The all-in-one operating system for modern insurance agents

Close more policies. Run your entire agency from one platform.

Novera OS replaces your CRM, dialer, quote tool, commission tracker, and training library with one beautifully designed workspace — powered by AI.

14-day free trial · No credit card required · Cancel anytime

app.novera.io/dashboard

Pipeline

$284K

Policies

47

Commission

$31.2K

10,000+ Leads ManagedAI PoweredBuilt-in CallingCarrier RoutingLeaderboardsTraining Library

Everything you need

One platform. Every part of your workflow.

Novera replaces the messy stack of spreadsheets, dialers, and sticky notes with a single, beautifully designed workspace built for insurance agents.

Browser Calling

Dial leads straight from your browser — no downloads, no phone lines. Smart caller ID matching routes calls through local area codes.

2x more calls per hour

CRM Pipeline

A drag-and-drop pipeline that keeps every lead moving toward a close — from first call to placed policy.

Never drop a lead

AI Assistant

Carrier routing, sales coaching, call summaries, and underwriting answers — all powered by AI.

Close faster with AI

Applications

Track submissions from quote to placed policy. Underwriting tracker, carrier portal links, and requirements — all in one view.

Zero lost paperwork

Leaderboards

Compete, climb, and celebrate wins across your entire team. Real-time rankings keep everyone motivated.

Gamify your growth

Training Library

A living library of scripts, SOPs, carrier guides, and training videos at your fingertips.

Ramp new agents in days

Carrier Routing

Match the right carrier to every case with AI-driven recommendations based on health, age, and coverage.

Higher approval rates

Sales Dashboard

Premium, commission, and pipeline metrics that update in real time. Know your numbers instantly.

Track every dollar

Calendar & Appointments

Schedule appointments, set follow-ups, and never miss a meeting with automated reminders.

Never miss a follow-up

Unified Inbox

All your SMS and email conversations in one place — matched to leads automatically.

Reply in seconds

Why Novera

One tool vs. your current stack

Stop paying for five different tools that don't talk to each other. Novera brings everything into one workspace.

Feature
Novera OS
Multiple Tools
CRM & Pipeline
Spreadsheet
Browser-based Calling
Separate dialer ($)
AI Call Summaries
Manual notes
AI Carrier Routing
Manual lookup
Application Tracking
Folder system
Commission Tracking
Spreadsheet
SMS + Email Inbox
Phone + email client
Training Library
Google Drive
Leaderboards
Calendar & Follow-ups
Calendly + reminders
Mobile App
All-in-one Price
$99/mo
$300–500+/mo

Average agent saves $200+/month and 10+ hours/week by switching to Novera.

Pricing

Simple, transparent pricing

One plan. Everything included. No hidden fees, no per-user charges.

Novera Pro

Everything you need to run your insurance business.

$999/year

Save $189 vs. monthly

Start Free Trial

14-day free trial · No credit card required

What's included

Unlimited Leads
Unlimited Applications
CRM Pipeline
Browser Calling (Twilio)
SMS Messaging
AI Call Summaries
AI Sales Assistant
AI Carrier Routing
Quote Calculator
Commission Tracking
Automated Follow-ups
Calendar & Appointments
Training Library
Leaderboards
Mobile App
Priority Support

Have an access code? Get started here and enter your code at checkout.

Loved by agents

Built by agents, for agents.

Thousands of producers run their entire business on Novera.

"Novera replaced three tools overnight. The AI carrier router alone closed two cases I'd been stuck on for weeks."

2x close rate
Marcus Bell

Marcus Bell

Senior Agent · Dallas, TX

"Browser calling + the CRM pipeline is a cheat code. I went from 8 to 23 policies placed in a single quarter."

23 policies / quarter
Sofia Reyes

Sofia Reyes

Producer · Phoenix, AZ

"Onboarding new agents used to take a month. Now they're live and quoting in a week thanks to the training library."

1 week ramp time
James Whitlock

James Whitlock

Agency Owner · Atlanta, GA

Ready to transform your agency?

Join thousands of agents who've replaced their messy tool stack with Novera OS. Start your free trial today — no credit card required.