AgencyAssist is a suite of tools built for insurance agents and brokers — from first client contact to submitted ACORD form.
Send clients a unique intake link. They fill out plain-English questions on any device — no insurance jargon, no PDF wrestling. Answers are captured instantly in your dashboard.
Every answer from the intake form is automatically mapped to the correct ACORD field. Download a submission-ready PDF the moment your client finishes.
Before you submit, AgencyAssist generates a plain-English summary of the risk — highlighting key exposures, missing information, and suggested coverages.
Track every submission in one place. See which clients have completed their intake, which forms are ready to download, and what's still pending.
Start your 14-day free trial. No charge until the trial ends.