Collect. Generate. Review. Submit.
Most tools only help you fill out the ACORD form. AgencyAssist handles everything — collecting info from your client, building the form automatically, and getting it ready to send to the carrier.
Free plan available · Solo from $49/mo · No credit card required
Why AgencyAssist?
Most software helps you fill out ACORD forms. AgencyAssist helps you know what information to collect — before you fill them out.
No more guessing what underwriters need. Every submission is reviewed before the ACORD forms are generated.
Reduce commercial client intake from 45 minutes to under 10 — AgencyAssist automates the most repetitive part of your workflow.
Currently onboarding independent P&C agencies
AgencyAssist is in early access with independent commercial insurance agencies across the U.S. You'll work directly with our team during setup — not a ticket queue.
Three steps from intake to ACORD
Client fills the intake form
You send a link. Your client answers plain-English questions — no jargon, no PDF wrestling.
Answers map to ACORD fields automatically
Every answer maps straight to the right ACORD field — anything incomplete gets flagged.
You download a ready-to-submit PDF
A complete ACORD PDF and underwriting summary land in your dashboard — review and submit in minutes.
Why agents use AgencyAssist
Built for commercial insurance agents.
Built by Agents, Designed for the Way Agents Actually Work
Two ways to collect — your choice
Send a link for clients to fill out anytime, or complete it together live — your workflow, your choice.
Right ACORD, right fields — automatically
Select the business class and AgencyAssist auto-fills the right ACORD form with the right fields.
Built-in question explanations
Every question has a 'What does this mean?' button — no more back-and-forth calls to explain intake.
Completed ACORD PDF with progress tracker
A live completion percentage shows exactly what's missing before you submit.
Underwriting gap alerts before you submit
Missing fields and underwriting concerns get flagged before anything reaches a carrier.
Email your client without leaving the app
Send or resend the intake link with one click — no tab-switching, no copy-pasting.
Automated renewal reminders — 45 and 15 days out
Renewal reminders go out automatically, pre-filled with last year's carrier and premium.
Carrier quote tracker
Track every carrier's status — pending, quoted, bound, declined — in one place.
Agency team accounts
Invite producers, see every submission across your team, and compare close rates on a leaderboard.
Client status page
Clients track their own quote status — no more "where are we?" phone calls.
Learn from the AgencyAssist team
Practical guides on commercial intake, ACORD forms, and agency growth.
Agent Academy — built into your account
New to commercial lines? The Agent Academy gets you ready with hands-on practice — not just reading. Three modules, included with every plan, starting the moment you sign up.
Practice Submissions
3 real-scenario intake forms with a full underwriting analysis — no real client needed.
Discovery Call Simulator
Practice your discovery call with a simulated client and get a scored debrief.
Lesson Library
5 focused lessons on commercial lines, ACORD forms, and how underwriters think.
Straightforward pricing, no surprises
30-day free trial. No credit card required.
Your clients' data is treated with care
Encrypted in transit and at rest
TLS in transit, AES-256 at rest — client data is never stored in plain text.
GLBA-conscious data handling
Nonpublic personal information is handled per GLBA, used solely to generate your ACORD forms.
Your data is never sold or shared
We never sell or share client data with third parties. Your submissions belong to you.
Delete submissions at any time
Delete any submission from your dashboard and the client data is permanently removed.
Enterprise-grade infrastructure
SOC 2 compliant infrastructure, with data centers in the United States only.
Single-use intake links
Each link is unique to one submission — clients can't see anyone else's data.
Common questions
Get the Commercial Insurance New Client Checklist
The 12-question checklist top agents use before every new client submission — so you never have to chase missing information at the last minute.
No spam. Unsubscribe anytime.
AgencyAssist vs. the alternatives
Cut your intake time in half — starting today
No credit card. No setup fee. Start with one free submission and see exactly how it works before you commit to anything.
Solo from $49/mo · Small Agency $99/mo · Agency $199/mo · 30-day free trial on all plans
30-day free trial on all paid plans · Cancel anytime · Setup takes under 5 minutes