Manage your business insurance, right inside Claude
The Coverdash connector lets Claude securely help you review policies, find documents, generate certificates of insurance, and take common account actions — all in a single conversation.
Authenticated through Coverdash.
What you can ask
Just ask Claude in plain language
Once connected, type any of these into your Claude conversation. Claude pulls the answer straight from your Coverdash account.
“Show my businesses and active policies”
“Summarize my coverage details”
“Find my policy documents”
“Review my COI history”
“Generate a certificate of insurance”
“View or create a support ticket”
“Get claim filing instructions”
“Start a quote for additional coverage”
Before you start
What you'll need
- An active Coverdash customer account
- A Claude account that supports connectors
- Permission to sign in and approve access
Three steps
Connect in under a minute
1.Add the Coverdash connector
In Claude, open your connectors and add Coverdash. This links Claude to your Coverdash account.
2.Sign in and approve access
You'll authenticate securely through Coverdash, then approve what Claude is allowed to see.
3.Start asking
Ask Claude about your policies, documents, or certificates — it responds using your live account data.
Data & actions
Exactly what Claude can do
Transparency matters. Here's the data Claude can read and the actions it can request on your behalf.
Data Claude can access
- Your profile and business list
- Active policies
- Policy documents and coverage details
- COI history
- Support ticket history
- Quote and start-link information
Actions Claude can request
- Generate certificates of insurance
- Create support tickets
- Start quote flows
- Notify Coverdash about new coverage interest
Some actions may require you to confirm them directly in Claude before they happen.
Good to know
What the connector won't do
- Doesn't bind, cancel, or modify policies directly
- Doesn't file claims directly
- Doesn't transfer money or make payments
- Some actions need your confirmation in Claude
Security & privacy
Built to keep you in control
- Access is authenticated through Coverdash.
- Claude only receives the data needed to answer your request.
- You can disconnect the connector from Claude at any time.
Need a hand with the connector?
The Coverdash team is here to help you get set up and answer any questions about using Claude with your account.