Average Ratings 0 Ratings
Average Ratings 3 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
Solutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Workspace
Yes
Lemonade
No
MRI Software
No
Microsoft 365
Yes
Integrations
Google Workspace
No
Lemonade
Yes
MRI Software
Yes
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
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
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
No
Vendor Details
Company Name
Insure Assist AI
Founded
2026
Country
United States
Website
insureassistai.com
Vendor Details
Company Name
SmartCompliance
Country
United States
Website
smartcompliance.co
Product Features
Product Features
Audit
Alerts / Notifications
Yes
Audit Planning
No
Compliance Management
Yes
Dashboard
Yes
Exceptions Management
Yes
Forms Management
Yes
Issue Management
Yes
Mobile Access
Yes
Multi-Year Planning
No
Risk Assessment
Yes
Workflow Management
Yes
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
Yes
Controls Testing
Yes
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
Yes
Version Control
Yes
Workflow / Process Automation
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
No
Change Orders
No
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
Yes
Subcontractor Management
Yes
Timesheets
No
Franchise Management
Appointment Scheduling
No
Automatic Re-ordering
No
CRM
No
Commission Management
No
Construction Tracker
Yes
Contract Management & Signature
No
Franchise Intranet
No
Job Scheduling
No
LMS / Training
No
Marketing
No
Onboarding
No
Online Store
No
Reputation Management
No
Website Manager
No
Lease Management
Billing & Invoicing
Yes
Commercial Leases
Yes
Contact Management
Yes
Landlord Database
Yes
Lease Classification
Yes
Portfolio Management
Yes
Property Management
Yes
Residential Leases
Yes
Retail Leases
Yes
Sublease Management
Yes
Tenant Database
Yes
Policy Management
Approval Process Control
Yes
Attestation
Yes
Audit Trails
Yes
Policy Creation
Yes
Policy Library
Yes
Policy Metadata Management
No
Policy Training
No
Reporting / Analytics
Yes
Version Control
Yes
Workflow Management
Yes
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
No
Expense Management
No
Insurance Management
Yes
Landlord Database
No
Late Fee Calculation
No
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
No
Portfolio Management
Yes
Rent Tracking
No
Residential Properties
Yes
Tax Management
No
Tenant Database
Yes
Tenant Portal
Yes
Vacancy Tracking
No
Website Management
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
Yes