AgencyAssist is a suite of tools built for independent agents — from the first client conversation to a bound commercial policy.
Everything you need to prepare a complete commercial insurance submission — from the first client conversation to a submission-ready ACORD package.
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.
The tools that help you manage renewals, track carrier quotes, stay compliant, and measure your agency's performance.
AgencyAssist tracks every policy expiration and sends automated reminder emails to clients at 45 days and 15 days out. When it's time to re-quote, resend the intake pre-filled with prior year details — the client just updates what's changed.
Log every carrier you approach directly on the submission page. Track the premium quoted and status for each — pending, quoted, bound, or declined. No separate spreadsheet needed.
A built-in errors & omissions checklist on every submission. Check off each item to document that you've covered your bases — verified limits, explained exclusions, confirmed effective date. Saved automatically.
A full pipeline view of your agency's performance — submission funnel, 6-month volume trend, top business classes, carrier quote breakdown, and a producer leaderboard with close rates.
Free educational content built into every account — because the agents who understand commercial insurance best win more accounts.
120+ free guides organized by topic — ACORD forms, underwriting, industry coverage, submission best practices, and agency growth. Search by form, industry, or coverage type.
Hands-on training built into your dashboard. New agents practice real intake scenarios, run live discovery call simulations, and complete lessons with quizzes — all tracked with a progress bar and badges.
Give every producer their own account while keeping agency owners in control of the whole book.
Invite producers with a single link. As the agency owner, see every submission across your whole team in one dashboard — filtered by agent, with a producer leaderboard showing submissions, completions, and close rates side by side.
Start your 30-day free trial. No credit card required.