AgencyAssist automates the commercial insurance intake process. Instead of manually collecting client information and filling out forms by hand, agents send clients a plain-English intake link. Clients answer straightforward questions about their business, and AgencyAssist generates a complete submission package — including a custom submission summary and an underwriting summary — automatically.
This interactive demo walks through the full process for three different business types: a retail store, a restaurant, and a general contractor. You can choose to see the workflow where a client fills out the intake form on their own, or where an agent completes it with the client on the phone. Optional voice narration explains each step as you go.
Pick how you want to work — then choose a client type.