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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CertChase serves as a user-friendly online platform tailored for general contractors and remodelers, facilitating the management of subcontractor certificates of insurance (COIs) and trade licenses. Users can easily import subcontractor information via spreadsheet copy-pasting or CSV uploads, establish deadlines for document submission, and send unique upload links to subcontractors, all without requiring them to create an account. The application intelligently extracts essential data from uploaded PDF documents, flags any missing, expired, or insufficient coverage papers, and delivers automatic email reminders until all compliance requirements are met. Additionally, a comprehensive status board provides an overview of subcontractors who are compliant, those nearing expiration, or those that require further attention. With a shareable view and a weekly digest, project and operations teams can efficiently keep track of all necessary paperwork. This service is specifically designed for teams that prefer to manage vendor compliance internally, instead of delegating the review process to an external entity, ensuring streamlined oversight and organization.

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

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Trial No 
Free Version Yes 

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 No 
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

CertChase (gocertchase.com)

Country

United States

Website

gocertchase.com

Vendor Details

Company Name

Insure Assist AI

Founded

2026

Country

United States

Website

insureassistai.com

Alternatives

Alternatives

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