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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

As remote work becomes more prevalent among professionals, Agency Anywhere ACORD Forms™ presents an ideal solution for streamlining processes. This platform simplifies the use of ACORD Forms, making the experience both fast and efficient. Users have the flexibility to add or remove agency management features according to their specific needs, ensuring that they only pay for what they utilize. The Choices ACORD Forms™ can easily be filled out, saved, signed, organized, combined, and sent via email. With Choices Agency Anywhere™ software, clients can select and pay for only the functionalities they require, offering a tailored experience. As your insurance agency expands, you have the ability to incrementally enhance your software capabilities, leading to both time and cost savings. ACORD Forms serve as the standardized templates widely recognized in the insurance sector. For over 30 years, Choices Software, Inc. has enhanced the value of ACORD Forms, adhering to the standards established by ACORD. This commitment to quality ensures that users benefit from the latest industry practices and innovations.

Description

Insure Assist AI is designed to assist independent commercial insurance agencies in managing policy documentation and issuing certificates of insurance efficiently. The AI-driven operations team meticulously examines commercial policy packets, which encompass declarations, schedules, and endorsements, to pinpoint limits, coverage gaps, and exclusions while referencing the relevant carrier PDF pages. Additionally, the platform facilitates the creation of ACORD 25 and ACORD 28 certificates, endorsement extraction, and maintains records of certificate holders, with the added convenience of direct email delivery through Microsoft 365 or Google Workspace accounts. A user-friendly, broker-managed client portal enables commercial insureds and contractors to easily request or download approved certificates directly from their mobile devices. Agencies can leverage this system for various tasks, including policy intake, coverage assessments, certificate workflows, and empowering clients with self-service options, ultimately enhancing operational efficiency. This comprehensive solution streamlines the insurance process, making it more accessible and efficient for both agencies and their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Workspace No 
Microsoft 365 No 

Integrations

Google Workspace Yes 
Microsoft 365 Yes 

Pricing Details

$75 Semi-Annually
Free Trial No 
Free Version No 

Pricing Details

$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 Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Choices Software

Country

United States

Website

www.acords.com

Vendor Details

Company Name

Insure Assist AI

Founded

2026

Country

United States

Website

insureassistai.com

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

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