COVERATIO — COMPANY & SERVICES OVERVIEW
Working service proposition | 29 October 2026

CONNECT YOUR BUSINESS. STRENGTHEN SECURITY. MANAGE RISK.
Coveratio helps insurance organizations improve operations, modernize data and systems, assess security posture and manage risk. Engagements support everyday operations, technology change, compliance readiness and acquisitions.

WHO WE SUPPORT
Brokerages, consolidators, MGAs and carriers. Work is scoped with operations, technology, security, risk and compliance leaders around the organization's needs and applicable obligations.

SERVICES
1. Operational & technology assessment: review systems, data, dependencies and control gaps; deliver a current-state assessment and prioritized roadmap.
2. Data modernization & integration: map sources, reconcile records and improve workflows across existing operations, system changes or acquisitions.
3. Ongoing risk & value management: maintain risk registers, track remediation and residual risk, and review operational improvements.
4. Compliance & governance support: assess applicability and gaps, assign control owners and organize implementation evidence alongside client compliance and legal teams. Areas include Ontario Bill 194, Quebec Law 25 and OSFI E-23 where applicable. See the website for scope and official sources.
5. Security assessment & risk management: review identity and access, data protection, cloud and vendor dependencies, incident readiness and recovery practices. Translate findings into a risk register and 90-day action plan.

DELIVERY
Discover: agree outcomes, understand the business and assess dependencies.
Deliver: prioritize by business impact, implement in focused phases and validate results.
Improve: track evidence, review residual risk and adapt to changing priorities.

PLATFORM VISION
Proposed capabilities include data mapping, coverage-gap review, risk and compliance tracking, relationship continuity and operational improvement. This is a product roadmap, not a claim of currently available software.

START A CONVERSATION
Use the website's assessment worksheet to capture your priorities. The brief is generated in your browser and downloaded locally; it is not sent to Coveratio.

STATUS
Working brand and service proposition. Services and deliverables are subject to agreed scope. No certifications, customer results or regulatory approval are implied.