ShieldPathOS™

The proprietary lead intake and routing platform by Covenant Benefit Group.

Submit one simple request and ShieldPathOS helps route your information to a licensed insurance professional based on your coverage interest and state.

24/7 Autonomous operations
1:1 Agent-to-client ratio
365 Days of client touchpoints
Daily Progress reports

Lead intake. Coverage routing.
Licensed agent handoff.

Consumer Request Intake

Consumers submit a coverage request — type and state. ShieldPathOS collects it and gets it into the routing pipeline.

Coverage Category Routing

Each request is categorized by coverage type (ACA, Medicare, Life, Final Expense) and routed to an appropriately licensed agent.

State & License Verification

Agents are licensed per coverage type and active in the consumer's state before a referral is made. Routing respects those constraints automatically.

Licensed Agent Handoff

Qualified requests are routed to the right agent — licensed for the coverage type, active in the consumer's state. The professional-to-consumer connection happens from there.

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Covenant Benefit Group built ShieldPathOS to route coverage requests to the right licensed professionals — fast, and across all 50 states.

— Proprietary intake and routing for the insurance marketplace

40+ Hours saved per month on admin tasks
3x More client touchpoints per week with zero extra effort
100% Of renewal opportunities captured automatically
How it works
01

Submit Your Request

Complete a short form with your name, phone, coverage type, and state. That's it — one submission, no paperwork.

02

Automated Routing

ShieldPathOS categorizes your request by coverage type and state, then routes it to a licensed agent with the right qualifications.

03

Licensed Agent Follow-up

A licensed insurance professional contacts you directly. All quoting, plan matching, and coverage advice comes from that human agent — not from the platform.

Connect with a licensed
insurance professional.

Submit your request and we'll route it to a licensed agent in your state.