COVIX.AI is the agency management platform that puts client relationships first. Full AMS, lifecycle automation, multi-channel engagement, and AI portfolio intelligence. One platform. No long-term contracts.
94%
Avg. retention rate
3.2x
Cross-sell lift
60%
Less manual follow-up
48h
Avg. onboarding
The problem
Most AMS platforms remind you 30 days out. By then, a competitor has already called your client.
Email, text, phone notes, and CRM data are scattered. There is no single view of the client relationship.
You know something is off, but your system has no way to surface at-risk clients before they lapse.
Performance tracking, book-of-business splits, and pipeline reviews still happen in Excel.
Platform
Real-time portfolio health, retention score, renewals due, and at-risk flags — all on one screen. Know what needs attention the moment you open the app.
Dashboard screenshot
Automation
Six phases, infinite touchpoints. COVIX.AI maps every stage of the relationship and triggers the right message at exactly the right time.
Prospect
Quote & pipeline management
Onboard
Welcome sequences & doc collection
Engage
Mid-term check-ins & cross-sell
Renew
Renewal acceleration campaigns
Retain
Loyalty programs & reviews
Recover
Lapse & win-back flows
Pricing
Solo
For the independent agent building their book.
Agency Starter
For small agencies ready to scale.
Agency Pro
For established agencies with complex needs.
Comparison
| Feature | COVIX.AI | Applied Epic | AMS360 | HawkSoft | EZLynx |
|---|---|---|---|---|---|
| Full AMS | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lifecycle automation | ✓ | ✕ | ✕ | ✕ | ~ |
| Built-in SMS campaigns | ✓ | ✕ | ✕ | ✕ | ✕ |
| AI portfolio assistant | ✓ | ✕ | ✕ | ✕ | ✕ |
| Client lifecycle scoring | ✓ | ✕ | ✕ | ✕ | ✕ |
| No long-term contracts | ✓ | ✕ | ✕ | ✕ | ~ |
| IVANS integration | ✓ | ✓ | ✓ | ✓ | ✓ |
| Modern UI | ✓ | ✕ | ✕ | ✕ | ~ |
Join agencies using COVIX.AI to retain more clients, close more renewals, and spend less time on manual follow-up.
No long-term contracts. Cancel any time.