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.
Who this is for: Agents, brokers, and lenders on a paid plan. Where: your Dashboard — clients live in the Clients section and deals in the pipeline (the old /clients link redirects here). Client management starts at the Individual tier; the Deals pipeline is a Professional-tier feature.
Clients (CRM)
Add a client
- Open your Dashboard and go to the Clients section.
- Click Add client. Fill the form — or paste a contact and let the AI parse it
into structured fields.
Every client is a single row in the Clients section, and each row shows, at a glance, the properties that client is tied to: their current home, how many properties you've researched for them, how many of those you've generated a report for, and how many searches you've run on their behalf.
Read your roster by what's at stake
The Clients section is ordered by urgency, not alphabetically — whoever needs you most is at the top. Each row can carry a short flag explaining why:
| Flag | What it means |
|---|---|
| Renewal due | Their policy renews within 30 days (or has already passed). |
| Deal stalled | An open deal has been sitting without progress. |
| Quote unanswered | A quote request has been waiting on a carrier. |
| Gone quiet | No activity on this client for a month. |
Under the name you'll also see the numbers that matter: when they renew and with whom, their open pipeline, any open quotes, and when you last touched the record.
Views. The tabs above the list are saved views with live counts — Needs attention, Renewals, Open quotes, Active, Prospects, All. The list opens on Needs attention when something actually needs you, and on All when your book is clear, so you never land on an empty roster.
Density. The two icons on the right switch between comfortable and compact rows. Compact is built for a large book — it keeps the renewal, pipeline and last-touch line and drops the rest. Your choice follows you between devices.
Bulk changes. Tick the boxes on several clients and set their status in one go. Only the clients you can currently see are affected, so changing view or filter never acts on a row you can't see.
See which properties a client is tied to
Open a client and go to the Properties tab for the full picture in one place:
- Current home — the home they live in today (the baseline you record for
comparison), shown up top.
- Researched properties — every property you've saved or searched on their
behalf. Each one is flagged Report generated (with the date) when you've pulled a CoverGuard report for it, or No report yet — so it's clear which homes you've actually worked up. Click View report to open it.
Search a property for a client
On the client's Properties tab, use Search for {client} to look up a property — by address, city, or ZIP — on that client's behalf. Every search you run there is recorded on the client's record (you'll see a running Recent searches list, and the client's row shows a searches count), so "properties I looked into for this client" becomes real history instead of getting lost in your general search log. Each match shows its risk band; Save it to the client, or Open its full report.
Need the full experience — map, hazard layers, filters, natural-language search? Click Open full search to launch the search workspace in this client's context: a "Searching for {client}" banner stays up and every search you run stays attributed until you Clear it.
Manage a client
The client detail view also has: their deals, quote requests, current insurance, an AI summary, and a unified activity feed — everything you know about that client in one modal.
Record their current insurance (enables renewal alerts)
On a client, set Current insurance — carrier, premium, and renewal date. This also becomes the client's current home on the Properties tab. The renewal date powers renewal alerts. Clear it anytime.
See what's happened across your book
Your Dashboard now leads with Client activity — the newest saves, deals, quote requests and new clients from across your whole book, each one labelled with the client it belongs to. Click a client's name to open their record, or Open to jump straight to the property or deal it happened on.
Three things make it fast to read:
- What's new since you were last here. The card header shows a count of everything
you haven't seen, each new row is badged New, and an Earlier line marks where new ends and already-seen begins. It follows you between devices, so checking your phone in the morning means your laptop won't re-show the same items as new.
- Filters. Tap Saves, Deals, Quotes or New clients to narrow the
feed instantly.
- Grouping. If you saved five homes for one client, they collapse into a single
"5 properties saved" row you can expand — one busy client never buries the rest.
Your book at a glance
Right below the activity feed, four tiles show the state of your book: active clients, open pipeline, quotes awaiting a carrier, and renewals due in the next 30 days. Click any tile to jump straight to the clients it refers to — the renewals tile opens your roster already filtered to those clients.
If a tile reads "no data yet", we couldn't calculate it right now. It never shows a zero it isn't sure about — a false "0 renewals due" is the one number that could cost you a policy.
Cross-client roll-up
For the full picture, open the Activity Hub from the Client-activity card (or the Clients toolbar) — a cross-client roll-up of every client, their properties, deals, quote requests, and a complete activity feed. Each client row here shows the same current home · researched · reports tie as the dashboard list, so the two agree.
Deals pipeline
Create and move deals
- Create a Deal (from the pipeline or a property/client).
- Move it through stages as it progresses.
- When a deal falls out, you must record a fallout reason — this feeds your
fallout stats.
Pipeline stats
Pipeline + fallout stats roll up on your dashboard under Manage your book and in analytics, and stalled deals surface in the dashboard's "Do next" strip — the slim triage bar at the top that shows your single most urgent item and pages through the rest with the dots.
How it ties together
A property you save → assign to a client → open a deal on → request a quote for → track the quote's status timeline → get alerts on carrier exits/renewals. The whole chain is visible per client and per property, and (for admins) in the unified activity history.
Troubleshooting
- Clients / Deals are locked → paid-tier features (Client management at Individual+,
the Deals pipeline at Professional+). See Billing & plans.
- A saved property isn't on the client → assign it to the client from the property or
the client detail view.
- Renewal alerts aren't firing → set the client's renewal date; see
Do this next
Add your first client, then record their current insurance with a renewal date so CoverGuard can start watching it for you.
- Alerts: carrier-exit & renewals — get warned before a policy or carrier lapses
- Requesting a binding quote — turn a deal into a live quote
- Analytics — see pipeline and fallout performance