Coverly by Shammy

Coverly is the back office of an independent insurance agent — run from the phone.

SEND IT TO COVERLY
• Share anything from Mail, Files, Photos or any app: schedules, quotes, invoices, receipts, IDs, spreadsheets, voice notes, zips. One share = one bundle, with your note.
• Scan IDs, licences and vehicle papers with the document camera — edges found, pages cropped, all pages in one go.
• Speak: "Ahmed paid 3,150 by card, call Sara on Sunday" — Coverly records the payment and makes the task.
• Or CC your own capture address on mail to brokers and insurers. Everything is filed on the right customer.

NEEDS A LOOK
When Coverly isn't sure, it asks one clear question — which customer, which policy, the cover period, the date of loss, an insurer it doesn't know, the password of a locked PDF — and you answer it in the app with one tap.

YOUR DAY ON ONE SCREEN
Overdue and upcoming renewals, premiums to collect, quotes to present, tasks and cover expiring — each row with a pre-written message, a call button, and done in one tap.

THE WHOLE BOOK
• Deals by stage, quotes compared side by side, accept a quote and the policy is issued
• Customers with every policy, deal, document and conversation — duplicates found and merged
• Policies and renewals: start a renewal, mark it not renewing, report a claim
• Money: record a payment (cash, card, cheque, transfer), see what's owed, mark commission received
• Tasks, notifications and search across names (other names too), phone, policy numbers and plates

BUILT FOR THE ROAD
Works offline with what's on the phone, sends your shares when the signal is back, locks with your fingerprint or face, light and dark, English, built for the UAE and India (currency, phone, ID types follow your workspace).

Coverly requires a Coverly account (create one in the app or on the web).