Corevo — CRM & Automation for Insurance Agents
CRM & Automation for Insurance Agents

The only CRM
you'll actually need.

Every CRM on the market is fine. Corevo isn't fine, it's built by an agent, not a software team that's never carried a book of business. Top producer designed the workflows himself, so agents spend less time prospecting and more time selling.

Schedule a Consultation View Live Demo
JR
Maybe: Jordan Reyes
Corevo · Smart Contact ID
Hey! Saw you were looking at health plans, got 10 min this week to talk options?
Yeah actually, Thursday afternoon works
Perfect, I've got 2:30pm open. Sending a confirmation now ✅

Increase your profits with Corevo.

Without changing your pitch, Corevo gives you back the two things every producer runs out of: time and follow-through. Gone are the days of chasing your own pipeline by hand. Spend your hours doing what actually pays, selling, and take the rest of your time back.

10+
Touch follow-up sequence, fully automated
24/7
Conversation AI response coverage
0
Leads left to fall through the cracks
1
Calendar, booked automatically
Corevo Features

Four systems, one calendar.

01 — WORKFLOWS

Automated Workflows

A multi-day follow-up sequence, seasonal campaigns, voicemail drops, and business card attachments, built to convert, not just send messages. Every sequence was curated by a multi-million-dollar producer who knows what turns a cold lead into a booked appointment. Set it once, let it work.

02 — CONVERSATION AI

24/7 Conversation AI

Engages every lead the moment they respond, no matter the day or time, and keeps the conversation moving toward one goal: getting them on your calendar. Handles booking, confirmations, reminders, and follows up automatically on no-shows. No manual chasing.

03 — OUTBOUND AI

Outbound AI

Answers inbound calls and speaks with your leads in real time. It stays focused on one thing, getting the appointment booked, reads your live calendar, schedules into open slots, sends confirmations, and delivers a reminder 30 minutes out. Every call becomes a shot at the calendar.

04 — IMESSAGE

iMessage Blue Bubbles

Corevo messages send as iMessage, not generic SMS, so they read as personal, not automated. Smart Contact ID goes further: leads see "Maybe: [Agent Name]" on your contact card before the conversation even starts, building recognition and trust ahead of the first reply.

Ready to spend less time prospecting and more time closing?

Schedule a Consultation
About Corevo

Built for licensed health insurance agents.

  • Automate lead outreach via SMS, email, and calls
  • Track sales performance and client engagement
  • Schedule appointments and follow-ups automatically
  • Integrate directly with your lead vendors

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.

Corevo is operated by Corevo LLC, headquartered in Chattanooga, TN. All insurance-related services are performed by independent licensed agents using the Corevo system, Corevo does not directly sell insurance or provide licensed financial advice.

CRM & automation for insurance agents. Empowering agents, simplifying sales.

Location

651 E 4th Street
Suite #142
Chattanooga, TN 37403

Corevo services are billed on a monthly or annual subscription basis. You may cancel at any time by contacting [email protected].

Refunds for unused time on active subscriptions are not typically provided but may be reviewed case by case for service issues or billing errors.

Our platform complies with 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.

Last updated: March 17, 2026.

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.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent, this information will not be shared with any third parties.

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, and enforce our policies and terms.

Data Security

We take reasonable measures to protect your personal information using administrative, technical, and physical safeguards. These measures are designed to protect against unauthorized access, loss, misuse, or alteration of data. While no system can be guaranteed 100 percent secure, we regularly review our practices to maintain appropriate protections.

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 [email protected].

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 [email protected]. We will respond within 30 days.

We retain your data as long as needed to fulfill service obligations, comply with legal requirements, and 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

Corevo LLC, 651 E 4th Street, Suite #142, Chattanooga, TN 37403. [email protected].

Last updated: March 17, 2026.

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 Services

You 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.

Carrier Disclaimer

Mobile carriers are not liable for delayed or undelivered messages. Message delivery is subject to carrier availability and network conditions.

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 updates, promotional offers and plan recommendations, and 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 Coverage

We 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 and PHI

If 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 Property

All 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 Conduct

You agree not to use our services for unlawful or fraudulent purposes, misrepresent your identity or affiliation, attempt to access systems or data without authorization, or 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 Liability

To 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.

Indemnification

You 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 Terms

We 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 Us

Corevo LLC, 651 E 4th Street, Suite #142, Chattanooga, TN 37403. [email protected].

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.

© 2026 Corevo LLC. All rights reserved. Chattanooga, TN