Insure Assist AI 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.

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Pricing

Pricing Starts At:
$149/month
Pricing Information:
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

Integrations

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Company Details

Company:
Insure Assist AI
Year Founded:
2026
Headquarters:
United States
Website:
insureassistai.com
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Media

Two Insure Assist AI mobile portal screens showing certificate holders, coverage limits, and an instant project certificate-of-insurance request form.

Two Insure Assist AI mobile portal screens showing certificate holders, coverage limits, and an instant project certificate-of-insurance request form.

Two Insure Assist AI mobile portal screens showing certificate holders, coverage limits, and an instant project certificate-of-insurance request form. Insurance portal interface showing active client context, voice interaction instructions for Becky CoPilot, and a policy question-and-answer chat panel. Insurance policy card for Travelers Property Casualty with coverage details, approval status, Review Policy button, and a Becky training panel.
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Online Support

Insure Assist AI Features and Options

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