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.
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 about their business — no insurance jargon, no PDF wrestling.
Answers map to ACORD fields automatically
We pull each answer from the intake form and map it to the right ACORD field — and flag anything that looks incomplete or out of the ordinary.
You download a ready-to-submit PDF
A complete ACORD PDF and underwriting summary land in your dashboard. Review, sign, and submit — in minutes.
Built by Agents, Designed for the Way Agents Actually Work
Two ways to collect — your choice
Send a link the client fills out on their own time, or sit with them and complete it together over the phone or in person. AgencyAssist works both ways without changing your process.
Right ACORD, right fields — automatically
Select the business class and the correct ACORD form is chosen for you. Plain-English answers are mapped directly to the fields underwriters expect — no translation, no manual lookup.
Built-in question explanations
Every question has a built-in 'What does this mean?' button. New agents, CSRs, and clients always know exactly what's being asked — no more back-and-forth phone calls.
Completed ACORD PDF with progress tracker
When intake is done, a submission-ready ACORD PDF is ready to download. A live completion percentage shows what's still missing before you send it to the carrier.
Underwriting gap alerts before you submit
AgencyAssist flags missing fields and underwriting concerns — critical gaps, warnings, and coverage notes — so nothing slips through and your submission is clean from the start.
Email your client without leaving the app
Send or resend the intake link directly from the submission page. No tab switching, no copy-pasting — one click and the client gets a professional email with their link.
Learn from the AgencyAssist team
Practical guides on commercial intake, ACORD forms, and agency growth.
Straightforward pricing, no surprises
14-day free trial. No credit card required.
Your clients' data is treated with care
Encrypted in transit and at rest
All data is transmitted over TLS and stored with AES-256 encryption. Client information is never stored in plain text.
GLBA-conscious data handling
We treat nonpublic personal information (NPI) with the care required under the Gramm–Leach–Bliley Act. Client data is used solely to generate your ACORD forms.
Your data is never sold or shared
We do not sell, license, or share your client data with third parties for marketing or any other purpose. Your submissions belong to you.
Delete submissions at any time
You control your data. Delete any submission from your dashboard and the underlying client data is permanently removed.
Enterprise-grade infrastructure
AgencyAssist runs on SOC 2 compliant cloud infrastructure with data centers in the United States. No data leaves U.S. jurisdiction.
Single-use intake links
Each intake link is unique and tied to one submission. Clients can only see their own form — they have no access to other submissions in your account.