Corevo
CRM & Automation for Insurance Agents
Empowering Agents. Simplifying Sales.
Corevo is an automation platform designed for licensed health insurance agents.
We provide CRM software, lead automation, and AI-powered workflows that help agents manage, follow up, and close more sales.
Our tools allow independent and agency-based agents to:
• Automate lead outreach via SMS, email, and calls
• Track sales performance and client engagement
• Schedule appointments and follow-ups
• Integrate directly with lead vendors
Corevo is operated by Corevo LLC, headquartered in Chattanooga, TN.
Business Information + Customer Service
Business Name: Corevo LLC
Platform: CorevoAI.org
Industry: Insurance Technology / CRM SaaS
Location: Chattanooga, TN
Email: support@corevoai.org
Phone: (423)777-0315
For support, contact us via:
Email: support@corevoai.org
Support Hours: Monday–Friday, 9AM–6PM EST
Contact Us
Interested in adding Corevo to your sales network? Submit a form to onboard now!
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Corevo services are billed on a monthly or annual subscription basis.
You may cancel your subscription at any time by contacting support@corevoai.org
Refunds for unused time on active subscriptions are not typically provided but may be reviewed on a case-by-case basis for service issues or billing errors. -
Our platform complies with all applicable data and privacy regulations.
Corevo services are intended for licensed insurance agents operating in the United States.
We do not sell or export physical goods. -
General
Your privacy is important to us. This notice explains our online information practices and the choices you can make about the collection and use of the personal information you submit on this website.
If you are visiting the website from outside the United States, please be advised that your personal data will be processed by Corevo LLC in the United States, where data protection and privacy regulations may differ from those in your country. By using our site, you consent to any such transfer of information outside your country and to Corevo LLC using your personal information to contact you with notices, services, and promotions.
Personally Identifiable Information
To purchase products or services from Corevo LLC, we may ask for information such as your name, address, email, mobile number, MSISDN, billing information, message history, and content you generate or submit. We do not collect this unless you voluntarily provide it.
You retain ownership of your account data and contact lists. We do not use or sell your contacts for marketing purposes. We may access this data only as needed to deliver services as described in our Terms of Service and this Privacy Policy.
Use of Your Information
Your information may be used to:
Deliver the services you request
Contact you with updates, offers, and service alerts
Send promotional materials (you can opt out)
Improve website content and services
Enforce our policies and terms
SMS Communications
By opting in, you consent to receive SMS messages from Corevo LLC, which may include reminders, promotional offers, follow-ups, or service information.
Message frequency varies
Standard messaging rates apply
Reply “STOP” to unsubscribe at any time
We do not sell or share your phone number for SMS marketing purposes
Lead Vendor and Third-Party Sources
We may receive your contact data from third-party lead vendors. These vendors are required to ensure they have your consent to be contacted about insurance products or related services. If you believe your data was shared in error, contact us at
PHI and HIPAA Compliance
Corevo LLC may collect or handle Protected Health Information (PHI) in connection with health plan consultation. Any such data is processed in accordance with HIPAA and other applicable privacy laws. We use safeguards to protect PHI and never share it without proper authorization.
Service Providers
We use trusted third-party vendors to send SMS, email, and provide supporting services. These providers receive only the data required to fulfill their function on our behalf and are bound by confidentiality agreements.
Cookies
Our site uses cookies to improve your browsing experience. These do not personally identify you unless you choose to provide information. You can disable cookies in your browser, but some site features may not function correctly.
Access and Control
To view, update, or delete your personal information, contact us at
We will respond within 30 days.
We retain your data as long as needed to:
Fulfill service obligations
Comply with legal requirements
Resolve disputes and enforce agreements
Policy Updates
We may change this policy from time to time. If changes are significant, we will notify you by email or site notice. Continued use of our site implies acceptance of the updated policy.
Contact Us
If you have any questions or concerns, contact us at:
Corevo LLC
651 E 4th St
Chattanooga, TN 37403
United States
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Last updated: November 4, 2025
These Terms of Service (“Terms”) govern your access to and use of the website, services, and communications provided by
Corevo LLC
(“Company,” “we,” “us,” or “our”). By accessing or using our website or services, you agree to be bound by these Terms and our Privacy Policy.
Use of ServicesYou must be at least 18 years of age and reside in the United States to use our services. By using our services, you affirm that all information you provide is true, accurate, and complete, and that you will keep it updated as necessary.
Our services include insurance-related consultations, plan comparisons, and follow-up communications delivered via SMS, email, and phone.
Consent to Communications
By providing your phone number, email, or other contact details, you consent to receive communications from Corevo LLC including but not limited to:
Informational and transactional updatesPromotional offers and plan recommendations Appointment reminders and follow-ups
You may opt out at any time by replying “STOP” to SMS messages or by using the unsubscribe link in emails. Message and data rates may apply.
No Guarantee of CoverageWe do not issue or underwrite insurance policies. We provide assistance in selecting and enrolling in available insurance plans through licensed agents. Plan availability, pricing, and approval are determined solely by insurance carriers and regulatory agencies.
Nothing on our site or in our communications constitutes a guarantee of eligibility, benefits, or approval.
HIPAA & PHIIf during the course of services you provide health-related information (PHI), it will be treated in accordance with applicable privacy regulations. We take reasonable measures to protect such data, but cannot guarantee full HIPAA compliance unless explicitly stated in a Business Associate Agreement (BAA).
Intellectual PropertyAll website content, materials, graphics, branding, and software are the property of Corevo LLC or its licensors and are protected by intellectual property laws. You may not reproduce, distribute, or use any part of our platform without written permission.
Prohibited ConductYou agree not to:
- Use our services for unlawful or fraudulent purposes
- Misrepresent your identity or affiliation
- Attempt to access systems or data without authorization
- Interfere with or disrupt our website or operations
Violations may result in suspension or termination of access and may be reported to law enforcement if necessary.
Limitation of LiabilityTo the maximum extent permitted by law, Corevo LLC shall not be liable for any indirect, incidental, special, or consequential damages arising out of or related to the use of our services. We do not guarantee the accuracy, completeness, or suitability of any plan or service recommendation.
IndemnificationYou agree to indemnify and hold harmless Corevo LLC, its affiliates, employees, agents, and licensors from and against any and all claims, liabilities, damages, losses, or expenses arising from your use of the services or violation of these Terms.
Modifications to TermsWe reserve the right to update these Terms at any time. Material changes will be posted on our website. Continued use of our services constitutes your acceptance of any modifications.
Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Tennessee, without regard to its conflict of laws principles.
Contact UsIf you have any questions or concerns about these Terms, please contact:
Corevo LLC
651 E 4th St
Chattanooga, TN 37403
United States
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Corevo is a software platform operated by Corevo, LLC.
We do not directly sell insurance or provide licensed financial advice.
All insurance-related services are performed by independent licensed agents using the Corevo system.