Teams & Offices
Buy CoverGuard for your team — one plan, every seat
Brokerages, lending teams, and agencies run CoverGuard as a company. Purchase a seat for everyone in the office under a single subscription, manage who’s on the account, and let every teammate work from the same property record — with centralized billing.
Best for: An office that needs everyone working the same way
Buy one subscription for the whole team — everybody gets the professional toolset, with company-wide reporting, and nobody expenses their own seat.
From 3 seats · $35/seat per month · Add or remove seats anytime
Team plan
Cover your office
Choose how many seats you need. Every seat is a full CoverGuard account under your company.
Billed monthly to the company. Cancel or change seat count anytime from billing.
See how your office works from one account
Demonstration · sample dataAn office’s Records, seats and roles, pipeline by tier, and alerts, on demonstration data. Nothing here is a real property, client or account. Tiers and carrier changes are modeled and not bindable.
Every Record you have saved, in one list
See each Record's tier, the client it is saved for and how current it is, so you know which deal needs a fresh look first.
| Record | Insurability tier | Client | Last refreshed |
|---|---|---|---|
| Sample Record ASpringfield, IL | ClearModeled | Buyer client | 12 days ago |
| Sample Record BOrlando, FL | ConstrainedModeled | Seller client | 41 days ago |
| Sample Record CSacramento, CA | Hard-to-PlaceModeled | No client yet | 200 days agoDue for refresh |
- Source
- Each Record's own data. These rows are samples
- Date
- Each row shows when its Record was last refreshed.
- Geographic resolution
- One property per row
- Classification
- Illustrative sample — in your own dashboard, tiers are modeled from each Record
- What it decides
- Shows which deal needs attention first.
- Limitation
- Sample rows. No real property or client is shown.
- When to refresh
- A Record older than 180 days is marked due for refresh.
Seats and roles for your team
The Team plan covers 3 to 10 seats. Each person gets a role that decides what they can manage.
Sample team: 5 of 10 seats in use
- Owner
- Full control of the account, billing, and members. There is exactly one owner.
- Admin
- Can invite, remove, and re-role members. Cannot remove the owner or change billing.
- Member
- Can use the platform under the company subscription. Cannot manage members.
Your pipeline by insurability tier
See how the properties you are working on spread across the insurability tiers, so a hard-to-place deal is found before the offer, not after it.
- Clear4
- Watch3
- Constrained3
- Hard-to-Place2
- Unplaceable0
- Source
- The tier on each Record in the portfolio. These counts are samples
- Date
- As current as each Record's last refresh.
- Geographic resolution
- One property per Record, counted by tier
- Classification
- Modeled estimate — sample counts, not a quote
- What it decides
- Shows how much of your pipeline may be hard to insure.
- Limitation
- A tier is a modeled reading of insurability. Only a carrier can confirm cover.
- When to refresh
- Refresh any Record older than 180 days before you rely on the mix.
Alerts when something changes
The dashboard flags the Records that need you. With no changes, the list is empty and says so.
- Carrier availability changed in the market for Sample Record B. Modeled, not a quote.
- Due for refresh: Sample Record C is older than 180 days.
- Source
- Changes in the data behind your Records. These alerts are samples
- Date
- Each alert shows when it was raised.
- Geographic resolution
- The Record's property, or its state market for carrier changes
- Classification
- Illustrative sample — carrier changes are modeled
- What it decides
- Tells you which Record to look at again.
- Limitation
- An alert is a prompt to look again, not a decision.
- When to refresh
- Refresh the Record an alert names before you act on it.
Alerts follow the Records in your own dashboard, so they need an account. This is a preview.
Not sure which plan fits your office? Work it out by headcount
Which plan covers your team?
Pick a plan and how many people need it. We'll name the plan that covers them and what it costs.
Changing the plan or the number of people needs JavaScript. Every plan’s price is on the pricing page.
Agent Starter and Agent Pro are for one person. Agent Team is 3–10 seats; Agent Enterprise is 11 or more.
Your plan
Agent Team: $105 a month
3 seats at $35 a seat a month, billed monthly.
List prices in US dollars. The seat selector and the pricing page are where you choose a plan; this only works out which one fits.
Built for how offices actually buy software
CoverGuard treats a paid account as a company. The owner buys and bills; everyone they invite works under the same subscription with the same access.
One subscription, one invoice
Buy a seat for everyone in the office and bill it all to the company. No per-person credit cards, no chasing reimbursements.
Add and remove seats as you hire
Your seat count is whatever you purchased. Invite a new agent the day they start; remove a seat when someone leaves.
Owner, Admin & Member roles
The owner controls billing. Admins manage the roster. Members get the full platform under the company plan — no one re-buys anything.
Teammates inherit your plan
Every active member automatically gets the company tier and every feature it unlocks. One purchase covers the whole office.
Agents & company analytics
Every seat gets the out-of-the-box CoverGuard Agents, and owners and admins see company-wide analytics across the office.
Sync seats from your HRIS / IdP
Provision and deprovision seats from the systems you already run via the partner API and webhooks — onboarding stays in one place.
Set up your office in minutes
No procurement project. Buy the seats you need and invite your team.
Buy your seats
Pick a seat count above and check out. You become the account owner with centralized billing.
Invite the office
Add teammates by email from the Team page and set each one as Admin or Member.
Everyone works as one
Members inherit the company plan and every feature it unlocks — instantly, with no extra purchase.
Everything in the office plan
- A full CoverGuard seat for every team member
- Centralized, company-level billing
- Owner / Admin / Member roles & seat management
- Out-of-the-box and custom CoverGuard Agents on every seat
- Company-wide analytics & reporting
- Partner API + webhooks for HRIS / CRM / IdP sync
- Unlimited property Records & quote requests
- Priority support
Cover the whole office today
Buy a seat for every agent, loan officer, or broker on your team — billed to the company, managed in one place.