have an account
Hand a buyer, a listing agent or a lender a link that shows a property's CoverGuard Score — no login, no PDF attachment, and it stays current on its own.
Read guide UpdatedTrack 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 guide UpdatedUnderstanding 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 guide UpdatedUsing CoverGuard with a keyboard or assistive technology
Find out what CoverGuard supports for keyboard, screen-reader and switch users, how to get round the gaps we know about, and how to report a barrier so we can fix it.
Read guide UpdatedUsing 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 guide UpdatedUsing the Toolkit
Describe a task in plain English and the Toolkit either opens the right calculator or hands it to the Advisor to work it out — mortgage, affordability, closing costs,…
Read guide UpdatedWhat CoverGuard watches for you
Market Watch, Renewal Guard and Savings Finder keep an eye on the market for the homes you care about, and tell you — in one sentence with a number in it — when a carrier stops…
Read guide UpdatedTroubleshooting
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 guide UpdatedTroubleshooting: 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 guide UpdatedTroubleshooting: 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 guide UpdatedTroubleshooting: 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 guide UpdatedTroubleshooting: CoverGuard Advisor & CoverGuard Agents
Fix the Advisor not answering, a bring-your-own-key that stopped working, a CoverGuard Agent that won't run, and alerts that aren't firing.
Read guide UpdatedTroubleshooting: 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 guide UpdatedTroubleshooting: Search & Records
Fix a search that finds nothing, a Record panel that's missing or looks stale, and understand what the "Modeled estimate" basis and big valuation swings actually mean.
Read guide UpdatedFrom the CoverGuard Record to a quote request — without the surprises
With carriers exiting major markets, insurance is killing deals at closing. CoverGuard reads the CoverGuard Record, models which carriers are likely to write the risk and what cover should cost, and sends your quote request to CoverGuard’s brokerage team — before anyone signs on the dotted line.
CoverGuard is in Private Preview. Ask for an invitation and a member of our team will review it — usually within one business day. Available in all 50 states.