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Getting started
How to create your first submission, send an intake link, and download your first ACORD form. See our live demo for a full walkthrough.
Client intake links
Your client receives an email with a unique link. They fill out plain-English questions — no login required. You're notified when they submit.
ACORD form generation
AgencyAssist automatically maps intake answers to the correct ACORD fields. Supported forms include ACORD 125, 126, 130, 131, 137, and 140.
Billing and plans
All plans include a 14-day free trial. You can upgrade, downgrade, or cancel at any time from your dashboard under Billing.
Lead marketplace
Subscribed agents can bid on commercial insurance leads submitted through the website. Won leads require a one-time payment to unlock contact info.
Account and settings
Update your email, password, and notification preferences under Settings in your dashboard. To cancel your subscription, go to Billing.