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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 Ebix UMG?

Ebix's Universal Messaging Gateway (UMG) suite emerges as a leading solution within the realm of ACORD gateways and message management tools. Functioning as the primary conduit for all messaging interactions, the UMG serves as your digital entry point, facilitating seamless communication. It strictly complies with ACORD messaging services, XML standards, and SOAP v1.1, while also showcasing the flexibility to manage ACORD XML messages alongside various other data types that may not conform to ACORD specifications. This adaptable and template-driven solution equips organizations to quickly respond to the dynamic landscape of messaging standards and formats that could develop over time. Additionally, the UMG boasts a powerful messaging interface through its web services API connectors, adept at handling an array of formats, such as ACORD messages spanning multiple versions, spreadsheets, CSV files, and email submissions. Ultimately, the UMG not only boosts communication efficiency but also secures your messaging capabilities for future industry developments. With its comprehensive features, the UMG positions itself as an essential tool for organizations looking to stay ahead in the ever-evolving messaging environment.

Media

Media

Integrations Supported

Google Workspace
Microsoft 365

Integrations Supported

Microsoft Excel
XML

API Availability

API Availability

Has API

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
Webinars
On-Site Training

Company Facts

Organization Name

Insure Assist AI

Date Founded

2026

Company Location

United States

Company Website

insureassistai.com

Company Facts

Organization Name

Ebix

Company Location

United States

Company Website

www.ebix.com/umg_online

Categories and Features

Categories and Features

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