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What is UncoveredList?

UncoveredList acts as a dedicated prospecting solution for commercial insurance agents and brokers, bringing together newly released business filings and certain sales-tax permit records from states such as Colorado, New York, Pennsylvania, Connecticut, and Texas. The platform carefully weeds out irrelevant entities, including holding companies, investment shells, and registered-agent mail drops, ensuring that users are left with only pertinent businesses. Each business identified is classified by its industry relevance to insurance and assigned a score that estimates its potential need for commercial coverage, along with suggested coverage lines and specific notes for various states. Users benefit from a daily email summary and a CSV file, incorporating features like a searchable dashboard, saved searches, notification alerts for updates, outreach templates, and exports that work seamlessly with customer relationship management systems for eligible plans. Records are consistently updated and usually delivered within one to two days for Colorado, New York, and Connecticut, while updates for Pennsylvania and Texas occur less frequently. Additionally, a free sample from a chosen county offers 25 scored leads, allowing users to evaluate the software's effectiveness. It's crucial to understand that while these scores serve as a useful tool for prospecting, they should not be misconstrued as underwriting advice. Ultimately, UncoveredList significantly improves the productivity and success of insurance professionals in pinpointing potential clients, making the prospecting process more streamlined and strategic.

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.

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Integrations Supported

Integrations Supported

Google Workspace
Microsoft 365

API Availability

API Availability

Pricing Information

$71.20/month
The one-state plan is $89/month. The first 20 subscribers can receive a lifetime founding rate of $71.20/month. Annual billing includes one month free, and each additional state costs $40/month. A 7-day free trial requires payment information, and a free county sample includes 25 leads.
Free Trial Offered?

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?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

UncoveredList

Company Location

United States

Company Website

uncoveredlist.com

Company Facts

Organization Name

Insure Assist AI

Date Founded

2026

Company Location

United States

Company Website

insureassistai.com

Categories and Features

Lead Generation

Not specified

Categories and Features

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