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Coverdash Integration Guide

Updated over 2 weeks ago

Drata has an integration for Coverdash. This integration lets you automate tests for policy insurance. It also lets Drata alert you when a policy contract related to compliance will expire.

Key Capabilities

  • Automated insurance policy monitoring: Track expiration dates for insurance policies relevant to compliance frameworks.

  • Evidence automation: Drata automatically sends policy documentation to the Evidence Library once the integration is active.

  • Continuous compliance: Receive alerts when an insurance policy is nearing expiration, helping ensure uninterrupted coverage.

Prerequisites & Data Access

  • Responsible party information required: You will need the contact details of the person managing your organization’s Coverdash insurance contracts.

  • Must be assigned one of the following Drata roles: Admin, Workspace Managers, DevOps Engineer.

  • If you have the Access Reviewer role, you can only view the Connections page.

Permissions & Data Table

Permission / Scope

Why It’s Needed

Data Accessed (Read Only)

Contact information (Email, First/Last Name, Phone Number)

Used to initiate and manage Coverdash insurance policy retrieval

Insurance policy metadata and policy documentation

Step-by-Step Setup

Step 1: Start the Coverdash Connection

  1. In Drata, select Connections from the main menu.

  2. Open the Available Connections tab.

  3. Search for Coverdash and select Connect.

Expected outcome: The Coverdash connection drawer opens.

Step 2: Provide Contact Information

Enter the details for the individual responsible for managing your organization’s insurance policies:

  • Email

  • First Name

  • Last Name

  • Phone Number

Select Continue to proceed.

Expected outcome: Contact details are saved, allowing Coverdash to generate insurance options.

Step 3: Select Insurance Options

  1. Choose “I want my free quotes”.

  2. Select your desired insurance type, quotation, and payment information.

    • Coverdash will provide policy options based on your selections.

  3. Review the policy details carefully and confirm your choice.

Important:
Drata does not store or process payment information. All payment data is handled directly by Coverdash.

Expected outcome: The selected insurance policy details are passed to Drata for compliance automation.

Step 4: Save and Test the Connection

  1. Select Save & Test Connection.

  2. Drata will validate your Coverdash configuration.

Expected outcome: The integration shows as Connected, and policy evidence begins flowing into the Evidence Library.

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