AgencyAssist was built to eliminate the most time-consuming part of an agent's day — the intake process. Chasing clients for information, manually filling ACORD forms, and writing underwriting notes from scratch takes hours that could be spent closing deals.
We built a platform that sends clients a smart intake link, maps their answers directly to the correct ACORD fields, and delivers a complete submission package — including a full underwriting summary — in minutes. See exactly how it works on our live demo, or browse the full product overview.
Independent agents spend an enormous amount of time on tasks that shouldn't require their expertise. Before a single quote can be requested, an agent must collect business details, request loss runs, determine the right coverage lines, fill out the correct ACORD forms, and write an underwriting summary — all from scratch, often based on fragmented notes from a phone call.
The result is that skilled agents spend hours each week on data entry and paperwork instead of prospecting, advising clients, and closing business. AgencyAssist was built to fix that — not by replacing agents, but by handling the mechanical parts so agents can focus on what only they can do.
Agents create a submission and send clients a plain-English intake link. Clients answer questions about their business in plain language — no insurance jargon, no PDF forms, no back-and-forth. AgencyAssist maps every answer to the correct ACORD field and generates a complete submission package automatically.
AgencyAssist is built specifically for independent insurance agents and brokers who write commercial lines. It works particularly well for agents who handle multiple coverage types — general liability, workers comp, commercial auto, professional liability, and commercial property — where the intake and ACORD requirements differ by line.
Solo agents use it to stop spending evenings on paperwork. Small agencies use it to standardize intake across their team and reduce errors on submissions. If you write commercial accounts and spend significant time on intake and ACORD forms, AgencyAssist was built for you. See everything the platform includes →
AgencyAssist also operates a commercial insurance lead marketplace. Business owners who need coverage can submit a quote request directly on the website. Those leads are made available to subscribed agents, who can bid to win the lead exclusively. The winning agent pays to unlock the business owner's contact information and works the account from there.
Agents who share their personal QR code with prospects receive those leads directly — no bidding, no payment — as part of their subscription. Business owners can request a quote here →
Have a question? Visit our FAQ or contact support.