Create the requirements
Enter the carrier’s stated deadline and write one requirement per requested correction. Templates help you draft; the notice stays the source.
For independent insurance agencies · Commercial property
Finish inspection follow-up with less chasing.
Collect repair photos and invoices, send automatic client reminders and prepare a professional carrier response packet. Keep every requirement and its evidence together.
US$29/month for your agency. Five staff included.
30 days free · No credit card required · No automatic charge
The result of a well-run follow-up
From collected evidence
to a professional response.
Open the sample PDFOne organized response.Case summary · Evidence previews · Clearly named files
Inside the actual product · fictional sample data
One clear next step for each side.
Keep the agency’s work queue and the client’s checklist connected.
Professional response packetsA carrier response
A carrier response
you’re proud to send.
Turn reviewed photos and documents into a polished PDF packet, with every attachment matched to the right checklist item.
Make the evidence easy to review
Clear case details, labelled previews and outstanding work, brought together in one document.
Give every file a useful name
Consistent names based on the requested evidence, with the original photos and documents included.
Keep a record of each response
Each packet preserves the file versions you reviewed. Later uploads don’t change an earlier packet.
Send through your carrier’s usual portal or email, then record the delivery in Coverstride.
Actual Coverstride exportCollect and review evidence
Clients upload from a phone against the exact requirement. Review the selected files for submission, or request a specific correction.
Prepare a professional response
Download a polished PDF with clearly named original files, send it through the carrier’s own channel, then record what was sent and what came back.
What you get back
- See which evidence is still missing, per requirement.
- Know who owes a response: the client, your staff or the carrier.
- Follow up on missing evidence automatically, with reminders you control.
- Keep each photograph with the requirement it answers.
- Preserve what was sent, so later uploads can’t rewrite the record.
Who it’s for
Independent agencies handling repeated property-inspection follow-up across several carriers, alongside the management system they already use. Coverstride does not currently synchronize with your AMS.
Start your 30-day free trialFree resources for agencies
Free inspection follow-up checklists and templates
Start with a practical tool for the task in front of you. Organize a notice, request repair evidence, review files or outline the carrier response.
Insurance inspection follow-up checklist
Organize requested corrections, evidence, owners and dates before you prepare the carrier response.
Use the checklistClient evidence-request template
Create a clear request for repair photos and invoices, with separate client and carrier dates.
Build a client requestRepair evidence review checklist
Check that each submitted photo or document answers the requested requirement before you prepare a packet.
Use the review checklistCarrier response-packet outline
Summarize reviewed evidence, label attachments and make outstanding items clear.
Use the packet outlineWorkflow guides
Explore the work behind the follow-up.
See the details that matter at each step, with practical examples from Coverstride’s workflow.
Client experience
Client checklists
Create a clear request for insurance inspection repair photos and documents. Use the free builder and template, then organize follow-up in Coverstride.
Explore this workflowEvidence & reviewRepair evidence collection
Collect repair photos, contractor invoices and certificates against named insurance requirements. Review evidence, request corrections and keep original files connected.
Explore this workflowDaily follow-upDeadline tracking
Use a free inspection deadline tracker, extension-request template and response log. Keep client targets, carrier deadlines and confirmed extensions clear.
Explore this workflowSimple, transparent pricingOne plan for your
One plan for your
complete follow-up workflow.
Start with 30 days in your own agency workspace, from the first checklist to the finished carrier response. No credit card required.
30-day free trial
Use the current workflow with your team before choosing a paid plan.
US$0/ 30 days
No credit card required
- Create your agency and invite your team
- Collect evidence and prepare response packets
- No automatic charge when your trial ends
Agency workspace
Keep your client checklists, evidence review and carrier responses together.
US$29/ month
Billed monthly at US$29.
Monthly
- 5 staff, including the owner
- 100 open published cases
- 25 GB of original evidence
- Client and property workspaces
- Evidence collection, review and automatic client reminders
- Response packets and delivery history
- Prices in US dollars
- Save 17% compared with 12 monthly payments
- No automatic trial conversion
Your trial lasts 30 days and does not automatically become a paid subscription. The same allowances apply during your trial: 5 staff, 100 open published cases and 25 GB of original evidence. Drafts and closed cases do not use open-case slots; their files still use storage. Pending staff invitations reserve seats. Clients do not use staff seats. The checkout shows applicable taxes and payment terms before you confirm.
More about pricing and accessQuestions & answers
A few things agencies ask first.
Understand where Coverstride fits before you change how your team works.
Does Coverstride replace our agency management system?
Coverstride focuses on property-inspection follow-up: collecting repair evidence, reviewing it and preparing a carrier response. Keep your policy administration and other agency operations in the systems you already use. There is no automatic agency-management-system sync in this version.
Do clients need to install an app or create an account?
Clients open a case-specific link in their browser, including on a phone. The link gives access to that case, so it should only be shared with the intended recipient. Your agency can revoke the links if access needs to change.
Can we ask for both photos and documents?
Yes. Name each evidence request and specify the type and number of files. For example, ask for one contractor invoice and two completed-repair photos. Clients see what is missing before they can send the requirement for review.
Does creating a packet send it to the carrier?
You download the PDF and original files, send them through the carrier’s usual portal or email, then record that delivery in Coverstride. Creating a packet or recording it as sent does not transmit it to the carrier.
Does agency review mean the carrier has accepted the repair?
Agency review, recorded delivery and the carrier’s response are separate steps. Your team records the actual carrier decision; Coverstride does not approve coverage, certify repairs or guarantee acceptance.
Can Coverstride follow up with clients automatically?
Yes. Enable reminders on a published case after reviewing the client email. Coverstride reminds clients about missing evidence and approaching deadlines, waits while your agency reviews their response, and respects confirmed extensions. Reminders stop when a case closes or its links are revoked. Each batch pauses after five reminders, and your agency can pause sooner.
How does the free trial work?
Create and verify your account, add your agency details and start a 30-day trial. No credit card, sales call or invitation is required to create your agency. Your team members can then join through invitations. The trial does not automatically turn into a paid subscription.
Built around the agency’s day
Make your next follow-up easier.
Start a 30-day free trial with no credit card. Have a question first? We’re here to help.