COVU Acquires CIII Insurance Services: Expanding AI-Native Platform to Empower Agency Evolution and Growth
In a groundbreaking move for the insurance industry, COVU, Inc., the leader in AI-native services for insurance agencies, has announced the acquisition of CIII Insurance Services, a boutique California agency renowned for its premium clientele, white-glove service, and longstanding carrier partnerships. This marks COVU’s first strategic acquisition as it expands its platform to support independent agencies in evolving, partnering, or exiting with confidence. The acquisition underscores COVU’s commitment to empowering agencies with cutting-edge AI tools while preserving the human touch that defines their success.
Empowering Agencies in an AI-Powered Future
At the heart of COVU’s mission is a dedication to enabling independent insurance agencies to thrive in an increasingly digital and AI-driven landscape. Rather than replacing traditional agencies, COVU aims to enhance their capabilities by integrating advanced AI-native solutions into their operations.
“COVU is building the modern AI-native risk advisor infrastructure of the future,” said Ali Safavi, CEO of COVU. “By enabling our partners to evolve into this new model—or exit confidently while preserving their legacy—we expand our platform and grow together. Whether an agency wants to scale with us or park their book, COVU now provides a way forward.”
This acquisition highlights COVU’s dual focus: offering agencies the tools to modernize and scale or providing a seamless exit strategy that ensures their clients continue to receive exceptional service. For agencies looking to adapt to the demands of a rapidly changing industry, COVU’s platform offers a clear path to success.
A Strategic Expansion of COVU’s AI-Native Platform
The acquisition of CIII Insurance Services represents a significant expansion of COVU’s AI-native platform. At its core, COVU delivers AI-powered customer servicing, operations, and support, enabling agencies to serve their clients more efficiently and effectively. By integrating select, strategic agencies like CIII, COVU ensures that every agency has options—whether they want to modernize their operations, transition into an AI-native model, or step away entirely.
“We are not here to replace agencies,” Safavi emphasized. “We’re here to empower them—whether they want to scale their operations, transition into an AI-native model, or step away. Our mission remains to be the best partner for agencies and the best experience for their customers.”
This strategic approach allows COVU to preserve the essence of what makes independent agencies great—relationships, trust, and personalized service—while upgrading the tools, operations, and capacity behind the scenes. The result is a hybrid service model that combines the strengths of human expertise with the efficiency of AI technology.
CIII Insurance Services: A Premium Addition to COVU’s Portfolio
Founded and led by industry veteran Cecil Collins, CIII Insurance Services brings a wealth of expertise and a high-quality book of business to COVU. With a strong portfolio of commercial and personal P&C clients, high retention rates, and trusted relationships with carriers like Chubb and Travelers, CIII has earned a reputation for excellence in VIP client management and tailored service.
Post-acquisition, CIII’s operations will transition to COVU’s remote-first infrastructure, enhancing efficiency and positioning the agency for scalable, AI-supported growth. This integration not only preserves the agency’s legacy but also elevates its capabilities, ensuring that CIII’s clients continue to receive the same level of exceptional service they’ve come to expect.
What This Means for the Insurance Industry
COVU’s acquisition strategy is a game-changer for the insurance industry, offering a unique solution to the challenges faced by independent agencies. Many agencies struggle to keep up with the demands of modern technology, regulatory changes, and shifting consumer expectations. COVU addresses these pain points by providing a flexible platform that supports both evolution and exit strategies without compromising customer experience.
For agencies looking to grow, COVU’s AI-native tools streamline operations, improve client servicing, and drive profitability. For those considering an exit, COVU ensures a smooth transition, maintaining the quality of service that clients value. This dual approach positions COVU as a trusted partner for agencies at every stage of their journey.
A Vision for the Future of Insurance
As COVU continues to expand its platform, the company remains focused on delivering an unparalleled experience for customers and agency partners alike. By combining AI-powered efficiency with the personalized service that defines independent agencies, COVU is redefining what it means to be a modern risk advisor.
The acquisition of CIII Insurance Services is just the beginning. COVU plans to pursue additional strategic acquisitions, further solidifying its position as a leader in the AI-native insurance space. These efforts will not only benefit COVU’s partners but also drive high-quality, profitable distribution for carrier partners, creating a win-win scenario for all stakeholders.
Why COVU’s Approach Matters
In an era where technology is reshaping industries, COVU’s approach stands out for its emphasis on collaboration and empowerment. By offering agencies a choice—whether to evolve, partner, or exit—COVU ensures that no agency is left behind in the transition to an AI-powered future. This philosophy aligns with COVU’s broader mission to preserve the integrity of independent agencies while equipping them with the tools they need to succeed.
For agencies grappling with the challenges of modernization, COVU provides a clear path forward. For clients, the promise of uninterrupted, high-quality service remains intact. And for the industry as a whole, COVU’s innovative model sets a new standard for how technology and human expertise can coexist to drive growth and innovation.
