Skip to main content

Coverdash Integration Guide

Updated this week

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.

Did this answer your question?