The Only CRM You’ll Need
CRM’s are nothing new to the industry. There’s pros and cons to all CRM’s on the market and here’s the thing they’re all fine.. but Corevo was tired of using mediocre platforms and settling for “good enough” deliverability. Here’s the other thing all other platforms are created by smarty pants who have never sold anything in their life. They don’t know the sales grind and the daunting task of prospecting. Corevo was designed by one of YOU. Top insurance broker, Tanner McKinley designed Corevo and it’s custom workflows to help agents all across the world get more appointments on their calendar and allowing agents to spend more time selling rather than prospecting. Don’t just take our word for it. See Corevo’s benefits listed below!
Increase your profits with Corevo
Without trying Corevo will increase your business profits and freedom. Corevo was designed to give any sales rep in any field the power of time and wealth. Gone are the countless hours and days of prospecting. Spend you time doing what you want… selling and free time!
Corevo Features
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Automated Workflows
Our automated workflow system is built to convert — not just send messages. Users get access to a multi-day follow-up sequence, custom seasonal campaigns, voicemail drops, and business card attachments designed to build trust and drive response.Every sequence was curated by a multi-million-dollar producer who understands what it takes to turn cold leads into booked appointments.
Leads don’t fall through the cracks. The system continues to drip, follow up, and nurture automatically until the bot schedules the appointment directly on your calendar.
Set it once. Let it work. Close more deals.
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24/7 Conversation Ai Feature
Our Conversation AI engages every lead instantly — no matter the day or time. The moment a prospect responds, the system continues the conversation naturally and keeps the momentum moving toward one goal: getting them scheduled.
It handles appointment booking, confirmations, reminders, and even follows up automatically if someone misses their meeting. No manual chasing. No babysitting leads.
The AI works nonstop to get prospects on your calendar — and back on it if they fall off — so you can focus on closing, not chasing.
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Outbound Ai Feature
Our Outbound AI doesn’t just dial — it answers inbound calls and speaks directly with your leads in real time. When someone calls, the AI engages the conversation, provides appointment availability, and guides them toward scheduling.It won’t get into product specifics — it stays focused on what matters: getting the appointment booked. The system reads your live calendar, schedules the appointment into available time slots, sends confirmations, and even delivers a reminder 30 minutes before the meeting.
Every call becomes an opportunity to get on the calendar — without you ever picking up the phone.
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iMessage - Blue Bubbles
Corevo sets you apart by enabling communication through iMessage’s blue bubble — not standard SMS. That visual difference instantly builds familiarity and trust with your leads, making your messages feel more personal and less like automated marketing.While most CRMs rely on generic text delivery, Corevo helps you stand out in the inbox. The result? Higher engagement, stronger conversations, and a better chance of getting your lead to respond and book.
On top of that, our Smart Contact ID feature increases recognition even further. When a lead receives your contact, their phone can display “Maybe: [Agent’s Name]” alongside your contact card — reinforcing identity and credibility before the conversation even begins.
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.