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Covered Insurance Solutions vs Uplist

Lead Gen & Retention head-to-head · axis by axis, same rubric for both

All Lead Gen & Retention head-to-heads →

Covered Insurance Solutions
Lead Gen & Retention
4.0
Uplist
Lead Gen & Retention
3.7
AxisCovered Insurance SolutionsUplist
Production impact 3.9 3.6
Functionality & depth 4.0 3.3
Integrations & ecosystem 4.1 2.6
Adoption & support 3.9 4.4
Return on spend 4.0 4.4
Overall 4.0 3.7

Covered Insurance Solutions wins 3 of 5 axes. Same rubric, same weights, no sponsorships.

What the rubric says

Covered Insurance Solutions and Uplist are both scored in Lead Gen & Retention. Covered Insurance Solutions carries an overall of 4, Uplist an overall of 3.7. The widest gap between them is Integrations and ecosystem, at 1.5 of a point. That axis measures how well it reaches the rest of the stack. Covered Insurance Solutions takes it, 4.1 to 2.6.

Where the five axes separate

On Integrations and ecosystem the record favours Covered Insurance Solutions, 4.1 against 2.6. On Functionality and depth the record favours Covered Insurance Solutions, 4 against 3.3. On Adoption and support the record favours Uplist, 4.4 against 3.9. On Return on spend the record favours Uplist, 4.4 against 4. On Production impact the record favours Covered Insurance Solutions, 3.9 against 3.6.

Pricing posture

Covered Insurance Solutions does not publish pricing. Its listed model is agency revenue share, no published fees. Uplist publishes pricing. Its listed model is published subscription: $950 per year, or $1,650 for two years, bought through self serve signup. One of the two can be costed before a sales call, the other cannot.

Deployment and who each one targets

Deployment for Covered Insurance Solutions: Cloud, embedded in POS and servicing portals via API. Deployment for Uplist: Cloud, self serve signup. Segment focus for Covered Insurance Solutions: Lenders and servicers capturing homeowners insurance revenue and protecting escrow. Segment focus for Uplist: Individual loan officers and small teams running their own marketing. The two entries name different buyers.

What each record credits

Covered Insurance Solutions: Names integration points concretely: Blend, Blue Sage’s LION POS, Total Expert, ICE Servicing Digital. Covered Insurance Solutions: More than 80 carriers in all 50 states, homeowners forms through flood. Covered Insurance Solutions: Labels its own dashboard figures illustrative instead of passing them off as results. Uplist: Published price and self-serve signup: $950 per year, $1,650 for two. Uplist: Recapture watches closed loans against each officer’s own live rates, not an index. Uplist: SmartView flyers carry live payment math with seller credit and buydown scenarios.

What each record holds against them

Covered Insurance Solutions: Encompass is absent from the partner list, closing off the largest origination base. Covered Insurance Solutions: No customer outcome data published, and the vendor says so itself. Covered Insurance Solutions: Ownership and funding are undisclosed, and so is the lender’s revenue split. Uplist: No named LOS or CRM integration appears anywhere on the site. Uplist: The live rate data source is undisclosed, and rate accuracy is the product. Uplist: Ownership and company background are not published.

Which one fits which shop

Best fit for Covered Insurance Solutions: Servicers and lenders already running Blend, Blue Sage or ICE Servicing Digital. Best fit for Uplist: An officer who wants refinance watch and a listing flyer without asking corporate for budget.

What each entry concludes

Covered Insurance Solutions: Covered is a digital insurance agency built for mortgage companies, not a standalone tool. Covered Insurance Solutions: It embeds homeowners insurance shopping in the origination flow and the servicing portal. Uplist: Uplist is the rare mortgage tool that puts a number on its own site. Uplist: It costs $950 for a year, or $1,650 if you commit to two.

The short answer

Covered Insurance Solutions finishes ahead on the published rubric, 4 to 3.7. The margin comes mostly from Integrations and ecosystem. Same rubric, same weights, no sponsorships.

Who stands behind this review

MortgageTechReview

This score rests on evidence anyone can check. It also rests on the vendor's own documentation, pricing, integration pages, and ownership records. We do not claim to run every product ourselves. Nobody can. The rubric was published before this review existed. The vendor did not write this, and no vendor can buy a word of it. Every product in this category is weighted the same way.

How this was scored · Who publishes this · Dispute this score · Disclosure

Both tools are scored on the same weighted rubric, production impact carries the most weight. Comparisons are never sponsored. Disclosure →

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