Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Introducing a robust and intuitive web-based software that simplifies the management of incoming certificates of insurance. This platform delivers a consolidated overview of certificates, compliance metrics, and risk assessments for various entities including vendors, suppliers, tenants, subcontractors, franchisees, and carriers. With our easy-to-navigate solution, effectively manage your certificates of insurance while benefiting from a thorough approach that not only saves both time and resources but also enhances the overall insurance management workflow. Equip your team with this accessible solution that features a self-service interface, allowing for seamless and efficient oversight of your COI processes. Leverage our sophisticated rules-based automation engine to facilitate smoother interactions with your vendors, suppliers, tenants, subcontractors, and franchisees. This solution also grants access to a centralized repository containing certificates, requirements, vendors, and critical compliance information, providing real-time insights to ensure you stay informed about essential compliance data. By utilizing this software, your organization can achieve significant improvements in efficiency and accountability across all insurance management activities.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Workspace
No
Microsoft 365
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
Pricing Details
No price information available.
Free Trial
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Insure Assist AI
Founded
2026
Country
United States
Website
insureassistai.com
Vendor Details
Company Name
RiskPartner
Founded
2009
Country
United States
Website
www.riskpartner.com/products/certificates-of-insurance-management-solution
Product Features
Product Features
Risk Management
Alerts/Notifications
No
Auditing
No
Business Process Control
No
Compliance Management
No
Corrective Actions (CAPA)
No
Dashboard
No
Exceptions Management
No
IT Risk Management
No
Internal Controls Management
No
Legal Risk Management
No
Mobile Access
No
Operational Risk Management
No
Predictive Analytics
No
Reputation Risk Management
No
Response Management
No
Risk Assessment
No