Commercial insurance submissions are often more complicated than they need to be.
Agents spend valuable time gathering information from clients, determining which ACORD forms are required, answering repeated underwriting questions, and correcting incomplete applications. Every missing detail can lead to delays, additional emails, and lost productivity.
AgencyAssist was created to change that. Our mission is simple: help commercial insurance professionals spend less time on paperwork and more time serving clients and growing their business.
Commercial insurance is unique. Every business has different operations, exposures, and underwriting requirements. Yet many agencies still rely on manual processes that require agents to collect information through phone calls, emails, handwritten notes, and PDF forms.
We believed there should be a better way.
AgencyAssist guides the entire submission process — from client intake to completed ACORD applications — using plain-English questions designed for business owners, not insurance experts. Behind the scenes, the platform organizes the information, prepares the appropriate forms, and creates an underwriting summary to help agents submit more complete applications. The result is a faster, more consistent workflow that benefits agents, clients, and underwriters alike.
AgencyAssist isn't a generic form builder or CRM. Every feature is designed specifically for commercial insurance agencies and producers.
With AgencyAssist, you can:
Collect client information through an easy-to-understand digital intake.
Generate completed ACORD applications from a single interview.
Create underwriting summaries to support stronger submissions.
Reduce follow-up requests by gathering more complete information upfront.
Access a built-in Learning Center with commercial insurance resources and training.
Use the free Chrome Extension to quickly identify common ACORD forms, underwriting questions, and workers' compensation class codes.
Everything works together in one platform to streamline the submission process from start to finish.
AgencyAssist is built for commercial insurance professionals, including:
Independent insurance agencies
Captive agents expanding into commercial lines
Commercial producers
Customer service representatives (CSRs)
Agency owners looking to improve efficiency and standardize submissions
Whether you're writing your first commercial policy or managing a growing book of business, AgencyAssist helps simplify the process.
We continuously improve AgencyAssist based on real-world agency workflows and feedback from insurance professionals.
Our goal isn't simply to automate forms — it's to remove unnecessary complexity from commercial insurance so agencies can focus on building relationships, advising clients, and writing more business.
We're building more than submission software.
Our vision is to create the platform commercial insurance agencies rely on throughout the submission lifecycle — from the first client conversation to a complete, well-prepared submission.
As AgencyAssist grows, we'll continue expanding the tools, training, and automation available to help agencies work more efficiently while delivering a better experience for their clients.
Thank you for being part of our journey.
Have a question? Visit our FAQ or contact support.