Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • Macaw AMS Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for Macaw AMS
  • CredentialingSpectrum Reviews & Ratings
    5.0 out of 5 stars 5 Ratings
    Company Website for CredentialingSpectrum
  • RunMyJobs by Redwood Reviews & Ratings
    4.8 out of 5 stars 424 Ratings
    Company Website for RunMyJobs by Redwood
  • iTacit Reviews & Ratings
    4.6 out of 5 stars 46 Ratings
    Company Website for iTacit
  • Emtrain Reviews & Ratings
    4.6 out of 5 stars 53 Ratings
    Company Website for Emtrain
  • Muzaic Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Muzaic
  • ARGOS Identity Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for ARGOS Identity
  • InterProse ACE Reviews & Ratings
    4.5 out of 5 stars 147 Ratings
    Company Website for InterProse ACE
  • ActiveBatch Workload Automation Reviews & Ratings
    4.5 out of 5 stars 383 Ratings
    Company Website for ActiveBatch Workload Automation

What is Insure Assist AI?

Insure Assist AI is tailored to support independent commercial insurance agencies in the efficient management of policy documentation and the swift issuance of certificates of insurance. The operations team, powered by AI, thoroughly reviews commercial policy packets, which consist of declarations, schedules, and endorsements, to identify coverage limits, gaps, and exclusions by consulting the necessary carrier PDF pages. Moreover, the platform streamlines the creation of ACORD 25 and ACORD 28 certificates, facilitates the extraction of endorsements, and keeps track of certificate holders, offering the added advantage of direct email delivery via Microsoft 365 or Google Workspace accounts. A broker-managed client portal, which is user-friendly, allows commercial insureds and contractors to conveniently request or download approved certificates directly from their smartphones. Agencies can optimize this system for a range of tasks such as policy intake, coverage evaluations, certificate workflows, and enabling clients to enjoy self-service capabilities, which ultimately boosts operational efficiency. By simplifying the insurance process, this all-encompassing solution not only makes it easier for agencies but also enhances the overall experience for their clients, fostering stronger relationships and improved service delivery.

What is AgencyPro?

Introducing AgencyPro™ for Windows, our flagship product, which includes all the necessary tools to manage a nearly "paperless" insurance agency effectively. With the optional Download Module, users can effortlessly import client and policy information from carriers or rating vendors in ACORD® Level 3 format, significantly minimizing repetitive data entry tasks and lowering potential errors and omissions. As one of the most comprehensive agency billing and insurance accounting systems on the market, AgencyPro serves as a holistic accounting solution that oversees client accounts receivable, representative and company payables, direct bill reconciliation, invoicing, and payment processing. It supports both cash and accrual accounting methods while producing essential financial documents like Balance Sheets, Income and Expense Reports, and Trial Balances. Furthermore, it encompasses all the features found in EZAgent. Our dedicated team of agency accounting experts is celebrated for delivering exceptional support, ensuring clients enjoy outstanding assistance throughout their journey. This dedication to superior service truly distinguishes us from our competitors in the industry. With AgencyPro, you're not just investing in software; you're gaining a partner committed to your agency's success.

Media

Media

Integrations Supported

Google Workspace
Microsoft 365

Integrations Supported

API Availability

API Availability

Pricing Information

$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Insure Assist AI

Date Founded

2026

Company Location

United States

Company Website

insureassistai.com

Company Facts

Organization Name

Agency Software

Date Founded

1988

Company Location

United States

Company Website

www.agencysoftware.com/products/agencypro/

Categories and Features

Categories and Features

Commercial Insurance

Billing & Invoicing
Commission Management
Document Management
Policy Management
Quote Management

P&C Insurance

Billing & Invoicing
Commission Management
Document Management
Policy Management
Quote Management

Popular Alternatives

Popular Alternatives

Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
RiskRemedy Reviews & Ratings

RiskRemedy

RiskRemedy, Inc.
SmartCompliance Reviews & Ratings

SmartCompliance

4.0 out of 5 stars
Guidewire Reviews & Ratings

Guidewire

Guidewire Software
Agency Master Reviews & Ratings

Agency Master

Agency Master Insurance Software