CoverPilot for Mortgage Brokers, Financial Planners & Wealth Management Businesses

Welcome to CoverPilot, an insurance partner for Mortgage Brokers, Financial Planners & Wealth Management Businesses like yours. We help you to understand risks, streamline insurance management, and find cost-effective policies tailored to your needs, from fiduciary breaches to investment risk management.

Simplify your insurance experience with personalised risk assessments and policy comparisons - all for free. Transform how your business approaches insurance with CoverPilot, where better coverage meets efficiency and savings. Join us and navigate your insurance landscape with confidence.

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Understand

your current policies and identify coverage gaps

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Find

and compare the best insurance policies for your business

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Manage

existing and new insurance policies effectively

Why choose us

How it works

01

Share your policies

We’ll use your current policies (with any carrier or provider) to help analyse your risks including any coverage gaps.

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02

Manage your coverage

We’ll send you reminders for renewals and provide you with tools to better understand your policies.

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03

Find and compare insurance

If you need, we can provide quotes for any insurance required, and an easy way to compare them.

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Risk assessments

Tailored Risk Assessments for your Business

Your policy

Upload your insurance policy below to start asking questions with our custom AI tool.

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Upload a current policy to get started!

Am I sufficiently covered against claims of negligence or misadvice that could arise from my role as a mortgage broker, financial planner, or wealth manager

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How will my business address the financial consequences of data breaches or cyber-attacks compromising sensitive client financial information

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What measures are in place to protect against liability from investment losses or loan rejections under my guidance

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Do I have comprehensive insurance for operational disruptions, such as regulatory changes or market downturns, affecting my ability to serve clients

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How prepared am I to manage reputational damage resulting from unsatisfied clients or publicised legal disputes over financial advice or services provided

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FAQs

Frequently Asked Questions

What services does CoverPilot offer for SMEs?

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CoverPilot offers a comprehensive platform for SMEs to understand their insurance risks, find and compare the best insurance policies, and manage all their existing and new insurance policies efficiently in one place.

How can CoverPilot help me understand my current insurance policies and identify coverage gaps?

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CoverPilot offers a comprehensive platform for SMEs to understand their insurance risks, find and compare the best insurance policies, and manage all their existing and new insurance policies efficiently in one place.

How does the policy comparison feature work?

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CoverPilot offers a comprehensive platform for SMEs to understand their insurance risks, find and compare the best insurance policies, and manage all their existing and new insurance policies efficiently in one place.

Can I manage all my insurance policies through CoverPilot?

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CoverPilot offers a comprehensive platform for SMEs to understand their insurance risks, find and compare the best insurance policies, and manage all their existing and new insurance policies efficiently in one place.

What makes CoverPilot different from insurance brokers?

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CoverPilot offers a comprehensive platform for SMEs to understand their insurance risks, find and compare the best insurance policies, and manage all their existing and new insurance policies efficiently in one place.

Get in touch with us

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